Core Viewpoint - The company, Ruihua Tai (688323.SH), provides support to aerospace satellite companies through its self-developed MAM product series, which utilizes PI composite film technology, offering good dimensional stability and high-temperature sealing performance [2] Group 1: Product Development and Applications - The MAM products are currently used in China's launch vehicles, filling a domestic gap in the market [2] - The wide PI film for satellites has been certified, and the CPI film for low-orbit satellite flexible solar wing packaging has been applied by leading commercial aerospace companies and is currently under in-orbit evaluation [2] - The company is actively developing atomic oxygen-resistant PI films to enhance the durability of low-orbit satellites and aircraft against atomic oxygen impact, thereby extending their operational lifespan [2] Group 2: Market Position and Revenue Impact - Despite the advancements, the overall usage in the aerospace sector is limited, resulting in these products currently contributing a small share to the company's revenue, primarily through project collaboration and research development models [2]
瑞华泰:卫星大幅宽PI薄膜已获得认证,低轨卫星柔性太阳翼封装用CPI薄膜,已获得头部商业航天企业应用