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超捷股份(301005.SZ):目前业务主要为商业火箭箭体结构件制造,包括箭体大部段(壳段)、整流罩等
Ge Long Hui· 2026-02-25 15:36
答:商业航天业务领域广阔,目前业务主要为商业火箭箭体结构件制造,包括箭体大部段(壳段)、整流 罩等。 格隆汇2月25日丨超捷股份(301005.SZ)在投资者关系中表示,有被问到:公司商业航天业务情况简介。 ...
超捷股份:公司商业航天业务主要为商业火箭箭体结构件制造
Zheng Quan Ri Bao· 2026-02-25 14:20
证券日报网2月25日讯 ,超捷股份在接受调研者提问时表示,商业航天业务领域广阔,目前业务主要为 商业火箭箭体结构件制造,包括箭体大部段(壳段)、整流罩等。 (文章来源:证券日报) ...
超捷股份:公司长期致力于高强度精密紧固件、异形连接件等产品的研发
Zheng Quan Ri Bao Wang· 2026-02-25 13:41
证券日报网2月25日讯,超捷股份(301005)在接受调研者提问时表示,公司长期致力于高强度精密紧 固件、异形连接件等产品的研发、生产与销售,产品主要应用于汽车发动机涡轮增压系统,换挡驻车控 制系统,汽车排气系统,汽车座椅、车灯与后视镜等内外饰系统的汽车关键零部件的连接、紧固。在新 能源汽车上,产品主要应用于电池托盘、底盘与车身、电控逆变器、换电系统等模块。此外,公司的紧 固件产品还应用于电子电器、通信等行业。 ...
超捷股份:目前汽车紧固件市场份额有向头部企业集中的趋势
Zheng Quan Ri Bao Wang· 2026-02-25 13:41
证券日报网2月25日讯,超捷股份(301005)在接受调研者提问时表示,汽车紧固件领域入门门槛较 低、中小规模企业居多,但由于汽车主机厂及Tier1客户的合格供应商资质审核,很多中小紧固件厂商 无法通过合格供应商认证,只有大型紧固件厂商能通过主流主机厂审核,目前汽车紧固件市场份额有向 头部企业集中的趋势。 ...
超捷股份:中小尺寸紧固件连接件单车价值量预估在800元左右
Zheng Quan Ri Bao Wang· 2026-02-25 13:41
证券日报网2月25日讯,超捷股份(301005)在接受调研者提问时表示,一辆中级乘用车单车紧固件价 值量市场预估在2千元左右,公司产品定位在中小尺寸紧固件,相对附加值更高,中小尺寸紧固件连接 件单车价值量预估在800元左右。 ...
超捷股份:接受上海明溪资产管理有限公司等投资者调研
Mei Ri Jing Ji Xin Wen· 2026-02-25 13:07
每经头条(nbdtoutiao)——伤亡180万人!俄乌冲突四周年,陷入谈判死局、战场僵局、经济困局!谁 为战争买单 每经AI快讯,超捷股份发布公告称,2026年2月25日下午14:00-15:00,超捷股份接受上海明溪资产管理 有限公司等投资者调研,公司董事会秘书、财务总监李红涛参与接待,并回答了投资者提出的问题。 (记者 曾健辉) ...
超捷股份(301005) - 2026年02月25日投资者关系活动记录表
2026-02-25 12:58
编号 2026-010 超捷紧固系统(上海)股份有限公司 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 其他 策略会 | | | 上海明溪资产管理有限公司 尹琴;上海沃珑港投资管理合伙企业 | | | (有限合伙) 张逸枫;世诚投资 邹文俊;东吴基金 楼盛;中金资管 | | 参与单位名称及人员 | 韩诚;友邦资产 黄怿炜;国泰基金 王宗凯;山西证券 薛淏天;弥 | | 姓名 | 远投资 许鹏飞;恒越基金 廖明兵;摩根基金 许凡;浦赢资产 陈 | | | 超;海创基金 樊生龙;海通资管 蔡骏临;湖南万泰华瑞投资管理 | | | 有限责任公司 张弛;野村东方国际证券有限公司 吴刚祥;金元顺 | | | 安基金 沈丹璇;长江证券 万延燊;西部证券 牛先智。 | | 时间 | 2026年2月25日 下午14:00-15:00 | | 地点 | 浦东凯宾斯基会议厅 | | 上市公司接待人员 姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 1、公 ...
商业航天概念持续走高 航天发展涨停
Xin Lang Cai Jing· 2026-02-25 05:49
午后商业航天概念持续走高,航天发展封涨停,此前再升科技涨停,科顺股份、星环科技涨超10%,神 剑股份、航天宏图、亚光科技、超捷股份跟涨。 ...
蛇年A股十大牛股出炉:上纬新材大涨18倍夺冠 共诞生7只5倍大牛股
Xin Lang Cai Jing· 2026-02-13 08:06
Group 1 - The top-performing stocks in the A-share market during the Year of the Snake include Shangwei New Materials, which saw an increase of over 18 times, and Tianpu Co., which surged by 942% [1] - A total of seven stocks achieved a fivefold increase, while one stock reached a tenfold increase during the Year of the Snake [1] Group 2 - Yunhe Technology (603256.SH) has a current price of 71.60 yuan and a total market capitalization of 62.9 billion yuan, with a growth of 781% [3] - Dingtai Gaoke (301377.SZ) has a market capitalization of 73.6 billion yuan and a current price of 179.57 yuan, showing a growth of 729% [3] - Feiwo Technology (301232.SZ) has a market capitalization of 18.149 billion yuan and a current price of 136 yuan, with a growth of 649% [3] - Shengtong Energy (001331.SZ) has a current price of 52.00 yuan and a market capitalization of 14.6 billion yuan, with a growth of 80% [4] - Chaojie Co. (301005.SZ) has a market capitalization of 21.1 billion yuan and a current price of 157.52 yuan, with significant annual growth [4] - Xianglu Tungsten Industry (002842.SZ) has a current price of 36.38 yuan and a market capitalization of 11.9 billion yuan, with a growth of 467% [4] - Xinyuan Co. (688521.SH) has a market capitalization of 144.8 billion yuan and a current price of 275.50 yuan, with a growth of 462% [4]
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]