Core Viewpoint - The commercial aerospace sector presents significant opportunities, with the company focusing on manufacturing structural components for commercial rockets, including major segments like shells, fairings, fuel tanks, and engine valves [1] Group 1: Business Overview - The company has completed production line construction in 2024 and serves several leading private rocket companies in China [1] - The supply of rocket structural components is identified as a bottleneck in the commercial aerospace industry, with a favorable competitive landscape [1] Group 2: Market Dynamics - If the commercial aerospace sector develops smoothly next year, capacity bottlenecks are expected to become more pronounced [1] - The company is currently progressing well in the commercial aerospace field, producing and delivering products according to orders, having achieved bulk deliveries of shells and fairings [1] - There is a sufficient order backlog for rocket structural components, indicating strong demand [1]
超捷股份：已批量交付壳段、整流罩等火箭箭体结构件产品，订单充足