全球第二款可回收商业火箭成功，商业航天产业加速发展

Group 1 - Blue Origin's "New Glenn" rocket successfully launched for the second time on November 13, 2023, marking the first successful sea recovery of its first stage, making Blue Origin the second company globally, after SpaceX, to master orbital rocket recovery technology [1] - China's Shenzhou-20 successfully returned on November 14, 2023, with multiple reusable rocket plans set for upcoming test flights and recoveries, including the Zhuque-3 rocket expected to launch in mid to late November [1] - The successful launches of commercial rockets are anticipated to address key bottlenecks in China's satellite constellation networking, including capacity, launch costs, and launch sites, thereby accelerating the development of two major satellite constellations [1] Group 2 - Shanghai Hanxun is a core research and development unit for the communication subsystem of the Qianfan satellite constellation and is responsible for providing key satellite communication equipment, including communication payloads and ground stations [2] - Zhenlei Technology is a core supplier of chips and components for satellite internet, with a comprehensive product range and collaborations with various research institutions and leading companies in the industry [2]