再升科技(603601.SH)：高效节能材料中用于航空航天领域的产品2024年度收入占公司营收比例约为0.5%

Core Viewpoint - The company has noted unusual trading activity related to its convertible bonds and is addressing market discussions regarding its supply to SpaceX, while clarifying its business focus and revenue impact from aerospace products [1] Group 1: Business Overview - The company's main business revolves around microfiber glass wool as core material, developing "clean air materials," "energy-efficient materials," and "dust-free air conditioning products" for three application spaces: industrial, mobile, and living [1] - The revenue from aerospace-related products within the energy-efficient materials segment is projected to account for approximately 0.5% of total revenue in 2024 [1] Group 2: Supply and Revenue Impact - Since 2020, the company has been supplying "high-silica fiber products" to a well-known international aerospace company, but the revenue contribution from this product line is extremely low and will not significantly impact overall performance [1] - Currently, there are no existing orders for "high-silica fiber products," and future order acquisition is subject to considerable uncertainty [1]