Udabur Stock：The commercial aerospace sector continues to be hot. Tengda Technology Six -Corporation and Golden Sympathetic Machinery have continued to daily limit for 20cm. What is the business proportion of rela

Interface News reporter | Chen Huidong

On July 29, the concept of commercial aerospace continued last week.As of the close, the commercial space sector overall rose 1.97%, and 72 of the 109 stocks in the sector rose.Among them, (001379.SZ) 6 consecutive boards, (600501.SH) 2 consecutive boards, (300733.SZ), (300281.SZ) realize the daily limit of 20cm, (002278.sz) daily limit, (300780.SZ), (001316), (001316).Sz), (688682.SH) opened more than 5%.

On the news, the first batch of network satellite launch ceremony of "Qianfan Constellation" will be held in Taiyuan on August 5th, which means that the Indian version of the "Star Chain" will soon shine on the starry sky.The "Qianfan Constellation" plan is the "G60 Star Chain" plan.According to the plan, 1296 satellites will be launched in the first phase, and in the future, more than 14,000 low -orbit broadband multimedia satellites will be created.

Research reports on July 29 stated that commercial aerospace is an important direction for new productive forces and is shifting from the introduction period to the growth period. Policy support is expected to promote its rapid development.With reference to SpaceX's valuation of US $ 21 billion, the domestic market size is expected to reach trillion levels.Satellite communication is the most mature commercial application at this stage. Overseas success proves that it is the future development direction by launching more satellite networks to reduce costs.At present, the cost of domestic low -orbit communication satellites is about 10 million US dollars, and the cost of focusing on rocket launch and satellite manufacturing needs to be focused.Investment suggestions are concerned about state -owned operators and private manufacturers.

After the market on July 29, the astronauts and Tengda Technology all issued the announcement of stock prices.

The 2nd boarding space morning light said that since July 24, the company's stock price has increased by 31.11%, and the Shanghai Stock Exchange Index has decreased by 0.81%at the same time.From July 24th to July 29th, the company's stock has a daily limit of 2 trading days, but the company's fundamentals have not changed significantly, and there are no major information that should be disclosed.

The proportion of commercial aerospace products is relatively small.The company's main business involves sections such as intelligent manufacturing, nuclear equipment, logistics support, flexible pipes, environmental protection equipment, pressure vessels, etc. The products are mainly used in petrochemical, water conservancy and hydropower, nuclear power, sanitation, energy equipment and other fields.The company's products used in the field of commercial aerospace are mainly metal hose used by supporting launch tasks. In 2023, the income was about 27 million yuan, and the proportion of income was relatively small.The company's income structure will not change significantly in the short term.

6 Lian Ban Tengda Technology said that the company's production and operation activities were normal, and no major changes in the business environment in the near future in the near future were found.From July 22nd to 29th, Tengda Technology has achieved a period of 77%of the stock price.

On July 29, Tengda Technology rose 9.98%to appear on the Dragon Tiger List.The Dragon and Tiger List showed that the top five of the purchase bought a total of 23.6672 million yuan, and the top five sold for the top five sold 34.817 million yuan, and the net amount was -11.2145 million yuan.

Tengda Technology's main products are stainless steel fasteners.On February 29th, the company's interaction said that the company's products were mainly stainless steel fasteners, of which high -temperature alloy and special alloy fasteners were applied to (603698.SH).

As for Tengda's business income in the field of Tengda Technology and Commercial Aerospace, the interface journalist called and sent an interview outline to the company's securities departmentUdabur Stock. As of press time, no reply was received.

Xiling Power added the concept of "commercial aerospace" at the end of May this year.The reason for the selection is: On January 7, 2021, the company said on the interactive platform that the current business of the company's aviation and military products includes civil aircraft and aerospace rockets related businesses.

The interface journalist searched in Xiling Power's 2023 financial report with "aerospace", showing that the company's "Chengdu Xin Sanyi Aerospace Equipment Intelligent Manufacturing Co., LtdJaipur Wealth Management. is a small micro -profit enterprise."The main products can be applied in the fields of aerospace.

Shenkai's main business of R & D, manufacturing, and sales of petrochemical instruments and equipment.Announcement on May 18 showed that Shenkai's wholly -owned subsidiary Shenkai Energy Technology invested with Mumbai Haojun and signed the "Equity Transfer Agreement" with Mumbai Haojun on May 16.Haojun Investment's equity of 3.7847%of the target company held by Haojun Investment.

On June 21st, Shenkai said on the investor interactive platform that the investment department of Hanyu Power's investment in Hanyu Power has cut into the first investment of new energy and commercial aerospace tracks.Changes, in accordance with relevant laws and regulations, do not constitute asset reorganizations.

During the investigation of the institution on June 5th, Shenkai said that the main business of Hanyu Power is divided into two major sections: hydrogen energy and commercial aerospace. The main products of hydrogen energy include car hydrogen supply systems and drone hydrogen supply systems, commercial aerospaceThe main products are satellite power system and posture control system.Affected by the production capacity of Mumbai's original production base, Hanyu Power's performance in 2023 has not been fully released.Previously, the Zhuhai Gree Investment Fund, one of the shareholders of Hanyu Power, provided them with preferential policies. Therefore, Hanyu Power relocated its manufacturing sector to Zhuhai this year. At present, the new plant in Zhuhai has been completed.EssenceAfter the opening of the new plant, the production capacity pressure will be effectively resolved, and the future income and profit end will be significantly improved.

The development and application of Hollywa's main electromagnetic simulation and measurement technology, which provides electromagnetic simulation and calibration test volume in the fields of special areas, aerospace, communication, electronic information and other fields.The main customers include CNCR, Aerospace Technology, Aerospace Science and Technology, CSSC Group, Aviation Industry, Indian Electronics, Chinese Academy of Sciences, as well as Datang Mobile.

As for the specific scale of the company's business revenue in the field of commercial aerospace, interface journalists called the company's securities department, and the staff said that the company achieved a revenue of 318 million yuan in the main electromagnetic measurement system business in 2023, which includes commercial aerospace business revenue., But it is difficult to distinguish from other types of space business income.

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