Core Viewpoint - The company, Chaojie Co., Ltd. (301005.SZ), is actively engaged in the commercial aerospace sector, focusing on the manufacturing of rocket structural components, which are currently a bottleneck in the industry [1] Group 1: Business Overview - The primary business involves the production of major rocket structural components, including body segments, fairings, fuel tanks, and engine valves [1] - The company has completed its production line construction in 2024 and has secured a diverse client base, including several leading private rocket companies in China [1] Group 2: Market Dynamics - The supply of rocket structural components is identified as a critical bottleneck in the commercial aerospace sector, indicating a favorable competitive landscape for the company [1] - If the commercial aerospace sector develops smoothly in the coming year, the capacity bottleneck is expected to become more pronounced [1] Group 3: Production and Delivery - The company is currently progressing well in the commercial aerospace field, producing and delivering products according to orders [1] - It has achieved bulk deliveries of rocket structural components such as body segments and fairings, indicating a strong order backlog [1]
超捷股份：已实现批量交付壳段、整流罩等火箭箭体结构件产品 订单充足