证券之星消息，2025年5月7日超捷股份（301005）发布公告称民生证券崔若瑜于2025年5月7日调研我 司。 具体内容如下： 问：公司汽车业务营收保持增长的驱动因素有哪些？ 答：①汽车零部件出口的拓展，海外市场是公司的战略重点之一，基于公司与麦格纳、法雷奥、博世等 国际一级供应商多年良好的合作关系，为海外市场拓展提供了良好的基础；②国内汽车零部件业务增长 动力主要有以下方面、新客户开发，包括蔚来、比亚迪（002594）、汇川、星宇等重点客户；B、产品 品类扩张，单车价值量增长；C、行业集中度提升；D、国产化替代。 问：请介绍下公司航空航天业务进展情况？ 答：商业航天业务领域广阔，目前业务主要为商业火箭箭体结构件制造，包括壳段、整流罩、发动机阀 门等，公司在2024年已完成产线建设，目前已经批量交付客户整流罩、壳段等火箭结构件产品。同时， 公司会根据市场情况同步建设燃料贮箱产线。 问：公司在商业航天火箭箭体结构件制造方面有什么优势？ 答：①人才优势，公司有专门商业航天业务团队，其中部分核心技术人员、生产制造人员、业务人员在 该领域深耕多年，经验丰富；②资金优势，可以依靠上市公司的资金优势根据市场情况进行设备 ...

Group 1: Automotive Business Performance - The company's automotive parts revenue is driven by the expansion of exports and new domestic customer development, maintaining stable growth [2][3] - Key factors for growth include new customer acquisition (e.g., NIO, BYD), product category expansion, industry concentration increase, and domestic substitution [2][3] - The estimated value of fasteners for a mid-sized passenger vehicle is around 2,000 CNY, with the company's small-sized fasteners valued at approximately 800 CNY per vehicle [3] Group 2: Financial Performance and Challenges - The main reasons for revenue growth without profit increase include reduced orders in the aerospace business and rising sales and management expenses due to increased business scale [2][3] - The aerospace business has seen a decrease in orders, impacting current performance, while commercial space rocket structural components have not yet achieved large-scale delivery [2][3] Group 3: Robotics and Aerospace Business Development - The humanoid robot business is a significant direction for the company, with small batch orders received from clients like Zhiyuan Robotics, but large-scale orders are still pending [3] - The commercial aerospace sector is expanding, focusing on manufacturing rocket body structural components, with production lines completed in 2024 and initial deliveries made [3] - The estimated value of structural components in a mainstream commercial rocket is around 1.5 million CNY, with potential increases to 2.5-3 million CNY after the completion of the fuel tank production line [3] Group 4: R&D and Competitive Advantages - The company is actively developing aerospace fastener products, leveraging its extensive experience in automotive fasteners [3] - Competitive advantages in the aerospace sector include a specialized team with rich experience and the financial capability to invest in equipment and production line construction [3][4]