我国商业航天将迎来高密度发射期

Core Insights - Since the 18th National Congress of the Communist Party, China's commercial aerospace development has accelerated significantly, driven by strong policy guidance and a surge of social capital investment [1] - The construction of the Hainan commercial aerospace launch site exemplifies this growth, with the first phase completed in just 878 days, marking a successful inaugural launch and filling a gap in China's commercial launch capabilities [1] - The next 3 to 5 years are expected to see a high-density launch period, necessitating enhanced support capabilities for launch sites, with plans to complete the second phase of the Hainan launch site within 18 months, aiming for over 60 launches annually by the end of 2026 [1] - The commercial aerospace sector is market-oriented and profit-driven, requiring collaborative support across various elements, including a favorable policy environment, optimized land supply, improved financing conditions, and diversified investment entities [1] - The industry is encouraged to explore new models and mechanisms for commercial launch, expand into international markets, and foster sustainable development through collaboration between traditional and commercial aerospace sectors [1] Industry Outlook - The global aerospace industry is entering a transformative phase, with an estimated total scale of $1.8 trillion by 2035, positioning China's commercial aerospace as a key player in this trillion-dollar blue ocean market [2]