Analysis and Outlook on the Strong Performance of Tianyin Electromechanical (300342)

Tianyin Electromechanical (300342) entered the tushare strong stock pool on December 16, 2025 due to its strong performance [8]. Its rise is mainly driven by two catalysts:

1. Industry Policy Dividends
   : On November 25, the China National Space Administration released the “Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)” [6][7], driving the overall warming of the commercial aerospace sector.
2. Company Business Breakthrough
   : On December 16, the company disclosed on the interactive platform that its holding subsidiary Tianyin Starry Sky achieved mass production of star trackers, with an annual capacity of 2000 sets [5]. Star trackers are core components of satellites, and this progress strengthens the company’s competitiveness in the commercial aerospace field.

In terms of price and trading volume, the stock rose from 18.40 yuan to 26.92 yuan between November 5 and December 16, 2025, representing a gain of 46.30% [0]; on December 16, it rose by 10.10% in a single day, with an average daily trading volume of 46.73M, showing active trading [0]. Technical analysis indicates that the stock price is in an upward trend, with a support level of 22.79 yuan, a resistance level of 27.58 yuan, and a next target price of 29.17 yuan [0].

Regarding market sentiment, the dual positives of policy and business breakthroughs have boosted investors’ optimistic sentiment. Although the controlling shareholder reduced its stake by 0.85% on December 15 [1][2][3], this failed to suppress the stock price increase, indicating strong market confidence in the company’s prospects.

1. Synergy between Industry Policy and Company Business
   : The commercial aerospace policy clarifies the industry’s development direction, and the company’s mass production of star trackers directly responds to industrial demand, forming a driving logic of “policy guidance + technology implementation”.
2. Need to Beware of Volume-Price Divergence Risk
   : Despite the continuous rise in stock price, the high P/E (192.64x) and P/B (7.30x) are far above the industry average [0], and KDJ and RSI are in the overbought zone [0], increasing short-term correction pressure.
3. Divergence between Share Reduction and Stock Price Rise
   : After the controlling shareholder reduced its stake, the stock price still rose strongly. On one hand, this reflects high market recognition of the positive news; on the other hand, attention should be paid to whether there are further share reduction plans in the future [1][2][3].

: The commercial aerospace industry is in a period of policy dividends, and as a technological breakthrough company in the industry, the company is expected to benefit from the expansion of market scale.
:

• Overvaluation Risk: The current valuation is far higher than the industry average, with correction pressure [0].
• Technical Overbought Risk: KDJ and RSI are in the overbought zone, leading to increased short-term volatility [0].
• Share Reduction Pressure: The controlling shareholder may continue to reduce its stake in the future, putting pressure on the stock price [1][2][3].

Tianyin Electromechanical (300342)'s strong performance stems from favorable commercial aerospace industry policies and its subsidiary’s breakthrough in mass production of star trackers. It has gained 46.30% in the past 30 days, with significantly increased trading volume and optimistic market sentiment. However, attention should be paid to risk factors such as overvaluation, technical overbought conditions, and share reductions by the controlling shareholder.