Core Viewpoint - The company has achieved stable small-batch delivery of its commercial aerospace products by 2025 and has begun to generate modest profits [2] Group 1: Company Performance - The company expects rapid growth in revenue from its commercial aerospace business in 2026, driven by increased market demand as major clients finalize rocket models [2] - The overall profitability is anticipated to improve further in 2026 compared to 2025, benefiting from enhanced production efficiency, scale effects, and increased process maturity [2] Group 2: Industry Outlook - The commercial aerospace industry is expected to enter a phase of mass production in the next 2-3 years, leading to a significant acceleration in market demand [2] - The company plans to focus on capacity building and delivery capability to seize market opportunities arising from the high growth in the commercial aerospace sector [2]

（文章来源：证券日报） 证券日报网1月6日讯 ，超捷股份在接受调研者提问时表示，公司与成都新月都属于精密制造领域，通 过收购成都新月，公司产品可以向航空航天领域拓展，增加公司的产品应用范围，受益于航空航天制造 业的高景气度，将成为公司业绩的第二增长点。 ...

Core Viewpoint - The manufacturing of rocket structural components is a critical link in the commercial aerospace industry chain, currently facing supply constraints that hinder rapid industry development [2] Industry Summary - The commercial aerospace sector is entering a phase of accelerated development, with potential for an expanding capacity gap if overall industry progress is smooth, leading to a persistent supply-demand imbalance [2] - The number of domestic suppliers capable of large-scale delivery of structural components is limited, primarily concentrated in regions such as Beijing-Tianjin-Hebei, Chengdu-Chongqing, and Shandong [2] - The field has high technical barriers, with core teams often composed of professionals with "national team" backgrounds, creating significant talent and engineering experience barriers [2] Company Summary - The company has achieved stable, small-batch product deliveries to leading private rocket companies over the past year, accumulating solid R&D and manufacturing experience [2] - The company possesses two notable advantages: 1. Talent advantage, with a dedicated commercial aerospace business team that includes experienced core technical, manufacturing, and business personnel [2] 2. Resource advantage, leveraging the financial strength of a publicly listed company to purchase equipment and build production lines based on market conditions [2] - Given the high industry prosperity and capacity constraints, the company is expected to continue consolidating its market position through its early accumulation and comprehensive capabilities [2]

Core Viewpoint - The core value of the reusable technology in rocket first-stage boosters lies in the repeated use of high-value components such as engines, which will create ongoing after-sales demand for the company [1] Group 1 - The maturity of reusable technology is expected to significantly increase launch frequency, driving growth in overall rocket manufacturing demand [1] - The company anticipates benefiting from a dual-driven model of "high-frequency launches + maintenance and updates," leading to more order opportunities and new business growth points [1]

Core Viewpoint - The company has achieved stable small-batch deliveries in its commercial aerospace business by 2025 and has begun to generate modest profits [1] Group 1: Business Performance - The company expects rapid growth in revenue from its commercial aerospace business in 2026, driven by the completion of technical standardization of major rocket models by key customers [1] - Overall profitability is anticipated to improve further compared to 2025, benefiting from enhanced production efficiency, scale effects, and increased process maturity [1] Group 2: Market Outlook - The industry is expected to enter a phase of mass production, leading to a significant acceleration in market demand over the next 2-3 years [1] - The company will continue to focus on capacity building and delivery capabilities to seize market opportunities arising from the high growth in the commercial aerospace sector [1]

每经AI快讯，超捷股份发布公告称，2026年1月6日，超捷股份接受广发证券等投资者调研，公司董事 会秘书、财务总监李红涛等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 （记者 王晓波） ...

证券代码：301005 证券简称：超捷股份 超捷紧固系统(上海)股份有限公司 投资者关系活动记录表 编号 2026-001 投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称及人员 姓名 1、广发证券 代川、孙柏阳、蒲明琪； 2、东吴证券 郭雨蒙； 3、磐泽资产 庄启臣 时间 2026年1月6日 上午10:00-12:00 地点 子公司无锡超捷会议室 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 2、公司证券事务代表 刘玉 1、公司收购子公司成都新月的原因是什么？ 公司与成都新月都属于精密制造领域，通过收购成都新月， 公司产品可以向航空航天领域拓展，增加公司的产品应用范围， 受益于航空航天制造业的高景气度，将成为公司业绩的第二增长 点。 2、目前公司商业航天领域产品情况？ 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、发动机零部件等。 3、一枚商业火箭的结构件产品价值量占比大概有多少？ 目前市场上主流尺寸的一枚商业火箭成本中结构件占比在 25%以上。 4、实现可回收之后，哪些产 ...

Group 1: Commercial Aerospace Insights - The Shanghai Stock Exchange has introduced policies to support quality commercial rocket companies for listing, focusing on reusable rocket payloads as a core standard[6] - The commercial aerospace sector is expected to maintain stable or potentially increasing value under cost reduction trends, with key targets identified in satellite payloads and platforms[3] - Significant growth is anticipated in the satellite constellation deployment, with the G60 constellation aiming to launch 1,296 satellites by the end of 2027 and 15,000 by 2030[19] Group 2: Consumer-Level Engraving Machines - xTool plans to go public in Hong Kong, with revenue projected to grow from CNY 14.6 billion in 2023 to CNY 24.8 billion in 2024, reflecting a 70% year-on-year increase[29] - The company holds a 35.1% market share in the consumer-level laser engraving tool market, positioning it as a leading player[48] - The business model of xTool includes a closed loop of "equipment + consumables + software + ecosystem," enhancing customer retention and engagement[32] Group 3: Zhengli New Energy Developments - Zhengli New Energy reported a revenue of CNY 31.7 billion in the first half of 2025, a 71.9% increase year-on-year, with a net profit of CNY 2.2 billion, marking a successful turnaround[55] - The company is positioned to benefit from the growing demand in the electric vehicle and energy storage markets, with a projected increase in global energy storage battery shipments from 530 GWh in 2025 to 1,343 GWh by 2028[55]

Group 1 - The core viewpoint of the news is that Chaojie Co., Ltd. experienced a stock price increase of 5.65%, reaching 159.40 CNY per share, with a trading volume of 1.433 billion CNY and a turnover rate of 7.30%, resulting in a total market capitalization of 21.402 billion CNY [1] - Chaojie Co., Ltd. specializes in the research, production, and sales of metal and plastic fasteners, as well as aerospace components, with revenue composition being 69.73% from metal fasteners, 23.19% from plastic fasteners, and 7.45% from aerospace components [1] Group 2 - Longcheng Fund's Chaojie Co., Ltd. has a new entry in the top ten circulating shareholders, with the Changcheng Jiujia Innovation Growth Mixed A Fund (004666) holding 1.5 million shares, accounting for 1.13% of circulating shares, and generating an estimated floating profit of approximately 12.78 million CNY [2] - The Changcheng Jiujia Innovation Growth Mixed A Fund (004666) was established on July 5, 2017, with a current scale of 1.974 billion CNY, showing a year-to-date return of 1.5% and a one-year return of 104.13% [2]

Group 1 - The core point of the news is that Chaojie Co., Ltd. experienced a stock decline of 5.22%, with a current share price of 143.00 CNY and a total market capitalization of 19.2 billion CNY [1] - Chaojie Co., Ltd. specializes in the research, production, and sales of metal and plastic fasteners, as well as aerospace components, with revenue contributions of 69.73% from metal fasteners, 23.19% from plastic fasteners, and 7.45% from aerospace components [1] Group 2 - Among the top ten circulating shareholders of Chaojie Co., Ltd., Yongying Fund's high-end equipment mixed fund A (015789) entered the list in the third quarter, holding 555,700 shares, which accounts for 0.42% of the circulating shares [2] - The fund has a current scale of 209 million CNY and has achieved a return of 0.94% this year, ranking 6334 out of 8816 in its category, while its one-year return is 109.88%, ranking 130 out of 8081 [2] Group 3 - The fund manager of Yongying Fund's high-end equipment mixed fund A is Zhang Lu, who has a total fund asset scale of 22.921 billion CNY and has achieved a best fund return of 150.95% during his tenure [3]