证券日报网讯1月8日，创元科技（000551）在互动平台回答投资者提问时表示，公司控股子公司苏州轴 承产品主要有向心滚针轴承、推力滚针轴承、圆柱滚子轴承、滚轮滚针轴承等，应用于汽车、工业自动 化、工程机械、航空航天、国防和工业机器人等方面。苏州轴承掌握轴承制造及相关加工工艺核心技术 和多项知识产权的基础上，通过设计和研发不同产品以满足客户的不同需求，进一步增加研发投入，不 断提升创新能力，以引领市场需求为牵引进行技术创新，发展新质生产力。同时，苏州轴承将关注行业 发展的前沿技术，结合业务拓展和市场需求进行前瞻性的研究，驱动国内国外双发展。苏州轴承目前在 商业航天领域配套的产品主要是滚针轴承系列产品，但供货量较小。 ...

Core Viewpoint - The commercial aerospace sector in China is experiencing a surge in stock prices due to favorable policies and market growth potential, with several companies seeing significant gains in their stock values [1][3][4]. Policy Developments - The National Space Administration released an action plan for the high-quality and safe development of commercial aerospace from 2025 to 2027, encouraging the strengthening of satellite and rocket manufacturing and expanding application services [3]. - The Ministry of Industry and Information Technology initiated a two-year commercial trial for satellite IoT services, aiming to transition satellite communication from technical validation to large-scale application [3]. - Beijing's announcement of a space data center plan aims to expand the application boundaries of commercial aerospace into new fields such as space computing [3]. - The establishment of a dedicated "Commercial Aerospace Department" within the National Defense Science and Technology Industry Bureau indicates a significant institutional commitment to the sector [3]. Market Growth Potential - The commercial aerospace market in China is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, reflecting a compound annual growth rate of about 22% [4]. - By 2030, the market size could approach 10 trillion yuan if growth continues at 25% [4]. - The Ministry of Industry and Information Technology's forecast suggests that the market could exceed 2.5 trillion yuan by 2025, marking a "golden development period" for the entire industry chain [4]. Company Strategies - Several listed companies are actively positioning themselves within the commercial aerospace industry, with notable strategies including: - Chuangyuan Technology's subsidiary providing needle roller bearings for the commercial aerospace sector [6]. - Guojiji Precision Engineering holding a 90% market share in domestic aerospace bearings, supplying components for rockets and satellites [6]. - Zhenhua Wind Power expanding into commercial aerospace and drone sectors with new radiation-resistant products [6]. - Guanglian Aviation pursuing a dual strategy of acquisitions and partnerships to engage in key components for rockets and satellites [6]. - Zhimin Technology supplying embedded computer modules for commercial satellites and rockets [6]. Investment Opportunities - The commercial aerospace sector is at a pivotal moment with policy, performance, and technology converging to create significant investment opportunities [6][7]. - The "strong aerospace nation" goal has elevated the aerospace industry to a core national strategy, emphasizing the importance of commercial aerospace development [7]. - The ongoing construction of large-scale satellite networks and increased rocket launch demands during the 14th Five-Year Plan period are expected to drive growth in satellite manufacturing and related sectors [7].

Core Viewpoint - Chuangyuan Technology (000551) has announced that its subsidiary in Suzhou specializes in various types of needle bearings, which are utilized in multiple sectors including automotive, industrial automation, aerospace, and defense [1] Group 1: Product Offerings - The main products of the Suzhou bearing subsidiary include radial needle bearings, thrust needle bearings, cylindrical roller bearings, and roller needle bearings [1] - The needle bearing series is primarily used in the commercial aerospace sector, although the supply volume remains relatively small [1] Group 2: Application Areas - The applications of the products span across automotive, industrial automation, engineering machinery, aerospace, defense, and industrial robotics [1]

Core Viewpoint - Suzhou Axis Co., Ltd. (苏轴股份) is focusing on key sectors such as new energy vehicles, robotics, aerospace, and low-altitude economy to enhance its market competitiveness through technological breakthroughs [1][2] Group 1: Financial Performance - In the first three quarters of 2025, the company's R&D expenses increased by 2.37% year-on-year, indicating a commitment to innovation and development in critical areas [1] Group 2: Market Strategy - The company is emphasizing the development of products and customer relationships in the fields of robotics and aerospace, aiming to capitalize on opportunities from domestic control and substitution [1] - Suzhou Axis has been supplying bearings for industrial robots for years, particularly for RV reducers, and plans to increase R&D and market expansion efforts in the robotics sector [1] - In the aerospace sector, the company is focusing on needle bearing products, with growth dependent on customer demand and the progress of domestic substitution [1] Group 3: Future Outlook - The company has established a development intention for aircraft body roller bearings with COMAC, indicating a positive development outlook for related products [1] - There is significant market potential for domestic substitution in high-end markets such as aerospace and precision machine tools, where the current localization rate is low [1] - Continued breakthroughs in emerging fields like robotics and aerospace are expected to further unlock growth potential in both domestic and international markets [1]