Group 1: Commercial Aerospace Business - The company has completed the production line construction for commercial rocket structural components in 2024, serving several leading private rocket companies in China [2] - The value of structural components for a single rocket is approximately 10 million [2] - The planned production capacity is 10 rockets per year, with the ability to increase capacity based on order conditions [2][3] - Advantages in manufacturing include a specialized team with extensive experience and the ability to leverage the company's financial resources for equipment purchases [3] Group 2: Reusable Rockets - The current domestic technology for reusable rockets is not mature, but the company plans to align with future trends in the market [3] Group 3: Automotive Business - The company focuses on high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems and other critical components [3] - Future growth in the automotive sector is expected from expanding exports and developing new domestic customers, including NIO, BYD, and others [4] - The company has completed its production capacity layout for automotive parts across multiple bases, meeting future demand for the next three to five years [4] Group 4: Competitive Advantages in Automotive Fasteners - The company maintains its market share through quality customer resources, technical expertise, and strong quality control capabilities [4]
超捷股份(301005) - 2025年11月06日投资者关系活动记录表