瞄准优质赛道 九丰能源加码海南航天发射配套

Core Viewpoint - The company is advancing its special gas business in the commercial aerospace sector by investing in the Hainan Commercial Aerospace Launch Site special fuel and gas support project, aiming to solidify its first-mover advantage in aerospace special gases [1] Group 1: Project Implementation - As of December 23, 2025, the company has made significant progress in the first phase of the project, focusing on the installation, debugging, and trial production of key equipment and facilities [1] - The company has successfully provided special fuel and gas support for multiple rocket launch missions at the Hainan Commercial Aerospace Launch Site, with products like liquid hydrogen, liquid oxygen, liquid nitrogen, and helium passing launch verification [1] - The installation of the high-purity liquid methane production unit has been completed and successfully debugged, marking the near completion of the first phase of the project [1] Group 2: Expansion Plans - To meet the rapidly growing demand from the rocket launch sector and satellite industrial park, the company is actively advancing the second phase of the project, which includes a total investment of approximately 300 million yuan [2] - The expansion plan aims to include production and storage facilities for liquid nitrogen, liquid oxygen, green hydrogen, helium, krypton, xenon, light hydrocarbons, and aerospace kerosene, enhancing the supply capacity of special fuels and gases [2] - The company is currently progressing with land planning and site selection for the second phase of the project, with other related preparations underway [2] Group 3: Strategic Positioning - The strategic positioning of the company's special gas business focuses on aerospace special gases, with ongoing efforts to expand partnerships at other commercial launch sites such as Shandong Haiyang Dongfang Aerospace Port and Gansu Jiuquan Satellite Launch Center [2] - All of these additional projects are currently in the implementation stage, indicating a robust growth strategy in the aerospace sector [2]

Jovo Energy-瞄准优质赛道 九丰能源加码海南航天发射配套 - Reportify