商业航天最新8大核心龙头股分析，一文了解清楚

Group 1: Commercial Aerospace Overview - Commercial aerospace refers to space activities organized and operated by private enterprises or commercial institutions, focusing on the development, manufacturing, transportation, and provision of space services to meet commercial needs and utilize space resources and technology for commercial purposes [1][33]. Group 2: Aerospace Companies and Financial Performance Aerospace Yuan - Aerospace Yuan was listed on the Shanghai Stock Exchange on June 2, 2023, primarily engaged in the research and manufacturing of aerospace products, aerospace technology equipment, aviation products, and satellite communication and testing equipment [1][35]. - The company achieved a total revenue of 508 million in 2024, representing a year-on-year growth of 11.36%, with a five-year compound annual growth rate (CAGR) of 17.61% [3][35]. Aopu Optoelectronics - Aopu Optoelectronics, listed on January 15, 2010, specializes in the development, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders [5][39]. - The company reported a total revenue of 745 million in 2024, showing a year-on-year decline of 3.62%, with a five-year CAGR of 14.04% [7][39]. Shenjian Co., Ltd. - Shenjian Co., Ltd., listed on March 3, 2010, focuses on the production and sales of polyester resin series products and is a core supplier of satellite antennas [9][41]. - The company recorded a total revenue of 2.418 billion in 2024, with a year-on-year decrease of 5.97% and a five-year CAGR of 6.64% [11][41]. Beimo High-Tech - Beimo High-Tech, listed on April 29, 2020, is a leading enterprise in the aircraft brake system field, with projects in commercial satellites and drones [13][45]. - The company achieved a total revenue of 538 million in 2024, reflecting a significant year-on-year decline of 43.62%, with a five-year CAGR of -5.92% [15][45]. Tongguang Cable - Tongguang Cable, listed on September 16, 2011, is a leading company in the special cable industry, with aerospace-grade high-temperature cables used in the aerospace sector [17][49]. - The company reported a total revenue of 2.593 billion in 2024, with a year-on-year growth of 4.27% and a five-year CAGR of 15.29% [19][49]. Tianyin Electromechanical - Tianyin Electromechanical, listed on July 26, 2012, specializes in energy-saving refrigerator compressor components and radar and aerospace electronics [21][53]. - The company achieved a total revenue of 1.048 billion in 2024, with a year-on-year increase of 0.63% and a five-year CAGR of 3.92% [23][53]. Shanghai Hanxun - Shanghai Hanxun, listed on March 14, 2019, is the sole supplier of the G60 satellite payload, focusing on the development and production of specialized 4G/5G communication equipment [25][57]. - The company reported a total revenue of 353 million in 2024, with a year-on-year growth of 12.97% and a five-year CAGR of -13.83% [27][57]. Xice Testing - Xice Testing, listed on July 26, 2022, is a leading third-party inspection service provider for civil aircraft, actively expanding into new fields such as commercial aerospace [29][61]. - The company achieved a total revenue of 389 million in 2024, reflecting a year-on-year growth of 33.57% and a five-year CAGR of 17.76% [63].