超捷股份:可回收火箭趋势将带动结构件高频制造与维护需求
Core Viewpoint - The core value of the reusable technology in rocket first-stage boosters lies in the repeated use of high-value components such as engines, which will create ongoing after-sales demand for the company [1] Group 1 - The maturity of reusable technology is expected to significantly increase launch frequency, driving growth in overall rocket manufacturing demand [1] - The company anticipates benefiting from a dual-driven model of "high-frequency launches + maintenance and updates," leading to more order opportunities and new business growth points [1]