Analysis of Popular Drivers and Investment Prospects of Aerospace Power (600343.SH)

Aerospace Power (600343.SH) belongs to the aerospace-related business field under the machinery industry sector [0]. It made it to the hot list on December 3, 2025, with three main driving factors:

• Aerospace Sector Effect
  : The company relies on the Aerospace Power Technology Research Institute under China Aerospace Science and Technology Corporation (the oldest and most powerful professional institution for solid rocket engines in China [3]), benefiting from the increased overall attention to the aerospace sector.
• Price and Trading Volume Abnormalities
  : On that day, the stock price rose by 9.57% to 24.49 yuan (a 52-week high [2]), with a trading volume of 156.59 million shares, which is 5.77 times the 3-month average of 27.14 million shares [2]. The turnover rate reached 11.5%, indicating a significant increase in market participation.
• Company Dynamics Driver
  : Recent announcements such as the introduction of strategic investors and the Q3 financial report have triggered adjustments in market expectations for the company’s future development [2].

• Differentiated Market Sentiment
  : The stock price approaching the daily limit and the increased trading volume reflect positive sentiment [2], but negative financial indicators (net profit of -2.1322 million yuan, P/E ratio of -67.26, return on assets of -7.9% [2]) and overbought RSI (81.94 [2]) suggest risks.
• Support and Resistance Levels
  : The 52-week low of 9.60 yuan is the long-term support, and the closing price of 22.35 yuan on December 2, 2025, is the short-term support; 24.49 yuan is the current resistance at the 52-week high, and breaking through it may target around 26 yuan [0].

1. Deviation Between Sector Heat and Company Fundamentals
   : The policy and technical advantages of the aerospace sector bring valuation improvement expectations for the company, but the continuous loss in financial performance (core indicators such as net profit and P/E ratio are negative) indicates that the current stock price increase may have speculative components [0].
2. Short-term Correction Risk Highlighted
   : The RSI indicator is in the overbought range (>80), and historical data [0] shows that stocks in this range have a high probability of short-term correction, so vigilance against stock price fluctuations is needed.
3. Potential Impact of Strategic Investors
   : The progress of introducing strategic investors may become a key variable for the company’s financial improvement. If it can effectively optimize the business structure, it may repair the market’s profit expectations for the company [0].

• Long-term Growth of Aerospace Industry
  : The technical endorsement and industry status of China Aerospace Science and Technology Corporation provide potential space for the company’s future business expansion [3].
• Injection of Strategic Resources
  : The capital and resource support from strategic investors is expected to promote the company’s business transformation or technological upgrading [2].

• Risk of Continuous Financial Deterioration
  : Current indicators such as net profit and return rate are negative. If operations do not improve, it may lead to long-term pressure on the stock price [2].
• Short-term Price Volatility
  : The overbought RSI signal indicates a high probability of short-term correction, and the risk of chasing high is large [0].
• Industry Competition Pressure
  : The aerospace-related equipment manufacturing field is highly competitive, and the company needs to continuously improve its technical competitiveness [0].

Aerospace Power (600343.SH) became a hot stock due to the heat of the aerospace sector, price abnormalities, and company announcements. On that day, the trading volume significantly expanded to 5.77 times the 3-month average, and the stock price hit a 52-week high. However, the company’s continuous financial losses and overbought RSI indicate short-term risks. Investors need to pay attention to:

1. The company’s financial improvement and business progress after the introduction of strategic investors;
2. Changes in aerospace sector policies and industry dynamics;
3. Correction signals from technical indicators (such as RSI).

This analysis is a synthesis of information and does not constitute investment advice. Investors should make prudent decisions based on their own risk tolerance and market conditions.