(以下内容从东吴证券《公用事业行业跟踪周报:关注火箭可回收路径中稀缺耗材,九丰能源推进剂特气份额&价值量提升,全国冬季用电负荷首破14亿千瓦》研报附件原文摘录)投资要点本周核心观点:1)高载重与可回收推动火箭发射降本,推进剂、发射特气需求刚性,价值量与价值占比长期提升。火箭发射经济性成为未来火箭发射向高密度、标准化转型的重要因素。火箭发射降本路线清晰,高载重和可回收成为核心途径,液态甲烷作为推进剂...
Source Link(以下内容从东吴证券《公用事业行业跟踪周报:关注火箭可回收路径中稀缺耗材,九丰能源推进剂特气份额&价值量提升,全国冬季用电负荷首破14亿千瓦》研报附件原文摘录)投资要点本周核心观点:1)高载重与可回收推动火箭发射降本,推进剂、发射特气需求刚性,价值量与价值占比长期提升。火箭发射经济性成为未来火箭发射向高密度、标准化转型的重要因素。火箭发射降本路线清晰,高载重和可回收成为核心途径,液态甲烷作为推进剂...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.