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多家A股公司聚力商业航天研制
Zheng Quan Ri Bao·2025-10-20 16:41

Group 1: Launch Success and Industry Growth - Zhongke Aerospace successfully launched the Lijian-1 Yao-8 rocket, deploying three satellites into orbit, marking the ninth flight of this rocket and a total of 73 satellites launched with a combined payload exceeding 9 tons [1] - The successful completion of international orders by Lijian-1 signifies a notable improvement in China's commercial aerospace capabilities, showcasing advancements in technical reliability, cost-effectiveness, and international service capacity [1] - The commercial aerospace industry in China is experiencing rapid growth, with companies actively expanding into overseas markets, enhancing China's international competitiveness and influence [1] Group 2: Cost Reduction and Future Prospects - The cost of commercial aerospace launches in China has significantly decreased compared to earlier levels, with further reductions expected as more private rockets enter the market [2] - The acceleration of the commercial aerospace industry development is anticipated due to the increased availability of launch resources from private companies [2] Group 3: Role of Listed Companies - Several A-share listed companies are playing crucial roles in the commercial aerospace supply chain, including rocket manufacturing, satellite production, and operational control [3] - Chaojie Fastening Systems focuses on manufacturing structural components for commercial rockets, achieving successful batch deliveries of rocket body components [3] - Nanjing Gaohua Technology is expanding its business in the aerospace market, developing products for ground testing equipment and rocket systems [3] - Chengdu Sikrui Microelectronics is enhancing its capabilities in satellite and chip testing, recognizing commercial aerospace as a strategic emerging industry [3] Group 4: IPOs and Market Support - The global commercial aerospace industry is in a golden development period, with more companies pursuing IPOs to gain capital market support, which is expected to strengthen China's overall aerospace industry [4] - Companies like Zhongke Aerospace and Blue Arrow Aerospace are advancing their IPO processes, indicating a trend of increasing market participation [3]