Looking at SpaceX's global supply network, you'll find that many A-share listed companies play key roles within it.

Let's start with rocket engines. Western Superconducting Technologies is the only domestic company capable of mass-producing aerospace-grade niobium alloys. Its subsidiary, Xinuo Rare Metals, supplies niobium alloy materials used in the combustion chambers and nozzle extension sections of Falcon 9, Starship, and other rockets, with a temperature resistance of up to 2200℃, making their technology quite advanced. More importantly, this company accounts for over 70% of SpaceX's niobium alloy supply chain.

There are also several main players in structural components. Parker New Materials mainly produces forged parts such as rocket fuselages and engine casings, has passed NASA certification, and provides critical components for Falcon 9, Starship, and others. By 2025, aerospace forging revenue has reached 35%. Chaoyue Jiexin focuses on high-strength fasteners used for structural connections in reusable rockets, capable of withstanding extreme high temperatures and vibrations. In the first half of 2025, orders for aerospace business increased by 120% year-over-year.

On the satellite side, we cannot overlook. Tianyin Electromechanical provides star sensors for Starlink satellites through its subsidiary Tianyin Starry, with a positioning accuracy of 0.001°, holding over 60% market share on the third-generation Starlink satellites, with a single unit worth about 2 million. Xinwei Communications is the exclusive supplier of connectors for Starlink ground terminals, with products capable of operating in extreme temperatures from -270℃ to +200℃. Satellite business revenue is expected to surpass 1.5 billion in 2025, with SpaceX orders accounting for 70%.

In thermal insulation materials, ChaoSheng Technology supplies ultra-fine glass fiber insulation materials used in rocket fairings and satellite thermal insulation. Only three companies worldwide master this technology, with a temperature resistance of up to 1600℃, demonstrating significant technical content.

These companies are able to establish a foothold in SpaceX's global supply chain due to their strong technical capabilities, cost competitiveness, and years of collaborative foundation, making them an indispensable part of the commercial aerospace industry chain.