Group 1 - The core viewpoint of the article is that 泰胜风能 (Taisun Wind Power) is expanding into the commercial aerospace sector through its subsidiary, 广东泰胜航天技术有限公司 (Guangdong Taisun Aerospace Technology Co., Ltd.), with a focus on rocket storage tank business, which is currently in the initial stage of development [1] - The rocket storage tank project is in the early stages, involving production line renovations and market expansion efforts, but has not yet commenced formal production [1] - Investors are advised to carefully discern market information regarding the company's developments in the aerospace sector [1] Group 2 - As of December 30, 2025, 星河动力 (Xinghe Power) is expected to have conducted 9 publicly verifiable launches, indicating a positive growth trend and promising future prospects [3] - 广东泰胜航天 is identified as a core supplier for 星河动力, expected to provide 60% of the arrow body structures for its 9 launch missions in 2025, showcasing strong performance [3] - The inquiry into the company's current position in the domestic commercial aerospace sector highlights its core competitive advantages, which are yet to be detailed [3]

Core Viewpoint - The company is actively engaged in the commercial aerospace sector, leveraging metal additive manufacturing technology as a key driver for innovation and cost efficiency in traditional industries [1] Group 1: Company Developments - The company has developed a comprehensive additive manufacturing technology that encompasses material research, equipment adaptation, process innovation, structural optimization, and mass production [1] - In the rocket sector, the company is capable of 3D printing rocket body structures and grid fins [1] - In the satellite sector, the company can 3D print satellite body structures and array panel structures [1] Group 2: Industry Trends - The commercial aerospace industry in China is entering a phase of rapid development, with metal additive manufacturing technology playing a crucial role [1]

Group 1 - The company has indicated that its 3D printing business in the rocket sector can produce components such as rocket body structures and grid fins [2] - In the satellite sector, the company can 3D print satellite body structures and array panel structures [2] - A seller estimates that the value of a single rocket is approximately 7 million RMB, and the company is seeking to clarify the accuracy of this estimate [2]

Group 1 - The core viewpoint of the article highlights that China's commercial aerospace industry is entering a phase of rapid development, with metal additive manufacturing technology becoming a "key engine" for traditional industries to break through [1] - The company, Plater (688333.SH), provides a comprehensive solution for innovation in commercial aerospace power systems through its full-link additive manufacturing technology, covering material research and development, equipment adaptation, process innovation, structural optimization, and mass production [1] - In the rocket sector, the company is capable of 3D printing rocket body structures and grid fins, while in the satellite sector, it can 3D print satellite body structures and array panel structures [1]