Beijing Aerospace Shenzhou Intelligent Equipment Technology Co Ltd: A Surge in Commercial Space-Related Stocks

On August 5, 2025, commercial space-related stocks experienced a notable surge, with Beijing Aerospace Shenzhou Intelligent Equipment Technology Co Ltd, listed on the Shenzhen Stock Exchange, being a key player. The company’s stock, known as “Aerospace Shenzhou,” saw a significant increase, closing at a 20% rise, reaching its 20% daily price limit. This surge was part of a broader trend where other companies in the sector, such as National Machine Precision, Aerospace Technology, and Galaxy Electronics, also hit their daily price limits. Additionally, companies like JiaYuan Technology and Sichuan Rui saw increases of nearly 15% and over 7%, respectively.

This positive movement in the stock market was closely linked to a successful satellite launch. On August 4, at 18:21, China launched the satellite internet low-orbit 07 group using the Long March 12 rocket from the Hainan Commercial Space Launch Site. This event underscored China’s advancements in commercial space technology and contributed to the bullish sentiment in the market.

Company Overview

Beijing Aerospace Shenzhou Intelligent Equipment Technology Co Ltd, founded in 1988, specializes in designing, developing, and producing intelligent equipment across various industries, with a focus on aerospace. The company offers a diverse range of products, including intelligent infrared detection systems for vehicles, machine vision systems for detecting truck running faults, automated storage and retrieval systems (AS/RS) for warehouse management, and railway management information systems (MIS). As of July 31, 2025, the company’s stock closed at 14.1 CNY, with a market capitalization of 10,120,527,269 CNY. Despite a high price-to-earnings ratio of 151.81, the company’s innovative technology solutions continue to drive its growth in revolutionizing traditional industries.

Market Context

The surge in commercial space-related stocks coincided with the launch of the first “high elasticity” software class ETF on the market, the ChiNext Software ETF by Huaxia (159256). This ETF, which tracks the ChiNext Software Index (399264), focuses on 50 high-quality software companies on the ChiNext board, with a significant emphasis on AI software. The ETF’s launch saw a trading volume exceeding 20 million CNY within the first half-hour of trading, reflecting strong investor interest in AI and software technologies.

Analysts from Ping An Securities highlighted the ongoing intense global competition in the AI large model field, noting the rising international competitiveness of China’s domestic open-source models and AI applications. The continuous iteration and upgrading of China’s domestic large models, along with the widespread application of AI, are expected to drive sustained demand for AI computing power, both in training and inference stages, thereby boosting the AI computing market.

In summary, Beijing Aerospace Shenzhou Intelligent Equipment Technology Co Ltd’s stock performance is a reflection of broader market trends favoring commercial space and AI technologies, driven by successful technological advancements and strategic market positioning.