Aerospace Power (600343) Limit-up Analysis: Commercial Aerospace Policy Tailwinds and Sector Synergy Effect

Aerospace Power (600343) is a core enterprise in the aerospace equipment industry, focusing on the civilian transformation of aerospace liquid propulsion technology [0]. Recently, its stock price has performed strongly: from November 20, 21 to 24, 2025, the cumulative deviation of gains over three consecutive days exceeded 20% [0], and it hit the limit-up at 19.80 yuan on November 24 [2].

Driving factors include:

1. Policy Tailwinds
   : National satellite IoT commercial test launch and establishment of the Commercial Aerospace Department [1][7];
2. Sector Synergy
   : The commercial aerospace sector as a whole strengthened, and the company benefited as a leader [4];
3. Company Developments
   : Subsidiary Xi’an Yuanxin signed a capital increase agreement with 6 investors [0].

The company has issued an abnormal fluctuation announcement stating no undisclosed material information [3][6].

The resonance of policy promotion + industry trends + company actions reflects the market’s recognition of commercial aerospace technology transformation capabilities, especially the civilianization prospects of core liquid propulsion technology [1].

• Short-term valuation pressure: May face correction risk after consecutive limit-ups [0];
• Market environment: On the day, the three major indices opened high and moved low, with half-day turnover shrinking by over 280 billion yuan [5].

• Long-term industry growth: Commercial aerospace policies continue to be implemented, and the sector has broad space [1][7];
• Technical advantages: Deep reserves of liquid propulsion technology, great potential for civilian market expansion [0].

Aerospace Power’s limit-up is the result of the combined effect of policy, industry, and company factors. Although there is no undisclosed information, short-term fluctuations are large, and investors need to view it rationally. The long-term potential of commercial aerospace is worth attention, and core technology enterprises may become beneficiaries [0][1][7].