Jin Rong Jie·2025-12-25 07:23Core Viewpoint - The commercial aerospace sector in the A-share market has shown remarkable strength, with stocks in this sector experiencing significant gains and hitting the daily limit up, indicating strong investor interest and confidence in leading companies across various segments of the industry [1]. Company Highlights - Shenjian Co., Ltd. (002361.SZ): Latest stock price is 11.97 CNY, with a daily increase of +10.02%. The company’s subsidiary, Jiaye Aviation, is a first-tier supplier to the Aerospace Science and Technology Corporation, providing satellite antennas and composite material components [1]. - Boyun New Materials (002297.SZ): Latest stock price is 12.39 CNY, with a daily increase of +10.04%. It is a core supplier of carbon/carbon composite materials for solid rocket engines, exclusively supporting the Kuaizhou series rockets [2]. - Zaiseng Technology (603601.SH): Latest stock price is 12.13 CNY, with a daily increase of +9.97%. The company has received AS9100D certification and supplies ultra-high temperature insulation materials to SpaceX [3]. - Shanghai Port Bay (605598.SH): Latest stock price is 61.90 CNY, with a daily increase of +10.01%. The company focuses on commercial aerospace power systems and has successfully supported multiple satellite launches [4]. - Daye Co., Ltd. (603278.SH): Latest stock price is 11.64 CNY, with a daily increase of +10.02%. The company is involved in aerospace power systems and antenna covers through its subsidiary [5]. - Chaojie Co., Ltd. (301005.SZ): Latest stock price is 134.93 CNY, with a daily increase of +20.00%. It is a leading supplier of structural components for commercial rockets and has entered the SpaceX supply chain [6][7]. - China Satellite (600118.SH): Latest stock price is 72.73 CNY, with a daily increase of +10.00%. It is the only listed platform for satellite manufacturing under the Aerospace Science and Technology Corporation [8]. - Guanglian Aviation (300900.SZ): Latest stock price is 31.21 CNY, with a daily increase of +19.99%. The company specializes in carbon fiber composites and supplies core structural components for satellites [9]. - Zhongtian Rocket (003009.SZ): Latest stock price is 68.57 CNY, with a daily increase of +9.99%. It is a listed platform under the Aerospace Science and Technology Corporation, focusing on solid rocket engine components [10]. - Parker New Materials (605123.SH): Latest stock price is 97.90 CNY, with a daily increase of +10.00%. The company’s high-temperature and titanium alloy components are critical for various commercial rockets [11]. - Longxi Co., Ltd. (600592.SH): Latest stock price is 26.79 CNY, with a daily increase of +10.02%. It holds a 70% market share in self-lubricating bearings for aerospace applications [12]. - Tian'ao Electronics (002935.SZ): Latest stock price is 22.09 CNY, with a daily increase of +10.01%. The company provides core time reference components for major national aerospace projects [13]. - Haoneng Co., Ltd. (603809.SH): Latest stock price is 14.05 CNY, with a daily increase of +10.02%. It supplies core components for rocket engines and valves to leading aerospace companies [14]. - Tongyu Communications (002792.SZ): Latest stock price is 38.18 CNY, with a daily increase of +10.00%. The company builds a comprehensive satellite communication product system [15]. - Goldwind Technology (002202.SZ): Latest stock price is 19.17 CNY, with a daily increase of +9.98%. It is a strategic shareholder of Blue Arrow Aerospace, applying wind energy technology to commercial aerospace [16]. - Hualing Cable (001208.SZ): Latest stock price is 23.16 CNY, with a daily increase of +10.02%. The company provides specialized cables for various rocket series [17].