产业链布局持续拓展 中航成飞瞄准商业航天赛道

Core Viewpoint - The company has significantly enhanced its industrial chain layout and control capabilities post-restructuring, establishing a comprehensive aviation industry system and achieving digital collaborative upgrades. It is now targeting the commercial aerospace sector with the "Haolong" spaceplane project, which is expected to open new development opportunities [1][3]. Group 1: Industrial Chain and Control - The company has expanded its industrial chain and control capabilities, with subsidiaries including Guifei, Guochuang Center, Changfei, Chengfei Civil Aircraft, and others, forming a complete industrial system covering technology innovation, product design, manufacturing, maintenance, and service support [1]. - The company has established a digital, networked, and intelligent collaborative environment that spans the entire product lifecycle and integrates design, production, supply, and sales [1]. Group 2: Military Trade Business - The company has over 40 years of experience in military trade, producing notable products such as the J-7 series, "Falcon" series, and J-10, with products expected to undergo practical testing by 2025 [2]. - The company is actively expanding its military trade business, receiving foreign visitors and participating in various exhibitions to promote its market presence [2]. Group 3: Commercial Aerospace Initiative - The company is advancing into the commercial aerospace sector with the "Haolong" spaceplane, which is designed for reusability and aims to reduce the cost and frequency of cargo flights [3]. - A total investment of approximately 1 billion yuan is planned for the construction of a space equipment assembly base, which will support the development of the "Haolong" spaceplane and other aerospace equipment [3]. - The "Haolong" spaceplane is significant for its potential applications in space station resupply, scientific experiments, and satellite deployment, indicating a broad market opportunity in commercial aerospace services [3].