国家航天局印发商业航天三年行动计划 业内看好行业政策窗口期

Core Viewpoint - The National Space Administration of China has issued an action plan aimed at promoting high-quality and safe development of the commercial space sector by 2027, indicating a significant policy window for the industry [1] Group 1: Action Plan Objectives - The action plan outlines a goal to create a high-quality development framework for the commercial space industry, focusing on efficient collaboration, safety in research and production, significant industry scale growth, enhanced innovation, and improved governance capabilities [2] - It includes 22 key measures, such as establishing a national commercial space development fund to encourage long-term, strategic, and value investments from various stakeholders [2] Group 2: Technological Support - The plan emphasizes support for the development of new technologies and products in the commercial space sector, particularly low-cost, high-reliability, and reusable launch vehicles [3] - It encourages local governments to establish innovation centers in key areas like reusable rockets and smart satellites, while also focusing on safety regulation and the efficient use of satellite data [3] Group 3: Industry Development and Regulation - The establishment of a new department within the National Defense Science and Technology Industry Administration for commercial space oversight signals a move towards more structured regulation and industry standardization [4] - The commercial space sector is expected to see advancements in liquid and solid rocket technologies, with potential breakthroughs in launch capacity and cost [4] Group 4: Market Outlook - The commercial space industry is anticipated to enter a new phase of rapid development, with significant policy support expected during the 14th Five-Year Plan period [5] - The industry is at a turning point, with upcoming validations for reusable rocket technology and a growing emphasis on space computing capabilities [5]