消息面上，1月22日，达沃斯世界经济论坛年会期间，特斯拉CEO埃隆·马斯克在与贝莱德CEO拉里·芬克的对谈中明确力挺太空 光伏，并披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳 能制造能力。 商业航天崛起打开太空光伏新空间 太空光伏走红的背后是我国商业航天产业的快速崛起。当前，我国商业航天已迈入规模化、商业化新阶段，产业红利逐步释 放，驱动太空光伏从技术探索逐步迈向产业探索阶段。 近年来，低轨卫星星座建设明显提速，通信、遥感、导航等下游应用需求持续释放，而商业火箭发射成本的下降与发射能力的 提升，也让航天器在轨运行时间更长、载荷更复杂成为常态。在此背景下，可靠的能源支撑系统成为保障航天器稳定运行的关 键，太空光伏凭借其独特优势成为业内关注的焦点。 《证券日报》援引商业航天业内人士观点称，太空极端环境对能源供应提出极为严苛的要求，太空任务的特殊性也决定了能源 系统须具备长期稳定性与可靠性。而光伏技术可将太阳能直接转化为电能，兼具持续性、稳定性和轻量化等优势，目前已成为 航天器最成熟、应用最广泛的能源形式，有效适配太空场景需求。 据中信证券预测，2 ...

Group 1 - The main capital inflow in the morning was observed in sectors such as non-ferrous metals, non-bank financials, banking, oil and petrochemicals, coal, and telecommunications [1] - Specific stocks that saw significant net inflows include Zijin Mining, Zhejiang Wenhu Internet, and Dongfang Risheng, with inflows of 2.488 billion, 1.896 billion, and 1.746 billion respectively [1] - Conversely, the sectors that experienced net outflows included electronics, defense and military, automotive, computers, machinery, and electric equipment [1] Group 2 - The stocks that faced the largest net outflows were China Satellite, Aerospace Electronics, and Lens Technology, with outflows of 2.736 billion, 2.521 billion, and 1.434 billion respectively [1]

商业航天概念股跌幅居前，截至发稿，亚太卫星(01045)跌8.18%，报4.38港元；钧达股份（002865） (02865)跌6.67%，报36.4港元；蓝思科技（300433）(06613)跌5.54%，报30.02港元；金风科技 （002202）(02208)跌5.31%，报16.05港元。 光大证券此前表示，尽管ITU遵循"先到先得"，但是受国际协调、频谱冲突、轨道容量限制，实际获批 量或小于申报量；此次申报更多是频轨资源战略储备，近期日本政府亦提出打造"日本版星链"系统，意 味着大国太空资源博弈加剧。产业层面来看，此次申报再度抬升国内商业航天潜在需求天花板，在以无 线电创新院为代表的"国家队"引领下，行业发展或再度提速。 消息面上，证券日报今日刊文称，自2026年以来，A股市场热门概念轮动加速，商业航天、AI应用、人 形机器人等赛道轮番升温，推动部分个股走出短期暴涨行情。在此背景下，监管部门已采取上调融资保 证金比例、对涨幅过大个股启动停牌核查等调控措施为市场降温。需要明确的是，监管部门的一系列举 措并非打压热门赛道，而是清晰划定"真价值"与"伪炒作"的边界。经济日报此前也发文称，勿让概念炒 作带歪 ...

Group 1 - The core viewpoint of the news is that Lens Technology's stock has experienced a decline of 5.05%, with a current price of 40.45 CNY per share and a total market capitalization of 2137.51 billion CNY [1] - Lens Technology, established on December 21, 2006, and listed on March 18, 2015, specializes in the research, production, and sales of protective panels for electronic products, primarily focusing on smartphone protective screens [1] - The company's revenue composition indicates that 82.48% comes from smartphones and computers, 9.60% from smart automotive and cockpit products, 5.00% from smart glasses and wearables, with the remaining 1.82% and 1.10% from other business and smart terminal products respectively [1] Group 2 - From the perspective of major fund holdings, Xin Yuan Fund has one fund heavily invested in Lens Technology, specifically the Xin Yuan Technology Innovation Mixed A fund, which holds 102,300 shares, unchanged from the previous period, accounting for 6.45% of the fund's net value [2] - The Xin Yuan Technology Innovation Mixed A fund was established on September 4, 2023, with a current scale of 43.41 million CNY, showing a year-to-date return of 2% and a one-year return of 25.14% [2] Group 3 - The fund manager of Xin Yuan Technology Innovation Mixed A is Li Biao, who has a tenure of 6 years and 232 days, with the fund's total asset scale at 3.743 billion CNY and a best return of 101.84% during his tenure [3] - Co-manager Zhang Zhengqing has a tenure of 274 days, with the fund's asset scale at 59.52 million CNY and a best return of 30.07% during his tenure [3]

人民财讯1月26日电，蓝思科技（300433）互动平台表示，公司的UTG柔性玻璃制造工艺已非常成熟， 已配合各大头部消费电子品牌实现大规模量产出货，是当前重要的业绩增长点。针对太空光伏应用的航 天级UTG柔性玻璃，公司已攻克微米级减薄、多重镀膜、化学强化等核心工艺难题，目前正处于与客 户深度对接与技术验证阶段，未来有望成为新的增长极。 ...

格隆汇1月26日丨蓝思科技(300433.SZ)在投资者互动平台表示，公司的UTG柔性玻璃制造工艺已非常成 熟，已配合各大头部消费电子品牌实现大规模量产出货，是当前重要的业绩增长点。 针对太空光伏应 用的航天级UTG柔性玻璃，公司已攻克微米级减薄、多重镀膜、化学强化等核心工艺难题，目前正处 于与客户深度对接与技术验证阶段，未来有望成为新的增长极。 ...

蓝思科技（300433.SZ）1月26日在投资者互动平台表示，在智能戒指领域，公司已配合海外知名客户及 国内头部品牌实现批量出货精密结构件与充电模组。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有和Oura智能戒有合作吗？ ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问公司的UTG产品是否已具备规模化量产能力？通 过本次CES展是否已有意向客户签单？公司是否有预估UTG产品在2026年度的营收占比？ 蓝思科技（300433.SZ）1月26日在投资者互动平台表示，公司的UTG柔性玻璃制造工艺已非常成熟，已 配合各大头部消费电子品牌实现大规模量产出货，是当前重要的业绩增长点。 针对太空光伏应用的航 天级UTG柔性玻璃，公司已攻克微米级减薄、多重镀膜、化学强化等核心工艺难题，目前正处于与客 户深度对接与技术验证阶段，未来有望成为新的增长极。 ...

Group 1: Stock Suspension and Resumption - Fenglong Co., Ltd. has suspended trading for stock price fluctuation investigation [1] - Jiamei Packaging has also suspended trading for stock price fluctuation investigation [1] - Hunan Gold expects a net profit of 1.27 billion to 1.61 billion yuan in 2025, representing a year-on-year increase of 50% to 90%, driven by rising sales prices of gold, antimony, and tungsten products. The company plans to acquire 100% equity of Golden Tianyue and Zhongnan Smelting, and will resume trading [1] - Longyun Co., Ltd. is planning to acquire 58% equity of Yuheng Film and has suspended trading [1] Group 2: Share Buybacks - Jinkai New Energy plans to repurchase company shares worth 500 million to 600 million yuan [2] - Zhongchong Co., Ltd. intends to repurchase company shares worth 100 million to 200 million yuan [2] Group 3: Mergers and Acquisitions - Yongjie New Materials plans to acquire 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan, focusing on the production and sales of aluminum plates and strips [3] - Jingsheng Co., Ltd. intends to purchase 100% equity of Weizhun Intelligent for 857 million yuan [4] - Weixing New Materials plans to acquire 88.2557% equity of Songtian Cheng for 111 million yuan, specializing in the R&D, manufacturing, and sales of polyethylene valves for municipal pipelines [4] Group 4: External Investments and Daily Operations - China Tianying plans to achieve a production capacity of 200,000 tons of EU-standard methanol by 2026 [5] - Delijia intends to invest 5 billion yuan in a research and manufacturing project for wind turbine gearboxes over 10 megawatts [6] - Trina Solar will allocate the remaining 1.7 billion yuan of raised funds for a new project focused on distributed smart photovoltaic power station construction [7] - Jingzhida has signed a sales contract for semiconductor testing equipment worth 1.311 billion yuan [8] - Lens Technology has achieved bulk supply in the commercial aerospace sector and has developed ultra-thin photovoltaic glass modules for extreme space environments [9] - BAIC Blue Valley's subsidiary plans to invest 1.991 billion yuan in the construction of a high-end platform model industrialization and digital upgrade project for the Xiangjie Super Factory [9] Group 5: Performance Changes - XianDao Intelligent expects a net profit of 1.5 billion to 1.8 billion yuan in 2025, a year-on-year increase of 424.29% to 529.15%, driven by increased operating rates and order volumes from leading domestic battery companies [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan in 2025, a year-on-year increase of approximately 28.74% to 34.93% [11] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan in 2025, representing a year-on-year increase of 81.77% to 134.78% [11] - China Merchants Bank anticipates a net profit of 150.181 billion yuan in 2025, a year-on-year increase of 1.21% [12] - Juchip Technology expects a net profit of 204 million yuan, a year-on-year increase of 91.40% [12] - Lianchuang Optoelectronics expects a net profit of 435 million to 532 million yuan in 2025, a year-on-year increase of 80.36% to 120.57% [12] - Zhaojin Gold expects a net profit of 122 million to 182 million yuan in 2025, turning from loss to profit [12] - Zhongwei Semiconductor anticipates a net profit of approximately 284 million yuan in 2025, a year-on-year increase of about 107.55% [12] - Guocheng Mining expects a net profit of 1 billion to 1.12 billion yuan in 2025, compared to a profit of 453 million yuan in the previous year [12] - Shengkong Co., Ltd. expects a net profit of 90 million to 110 million yuan in 2025, a year-on-year increase of 118.71% to 167.31% [13] - Daoshi Technology anticipates a net profit of 480 million to 580 million yuan in 2025, a year-on-year increase of 206.01% to 269.76% [13]

格隆汇1月23日丨蓝思科技在互动平台表示，公司作为国内外头部客户的一级核心供应商，合作已从消 费电子延展至智能汽车、具身智能、商业航天三大高增长赛道，实现了多领域的深度战略协同。公司在 商业航天领域已实现批量供货。主要产品涵盖卫星通信终端的结构件与精密模组，交付规模稳定。针对 太空环境的极端需求，公司依托全球领先的超薄玻璃与光伏玻璃后道加工技术，已成功研发出抗原子氧 剥蚀、抗辐射的超薄光伏玻璃模组及大尺寸UTG柔性玻璃。这些高壁垒产品正积极配合客户进行下一 代产品的联合研发，构建了深厚的技术护城河。目前该类产品占公司营收比例不大，请投资者注意风 险。 ...