Core Viewpoint - The company has not yet achieved mass production of its aerospace CPI products, and current applications involve only a single satellite's flexible solar wing with a small order value [1] Group 1: Product Development and Revenue Impact - The orders signed with relevant customers are in the product testing and validation phase, accounting for less than 0.1% of the company's projected revenue for 2025, indicating no significant impact on operational performance [1] - The company's microfluidic biochip business primarily utilizes glass-based TGV technology to provide necessary glass substrates or structural components for downstream clients, without involvement in chip design or manufacturing [1] Group 2: Financial Performance in Bio-Medical Sector - For the fiscal year 2025, the cumulative sales revenue from microfluidic-related products in the biomedical field is projected to be $10.79 million, representing a very small proportion of the company's overall revenue [1]

（一）关于CPI膜材在轨应用规模及财务影响的说明 证券代码：603773 证券简称：沃格光电 公告编号：2026-005 江西沃格光电集团股份有限公司 说明公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、情况说明 近期，江西沃格光电集团股份有限公司（以下简称"公司"）关注到投资者对公司 在E互动平台回复的关于"CPI（透明聚酰亚胺）航天应用"、"微流控生物芯片"及"玻 璃基技术"等业务情况较为关注。公司主营业务为光电玻璃精加工及玻璃基新材料、新 器件的研发与制造，主要应用于显示、通讯、半导体等领域，为使投资人理解公司相关 业务情况，公司对相关情况说明如下： 关于E互动问题"公司目前研发和生产CPI产品主要有哪些品类？哪些已能实现量 产？"，前期公司回复为"…配合头部商业航天客户提供CPI膜材及防护镀膜产品，今 年已实现柔性太阳翼基材的在轨应用，并正与其他客户推进送样测试"。 对此，公司航天CPI产品尚未实现量产，前述在轨应用仅涉及单颗卫星柔性太阳翼， 订单金额较小。目前，公司与相关客户签署的订单为产品测试验证阶段 ...

Core Viewpoint - The company, Woge Optoelectronics, has addressed investor concerns regarding its business segments, including CPI aerospace applications, microfluidic biochips, and glass-based technologies, emphasizing its current production capabilities and market status. Group 1: CPI Products - The company has developed CPI (transparent polyimide) products for aerospace applications, but these have not yet achieved mass production, with current applications limited to a single satellite's flexible solar wing, resulting in a small order value [1] - Orders related to CPI products are still in the testing phase and are expected to contribute less than 0.1% to the company's revenue in 2025, indicating significant uncertainty regarding future order cycles and scale [1][2] - The company claims to be one of the few in China with a complete CPI production chain, but the commercial aerospace business is still in its early stages, primarily focused on R&D and small-scale production [2] Group 2: Microfluidic Biochips - The company is advancing the development and industrialization of microfluidic biochips, leveraging its expertise in glass-based precision processing, with products nearing mass production after successful customer sample validation [3] - The microfluidic biochip business primarily provides glass substrates or structural components for downstream clients, without involvement in chip design or manufacturing, and is currently focused on applications in in vitro diagnostics [3] - Expected sales revenue from microfluidic products in the biomedical sector for 2025 is projected to be $10.79 million, representing a very small proportion of the company's overall revenue, with no confirmed timeline for entering formal mass production [3]

关于E互动问题"微流控生物芯片可以应用于脑机接口领域吗？"，前期公司回复为"在生物医药领域，公 司重点推进微流控生物芯片的研发与产业化。该产品充分发挥公司在玻璃基精密加工工艺方面的领先优 势，目前相关产品已完成客户送样验证，并即将进入量产出货阶段"。对此，公司涉及的"微流控生物芯 片"业务，主要是利用公司玻璃基TGV（玻璃通孔）及精密加工技术，为下游客户提供生物芯片所需的 玻璃基板或基础结构件，不涉及芯片设计和制造。2025年度，公司在生物医疗领域的微流控相关产品累 计销售收入10.79万美元，占公司整体营收比例极小，目前无依据确认公司进入正式量产的具体时间。 公司产品目前主要交付的应用场景为体外诊断（如血糖检测等），与脑机接口技术无关，亦无商业化销 售收入。 关于E互动问题"公司目前研发和生产CPI产品主要有哪些品类？哪些已能实现量产？"，前期公司回复 为"…配合头部商业航天客户提供CPI膜材及防护镀膜产品，今年已实现柔性太阳翼基材的在轨应用，并 正与其他客户推进送样测试"。对此，公司航天CPI产品尚未实现量产，前述在轨应用仅涉及单颗卫星柔 性太阳翼，订单金额较小。目前，公司与相关客户签署的订单为产品测试验 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

中信建投研报指出，航天侧，SpaceX积极推进上市进程，同时向FCC提交百万颗AI卫星申请，目标打 造太空算力卫星星座；苹果与SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓 展，继续看好航天及AI共振。 （文章来源：21世纪经济报道） 2月3日，A股市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。从板块来看，商业航天概念 爆发，罗博特科与帝科股份均20CM涨停，城建发展、巨力索具、沃格光电、东方钽业等22股涨停，三 角防务、海兰信、戈碧迦等跟涨。 消息面上，据新华社报道，美国企业家埃隆·马斯克创建的太空探索技术公司(SpaceX)2日发表声明说， 已收购同属马斯克名下的人工智能初创企业xAI公司，以整合涵盖人工智能、火箭、太空互联网等领域 的创新资源。 ...

(本文来自第一财经) 商业航天概念持续走强，海兰信、航天发展涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科、江 顺科技等十余股涨停，春晖智控、乾照光电涨超10%。 商业航天概念持续走强，海兰信、航天发展涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科、江 顺科技等十余股涨停，春晖智控、乾照光电涨超10%。 (本文来自第一财经) ...

02月03日消息，截止13:05，钙钛矿电池板块强势，泽润新能、帝科股份、沃格光电、钧达股份涨停， 隆华科技、帝尔激光、迈为股份、中来股份、捷佳伟创、金晶科技等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

隔夜美股存储芯片板块大涨，韩国股市的SK海力士、三星电子上午均大涨。市场担忧情绪消散，A股存储芯片板块早盘强势反弹，带动科技股情绪回暖。 不过，盘中又发生新变化，寒武纪上午跌超12%。市场担心，公司2026年一季度业绩或低于市场预期。此外，腾讯控股、阿里巴巴等个股大跌。 人气主线商业航天板块大涨，个股掀起涨停潮，并带动军工、3D打印、光伏设备等板块上涨。 截至上午收盘，上证指数上涨0.38%，深证成指上涨0.93%，创业板指上涨0.76%。 科技股领域，利空传言频频来袭。 昨天，受相关市场消息影响，存储芯片板块大跌，进而引发对半导体产业链叙事逻辑的担忧，科技股昨天集体受挫。 今天上午，商业航天板块上涨，海兰信、帝科股份等个股大涨。 | | | 商业航天 2488.37 3.26% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 海兰信 融 300065 | | 29.42 | 19.98% | 193亿 | | 首板涨停 最终涨停 11:19 | | ...

Group 1 - The commercial aerospace sector continues to expand, with significant stock price increases observed [1] - Aerospace Development has reached its daily limit up, indicating strong market interest [1] - Several companies, including Jili Rigging, Tongyu Communication, Woge Optoelectronics, Runbei Aerospace Technology, and Jiangshun Co., have also hit their daily limit up, showcasing a broad rally in the sector [1] Group 2 - Companies such as Hailanxin, Qianzhao Optoelectronics, and Chunhui Zhikong have seen stock price increases exceeding 10%, further highlighting the sector's momentum [1]