商业航天“星火”加速燎原 产业链公司“透底”业务进展及技术突破

Core Insights - The commercial aerospace sector in the A-share market is rapidly expanding, with several companies reporting progress in product delivery and profitability in satellite manufacturing and rocket components [1][2] - Companies are actively positioning themselves through technological advancements and strategic partnerships to capitalize on the growth opportunities in the commercial aerospace industry [1] Group 1: Order Delivery and Revenue Growth - Companies are beginning to achieve stable small-batch deliveries in their commercial aerospace businesses, with projections for significant revenue growth in the coming years [1] - Chaojie Co. expects its commercial aerospace-related revenue to grow rapidly by 2026, driven by the completion of key rocket models and increased market demand [1] - The manufacturing of rocket structural components is a critical segment of the commercial aerospace supply chain, with Chaojie Co. set to complete its riveting production line by mid-2024, capable of producing 10 rockets annually [1] Group 2: Product Development and Market Positioning - Jiuzhiyang has successfully sold products such as fiber amplifiers and tracking cameras for commercial aerospace applications, focusing on economic and reliable solutions [2] - Longsheng Technology's subsidiary has developed several core precision components for commercial aerospace, including satellite solar wing hinges and attitude control mechanisms [2] - Blues Technology has leveraged its expertise in consumer electronics to supply satellite ground receiver components and has developed ultra-thin photovoltaic glass modules for space applications [2] Group 3: Technological Ecosystem and Collaboration - The initial increase in orders signals robust growth in the commercial aerospace sector, supported by ongoing technological breakthroughs and collaborative ecosystem development [3] - ZTE is working on a star-ground integrated communication network for 6G, collaborating with domestic operators and satellite companies to validate NTN technology [3] - Companies like Qiji Precision and Chengdu Huami are focusing on developing satellite communication systems and high-performance chips to support commercial aerospace needs [4][5]