博云新材(002297) - 博云新材调研活动信息

Group 1: Company Overview - The company holds a 49% stake in a joint venture with Honeywell, which provides wheel and brake systems for China's C919 large aircraft project [1][2] - The joint venture's equity transfer to the controlling shareholder was approved in late 2021, but the registration process is still pending [1][2] Group 2: Financial Performance - The wholly-owned subsidiary, Changsha Xinhang, is currently operating at a loss due to a lack of scale [2] - The company aims for Changsha Xinhang to achieve performance improvement in the near future, focusing on models with good market prospects [2] Group 3: Product Development - The company is a key producer of carbon/carbon composite materials for solid rocket engines, with over 20 models in mass production and 30 more in development [3] - The company has established long-term partnerships with multiple aerospace entities for the development of aerospace materials [3] Group 4: Market Position - The market share of the company's hard alloy products is currently small, as the production capacity is still under construction [3] - The main customers for the aerospace products include units under the Aerospace Science and Industry Corporation and the China Aerospace Corporation [3]