再升科技(603601.SH)：目前“高硅氧纤维产品”暂无在手订单 后续订单获取存在较大不确定性

Core Viewpoint - The company, Zai Sheng Technology (603601.SH), has acknowledged market discussions regarding its supply relationship with SpaceX, while clarifying that its revenue from aerospace-related products is minimal and does not significantly impact overall performance [1] Business Overview - The company's primary business focuses on microfiber glass wool as core material, developing "clean air materials," "high-efficiency energy-saving materials," and "dust-free air conditioning products" for three main applications: industrial space, mobile space, and living space [1] Financial Impact - Revenue from high-efficiency energy-saving materials used in the aerospace sector is projected to account for approximately 0.5% of the company's total revenue in 2024 [1] - Since 2020, the company has been supplying "high-silica fiber products" to a well-known international aerospace company, but the revenue from this product line is very low relative to total revenue for 2024 [1] - Currently, there are no existing orders for "high-silica fiber products," and future order acquisition is subject to significant uncertainty [1]