新华社上海1月29日电（记者 张建松）记者从29日在沪召开的商业航天器及应用产业链共链行动大会获 悉，我国将布局更多"太空+"未来产业。 （来源：廊坊日报） 转自：廊坊日报 在太空数智基础设施方面，将建设吉瓦级太空数智基础设施，创建云、边、端一体的新型太空体系架 构，实现算力、存力、运力等深度融合，赋能"天数天算""地数天算""天地同算"。 在太空资源开发方面，将开展"天工开物"重大专项论证，建设太空资源开发综合实验和地面支持系统， 重点突破小天体资源勘查、智能自主开采、低成本转移运输、在轨处理等关键技术。 在太空旅游方面，将加快迭代形成亚轨道和轨道太空旅游飞行器产品，完成相关无人或有人飞行验证， 建立完善的太空旅游运营体系，实现亚轨道太空旅游航班化运营，逐步发展轨道太空旅游。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展 商业航天国家战略部署，发挥中央企业战略引领、生态构建等职能，带动产业链上中下游企业共谋新发 展、共建新能力、共筑新生态，实施五大工程。其中，包括实施未来产业发展培育工程，谋划推动太空 数智基础设施、太空资源开发、太空交通管理、太空旅游等新领 ...

Group 1 - The China Aerospace Science and Technology Corporation plans to enhance commercial launch capabilities and develop competitive commercial rockets for regular transportation, aiming for reusable rockets to achieve scalable and mature commercial applications [2] - Shanghai is focused on becoming a national hub for the commercial aerospace industry, targeting an industry scale of approximately 100 billion yuan by 2027, with a planned area of about 9.3 square kilometers for the "Rocket Star City" [2] - The East Wu Securities report highlights that SpaceX is set to enter a quiet period ahead of its IPO, aiming to raise over $30 billion, with part of the funds allocated for developing space-based data centers [2] Group 2 - The Aerospace ETF (159227) closely tracks the China Aerospace Index, covering key industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a high weight of 70% in commercial aerospace concepts [3] - The top ten holdings in the Aerospace ETF include industry leaders such as Aerospace Development, China Satellite, and Aerospace Electronics [3] Group 3 - As of January 30, 2026, the China Aerospace Industry Index (CN5082) showed mixed performance among its constituent stocks, with Beimo High-Tech leading at an increase of 8.87% [1] - The Aerospace ETF recorded a turnover rate of 7.49% and a trading volume of 244 million yuan, with an average daily trading volume of 732 million yuan over the past month [1] - The Aerospace ETF experienced a significant increase in shares, growing by 170 million shares in the past week, with a net inflow of 131 million yuan recently [1]

Group 1: Aerospace Industry Developments - China Aerospace Science and Technology Corporation plans to promote the development of new fields such as space tourism, space digital infrastructure, space resource development, and space traffic management during the "14th Five-Year Plan" period [1] - The company aims to accelerate the iteration of suborbital and orbital space tourism vehicles, complete relevant unmanned or manned flight verification, and establish a comprehensive space tourism operation system [1] - Domestic commercial aerospace companies like Xinghe Power, Blue Arrow Aerospace, and CAS Space have expressed plans related to space tourism, indicating a strong expectation for the sector's growth [1] Group 2: Commercial Aerospace Policy and Standards - The "Chain Gathering Industry Synergy, Building a Strong Aerospace Nation" conference in Shanghai released several key documents, including the "14th Five-Year Plan" vision report for China's commercial aerospace industry and a major supply-demand information report [2][3] - The National Space Administration's Deputy Director emphasized the need for innovation-driven, collaborative, and safe development to enhance the core competitiveness of the industry chain and optimize the policy environment for commercial aerospace [3] Group 3: Gold Market Insights - The World Gold Council's report indicates that China's gold jewelry consumption may see a quarter-on-quarter rebound in Q1 2026, supported by seasonal purchasing during the Spring Festival [4] - The report also forecasts that global gold demand reached a record high of 5002 tons in 2025, driven by significant geopolitical and economic uncertainties, with total demand valued at $555 billion [6] - The report highlights that North America shows strong demand for gold ETFs, while Asia's demand is just beginning to grow, indicating potential for future increases in holdings [9]

Core Viewpoint - The China Aerospace Science and Technology Corporation's Sixth Academy successfully conducted a 200-second long test of a 240-ton class commercial reusable high-pressure staged combustion liquid oxygen-kerosene engine, achieving performance indicators that meet international leading standards [1] Group 1 - The engine is developed for domestic commercial users and is intended for medium to large reusable launch vehicles [1] - The successful test marks a significant milestone in the development of advanced propulsion systems in the aerospace industry [1]

Core Viewpoint - The Chinese commercial rocket industry is poised for significant advancements in reusable rocket technology, with multiple launches and recovery attempts expected in 2026, marking a critical year for the sector [1][4]. Group 1: Company Developments - China Aerospace Science and Technology Corporation (CASC) emphasizes the importance of 2026 as a foundational year for the commercial rocket sector, focusing on resource integration and successful launches and recoveries [1]. - The successful launch of the Zhuque-3 rocket by private company Landspace and the Long March 12 rocket by CASC highlights the collaborative efforts between state-owned and private enterprises in advancing reusable rocket technology [2][3]. - The Long March 12 rocket, measuring approximately 70.4 meters in length and weighing about 437 tons, aims for "first-stage reuse" as a core feature, although it did not achieve the recovery goal during its recent flight [2]. Group 2: Industry Trends - The collaboration between state-owned and private enterprises is fostering a strong synergy in the development of reusable rockets, combining the technical expertise of state firms with the agility of private companies [3]. - The anticipated launches of multiple domestic reusable rockets, including the Hyperbola-3 and Xingyun-1, are expected to occur in 2026, further pushing the boundaries of China's capabilities in this field [4]. - The breakthrough in reusable rocket technology is seen as a key factor in reducing launch costs, which could lead to new opportunities in satellite networking and space infrastructure [5]. Group 3: Future Opportunities - The successful recovery of reusable rockets is expected to open up new avenues in the commercial space sector, with companies actively preparing for developments such as space tourism [5][6]. - The Lihong-2 vehicle is set to conduct a 100-kilometer recovery technology verification in 2026, aiming to significantly lower launch costs and validate recovery technologies [6]. - Ongoing research and development in commercial space technology will require substantial investment and collaboration among government, local authorities, and private capital to achieve breakthroughs in core technologies [6].

Core Viewpoint - China is set to expand its "Space+" future industries, focusing on commercial aerospace and its application, with the China Aerospace Science and Technology Corporation leading the initiative during the 14th Five-Year Plan period [1][2]. Group 1: Future Industry Development - The initiative includes five major projects aimed at fostering new developments and capabilities in the commercial aerospace sector [1]. - Key areas of focus include the development of space digital infrastructure, space resource development, space traffic management, and space tourism [1]. Group 2: Space Digital Infrastructure - Plans are in place to build gigawatt-level space digital infrastructure, creating a new integrated space system architecture that combines cloud, edge, and terminal capabilities [1]. - The goal is to achieve deep integration of computing power, storage, and transportation, enabling advanced computational capabilities in space [1]. Group 3: Space Resource Development - A major project titled "Heavenly Work and Material" will be launched to explore space resource development, including the establishment of a comprehensive experimental and ground support system [1]. - The focus will be on breakthroughs in key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost transfer and transportation, and in-orbit processing [1]. Group 4: Space Traffic Management - Efforts will be made to develop key technologies for monitoring, warning, and clearing space debris, which will lay a solid foundation for China's active role in establishing international regulations for space traffic management [1]. - This initiative aims to ensure the safe operation of space infrastructure [1]. Group 5: Space Tourism - The development of suborbital and orbital space tourism vehicles will be accelerated, with plans for both unmanned and manned flight verification [2]. - A comprehensive operational system for space tourism will be established, aiming for regular suborbital space tourism flights and gradual development of orbital space tourism [2].

Core Viewpoint - China is set to expand its "Space+" future industries, focusing on the development of commercial aerospace and related applications during the 14th Five-Year Plan period [1][2]. Group 1: Future Industry Development - The China Aerospace Science and Technology Corporation will lead the development of commercial aerospace, aiming to enhance the entire industry chain by fostering collaboration among upstream and downstream enterprises [1]. - Five major projects will be implemented, including the cultivation of future industry development, which encompasses areas such as space digital infrastructure, space resource development, space traffic management, and space tourism [1]. Group 2: Space Digital Infrastructure - A gigawatt-level space digital infrastructure will be constructed, creating a new type of space system architecture that integrates cloud, edge, and terminal computing [1]. - The goal is to achieve deep integration of computing power, storage capacity, and transportation capabilities, enabling "sky computing" and "earth-sky computing" [1]. Group 3: Space Resource Development - A major project named "Heavenly Work and Material" will be initiated to develop a comprehensive experimental and ground support system for space resource development [1]. - Key technologies to be focused on include the exploration of small celestial body resources, intelligent autonomous mining, low-cost transfer and transportation, and in-orbit processing [1]. Group 4: Space Traffic Management - Key technological breakthroughs will be pursued in space debris monitoring, early warning, and removal, laying a solid foundation for China's proactive role in establishing international rules for space traffic management [1]. - This initiative aims to ensure the safe operation of space infrastructure [1]. Group 5: Space Tourism - The development of suborbital and orbital space tourism vehicles will be accelerated, with plans for both unmanned and manned flight verification [2]. - A comprehensive operational system for space tourism will be established, aiming for regular suborbital space tourism flights and gradual development of orbital space tourism [2].

一流安全，建立覆盖产品研制、试验、总装、测试、发射、在轨、离轨和数据应用全过程的安全保证体 系。 1月29日，南都湾财社记者从中国宇航学会方面获悉，以"链聚产业合力 共建航天强国"为主题的商业航 天器及应用产业链共链行动大会在上海召开。大会围绕发展商业航天国家战略部署，发挥中央企业战略 引领、生态构建等职能，带动产业链上中下游企业共谋新发展、共建新能力、共筑新生态。 会上，中国航天科技集团党组副书记、总经理周劼表示，我国商业航天将全面实施"155"战略。其 中，"1"是锚定一流目标，以"五个一流"为标准，建成技术先进、产品卓越、供给强健、服务优质的商 业航天器及应用产业链。 五个一流具体包括： 一流技术，核心技术指标达到世界一流水平。 一流产品，航天运输系统、空间基础设施能力水平显著增强，火箭发射次数、航天器入轨重量和在轨数 量迈上新台阶。 一流供给，生产制造能力大幅提升，实现大规模、低成本、高可靠、高韧性的产品供给。 一流服务，建成"感通算用"融合应用服务体系，实现"千行百业，赋能万物"。 此外，两个"5"分别是实施主体支撑的五大工程，和系统推进融通带动的五大任务。 其中，"五大工程"一是商业运载能力提升工 ...

Core Viewpoint - China is set to expand its "Space+" future industry layout, focusing on the development of commercial aerospace and related applications during the 14th Five-Year Plan period [1][2]. Group 1: Strategic Initiatives - China Aerospace Science and Technology Corporation will act as the "chain leader" for the commercial aerospace industry, driving collaboration among upstream and downstream enterprises to foster new development and capabilities [1]. - Five major projects will be implemented, including the cultivation of future industry development, promoting new fields such as space digital infrastructure, space resource development, space traffic management, and space tourism [1]. Group 2: Space Digital Infrastructure - Plans include the construction of gigawatt-level space digital infrastructure, creating a new type of space system architecture that integrates cloud, edge, and terminal computing [1]. - The goal is to achieve deep integration of computing power, storage capacity, and transportation capabilities, enabling "sky computing" and "earth-sky computing" [1]. Group 3: Space Resource Development - A major project called "Tian Gong Kai Wu" will be launched to develop comprehensive experimental and ground support systems for space resource development [1]. - Key technologies to be focused on include small celestial body resource exploration, intelligent autonomous mining, low-cost transfer and transportation, and in-orbit processing [1]. Group 4: Space Traffic Management - Efforts will be made to tackle key technologies for space debris monitoring, early warning, and removal, establishing a solid foundation for China's active role in international space traffic management regulations [1]. - This initiative aims to ensure the safe operation of space infrastructure [1]. Group 5: Space Tourism - The development of suborbital and orbital space tourism vehicles will be accelerated, with plans for both unmanned and manned flight verification [2]. - A comprehensive operational system for space tourism will be established, aiming for regular suborbital space tourism flights and gradual development of orbital space tourism [2].

Group 1 - The aerospace equipment sector experienced a decline of 0.94% on January 29, with the leading stock being Ligong Navigation [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Major stocks in the aerospace equipment sector showed varied performance, with China Satellite down 0.12% and Ligong Navigation down 4.83% [1] Group 2 - The net outflow of main funds in the aerospace equipment sector was 1.249 billion yuan, while retail investors saw a net inflow of 1.113 billion yuan [1] - Detailed fund flow data indicates that Ligong Navigation had a significant net outflow of 23.45 million yuan from main funds, but a net inflow of 18.127 million yuan from retail investors [2] - China Satellite experienced a net outflow of 116 million yuan from main funds, with a smaller net inflow of 15.979 million yuan from retail investors [2]