Chaojie Co.: Rocket Body Structural Components to Begin Delivery from Q2

Commercial Aerospace Business Reaches Delivery Milestone

According to 36Kr, Chaojie Co. recently issued an announcement disclosing the latest progress of its commercial aerospace business. The announcement indicated that the company's commercial aerospace operations primarily focus on manufacturing structural components for commercial rocket bodies, with products covering core parts such as major rocket body sections (shell segments) and payload fairings. Based on existing orders, the company expects commercial aerospace orders to begin delivery to customers starting from Q2 this year, with the peak delivery period concentrated in the second half of the year.

Accelerating Production Capacity Expansion

In terms of production capacity, Chaojie Co. currently operates one production line for rocket body structural components and is adding a second line, which is expected to be put into operation in Q2 this year. The company stated that it will flexibly adjust and further increase capacity based on order conditions to meet growing market demand.

This capacity expansion plan indicates that Chaojie Co. holds an optimistic outlook on future demand in the commercial aerospace market and is actively preparing for a ramp-up in order volume.

Commercial Aerospace Sector Continues to Heat Up

In recent years, China's commercial aerospace industry has entered a period of rapid development. Driven by both policy support and market forces, an increasing number of private rocket companies are accelerating the development and launch plans for their carrier rockets, thereby driving business growth for upstream supply chain enterprises. As a critical component in rocket manufacturing, body structural parts feature high technical barriers and complex manufacturing processes, imposing stringent requirements on suppliers' precision machining capabilities and quality control standards.

Chaojie Co.'s entry into this sector signifies that the company is extending its accumulated technological advantages in precision manufacturing toward the commercial aerospace domain. Judging from its layout of existing plus new production lines, the company is transitioning from the trial production phase to the batch delivery phase — a development of significant importance for the scalable growth of its commercial aerospace business.

Noteworthy Industry Trends

It is worth noting that as projects such as SpaceX's Starship push global commercial aerospace into a new era, China's domestic commercial rocket sector is also accelerating its catch-up efforts. Companies including LandSpace, iSpace, and Galactic Energy are steadily increasing their launch frequencies, driving sustained growth in demand for core components such as rocket body structural parts. This presents a valuable market opportunity for supply chain companies like Chaojie Co. that possess precision manufacturing capabilities.

Future Outlook

With the new production line commencing operations in Q2 and orders being delivered progressively, Chaojie Co.'s commercial aerospace business is expected to enter a concentrated revenue recognition period in the second half of this year. Investors may want to closely monitor the company's subsequent order acquisition, capacity ramp-up progress, and changes in its customer portfolio. Against the broader backdrop of accelerating domestic substitution across the commercial aerospace supply chain, companies with core manufacturing capabilities stand to continue benefiting from industry tailwinds.