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4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。 ...

Group 1 - The company, 超捷股份, announced an investor research meeting scheduled for February 4, 2026, from 13:30 to 15:00 [1] - The meeting will be attended by the company's board secretary and financial director, 李红涛, along with the securities affairs representative, 刘玉, who will respond to investor inquiries [1] Group 2 - The news also highlights a significant political figure, 特朗普, and discusses the implications of 凯文·沃什's new policy ideas on the Federal Reserve, focusing on inflation control and investment strategies [1]

南财智讯2月4日电，超捷股份在投资者关系活动中表示，当前火箭结构件制造作为商业航天产业链中的 关键环节，仍处于供给相对紧张的状态，是制约行业快速发展的瓶颈之一；随着商业航天进入加速发展 阶段，若未来行业整体推进顺利，产能缺口有望进一步扩大，市场仍将维持供不应求的格局。 ...

Group 1: Company Overview - The company focuses on the research, production, and sales of high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems, parking control systems, exhaust systems, and key components in new energy vehicles [2][3] - The commercial aerospace business mainly involves the manufacturing of structural components for commercial rockets, including major sections and fairings [2][3] Group 2: Market Dynamics - The rocket structural component manufacturing sector is currently experiencing supply constraints, which is a bottleneck for rapid industry development [3] - The market is expected to maintain a supply-demand imbalance as the commercial aerospace sector accelerates its growth [3] Group 3: Competitive Landscape - There are limited suppliers capable of large-scale delivery of structural components, primarily located in regions such as Beijing-Tianjin-Hebei, Chengdu-Chongqing, and Shandong [3] - The industry has high technical barriers, with core teams often composed of professionals with "national team" backgrounds, creating significant talent and engineering experience barriers [3][4] Group 4: Company Advantages - The company has achieved stable, small-batch product deliveries to private rocket companies, accumulating solid R&D and manufacturing experience [3] - It possesses a dedicated aerospace business team with experienced personnel, and can leverage its public company status for equipment purchases and production line construction [3][4] Group 5: Manufacturing Insights - The primary materials used in rocket structural components are aluminum alloys and stainless steel, with riveting and welding as the main manufacturing processes [3][4] - The commercial rocket structural components account for over 25% of the total cost of a mainstream commercial rocket [4] Group 6: Automotive Sector Insights - The automotive fastener market has a low entry barrier, but many small manufacturers struggle to pass the qualification audits of major automotive OEMs, leading to market share concentration among larger firms [4] - Despite significant revenue growth in recent years, profit margins have declined due to factors such as a slowdown in the automotive industry and rising material costs [4] Group 7: Strategic Acquisitions - The acquisition of Chengdu Xinyue allows the company to expand its product applications into the aerospace sector, benefiting from the high demand in aerospace manufacturing, which is expected to become a second growth point for the company [4]

证券代码：301005 证券简称：超捷股份 公告编号：2026-003 超捷紧固系统（上海）股份有限公司 注册资本：人民币 13,426.1011 万元整 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、公司完成工商变更的情况说明 超捷紧固系统（上海）股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第六届董事会第二十一次会议及第六届监事会第二十一次会议，于 2025 年 11 月 13 日召开 2025 年第二次临时股东大会，审议通过了《关于回购注 销部分限制性股票的议案》及《关于修改<公司章程>并办理工商变更登记的议 案》，决定回购注销 2022 年限制性股票激励计划已授予但尚未解除限售的部分 限制性股票共计 6,240 股，上述回购注销手续已于 2026 年 1 月 13 日办理完成。 本次回购注销事项完成后，公司总股本将由134,267,251股变更为134,261,011股， 注册资本由人民币 134,267,251.00 元变更为人民币 134,261,011.00 元。具体内容 ...

证券日报网讯2月2日，超捷股份（301005）在互动平台回答投资者提问时表示，截至2025年11月20日， 公司股东人数为19661户。 ...

证券日报网讯2月2日，超捷股份（301005）在互动平台回答投资者提问时表示，截至2025年12月10日， 公司股东人数为35893户。 ...

Market Performance - On January 30, A-shares showed mixed performance with the Shanghai Composite Index down by 0.96% to 4117.95 points, the Shenzhen Component Index down by 0.66% to 14205.89 points, and the ChiNext Index up by 1.27% to 3346.36 points [1] - The sectors that performed well included optical communication modules, CPO concepts, and computing power concepts, while sectors such as gold concepts, small metals, and scarce resources saw declines [1] Fund Manager Changes - On January 30, there were 30 fund manager changes, with 44 fund products announcing departures involving 10 fund managers [3] - In the past 30 days (December 31 to January 30), a total of 567 fund products experienced fund manager departures [3] - The reasons for the changes included personal reasons for 4 fund managers, product expiration for 1 fund manager, and job changes for 5 fund managers [3] New Fund Managers - On January 30, 50 fund products announced new fund manager appointments involving 23 fund managers [5] - Zhang Xun from Pengyang Fund has a total asset scale of 87.43 billion yuan, managing mainly mixed and stock funds, with the highest return product being Pengyang Digital Economy Pioneer Mixed A, which achieved a return of 152.18% over 1 year and 156 days [5] Fund Research Activity - In the past month (December 31 to January 30), Bosera Fund conducted the most company research, engaging with 47 listed companies, followed by Huaxia Fund, Southern Fund, and Fortune Fund, which researched 47, 38, and 38 companies respectively [6] - The chemical products industry was the most researched sector with 224 instances, followed by the automotive parts industry with 175 instances [6] Recent Fund Research Focus - In the last week (January 23 to January 30), the most researched company was Haozhi Electromechanical, which was engaged by 22 fund institutions [8] - Other companies with significant research attention included Fengzhuzhou, Wolker Materials, and Hailide, receiving 21, 18, and 17 fund institution engagements respectively [8]

资料显示，超捷紧固系统(上海)股份有限公司位于上海市嘉定区丰硕路100弄39号，成立日期2001年12 月28日，上市日期2021年6月1日，公司主营业务涉及金属类和塑料类紧固件、航空零部件的研发、生产 与销售。主营业务收入构成为：金属紧固件69.73%，塑料紧固件23.19%，航空航天零部件7.45%。 截至1月20日，超捷股份股东户数5.12万，较上期减少5.08%；人均流通股2586股，较上期增加5.35%。 2025年1月-9月，超捷股份实现营业收入6.02亿元，同比增长34.49%；归母净利润2842.84万元，同比增 长11.52%。 1月29日，超捷股份跌3.09%，成交额21.39亿元。两融数据显示，当日超捷股份获融资买入额2.39亿 元，融资偿还1.98亿元，融资净买入4055.42万元。截至1月29日，超捷股份融资融券余额合计9.82亿 元。 融资方面，超捷股份当日融资买入2.39亿元。当前融资余额9.81亿元，占流通市值的3.88%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，超捷股份1月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； ...

格隆汇1月29日丨超捷股份(301005.SZ)公布，预计2025年归属于上市公司股东的净利润1,400万元～ 2,000万元，比上年同期增长31.88%～88.40%，扣除非经常性损益后的净利润1,100万元～1,600万元，比 上年同期增长49.85%～117.96%。 报告期内，公司在市场及客户开发方面取得成效，汽车零部件营收保持稳定增长。公司通过优化生产工 艺、推行精益管理、成本控制等多项措施进行降本增效，着力提升盈利能力。 ...