订单饱满、链式协同 陕西商业航天集群加速成形 ◎记者 张问之 从高强高导铜合金等关键材料的突破，到卫星连接器等核心部件的配套，再到专业检测服务的保障…… 陕西企业已在商业航天产业的"竞速赛"中，拿下了实打实的订单。 事实上，陕西早在2024年底便前瞻性发布《陕西省培育千亿级商业航天产业创新集群行动计划》，明确 聚力打造国内领先、世界一流的商业航天产业创新发展高地。 "商业航天业务在整体营收中占比持续提高。"当投资者问及陕西华达商业航天订单是否饱满时，公司直 言。作为航天连接器骨干企业，陕西华达生产的高可靠等级电连接器及互连产品应用在各类航天器项目 中，应用范围覆盖各类高轨卫星、低轨卫星、倾斜轨卫星、火箭、载人飞船、航天货运飞船、空间站、 深空探测等航天各个领域。 公司长期为长征系列火箭配套产品，并深度参与星网、千帆等重大航天项目，已为星网二期配套产品。 陕西华达表示，公司将紧跟客户需求，不断扩充商业航天的产品种类，配套射频连接器、射频组件、微 矩形连接器、高速连接器、集束线束、光纤组件等多种产品，单星价值量不断提升，商业航天订单按客 户要求正常交付。 再看西测测试。公司创新性地提出"商业卫星载荷超级代工厂"定 ...

Core Viewpoint - Srei New Materials has developed high-strength, high-conductivity copper alloy materials, particularly chromium-zirconium copper and copper-chromium-niobium, which are ideal for the inner wall of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [1] Group 1 - The liquid rocket thrust chamber inner wall materials must withstand combustion temperatures of thousands of degrees while also having excellent thermal conductivity to protect the engine structure [1] - The company aims to reduce unit costs through large-scale production, which is a crucial strategy to address domestic and international industry competition [1] - Major clients of the company include Blue Arrow Aerospace, Jiuzhou Cloud Arrow, Star Glory, and Deep Blue Aerospace [1]

Core Viewpoint - The company has developed high-strength, high-conductivity copper alloy materials, particularly chromium-zirconium copper and copper-chromium-niobium, which are ideal for the inner wall of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [1] Group 1 - The liquid rocket thrust chamber inner wall materials must withstand combustion temperatures of thousands of degrees while also having excellent thermal conductivity to dissipate heat and protect the engine structure [1] - The company's strategy includes scaling up production to reduce the unit cost of these materials, which is a crucial measure to address domestic and international industry competition [1] - Current major clients of the company include Blue Arrow Aerospace, Jiuzhou Yunjian, Star Glory, and Deep Blue Aerospace [1]

Core Viewpoint - The company has developed high-strength, high-conductivity copper alloy materials, particularly chromium-zirconium copper and copper-chromium-niobium, which are ideal for the inner wall of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [2] Group 1 - The liquid rocket thrust chamber inner wall materials must withstand combustion temperatures of thousands of degrees while also having excellent thermal conductivity to protect the engine structure [2] - The company aims to reduce unit costs through large-scale production, which is a crucial strategy to address domestic and international industry competition [2] - Major clients of the company include Blue Arrow Aerospace, Jiuzhou Yunjian, Star Glory, and Deep Blue Aerospace [2]

Core Viewpoint - The company, SRE New Materials (688102.SH), is focusing on developing high-strength, high-conductivity copper alloy materials for liquid rocket engine thrust chamber inner walls, which need to withstand high combustion temperatures while providing excellent thermal conductivity [1] Group 1: Product Development - The company has developed high-strength, high-conductivity copper alloy materials, specifically chromium-zirconium copper and copper-chromium-niobium materials, which are ideal for the inner walls of liquid rocket engine thrust chambers due to their high-temperature stability, heat resistance, and superior thermal conductivity [1] - The company aims to reduce unit costs through large-scale production, which is a crucial strategy to address domestic and international industry competition [1] Group 2: Clientele - The company's main clients include Blue Arrow Aerospace, Jiuzhou Yunjian, Star Glory, and Deep Blue Aerospace, indicating a strong presence in the aerospace sector [1]

Core Viewpoint - The city of Liaocheng is focusing on the development of the non-ferrous metal and deep processing industry chain, emphasizing green, low-carbon, and high-quality growth while enhancing the industrial structure and competitiveness [1][2]. Group 1: Industry Development - Liaocheng has established a dual-chain development pattern centered on copper and aluminum, attracting leading companies such as Yunhai Metal and Hailiang Co., Ltd. [1] - By 2024, the city is expected to have 68 large-scale enterprises in this industry, achieving a revenue of 119.51 billion yuan [1]. - The non-ferrous metal and deep processing industry is recognized as a traditional advantageous industry in Liaocheng, with a focus on high-end, intelligent, and green development [2]. Group 2: Competitive Advantages - The establishment of a national quality inspection center for copper and aluminum products and the formation of a research institute for non-ferrous metals have strengthened the industry [1]. - The market share of several products from companies like Xinfeng Group and Yunxin Technology ranks among the top in the country [1]. Group 3: Green and Low-Carbon Initiatives - Liaocheng has cultivated 4 national and 9 provincial green factories, with Xiangguang Copper Industry recognized as a national "energy efficiency leader" [2]. - Xinfeng Group has completed carbon quota transactions totaling 35.73 million tons, with a transaction value of 2.322 billion yuan, accounting for about 5% of the national total [2]. - The city is actively promoting the peak carbon emissions in the non-ferrous metal industry and increasing the proportion of recycled non-ferrous metals [2]. Group 4: Digital Transformation - The integration of industrial internet and big data technologies is being promoted to enhance the intelligent manufacturing level of non-ferrous metal enterprises [3]. - The development of a digital platform for green functional aluminum aims to improve the digitalization of the industry chain and resource allocation efficiency [3].

Core Viewpoint - Gansu Province is actively promoting high-quality development through the enhancement of new productive forces, focusing on industrial upgrading and green transformation, which lays a solid foundation for building a modern industrial system [1][3]. Economic Performance - In the first half of this year, Gansu's GDP grew by 6.3% year-on-year, maintaining a growth rate above the national average for 14 consecutive quarters [3]. - Gansu Investment Group has invested a total of 39 billion yuan in sectors such as new energy, new materials, biomedicine, and equipment manufacturing since the start of the 14th Five-Year Plan [3]. Corporate Developments - Jinchuan Group has invested over 33.8 billion yuan in emerging industries during the 14th Five-Year Plan, marking a 149% increase [4]. - Gansu Technology Group has completed 20 investment projects with a total investment of 1.451 billion yuan, enhancing its development momentum [4]. Green Development Initiatives - Jiu Steel Group is advancing its steel and non-ferrous industries towards high-end, intelligent, and green development, achieving a green electricity ratio of 26.4% [5]. - Gansu Xukang Food Co., Ltd. has established a 5,000-ton organic fertilizer production line, achieving zero emissions and resource recycling [6].

Group 1 - The company has been asked whether its high-strength copper alloy materials can also be used for producing high-speed connectors in addition to optical communication modules [2] - The company stated that its high-strength and high-conductivity copper alloy materials are primarily used by downstream strip manufacturing enterprises for high-end connector industries, covering sectors such as new energy vehicles, 5G communication, consumer electronics, and aerospace [2]