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我国可回收火箭再获关键突破,星云二号发动机密集点火验证,海上回收助力商业航天迈入新阶段
Xin Lang Cai Jing· 2026-02-11 10:16
Group 1 - Hailanxin (300065) is a core enterprise in the field of smart ocean and commercial aerospace measurement and control, with a contract amount of 458 million yuan for a project related to reusable rocket recovery [1][25] - Jieli Suoju (002342) is a leading company in the domestic rigging industry, providing intercept nets and ultra-high molecular weight polyethylene ropes for rocket recovery, with a single set of capture arms valued at 15-20 million yuan [2][26] - Chaojie Co., Ltd. (301005) specializes in precision structural components, supplying key components for rockets, with a single set valued at 25-30 million yuan and securing 30 orders for 2026-2028 [3][27] Group 2 - Taisheng Wind Power (300129) is a leader in wind power towers, providing structural components for rockets and planning to cover 60% of launch tasks by 2025 [4][28] - Zhongheng Design (603017) is a leading engineering design firm, providing design and construction services for rocket recovery bases, supporting industry landing [5][29] - Yitong Century (300310) focuses on communication technology services, providing communication support for rocket recovery processes [6][30] Group 3 - Aerospace Electronics (600879) is a leading company in aerospace electronics, providing landing leg actuators for reusable rockets, with a projected increase in value by 3-5 times after commercialization in 2026 [7][31] - Mengsheng Electronics (688331) specializes in satellite navigation systems, providing core navigation systems for reusable rockets, supporting centimeter-level positioning [8][32] - Sry New Materials (688102) is a leader in high-strength copper alloy materials, supplying core materials for rocket engines, ensuring stable operation for recovery [9][34] Group 4 - AVIC Optoelectronics (002179) is a leading company in aerospace connectors, ensuring reliable signal transmission for rocket recovery processes [10][35] - Guokai Military Industry (688543) provides solid engine power modules for rockets, which are critical components for recovery [11][36] - Parker New Materials (605123) specializes in aerospace forgings, supplying key components for rockets, ensuring structural stability for recovery [12][37] Group 5 - Hanyu Technology (688239) focuses on titanium alloy forgings for rockets, supporting stable engine operation for recovery [13][38] - Race Intelligent (002979) provides specialized motors for rocket engines, crucial for thrust adjustment during recovery [14][39] - Aerospace Universe (688523) specializes in composite materials, supporting lightweight structures for rockets [15][40] Group 6 - Guoguang Electric (688776) provides electrical equipment for rockets, supporting electrical control and signal transmission during recovery [16][41] - Aerospace Hongtu (688066) offers satellite remote sensing services, providing environmental monitoring for rocket recovery [17][42] - Chunzong Technology (603516) provides ground measurement and control equipment for rocket launches and recoveries [18][43] Group 7 - Aerospace Electromechanical (600151) supplies solar panels and power systems for rockets, supporting energy management during recovery [19][44] - Wuzhou Xinchun (603667) supplies bearings for recovery systems, with annual orders valued at 120-180 million yuan [20][45] - Aerospace Morning Light (600501) provides ground support systems for rocket recovery, ensuring efficient execution of recovery operations [21][46] Group 8 - Aerospace Technology (000901) specializes in measurement and control services for rockets, ensuring precise control during recovery [22][47] - Aerospace Power (600343) provides fluid components for rocket engines, ensuring reliable fluid control during recovery [23][48]
泰胜风能:公司的火箭贮箱项目仍处于产线建造与技术准备的前期阶段,目前尚未正式投产
Mei Ri Jing Ji Xin Wen· 2026-02-11 08:39
泰胜风能(300129.SZ)2月11日在投资者互动平台表示,公司的火箭贮箱项目仍处于产线建造与技术准 备的前期阶段,截至目前,相关产线尚未正式投产,也尚未开展任何批量化或试验性的生产制造活动。 每经AI快讯,有投资者在投资者互动平台提问:泰胜风能当前在商业航天领域的主要业务布局围绕火 箭燃料贮箱产品展开,相关工作正处于产线建造、市场拓展、技术准备等前期阶段。截至目前,该业务 尚未正式投产,也未形成批量供货。那么现在中科宇航的试验箭体是用本公司试验生产的火箭燃料贮箱 做试验吗? (文章来源:每日经济新闻) ...
泰胜风能(300129.SZ):火箭贮箱项目仍处于产线建造与技术准备的前期阶段
Ge Long Hui· 2026-02-11 08:32
格隆汇2月11日丨泰胜风能(300129.SZ)在互动平台表示,公司的火箭贮箱项目仍处于产线建造与技术准 备的前期阶段,截至目前,相关产线尚未正式投产,也尚未开展任何批量化或试验性的生产制造活动。 ...
公司互动丨这些公司披露在火箭发射、光伏等方面最新情况
Di Yi Cai Jing· 2026-02-10 14:31
Rocket Launch - Huabao New Energy's outdoor power supply products have been widely applied in various high-difficulty off-grid power scenarios, including domestic rocket launches [1] - Taisheng Wind Power's rocket storage tank project is expected to officially start production by mid-2026 [1] Battery - Toxin Pharmaceutical currently does not have products or business related to brain-computer interface fields [1] Photovoltaics - Zerun New Energy has not yet conducted research and development on solar wing junction boxes [1] Media - Bona Film Group is involved in the production of "Fast and Furious 3," which is scheduled for nationwide release during the 2026 Spring Festival [1] Other - Taihe Technology's renovation of its original lithium iron phosphate production facility is expected to achieve an annual production capacity of 10,000 tons of sodium iron phosphate [1] - Li'ang Technology will continue to increase R&D investment in computing power, cloud computing, and cloud services [1] - Xinwei Communication currently holds a 15% stake in Xinwei Electric Science [1] - Boss Software is still held by Linzhi Tencent [1] - Xinke Mobile's satellite internet business is still in the investment phase [1] - Beijing Junzheng's new process products are expected to begin large-scale sales starting in the first quarter [1] - Xinbao Co.'s self-branded coffee machine Barsetto has a small domestic sales proportion [1]
泰胜风能:目前公司生产经营活动一切正常,管理层正全力推动各项业务的健康发展
Zheng Quan Ri Bao· 2026-02-09 14:09
Core Viewpoint - The company, 泰胜风能, is committed to preparing its 2025 annual report in accordance with relevant laws and regulations, emphasizing that specific financial data and operational results will be disclosed at that time [2]. Group 1 - The company confirmed that all production and operational activities are currently normal [2]. - The management is fully focused on promoting the healthy development of various business operations [2].
泰胜风能:贮箱生产基地项目于2025年底正式立项
Zheng Quan Ri Bao Wang· 2026-02-09 13:21
Core Viewpoint - The company, Taisheng Wind Power, is initiating research and technical preparations for rocket storage tank business starting at the end of 2024, with plans for a production base project to be officially established by the end of 2025 [1] Group 1: Business Development - The rocket storage tank business is currently in its early stages, focusing on production line renovation and market expansion [1] - The designed production capacity for the new production line is 60 sets of storage tanks, with expected production commencement by mid-2026 [1] Group 2: Collaboration and Infrastructure - The company is exploring collaboration with the Dongtai area regarding the rocket storage tank business [1] - Plans include the renovation of the original Dongtai factory to support the new business initiative [1]
泰胜风能:公司当前主要针对火箭贮箱产品开展产线建造、技术准备等前期布局工作,该业务尚未正式投产
Mei Ri Jing Ji Xin Wen· 2026-02-09 11:07
每经AI快讯,有投资者在投资者互动平台提问:据公开信息显示公司已进入中科宇航、星河动力供应 链,请问与中科宇航、星河动力合作事宜是否属实? 泰胜风能(300129.SZ)2月9日在投资者互动平台表示,公司当前主要针对火箭贮箱产品开展产线建 造、市场拓展、技术准备等前期布局工作。截至目前,该业务尚未正式投产,也未形成批量供货。敬请 投资者理性甄别市场信息,审慎判断,注意投资风险,谢谢关注。 (文章来源:每日经济新闻) ...
泰胜风能:华能是重要客户,将关注其项目并发挥优势
Xin Lang Cai Jing· 2026-02-06 10:51
董秘回答(泰胜风能SZ300129): 华能集团是公司在风电装备业务领域的重要客户之一,公司与包括华能在内的国内主要发电集团均保持 着长期、稳定的合作关系,我们始终珍视并致力于服务好每一位客户。公司为海上风电业务配套的塔 架、管桩、导管架、升压站平台等产品,其生产基地主要布局在江苏启东。公司会密切关注重要客户的 发展规划,持续关注其项目进展及潜在的业务机会,并积极发挥公司在风电装备制造领域的经验与优 势,努力为客户创造价值。感谢您的宝贵建议!查看更多董秘问答>> 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 投资者提问: 尊敬的董秘您好,1月16日,华能(东台)海上风力发电有限公司正式成立,注册资本达3.2亿元,请问, 华能是否为公司重要客户?东台的工厂完美契合华能最新的风力发电公司,请公司重视呢。 ...
泰胜风能(300129.SZ):当前主营业务不涉及军工领域
Ge Long Hui· 2026-02-05 08:40
Core Viewpoint - The company, Taisheng Wind Power (300129.SZ), has clarified that its current main business does not involve the military industry [1] Group 1 - The company is actively engaging with stakeholders through an interactive platform [1]
泰胜风能:当前主营业务不涉及军工领域
Ge Long Hui· 2026-02-05 08:39
Core Viewpoint - The company, Taisheng Wind Power (300129.SZ), has clarified that its current main business does not involve the military industry [1] Group 1 - The company is actively engaging with stakeholders through an interactive platform [1]