格隆汇8月20日丨中天火箭(003009.SZ)在投资者互动平台表示，公司产品耐烧蚀组件用于商业航天。 ...

Group 1: Company Overview - The company is known for its small guided rockets, which have seen significant growth in 2024 due to high precision, low collateral damage, and high cost-effectiveness [2] - The primary market for small guided rockets is overseas, with military trade exports being the main sales method [2] Group 2: Financial Performance - The gross margin for small guided rockets in 2024 is reported at 37.4% [4] - The company’s mature products, particularly small guided rockets, are driving revenue growth [3] Group 3: Product Development and Trends - The company is focusing on the series and multi-platform development of small guided rockets [3] - The erosion-resistant components business is stable and expected to maintain this stability in the future [4] - The rain enhancement and hail prevention rocket segment is stable, with strong demand from meteorological agencies [6] Group 4: Challenges and Future Outlook - The carbon-ceramic brake disc business is currently small in scale but the company is one of the first to receive manufacturing approval [5] - The carbon-ceramic brake disc for automobiles is under active testing, with multiple models undergoing trials [6] - The carbon/carbon thermal field materials sector faced losses in 2024 due to oversupply, but long-term prospects remain hopeful with increasing focus on clean energy [8] - The human influence business saw a decline in revenue in 2024 due to temporary adjustments in procurement, but this is not expected to impact future performance [8]

Group 1: Company Performance Overview - The overall performance of the company declined in 2024, primarily due to safety adjustments made by clients regarding rocket storage, leading to a decrease in procurement volume [2] - The rain enhancement and hail suppression rocket business remained stable, with a slight year-on-year decline [3] - The military small solid rocket business grew by over 50%, benefiting from the introduction of a series of guided rockets tailored to customer needs [3] Group 2: Business Challenges and Strategies - The carbon/carbon thermal field materials business faced losses due to market competition and price declines influenced by the photovoltaic industry [3] - The company is adjusting its market strategy to focus on leading industry players and is actively working on cost reduction and efficiency improvement [3] - New product development efforts are being accelerated, particularly in carbon-ceramic brake discs and hydrogen evolution electrodes, to seek new economic growth points [3] Group 3: Future Development Plans - The company aims to leverage its core solid rocket technology to meet national defense and civil construction needs, promoting significant technological innovations and multi-field industrialization [4] - Compliance and internal control systems will be strengthened to ensure sustainable development [5] - Innovation will be the core driver of development, focusing on new equipment, drones, and high-performance composite materials [5] Group 4: Management and Investor Relations - The company plans to enhance its management practices by implementing market-oriented incentive mechanisms and linking performance with compensation [5] - A transparent and scientific market value management system will be established to maximize shareholder interests [6] - Regular communication with investors will be prioritized to stabilize expectations and enhance confidence in the company's value [6]

航天彩虹无人机股份有限公司（以下简称"航天彩虹"）专注于无人机业务。近年来，低空经济备受关 注，无人机产业是发展低空经济的重要产业载体，在此背景下，航天彩虹如何积极拓展相关业务，也是 投资者关注的重点事项。 航天彩虹总经理文曦表示，公司无人机产品型谱齐全，在低空经济及民用领域主要面向国家重大需求， 统筹国土资源勘察、高分辨对地观测等重点领域产业发展和升级。公司产品应用广泛，如应用于航空物 探、应急测绘、海洋监测、管路巡线、森林防火等多个领域，具有先发优势，在国内具有较大知名度。 低空经济的发展及优惠政策，有利于公司更好地扩展市场。 陕西中天火箭技术股份有限公司（以下简称"中天火箭"）自成立以来主要从事小型固体火箭及其延伸产 品的研发、生产和销售，并一直致力于推进航天固体火箭核心技术成果多层次、多领域的深度转化应 用。而随着商业航天市场范畴的不断拓展，公司如何抓住行业快速发展的机会，在民品市场积极布局以 提升市场份额和竞争力，是投资者关注的事项。 中天火箭董事长程皓在回答《证券日报》记者提问时表示，公司耐烧蚀组件产品部分客户为国内商业航 天公司。报告期内，公司耐烧蚀组件业务整体保持稳定发展态势。在民用领域，公司 ...