2026年1月8日，公司（公告编号：2026001）举办特定对象调研活动，吸引了永赢基金、申万菱信基 金、中泰证券、国泰基金等20家机构参与。公司董事会秘书李鎔伊就陆上塔筒出口业务、火箭贮箱业务 进展等核心问题与机构投资者进行了深入交流。 投资者关系活动基本情况 活动基本信息投资者活动关系类别：特定对象调研时间：2026年1月8日15:30 – 16:15地点：公司会议室 参与单位名称：永赢基金、申万菱信基金、中泰证券、天风电新、国泰基金、长江证券、汇丰晋信、太 平洋证券、华福证券、国海证券、前海人寿、华泰资产、赋格投资/耀康投资、天治基金、西部证券、 富国基金、华安基金、瑞壹资本、兴业基金、平安养老等20家机构上市公司接待人员姓名：董事会秘书 李鎔伊 公司在调研中重点介绍了火箭贮箱业务的最新进展。该业务于2024年底启动工艺研究和技术储备，2025 年底正式立项，计划通过改造原东台工厂建设生产基地。目前项目处于产线改造建设及市场拓展前期阶 段，主要大型设备已基本到位，暂未遇到采购瓶颈。 该产线设计产能为60套/年，预计2026年年中正式投产。从产品价值量来看，单个火箭贮箱价值约250万 至500万元，单枚火 ...

编号：2026001 | 时间 | 2026 年 1 月 8 日 地点 公司会议室 15:30 – 16:15 | | --- | --- | | | 永赢基金 普淞锐；申万菱信基金 王瀚；中泰证券 郭琳；天风电新 杨志芳；国泰基金 林小聪； | | 参与单位及 | 长江证券 周圣钧；汇丰晋信 严语韬；太平洋证券 刘淞；华福证券 万伟；国海证券 吴亦辰；前 | | | 海人寿 孙辉辉；华泰资产 王笑；赋格投资/耀康投资 罗佶嘉；天治基金 林轩毅；西部证券 张嘉 | | 人员 | 豪；富国基金 李元博；华安基金 任世卿；瑞壹资本 刘翔宇；兴业基金 刘文婷；平安养老 张甡； | | | 中泰证券 曾彪 | | 活动类别 | ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 | | | □现场参观 □其他（投资者电话交流会） | | 接待人员 | 董事会秘书 李鎔伊 | | | Q1：公司陆上塔筒出口的客户结构是怎样的？ | | | 等。 A：目前，出口客户主要有金风国际、Vestas、Nordex | | | Q2：公司出口产能的上限是多少？ | | | A：公司总体产能合计约 1 ...

南财智讯1月9日电，广联航空在投资者关系活动中表示，公司通过并购天津跃峰精准卡位火箭贮箱这一 行业瓶颈环节，依托其技术积累与客户资质，结合自身在碳纤维复合材料领域的领先优势，推动实 现'金属结构件+碳纤维复合材料'全品类覆盖能力。公司提醒投资者关注因设备采购延迟或产能爬坡不 及预期带来的投资风险。 ...

证券日报网讯1月7日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司依靠多年深耕高端 装备制造业的经验，积极推动火箭贮箱相关产品业务，目前正在开展火箭贮箱产线改造、团队搭建、专 家引进、市场调研等前期工作，目前项目尚未投产，不存在量产的情况。敬请投资者理性辨别网络信 息，注意投资风险。 ...

证券日报网讯12月23日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司积极推动商业航 天业务的开拓，目前正在开展火箭贮箱产线改造、团队搭建、专家引进、市场调研等前期工作，目前暂 未形成订单。公司未对2025年度相关业务设置收入目标或进行任何经营业绩的承诺，请投资者理性辨别 网络信息，注意投资风险。 ...

立足自贡搭建大型无人机复材部段总装优势，打造低空经济全产业链服务能力。1）特种无人飞行器方 面，2024 年8 月，自贡广联与中航工业某单位签署5578 万元大型固定翼无人机复合材料机翼部段合 同。公司在重点无人机型号方面已形成先发优势且具备可持续增长性，西南方向无人机业务或提供新增 量。2）民用低空方面，公司投身无人航空器机体结构的设计与制造工作，推动无人机与通航产业的跨 界融合，在农林植保、物流运输、航空测绘、应急救援等场景形成应用能力。 聚焦无人船及无人潜航器前沿领域，探索船舶复合材料创新应用。武汉广联积极参与无人舰艇的整机结 构平台研制工作，积极探索复合材料在船体结构、上层建筑等关键结构件的创新应用，通过轻量化设计 提升船舶性能与燃油效率，增强船体耐腐蚀性与结构强度，全力打造具备高隐蔽性、强自主性与卓越任 务执行能力的无人船平台。 报告摘要 公司前瞻布局火箭制造与卫星制造配套，受益于商业航天加速发展。1）火箭端，2025年5 月，公司拟 收购天津跃峰51%股权，天津跃峰深耕运载火箭贮箱等结构件加工，公司配备φ2250~φ5000 火箭贮箱焊 接设备，是国内首家深度布局火箭箭体生产领域、打通从零部件制造 ...

Core Insights - Wenchang is positioning itself as a significant hub for commercial aerospace, leveraging its unique geographical and policy advantages to attract investment and develop a robust aerospace industry [3][4]. Group 1: Development Advantages - Wenchang has three notable advantages for developing its commercial aerospace industry: geographical location, favorable policies, and an established industrial ecosystem [4]. - The geographical advantage includes being the only aerospace base with both "low latitude and coastal launch" capabilities, providing a unique launch and recovery location [4]. - The policy advantage stems from the Hainan Free Trade Port's "zero tariffs, low tax rates, and simplified tax system," along with specific policies from the National Development and Reform Commission and the Ministry of Commerce that benefit aerospace companies [4]. - The industrial ecosystem advantage is highlighted by the presence of nearly 3,000 enterprises in Wenchang, including over 700 aerospace-related companies, creating a collaborative environment for the "rocket chain, satellite chain, and data chain" [4]. Group 2: Investment and Projects - Recently, Wenchang signed nine projects with a total investment of 1.6 billion yuan (approximately 0.24 billion USD) during the 2025 China Industry Transfer Development Docking Hainan Special Event [5][6]. - The signed projects include the construction and operation of a rocket storage and propulsion system base, satellite structure thermal control product production line, and an aerospace supercomputing center [6]. - Wenchang is also advancing the establishment of a reusable rocket assembly and testing factory, with expectations of exceeding 10 billion yuan (approximately 1.5 billion USD) in total investment by the end of the year [6]. Group 3: Industry Integration and New Business Models - Wenchang is integrating various industries, such as "aerospace + information" and "aerospace + cultural tourism," to create new business models [8]. - The establishment of the "Lancang-Mekong Satellite Remote Sensing Data Center" and a cross-border data line with Thailand exemplifies the deep integration of aerospace advantages with digital trade innovation [8]. - Wenchang is also leading initiatives to build an international satellite data trading service platform and plans to form an Asian Commercial Aerospace Alliance to enhance collaboration across regions [9]. Group 4: Future Prospects - The Wenchang aerospace industry is expected to see significant growth, with plans for a weekly rocket launch becoming a standard feature, enhancing its appeal as a tourist destination [9]. - The development of aerospace-themed parks and facilities is anticipated to boost local tourism, with a projected increase in visitor engagement during launch events [9].

Group 1 - The Guangdong Provincial Government has issued policies to promote high-quality development in commercial aerospace from 2025 to 2028, focusing on encouraging enterprises to develop core technologies in reusable liquid rocket engines [1] - The provincial government will provide up to 50% matching funding support for national major science and technology projects that meet specific conditions, and will implement a 100% pre-tax deduction policy for corporate R&D expenditures [1] - Liquid fuel rockets are becoming the mainstream choice for the next generation of reusable rockets due to their adjustable thrust, strong restart capability, and high system adaptability [1] Group 2 - Guotai Junan Securities indicates that the current insufficient rocket capacity in China is a core bottleneck for low Earth orbit satellite networking, and developing reusable rockets and liquid fuel technologies is key to enhancing capacity [1] - It is estimated that by 2030, an average of 64 rockets per year will be needed to meet the planned networking requirements, with the rocket market expected to reach a scale of 100 billion by 2030 [1] - CITIC Securities points out that several large-capacity private liquid rockets, such as Zhuque-3 from Blue Arrow Aerospace and Tianlong-3 from Tianbing Technology, are set to make their maiden flights in the second half of 2025, marking a breakthrough in the commercialization of private liquid rockets [1] Group 3 - Srey New Materials has initiated the construction of a project for the industrialization of materials, parts, and components for liquid rocket engine thrust chambers [2] - Taisheng Wind Power's rocket storage tank is a key pressure vessel used for storing liquid rocket propellants, including fuel and oxidizers, and is one of the core components of launch vehicles [2]