Core Viewpoint - The manufacturing of rocket structural components is a critical link in the commercial aerospace industry chain, currently facing supply constraints that hinder rapid industry development [2] Industry Summary - The commercial aerospace sector is entering a phase of accelerated development, with potential for an expanding capacity gap if overall industry progress is smooth, leading to a persistent supply-demand imbalance [2] - The number of domestic suppliers capable of large-scale delivery of structural components is limited, primarily concentrated in regions such as Beijing-Tianjin-Hebei, Chengdu-Chongqing, and Shandong [2] - The field has high technical barriers, with core teams often composed of professionals with "national team" backgrounds, creating significant talent and engineering experience barriers [2] Company Summary - The company has achieved stable, small-batch product deliveries to leading private rocket companies over the past year, accumulating solid R&D and manufacturing experience [2] - The company possesses two notable advantages: 1. Talent advantage, with a dedicated commercial aerospace business team that includes experienced core technical, manufacturing, and business personnel [2] 2. Resource advantage, leveraging the financial strength of a publicly listed company to purchase equipment and build production lines based on market conditions [2] - Given the high industry prosperity and capacity constraints, the company is expected to continue consolidating its market position through its early accumulation and comprehensive capabilities [2]
超捷股份：公司在过去一年已实现对头部民营火箭公司的稳定、小批量产品交付