电磁弹射引爆千亿新赛道，核心概念股有这些（名单）

Group 1 - The core point of the news is that Lianchuang Optoelectronics (600363) experienced a significant stock price surge after the successful delivery and acceptance of a project related to high-power low-temperature refrigeration systems and superconducting magnets for commercial aerospace applications, marking a key milestone in the company's transition from technology development to market delivery [1] - Lianchuang Superconducting, a joint venture between Jiangxi Electronics Group and Lianchuang Optoelectronics, has completed its first engineering order in the field of commercial aerospace electromagnetic launch, indicating a full process from design to manufacturing and delivery [1] - The electromagnetic launch industry has a growing market, particularly in the military sector, with a projected annual growth rate of 15% over the next decade, potentially exceeding $20 billion by 2030, with China expected to capture over 30% of this market share [1] Group 2 - A total of 17 stocks related to the electromagnetic launch concept have been identified, with notable institutional interest in stocks like Aerospace Electronics and Guorui Technology, which have received ratings from over ten institutions [2] - Among the stocks, China Shipbuilding and AVIC Shenyang Aircraft Company have market capitalizations exceeding 100 billion yuan, while Shengye Electric has a market cap of less than 2.5 billion yuan [2] - Shengye Electric is involved in a key research project focused on high-energy density nanocomposite materials and pulse energy storage devices, which are applicable in various systems including electromagnetic launch [2]