ST Weiling receives partial tender offer from Shannan Antimony-Gold; Zhuque-3 achieves China's first rocket land recovery

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ST Weiling received a partial tender offer from Tibet Shannan Antimony-Gold Resources, and its shares hit the daily limit-up this morning. Shannan Antimony-Gold plans to acquire 78.1775 million shares at 18 yuan per share, with total funds expected not to exceed 1.407 billion yuan. Upon completion, it will hold up to 30 percent of the company and gain control, and it intends to continue increasing its stake within the next 12 months. Meanwhile, the Zhuque-3 Y2 carrier rocket lifted off at 7:35 a.m. today from the Dongfeng Commercial Aerospace Innovation Test Zone. Its first stage successfully landed at the Zhuque-3 landing pad in Minqin County, Gansu Province, while the second stage delivered the Honghu-03 satellite into its planned orbit. This marks China's first recovery of a carrier rocket first stage using landing legs and the first land recovery of an orbital-class carrier rocket first stage. Huatai Securities said 2026 will be the inaugural year for China's reusable rockets, and the cost reductions and higher launch frequency brought by reusable rockets will benefit the entire space industry. In addition, among A-share commercial aerospace concept stocks, 17 companies are covered by at least two rating agencies, with consensus forecasts for net profit growth exceeding 30 percent in both this year and next year, and their latest prices have pulled back more than 30 percent from this year's highs. Among them, Feilihua, Aerospace Nanhu, and Shanghai Hanxun have consensus forecasts for net profit growth exceeding 50 percent in both this year and next year.

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Hubei Feilihua Quartz Glass Co Ltd
300395
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Feilihua is highlighted as a commercial aerospace concept stock with consensus net profit growth exceeding 50% in both years, benefiting from reusable rocket cost reductions and higher launch frequency.

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