轻机（000821）(000821.SZ)，关键材料供应商〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300263,隆华科技) href=/300263/〉隆华科技（300263）(300263.SZ)等。  砷化镓路线为当前主力环节，建议关注市场份额领先的相关企业，如〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300102,乾照光电) href=/300102/〉乾照光电（300102）(300102.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_600703,三安光电) href=/600703/〉三安光电（600703）(600703.SH)。此外，受益于太空算力与商业航天场景扩容，建议关注相关产业链配套企业的进展，建议关注斯瑞新材(688102.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_000962,东方钽业) href=/000962/〉东方钽业（000962）(000962.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_600481,双良节能) href=/600481/〉双良节能（600481）(600481.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002202,金风科技)
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