Lianovation(SH:600363) Zheng Quan Shi Bao Wang·2026-01-04 04:36Core Viewpoint - Lianchuang Optoelectronics experienced a significant stock surge following the successful delivery and acceptance of a major project in the commercial aerospace electromagnetic launch sector, marking a critical transition from technology development to market delivery [1]. Industry Overview - Electromagnetic launch technology utilizes electromagnetic force to accelerate objects to ultra-high speeds, offering advantages such as higher initial velocity (over 3000 m/s), high precision, and low energy consumption, making it particularly suitable for commercial aerospace applications [3]. - The global market for military electromagnetic launch systems is projected to grow at an annual rate of 15%, exceeding $20 billion by 2030, with China expected to capture over 30% of this market share [4]. - In the commercial aerospace sector, traditional rocket launch costs range from $2,000 to $5,000 per kilogram, while electromagnetic launch technology could reduce this cost to as low as $500 per kilogram, representing a potential 90% decrease in launch costs [4]. Company Developments - Lianchuang Optoelectronics has officially entered the commercial aerospace electromagnetic launch field by establishing a joint venture for the operation of a commercial aerospace industry company [6]. - Other companies involved in the electromagnetic launch technology include Xiangdian Co., which has achieved a 100% market share in special equipment applications, and Wangzi New Materials, whose film capacitors are critical components in electromagnetic launch energy storage systems [6][7]. Market Dynamics - The global commercial aerospace launch market is expected to maintain high growth, with projections indicating it will exceed several hundred billion yuan by 2030, with electromagnetic launch technology likely to dominate this market [5]. - A total of 17 stocks related to electromagnetic launch technology have been identified, with significant institutional interest in companies like Aerospace Electronics and Guorui Technology [7].