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商业航天进入“规模化应用期” 上市公司加快布局
Zheng Quan Ri Bao Wang· 2025-12-16 12:49
Core Viewpoint - The commercial aerospace sector in China is rapidly entering a phase of scaled application, driven by technological advancements, capital investment, and supportive policies, presenting significant growth opportunities for related industries [2][3]. Industry Development - The commercial aerospace market in China is projected to grow by 8.3% year-on-year in 2024, reaching approximately 713.32 billion yuan [2]. - The establishment of the Commercial Aerospace Department by the National Space Administration in November 2025 marks a transition from the policy cultivation phase to a regulated development phase for the industry [2]. - The increasing frequency of commercial rocket launches is expected as technology matures and market demand grows, with a shift towards regular high-frequency launches anticipated by 2026 [3]. Company Initiatives - Taisheng Wind Power is leveraging its parent company's resources and experience in high-end equipment manufacturing to expand into the aerospace sector through its wholly-owned subsidiary [1]. - Several listed companies are intensifying their investments in the commercial aerospace sector, with notable examples including: - Chaojie Fastening Systems, which is conducting feasibility studies for rocket storage structures and has secured new customer orders [4]. - Kanda New Materials, whose subsidiary is involved in electromagnetic compatibility products used in space missions [4]. - Zhongke Xingtou, which anticipates increased demand for satellite tracking and control services as satellite launches rise [4]. - The collaborative efforts of technology, capital, and policy are driving the rapid development of the commercial aerospace industry, with new rocket launches enhancing payload capacity and efficiency [4].
康达新材:参股子公司必控科技相关产品应用于“天宫一号”与“神舟九号”载人交会对接任务中
Zheng Quan Ri Bao Wang· 2025-08-27 11:15
Core Viewpoint - Kangda New Materials (002669) has a stake in its subsidiary, Biko Technology, which specializes in the research, production, and sales of electromagnetic compatibility (EMC) equipment and related software [1] Group 1: Company Overview - Biko Technology focuses on developing EMC testing systems and reinforced products, including filters and power filter modules [1] - The products are primarily supplied to first or second-tier assembly enterprises and research institutions, with applications in special equipment fields [1] Group 2: Notable Achievements - Biko Technology has collaborated with the China Astronaut Research and Training Center, providing products used in the "Tiangong-1" and "Shenzhou-9" manned docking missions [1]
康达新材:参股子公司产品应用于天宫一号与神舟九号任务
Core Viewpoint - Kangda New Materials (002669) has confirmed through an interactive platform that its subsidiary, Biko Technology, specializes in the research, production, and sales of electromagnetic compatibility (EMC) equipment and related software, primarily serving first and second-tier assembly enterprises and research institutions in specialized equipment fields [1] Group 1 - Biko Technology's main products include EMC prediction testing systems and reinforced EMC products [1] - The company has previously collaborated with the China Astronaut Research and Training Center, with its products being utilized in the "Tiangong-1" and "Shenzhou-9" manned docking missions [1]