伴随SpaceX星舰第11次试飞实现可复用重型火箭的技术突破，其外壳所用30X冷轧不锈钢材料引发大量关注。 每经资本眼专栏记者拨打了十余家A股冷轧不锈钢相关的上市公司公开电话，多数无人接听，有个别公司表示"不方便透露"。 接受采访的甬金股份董秘办人士向记者分析称，"从技术角度看，应该不是很难。最主要还是解决材料的成分和配比问题。"值得一提的是，国内十米级不锈 钢贮箱样机下线、长征九号采用不锈钢设计……多重信号下，A 股冷轧不锈钢产业的技术实力与供应链潜力备受市场关注。 星舰发射破纪录，"30X不锈钢"强在哪？ 据悉，被外界称为"中国版星舰"的长征九号重型火箭箭体也明确采用不锈钢设计，显示国内航天界已认可该材料在低成本、可重复使用场景中的价值。但中 科院相关研究指出，国内现有301、304等牌号仍存在冷轧后韧性不足的问题，薄壁成形与焊接技术仍需攻关。 A股产业图谱：技术储备与准入挑战并存 A股市场已形成覆盖全产业链的冷轧不锈钢产业布局。据每经资本眼专栏记者不完全统计，目前拥有相关业务的上市公司超十余家，涵盖普钢与特钢领域， 比如：中信特钢（000708）以特种无缝钢管为核心，采用冷轧精细加工工艺；鞍钢股份（00 ...

2025年10月13日，美国得克萨斯州的"星港基地"迎来了一阵轰鸣声，SpaceX的"星舰"火箭再次成功起飞。这是它的第11次全尺寸试飞，飞行过程中，火箭绕 地球飞行了半圈，并成功释放了模拟卫星，最后，助推器和飞船本体分别安全着陆在墨西哥湾和印度洋，整个过程持续了大约1小时。 这次试飞有两个值得注意的不同点。首先，马斯克的参与方式有所变化。以前，他通常在任务控制中心监督试飞，而这次他却亲自来到现场观看，表示希望 获得更直观的体验。从这点来看，马斯克对这次技术进展充满信心。毕竟，8月的那次试飞成功打破了此前的"爆炸失败"魔咒，这次成功的几率更大，所以 他才敢亲自到场。 另一个新亮点是试飞中增加了新的动作。在飞行途经印度洋时，星舰进行了多项机动操作，乍一看并不特别，但实际上这些操作是在为将来实现"返回发射 场垂直着陆"进行练习，尤其是针对载人飞船的舱体进行的训练。这表明，SpaceX正在朝着"载人航天"的目标迈进，毕竟，最终目标是将人类送上火星，单 纯的无人测试已不再是最终追求。 试飞现场气氛热烈，SpaceX的员工们欢呼鼓舞，评论员丹·胡奥特也兴奋地喊道："嘿，星舰，欢迎回到地球！这是一个值得庆祝的好日子！"不 ...

Falcon 9 launches @SemperCitiusSDA’s second Tranche 1 Transport mission to low-Earth orbit https://t.co/9AbOT24BwH ...

Group 1: Company Overview - The report on China Resources Beverage (02460.HK) indicates that the company is expected to achieve revenues of 11.2 billion, 12.5 billion, and 13.4 billion CNY for the years 2025 to 2027, with corresponding net profits of 1.3 billion, 1.6 billion, and 1.8 billion CNY, respectively, leading to a PE ratio of 19, 15, and 14 times [1][6][8] - The packaging drinking water market in 2023 is projected to reach 215 billion CNY, growing at a CAGR of 7.1% from 2018 to 2023, indicating a strong demand for essential products [6][7] - China Resources Beverage holds a market share of 32.7% in the packaging water sector, positioning it as a leading player in a highly competitive market [6][7] Group 2: Financial Performance - In the first half of 2025, the company's revenue from packaged drinking water and beverage products was 5.25 billion and 955 million CNY, accounting for 85% and 15% of total revenue, respectively, with expectations for margin growth due to increased self-production and capacity utilization [7][8] - The report forecasts that the company will maintain a strong growth trajectory, with revenues projected to grow by 23.2%, 19.7%, and 21.0% from 2025 to 2027, and net profits expected to increase by 21.9%, 24.8%, and 22.7% during the same period [4][19] Group 3: Market Strategy - The company is focusing on national expansion and channel refinement, with significant growth potential outside its home region [8] - The report highlights the company's strong association with sports branding and its efforts to diversify marketing strategies [8] - The transition towards a platform-based business model is expected to enhance long-term revenue growth potential in the beverage sector [8][19] Group 4: Industry Insights - The macroeconomic analysis indicates that the financial environment is supportive, with social financing growth and government bond issuance providing a backdrop for stable growth in the beverage industry [2][11] - Inflation data shows a narrowing decline in CPI and a stabilization in PPI, suggesting a favorable economic climate for consumer goods, including beverages [3][14]

Falcon 9’s first stage has landed on the Of Course I Still Love You droneship https://t.co/qggWKWIlUB ...

Liftoff! https://t.co/WSjMOsMjK6 ...

Watch Falcon 9 launch the @SemperCitiusSDA’s second Tranche 1 Transport mission to low-Earth orbit https://t.co/Oop0GqvZaq ...

All systems are looking good, and weather is trending favorably for today’s launch of @SemperCitiusSDA’s second Tranche 1 Transport mission from California. Propellant load is underway → https://t.co/FEioE0pPqc https://t.co/GRLOLIg6VM ...

Watch as SpaceX Super Heavy Booster B15.2 splashes down as part of SpaceX's 11th Starship Flight Test #SpaceX #Starship #Flight11 Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thela ...

Watch as SpaceX Super Heavy Booster B15.2 splashes down as part of SpaceX's 11th Starship Flight Test #SpaceX #Starship #Flight11 Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thela ...