Taili Technology Special Functional Film Materials: Analysis of Commercial Value and Financial Returns of Aerospace-Grade Quality

Taili Technology (301595) is a GEM-listed company focusing on the R&D, production, and sales of multi-category home storage products and related functional materials such as vacuum storage, wall-mounted storage, modified atmosphere preservation, outdoor equipment, and safety protection. According to the 2025 Q3 report data, the company achieved main business revenue of 822 million yuan in the first three quarters, a year-on-year increase of 6.98%; net profit attributable to shareholders was 53.1473 million yuan, a year-on-year decrease of 20.68% [3]. As of December 2025, the company’s market capitalization was approximately 1.15 trillion yuan, and the financing customer control ratio reached 11.57% [7].

Taili Technology’s special functional film materials have the following core aerospace-grade qualities:

• High Barrier Performance
  : Effectively blocks gas and liquid penetration
• Puncture Resistance
  : Ability to withstand puncture by sharp objects
• Abrasion Resistance
  : Surface stability during long-term use
• Aging Resistance
  : Long-term reliability in extreme environments

These qualities can effectively ensure the work and life of astronauts during on-orbit stay, providing key material protection support for the space environment [1][2].

The global commercial aerospace industry has entered a high-growth period:

• 2022 global commercial aerospace market size was approximately 440 billion USD
• Expected to突破 700 billion USD in 2025
• Expected to exceed 1 trillion USD by 2030 [4]

China’s commercial aerospace market maintains strong growth:

• 2024 market size reached 2.34 trillion yuan
• Expected to exceed 2.5-2.8 trillion yuan in 2025
• Number of commercial launches increased by 35% year-on-year, and total rocket revenue exceeded 20 billion yuan [4]

The commercial aerospace industry chain presents an ecological pattern of “stable upstream support, fierce midstream competition, and diversified downstream demand”, among which upstream aerospace materials are the basic guarantee for industrial development [4].

Aerospace-grade functional film materials have significant technical barriers:

• Multi-disciplinary Integration
  : Requires high integration of geometric optics, physical optics, thin film optics, etc.
• Long-term Technical Accumulation
  : Requires rich practical experience and technical precipitation
• High Precision Requirements
  : Puts forward extremely high requirements in product design, manufacturing, assembly, measurement, etc. [5]

Aerospace-grade materials usually have:

• High Gross Margin
  : Gross margin of technology-intensive products such as precision optics can reach 25-30%
• Strong Pricing Power
  : Technical scarcity brings bargaining power
• Continuous Upgrade Demand
  : Aerospace technology iteration promotes continuous material upgrading

In addition to aerospace applications, it can also be expanded to:

• High-end equipment manufacturing
• New energy vehicles
• Medical protection
• Special packaging
• Outdoor equipment

• Revenue Growth
  : 2025 first three quarters revenue was 822 million yuan, a year-on-year increase of 6.98%
• Profitability
  : Gross margin of 55.3%, reflecting strong product pricing power
• R&D Investment
  : Relying on core technical advantages of eight functional materials, continuously increase R&D investment in the aerospace field

1. Market Expansion
   : Demand growth brought by rapid growth of commercial aerospace market
2. Technology Premium
   : High added value brought by aerospace-grade quality
3. Application Expansion
   : Technology spillover effect from aerospace to civilian markets
4. Policy Support
   : National policy support for new materials

From market performance:

• Financing customer control ratio is 11.57%, indicating high market attention
• Relatively stable stock price, with medium and long-term investment value
• Technical barriers provide support for performance growth

• Large R&D investment and long return cycle
• Fast technology iteration speed, requiring continuous innovation capabilities

• Uncertainty in commercial aerospace development
• Increased competition may affect profitability

• 2025 net profit decreased by 20.68% year-on-year, need to pay attention to profitability improvement
• High R&D investment may affect short-term cash flow

The aerospace-grade quality of Taili Technology’s special functional film materials has brought significant commercial value conversion opportunities under the background of rapid commercial aerospace development:

1. Technical Barriers
   : Core technical advantages formed by aerospace-grade quality
2. Market Opportunities
   : Historical opportunities from rapid commercial aerospace market development
3. Application Expansion
   : Growth potential from aerospace to multiple fields

1. Strengthen R&D Investment
   : Maintain leading technical advantages
2. Expand Application Scenarios
   : Maximize commercial value of aerospace technology
3. Optimize Product Structure
   : Increase proportion of high value-added products
4. Deepen Industry Chain Cooperation
   : Establish strategic cooperation with aerospace enterprises

With continuous rapid development and technological maturity of commercial aerospace industry, Taili Technology’s special functional film materials are expected to successfully transform from “aerospace-grade quality” to “commercial-grade value”, bringing sustained financial returns and shareholder value growth to the company.

[1] Taili Technology: Application space of special functional films will expand, increasing aerospace R&D investment - Hexun.com
[2] Taili Technology: With rapid development of commercial aerospace field, application of company’s special functional film materials… - Eastmoney.com
[3] Taili Technology (301595): Main funds net bought 5.2351 million yuan on December 15 - NetEase
[4] Global Commercial Aerospace Market Research Report - Yan Jing Bi Zhi Market Research Network
[5] Nanjing Moller Optics Technology Co., Ltd. - Prospectus
[6] The richest man is going to “heaven” again, dream value is 10.6 trillion yuan - Pacific Technology
[7] Stocks with financing customer control ratio exceeding 10% (with list) - Securities Times