(本文来自第一财经) 东方精工：嘉腾机器人在手订单超230亿的传闻不属实 【存储芯片】 12月25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商业航天、储能 等方面最新情况： 聚辰股份：存储芯片已量产应用于数据中心等下游领域 【商业航天】 【其他】 【机器人】 振华科技：电路保护等元件已配套核电应用 和顺电气：参股公司主营商业卫星电源产品 中航光电：配套商业航天领域连接器及光电液综合互连组件 上大股份：已与航天科技/航天科工集团下属院所开展合作，产品用于固体火箭发动机壳体等 中超控股：江苏精铸目前已进入航天科工火箭技术有限公司等航空航天核心主机厂商的供应链体系 南钢股份：为火箭回收船供应船板 【储能】 天合光能：2025年第四季度储能产品预计出货量超5GWh，全年出货量超8GWh 中天精装：参股企业科睿斯当前正在为部分客户打样，各项进展顺利 德石股份：公司高温螺杆钻具已广泛应用于新疆、四川等地油气开发的万米深井钻井工程中 高澜股份：已向国内外数十条特高压直流输电项目提供热管理产品 天润工业：公司商用车电动转向业务已进入供应商体系 ...

Core Viewpoint - The company aims to achieve annual revenue and profit growth targets while managing costs and inventory, expanding through acquisitions, and increasing its presence in high-end markets and niche products [1][2] Group 1: Operational Strategies - The company has outlined four main operational strategies for 2025, focusing on achieving annual revenue and profit goals, expanding in high-end markets, and deepening long-term customer relationships [1] - Effective cost control and inventory management are prioritized, with strategies aligned to revenue targets and flexible procurement and capacity planning to enhance inventory efficiency [1] Group 2: Market Expansion and Acquisitions - The company plans to integrate recent acquisitions in high-end temperature sensors and continue pursuing organic growth and strategic acquisitions to expand its platform scale [2] - There is a focus on expanding high-end markets and increasing the proportion of niche products, optimizing product mix and customer structure, and enhancing global strategic partnerships [2]