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Chaojie Co., Ltd. said during institutional research on December 23 that the core goal of rocket first-stage recyclable technology is to improve launch frequency and economy, and its main value is reflected in the reuse of high-value components such as engines. Even if parts such as the first-level shell structure or storage tank are recycled in the future, the relevant structural parts usually still need to be returned to the factory for inspection, repair, or partial replacement, which will bring continuous after-sales demand to the company. More importantly, the maturity of recyclable technology will significantly improve the launch frequency and operational efficiency of rockets, thereby driving an increase in demand for overall arrow manufacturing. As the intensity of launch missions increases, demand for newly constructed arrow structural parts will remain strong, and the company is expected to obtain more order opportunities in the incremental market. Therefore, from an overall perspective, the recyclability trend will not only reduce the value of the company's products, but may instead create new business growth points for the company through “high-frequency launch+maintenance and renewal” two-wheel drive.

Zhitongcaijing·12/23/2025 23:49:05
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Chaojie Co., Ltd. said during institutional research on December 23 that the core goal of rocket first-stage recyclable technology is to improve launch frequency and economy, and its main value is reflected in the reuse of high-value components such as engines. Even if parts such as the first-level shell structure or storage tank are recycled in the future, the relevant structural parts usually still need to be returned to the factory for inspection, repair, or partial replacement, which will bring continuous after-sales demand to the company. More importantly, the maturity of recyclable technology will significantly improve the launch frequency and operational efficiency of rockets, thereby driving an increase in demand for overall arrow manufacturing. As the intensity of launch missions increases, demand for newly constructed arrow structural parts will remain strong, and the company is expected to obtain more order opportunities in the incremental market. Therefore, from an overall perspective, the recyclability trend will not only reduce the value of the company's products, but may instead create new business growth points for the company through “high-frequency launch+maintenance and renewal” two-wheel drive.