11月27日，沃格光电（603773.SH）盘中10%涨停，股价报30.53元/股。2025年半年报显示，该公司具备CPI膜材研 发、生产和纳米薄膜制备技术，用于航天卫星太阳翼保护膜，目前处于完成小批产品交付和测试阶段。 此外，中国可回收火箭"朱雀三号"已进入首飞关键准备阶段，近日顺利完成加注合练及静态点火试验，为正式入 轨发射及一级回收开展各项准备工作。 华西证券认为，商业航天可能是11月至12月最具预期差的板块。若可回收火箭首飞成功，将解决商业航天的最大 瓶颈——火箭成本。一个低成本、高频次、规模化的中国太空时代，正在加速到来。 据机构一致预测，A股商业航天概念股中，有34股2026年、2027年净利增速均超30%且有3家以上机构评级。从成 长性来看，沃格光电、上海瀚讯、立昂微、新雷能、七一二等个股机构一致预测2026年、2027年净利增速均超 50%。 消息面上，近期商业航天领域迎来多重利好催化。11月25日，国家航天局印发的《国家航天局推进商业航天高质 量安全发展行动计划（2025—2027年）》明确提出，到2027年，商业航天产业生态高效协同，科研生产安全有 序，产业规模显著壮大，创新创造活力显著增 ...

Core Insights - China has made significant advancements in the field of nanofilm technology, particularly in preparation processes such as Physical Vapor Deposition (PVD), Chemical Vapor Deposition (CVD), and Atomic Layer Deposition (ALD), leading to improved performance and quality of nanofilms while reducing production costs [1][7] - The market size of China's nanofilm industry is projected to reach approximately 21.8 billion yuan in 2024, representing a year-on-year growth of 10.66% [1][8] - The global nanofilm industry market size is expected to reach 15.97 billion USD in 2024, with a year-on-year growth of 12.62% [7] Industry Overview - Nanofilms are two-dimensional materials with thicknesses ranging from 1 to 100 nanometers, exhibiting unique properties such as quantum size effects and surface effects, widely used in electronics, new energy, biomedicine, and environmental protection [2][4] - The main methods for preparing nanofilm materials include liquid-phase and gas-phase methods [2] Industry Chain - The upstream of the nanofilm industry chain includes raw materials such as graphite, limestone, and rare earth elements, as well as production equipment like sputtering devices and CVD systems [4][5] - The midstream involves the production and manufacturing of nanofilms, while the downstream applications span electronics, new energy, biomedicine, and environmental sectors [4] Market Size - The continuous improvement in preparation technologies has laid the foundation for large-scale applications of nanofilms, with PVD and CVD remaining the mainstream processes [7] - Recent breakthroughs in Plasma-Enhanced Chemical Vapor Deposition (PECVD) and Roll-to-Roll (R2R) coating technologies have significantly reduced unit production costs [1][7] Key Companies Performance - Jiangsu Feiwo Tai Nano Technology Co., Ltd. achieved a revenue of 479 million yuan in 2024, marking a year-on-year increase of 55.21% [8][9] - Jiangsu Weidao Nano Technology Co., Ltd. reported a revenue of 1.05 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.42% [9][10] Industry Development Trends 1. Continuous innovation in technology is driving performance leaps, with optimized PVD and CVD techniques enhancing film uniformity and stability [10] 2. The application fields of nanofilms are expanding from traditional consumer electronics to emerging markets such as new energy and biomedicine [11] 3. Green manufacturing and sustainable development are becoming core directions, focusing on cost reduction and achieving "zero carbon footprint" [12][13]