Zaisheng Technology (603601.SH): Currently, there are no existing orders for "high-silicon oxygen fiber products". There is a high level of uncertainty in obtaining future orders.
According to the Zhiming Financial APP, and then the technology company (603601.SH) issued a stock price abnormal movement announcement, the company noted market discussions related to the company supplying SpaceX. Currently, the company's main business is based on microfiber glass wool as the core material, developing "clean air materials", "high-efficiency energy-saving materials" and "dust-free air conditioning products", applied in the three major spaces of "industrial space, mobile space, and living space". Through self-inspection and verification, the company's high-efficiency energy-saving materials used in the aerospace field account for approximately 0.5% of the company's revenue in 2024; among which, the company has been directly supplying "high-silica fiber products" to a well-known international aerospace company since 2020, the revenue from this product business in 2024 accounts for a very low proportion of the company's total revenue, with no significant impact on the company's performance. Currently, there are no outstanding orders for "high-silica fiber products", and there is considerable uncertainty in obtaining future orders.
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