Xin Lang Cai Jing·2026-01-07 05:08Core Viewpoint - The heat of commercial aerospace has been reignited at the beginning of 2026, particularly with the acceptance of Blue Arrow Aerospace's IPO application, marking a significant moment for the industry [3][16]. Group 1: Company Developments - Blue Arrow Aerospace has officially launched its IPO application on the Sci-Tech Innovation Board, aiming to become the "first stock in commercial aerospace" [3][16]. - Goldwind Technology, through its subsidiary Jianghan Asset, holds a 4.14% stake in Blue Arrow Aerospace, which has recently gained attention as its stock price surged, pushing its market capitalization above 100 billion yuan [5][18]. - On January 6, 2026, Goldwind Technology's stock hit a historical high of 24 yuan, with a total market value reaching 937.86 billion yuan, reflecting strong investor interest [6][19]. Group 2: Investment Insights - Goldwind Technology's investment in Blue Arrow Aerospace dates back to 2018 during the latter's B+ round financing, a time when commercial aerospace was not a frequent topic in capital markets [9][21]. - The estimated value of Goldwind's stake in Blue Arrow Aerospace has exceeded 800 million yuan based on the latter's valuation of 20 billion yuan [21]. - Goldwind's broader investment strategy spans multiple sectors, including new energy and manufacturing, with its equity investment value reaching 3.337 billion yuan as of mid-2025 [10][24]. Group 3: Market Reactions - The acceptance of Blue Arrow Aerospace's IPO has triggered a rally in the secondary market, with stocks related to commercial aerospace, including Goldwind Technology, experiencing significant price increases [9][27]. - The stock price of Goldwind Technology has been positively influenced by the overall market sentiment surrounding commercial aerospace, showcasing a butterfly effect from past investments [27].