Group 1 - The National Space Administration has issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)", aiming for a significantly expanded commercial space industry by 2027, with enhanced innovation and resource utilization [1] - The core of commercial space is satellite applications, fundamentally serving space data needs, with integration into 6G and AI technologies, leading to accelerated development in various new business experiments [1] - The number of satellite launches is expected to grow by 100%-200% annually during the 14th Five-Year Plan period, driven by advancements in domestic reusable rocket tests [1] Group 2 - The commercial space industry is entering a new phase of rapid development, with over 600 companies and 25 launch sites in China, indicating a significant increase in satellite constellation launches [2] - Reusable rocket technology is approaching critical validation stages, and the construction of space computing capabilities is becoming a major trend [2] - The commercial space sector is at a turning point, with upcoming catalysts expected to drive investment opportunities in this area [2]
机构：商业航天产业正进入新一轮高速发展期
Zheng Quan Shi Bao Wang·2025-11-26 00:44