（文章来源：证券日报） 证券日报网讯 1月20日，聚和材料在互动平台回答投资者提问时表示，公司持续聚焦导电浆料在高可靠 性领域的技术研发与场景落地，相关高性能导电浆料在耐极端环境、抗辐射、长期稳定性等核心指标上 表现领先，部分产品已实现商用卫星太阳翼实际应用。除卫星太阳翼外，公司部分电子元器件浆料产品 也已进入卫星通信领域，可满足卫星通信系统中相关组件的导电连接与性能稳定需求。公司已将航天卫 星等高端应用领域纳入长期战略布局，后续将持续优化产品性能，积极对接产业链上下游合作伙伴，稳 步推进该领域的市场拓展与业务落地。 ...

【卫星通信】 帝科股份：部分电子元器件浆料产品已应用于卫星通信领域，但目前规模较小 【其他】 科思股份：氨基酸表面活性剂、吡罗克酮乙醇胺盐已进入联合利华等头部品牌供应链 移远通信：已与多家玩具企业开展深度合作 鹿山新材：有钙钛矿叠层专用胶膜用于叠层太阳能电池的封装 1月16日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在半导体等方面最 新情况： 【半导体】 沃顿科技：公司超纯水系列膜产品已成熟应用于半导体芯片等高端制造领域 ...

证券日报网1月16日讯，帝科股份（300842）在接受调研者提问时表示，公司及子公司持续关注导电浆 料产品在太空光伏等高可靠性需求领域的应用。公司分三个技术维度进行了产品布局与储备，包括当下 成熟的P型PERC电池技术、中期重点开发的P型HJT电池技术，以及长期战略布局的钙钛矿叠层电池技 术。在上述三类电池技术上，公司均储备了相应的性能领先的高可靠导电浆料产品，其中部分产品已经 实现商用卫星太阳翼使用。此外，公司部分电子元器件浆料产品已应用于卫星通信领域，但目前规模较 小。 ...

帝科股份(300842)1月15日在机构调研时表示，公司部分电子元器件浆料产品已应用于卫星通信领域， 但目前规模较小。 ...

Investment Rating - The report maintains an "Overweight" rating for the company [3]. Core Insights - The company is a leading enterprise in photovoltaic conductive paste and has strengthened its industry position through the acquisition of Zhejiang Suote. Additionally, the company's semiconductor second curve business is beginning to ramp up, with products in sintered silver and silicon carbide-related fields starting to industrialize [1][7]. - The semiconductor electronic materials business has shown significant growth, achieving revenue of 11.54 million in the first half of 2025, a year-on-year increase of 75.1%. The company is focusing on high-value automotive applications, indicating substantial future growth potential [10][12]. - The acquisition of Shenzhen Yinmeng in 2024 allows the company to enter the storage chip sector, with expected revenues of 0.75 billion and 1.89 billion for 2024 and the first half of 2025, respectively. The storage chip business is anticipated to perform positively due to the industry's rapid development [12][13]. Financial Data and Valuation - Total revenue is projected to grow from 9.603 billion in 2023 to 20.416 billion by 2027, with a compound annual growth rate (CAGR) of 13% [2][23]. - The company's net profit is expected to decline from 386 million in 2023 to 251 million in 2025, before recovering to 737 million by 2027 [2][23]. - The price-to-earnings (PE) ratio is forecasted to decrease from 25.5 in 2023 to 13.3 in 2027, indicating a potential undervaluation as earnings recover [2][23]. Company Developments - The acquisition of Zhejiang Suote for 696 million in cash has been completed, enhancing the company's intellectual property and R&D capabilities, which is expected to improve business scale and profitability [7][8]. - The company has begun to industrialize products related to automotive dimming glass and silicon carbide, indicating a diversification of its product offerings [1][7]. - The semiconductor materials business is gradually expanding, with a focus on high-value applications in the automotive sector, which is expected to drive future growth [10][11].