云南锗业（002428.SZ）1月7日在投资者互动平台表示，公司于2025年3月开始实施"空间太阳能电池用 锗晶片建设项目"，该项目计划建设期为18个月，计划在现有产能基础上新建产能，2025年末达到年产 125万片锗晶片的产能，项目完全建成后达到年产250万片锗晶片的产能。目前上述项目建设工作正按计 划开展。相关产品的具体生产销售情况公司将在年度报告中进行公开披露，敬请关注。 每经AI快讯，有投资者在投资者互动平台提问：贵司目前锗晶片的产能有多少，产能利用率是多少？ （文章来源：每日经济新闻） ...

或由于美联储如期降息，利好有色金属板块，12月11日，揽尽有色金属行业龙头的有色龙头ETF （159876）场内价格盘中涨逾1.3%，现涨0.77%，值得关注的是，截至发稿，该ETF获资金实时净申购 2880万份，深交所数据显示，此前3日该ETF狂揽1.04亿元，反映资金看好板块后市，积极进场布局！ 值得一提的是，截至12月10日，有色龙头ETF（159876）最新规模8.05亿元，在全市场3只跟踪同标的 指数的ETF产品中，是规模最大的ETF。 细分方向来看，黄金股表现活跃，山金国际领涨超9%，赤峰黄金涨逾3%，中金黄金涨超2%；直接配 套低轨卫星组网需求，专注空间太阳能电池用锗晶片建设项目，国内锗产业链最完整、产销量第一的云 南锗业涨近9%。权重股紫金矿业涨近3%，洛阳钼业、山东黄金涨逾1%。 资金为何积极抢筹有色金属板块？或可从三个维度进行分析： 1、宏观层面，美联储宣布降息25个基点，鲍威尔表示，预计未来不会有人将加息作为主要预期。中信 建投证券指出，只要美联储仍处于降息通道（未来仍有进一步降息预期），有色金属价格仍有上涨动 力。 2、产业层面，铝电池核心技术取得突破！铝行业高景气有望延续。中原证券指 ...

细分方向来看，直接配套低轨卫星组网需求，专注空间太阳能电池用锗晶片建设项目，国内锗产业链最 完整、产销量第一的云南锗业领涨超6%；受益于锂电池板块走强，锂业龙头盛新锂能涨近6%；黄金股 亦有亮眼表现，山金国际涨超3%，四川黄金涨逾2%。权重股紫金矿业、中国铝业涨逾1%。 图：有色龙头ETF标的指数涨幅前10大成份股 | 序号 | 名称 | 涨跌幅 ▼ | 两日陷 | 申万 -- 级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 云南省业 | 6.31% | September 1 Nove | 布色合屈 | 小金属 | 其他小金属 | 1934Z | 30.68亿 | | 2 | 原新推能 | 5.97% | cond | 有色合居 | 能源合同 | 45 | 296Z | 24.534Z | | 3 | 白银有色 | 4.43% | 3 | 有色全属 | 工业主属 | स्टे | 3847 | 11.41 亿 | | प | 国域,亚 | 4.29% | 100 ...

Core Viewpoint - The company is progressing with its space solar energy gallium arsenide chip project, which is set to begin production by the end of 2025, with a planned capacity of 1.25 million chips annually by the end of 2025 and 2.5 million chips upon full completion [1] Group 1 - The company announced that the space solar cell gallium arsenide chip construction project will start in March 2025, with a construction period of 18 months [1] - The project aims to increase production capacity without affecting existing production lines, with the current capacity gradually increasing as equipment is installed [1] - Upon completion and acceptance of the project, the company will make timely public disclosures regarding the project [1]

Core Viewpoint - Yunnan Germanium announced the implementation of a new project for space solar cell germanium wafers, set to begin in March 2025, with a total production capacity of 2.5 million wafers upon completion [1] Group 1: Project Details - The project will have a construction period of 18 months, aiming to achieve an annual production capacity of 1.25 million germanium wafers by the end of 2025 [1] - The new capacity will be built on top of the existing production capabilities, ensuring that current production lines remain unaffected during the project [1] - The construction work for the project is currently progressing as planned [1]

Core Viewpoint - The company is progressing with its new production line for gallium arsenide chips used in solar cells, aiming to meet the increasing demand driven by the growth of commercial satellites, particularly in low Earth orbit communications [1] Group 1: Company Updates - The company started the "gallium arsenide chip construction project for space solar cells" in March 2025, with a planned construction period of 18 months [1] - By the end of 2025, the company aims to achieve an annual production capacity of 1.25 million gallium arsenide chips, with a total capacity of 2.5 million chips once the project is fully completed [1] - The construction work for the project is currently on schedule [1] Group 2: Industry Demand - There has been a significant increase in demand for space solar cells due to the rapid growth of global satellite networks, especially for commercial satellites [1] - The global usage of gallium arsenide chips in solar applications is showing a positive growth trend [1]

Group 1 - The company, Yunnan Germanium (002428.SZ), has initiated the construction of a new project for germanium wafers used in space solar cells, approved by the board of directors [1] - The new production capacity is being built on top of the existing capacity, with machinery and equipment gradually being put in place, leading to a gradual increase in production capacity [1] - An investor inquired about the company's photovoltaic germanium production capacity, which was reported to be 490,000 wafers per year, and questioned how the company could produce the same amount in just the first half of the year when it was already operating at full capacity last year [3]

Core Viewpoint - Yunnan Ge Industry (002428) is implementing a "germanium chip construction project for space solar cells" to meet current customer demands and align with future downstream demand trends [1] Project Details - The project has a planned construction period of 18 months [1] - By the end of 2025, the project aims to achieve an annual production capacity of 1.25 million germanium chips [1] - Once fully completed, the project will reach an annual production capacity of 2.5 million germanium chips [1]

Core Viewpoint - Yunnan Germanium (002428) is actively implementing projects to meet current customer demands and align with future downstream trends in the germanium industry [1] Group 1: Project Implementation - The "Space Solar Cell Germanium Chip Construction Project" aims to further satisfy current customer needs and keep pace with future demand trends [1] - The "Advanced Germanium Material Construction Project" is focused on enhancing the company's long-term industrial layout and improving production technology for germanium materials [1] Group 2: Technological Advancements - The implementation of the advanced project will facilitate the conversion of research and development achievements, equipment updates, and improvements in automation levels [1] - These initiatives are designed to meet the development needs of high-end germanium products, aiding the company's transformation and upgrading efforts [1]

Group 1 - The company responded to an investor inquiry regarding the timeline for the new production capacity to be operational, indicating that the construction period for the "germanium wafer project for space solar cells" is planned for 18 months [2] - The company noted that the prices of photovoltaic-grade germanium products have stabilized recently, with no significant changes reported [2] - The project construction is currently proceeding as planned, and the company will disclose any relevant progress in accordance with regulations [2]