人民财讯1月26日电，太力科技（301595）1月23日在机构调研中表示，公司依托核心材料技术优势深度 布局航天应用赛道。一方面，公司作为中国航天真空收纳产品独家供应商，核心真空封装产品已深度应 用于航天员在轨工作与生活保障场景；另一方面，公司创新将粘胶类产品与蘑菇搭扣相结合，成功应用 于空间站各类物品的精细化固定；此外，公司正积极拓展材料在防刺割、防结冰等航天细分场景的应 用，持续拓宽技术落地边界。 ...

太力科技在投资者关系活动中表示，公司是中国航天专用压缩袋的独家供应商，产品已累计29次进入太 空，解决了航天真空环境中的产品爆破风险与舱内非金属材料缓释风险；公司研发的'微重力下的收纳 技术'支撑航天收纳袋具备高阻隔、耐穿刺、防爆破特性；此外，自主开发的航天排遗采集器与预处理 器已通过航天领域用户方认可及技术评审，将陆续投入使用。 ...

投资者关系活动记录表 编号：2026-006 | | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | | 东北证券：周兴武（机械行业研究员） | | 参与单位名称及 人员姓名 | 长城基金：储雯玉（基金经理）、余欢（基金经理）、刘疆（基 金经理） | | | 榕树投资：丁煜（基金经理）、李立明（基金经理）、邓德举 | | | （基金经理） | | 时间 | 2026年1月23日 10:00-12:00、16:00-17:00 | | 地点 | 公司三楼会议室 | | | 董事长、总经理：石正兵 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 三、问答环节 | | | Q1：公司参与载人航天封装领域的技术壁垒有哪些？ | | 投资者关系活动 | 答：公司是中国航天专用压缩袋的独家供应商，产品已累计 ...

Key Points - SpaceX's procurement orders for calibration testing products from 康斯特 from 2016 to 2024 are relatively small [1] - 法尔胜 does not engage in businesses related to "controlled nuclear fusion," "superconductors," or "commercial aerospace" [1] - 龙旗科技 plans to invest 1.5 billion yuan to build an AI + smart terminal digital benchmark factory project in Nanchang High-tech Zone [1] - 蜀道装备 has won a contract worth 6,486,000 USD for the Rumuji natural gas liquefaction facility project in Nigeria [1] - TCL科技's subsidiary intends to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan [1] - 一品红 plans to repurchase shares worth between 100 million to 200 million yuan [2] - 实丰文化's shareholders plan to reduce their holdings by no more than 3% [2] - 随升科技 intends to raise no more than 470 million yuan through a private placement [1][2] - 太力科技 has signed a strategic cooperation framework agreement with Jinan University [1][2]

Group 1 - The commercial aerospace sector has seen increased market attention and institutional research activity since the beginning of the year, with 14 listed companies in this field receiving two or more institutional inquiries in January alone [1] - Chaojie Fastening Systems has been the most frequently researched company, receiving 7 inquiries, while Taily Technology and Lianang Microelectronics have received 4 and 3 inquiries respectively [1] - Chaojie Fastening's core business in the commercial aerospace sector involves manufacturing rocket body structural components, with a production capacity of 10 rockets per year expected to be completed by mid-2024 [1] Group 2 - The core goal of reusable rocket technology is to enhance launch frequency and economic efficiency, which will lead to sustained after-sales demand and increased manufacturing needs [2] - Taily Technology is the exclusive supplier of vacuum packaging products for China's aerospace sector, providing reliable support for astronauts' work and life in space [2] - Lianang Microelectronics has developed pHEMT chips for low-orbit satellite terminal customers, marking a significant step in its commercial aerospace strategy [2] Group 3 - The surge in institutional research on commercial aerospace companies is driven by multiple factors, including rapid industry growth and the synergy of policy, technology, and demand [3] - The commercial aerospace sector is increasingly impacting various industries such as smart cities and precision agriculture, prompting a faster industry chain response [3] - Future growth drivers for the industry include space tourism, resource development, integration with emerging technologies, and international market expansion [3]

太力科技今日上涨12.08%，全天换手率36.35%，成交额5.47亿元，振幅17.54%。龙虎榜数据显示，机构 净买入1601.05万元，营业部席位合计净买入1427.41万元。 深交所公开信息显示，当日该股因日换手率达36.35%上榜，机构专用席位净买入1601.05万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.75亿元，其中，买入成交额为1.03亿 元，卖出成交额为7259.82万元，合计净买入3028.46万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信建投证券股份有限公司深圳中信国际大厦证券营业 | 2258.45 | 0.00 | | | 部 | | | | 买二 | 华泰证券股份有限公司成都蜀金路证券营业部 | 1942.23 | 18.31 | | 买三 | 机构专用 | 1850.08 | 1566.19 | | 买四 | 机构专用 | 1847.67 | 1160.76 | | 买五 | 机构专用 | 1344.98 | 258.41 ...

Market Overview - The home goods sector increased by 0.27% on January 23, with Tai Li Technology leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Top Performers - Tai Li Technology (301595) closed at 62.08, up 12.08% with a trading volume of 88,600 shares and a transaction value of 547 million [1] - Dinggu Jichuang (300749) closed at 15.57, up 11.93% with a trading volume of 163,600 shares and a transaction value of 245 million [1] - PIANO (002853) closed at 27.04, up 8.16% with a trading volume of 130,000 shares and a transaction value of 336 million [1] Underperformers - ST Songfa (603268) closed at 83.60, down 3.71% with a trading volume of 31,900 shares and a transaction value of 270 million [2] - ST Yazhen (603389) closed at 48.20, down 3.48% with a trading volume of 21,900 shares and a transaction value of 107 million [2] - Dream Lily (603313) closed at 10.25, down 3.03% with a trading volume of 243,800 shares and a transaction value of 251 million [2] Capital Flow - The home goods sector experienced a net outflow of 419 million from institutional investors, while retail investors saw a net inflow of 516 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are increasing their positions [2] Individual Stock Capital Flow - Dinggu Jichuang saw a net inflow of 18.215 million from institutional investors, while retail investors had a net outflow of 571.79 million [3] - Xidamen (605155) had a net inflow of 15.951 million from institutional investors, with retail investors experiencing a net outflow of 2,019.16 million [3] - Hars (002615) recorded a net inflow of 12.317 million from institutional investors, while retail investors had a net inflow of 828.55 million [3]

Group 1 - The A-share market saw a rebound in commercial aerospace stocks, with notable increases in share prices for several companies, including Deen Precision Engineering up 18% and Ruichuang Micro-Nano up over 17% [1][2] - Beijing Chuanqiu Space Technology Co., Ltd. announced that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly on the domestic reusable manned spacecraft "Chuanqiu No. 1" in 2028, with a ticket price of 3 million yuan [1] Group 2 - The stock performance of various companies in the commercial aerospace sector includes: - Deen Precision Engineering (300780) with a market cap of 4.517 billion yuan and a year-to-date increase of 59.75% [2] - Ruichuang Micro-Nano (688002) with a market cap of 55.6 billion yuan and a year-to-date increase of 19.88% [2] - Feiwo Technology (301232) with a market cap of 16.4 billion yuan and a year-to-date increase of 29.45% [2] - Other companies like Liujin Technology, Ruihua Tai, and Tianhe Energy also showed significant gains, with increases ranging from 10% to over 12% [1][2]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing a rebound, with significant stock price increases for various companies following the announcement of China's first commercial space tourism initiative [1] Group 1: Stock Performance - Deen Precision Engineering (德恩精工) saw an increase of 18.01%, with a total market capitalization of 4.517 billion [2] - Ruichuang Micro-Nano (睿创微纳) rose by 17.59%, reaching a market cap of 55.6 billion [2] - Feiwo Technology (飞沃科技) increased by 16.28%, with a market value of 1.64 billion [2] - Other notable performers include: - Liujin Technology (流金科技) up 12.61% with a market cap of 4.002 billion [2] - Ruihua Tai (瑞华泰) up 12.41% with a market cap of 4.369 billion [2] - Trina Solar (天合光能) up 11.01% with a market cap of 46.5 billion [2] - Taili Technology (太力科技) up 10.76% with a market cap of 6.643 billion [2] - Qian Zhao Optoelectronics (乾照光电) up 10.63% with a market cap of 33.2 billion [2] - Xuanji Information (旋极信息) up 10.25% with a market cap of 11.5 billion [2] - Zhongchao Holdings (中超控股) up 10.03% with a market cap of 11.7 billion [2] - Ju Li Sockets (巨力索具) up 9.99% with a market cap of 13 billion [2] - Chunhui Intelligent Control (春晖智控) up 9.55% with a market cap of 6.104 billion [2] - Shanghai Port Bay (上海港湾) up 8.44% with a market cap of 15.9 billion [2] - Xinke Mobile (信科移动) up 8.23% with a market cap of 68.3 billion [2] - Xinwei Communication (信维通信) up 7.53% with a market cap of 84.3 billion [2] - Goldwind Technology (金风科技) up 7.36% with a market cap of 122 billion [2] - Western Materials (西部材料) up 7.10% with a market cap of 20.7 billion [2] Group 2: Space Tourism Announcement - Beijing Chuanqiu Space Technology Co., Ltd. announced the inclusion of actor Huang Jingyu in China's first commercial space travel lineup, planning to fly in 2028 aboard the domestic reusable spacecraft "Chuanqiu No. 1" [1] - The flight will last approximately 2.5 hours, crossing the Kármán line at 100 kilometers, allowing for 12 minutes of weightlessness [1] - The ticket price is set at 3 million, requiring a 10% deposit and completion of professional training [1]

Group 1: Company Overview and Activities - Guangdong Taili Technology Group Co., Ltd. conducted an investor relations activity on January 22, 2026, involving a company tour and Q&A session [1][2]. - The event included a visit to the company's laboratory, product exhibition hall, and selection center [2]. Group 2: Product Development and Market Strategy - The company has established partnerships with public security agencies in several cities for its anti-stab products, including anti-stab clothing and gloves [2]. - Future plans involve exploring the application of flexible nano-composite materials in police protective gear, aiming for a "full-time, full-coverage" protection system [2][3]. Group 3: Cost Reduction and Efficiency - The company sees potential for cost reduction in its consumer-end anti-stab products through increased sales volume and improved procurement of core raw materials [3]. - Strategies include optimizing materials and processes for various applications, such as labor protection and outdoor use, to control costs [3]. Group 4: Technology and Innovation - The introduction of coating material technology is aimed at enhancing the existing nano-material technology platform, facilitating performance upgrades and application expansion [3]. - The company's anti-stab materials offer unique advantages, such as integrated stab resistance and superior comfort compared to existing market products [3]. Group 5: Growth and Challenges - The company anticipates growth from online cross-border channels and is focusing on expanding its B-end market through deeper collaboration with industrial clients [3][4]. - Challenges include the long lead time for B-end customer implementation and the need for customized solutions to meet diverse client demands [4].