Geovis(SH:688568) 智通财经网·2026-01-12 13:33Core Viewpoint - The company has observed a significant increase in market attention towards its commercial aerospace sector, which is a new area of business expansion alongside its main focus on aerospace information services [1] Group 1: Business Overview - The company's main business remains concentrated on aerospace information services, while low-altitude economy and commercial aerospace are identified as two emerging fields for business expansion [1] - As of January to September 2025, revenue from the commercial aerospace segment accounted for 13.89% of the company's total operating income [1] Group 2: Market Dynamics - The current stock price increase is not aligned with the actual performance of the commercial aerospace business, indicating a significant disconnect from the fundamentals [1] - The development of the commercial aerospace industry heavily relies on core technologies such as reusable rockets, satellite constellation networking, and low-cost manufacturing, which are characterized by long cycles, high investment, and substantial risks [1] - There is uncertainty regarding the pace of demand release in the commercial aerospace market, which could impact future performance [1]