产业链公司积极布局商业航天细分赛道

Group 1 - The National Space Administration of China issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)", which includes 22 key measures across five areas: enhancing innovation, efficient resource utilization, promoting industry growth, improving industry management, and strengthening safety regulation [1] - The Action Plan aims to significantly reduce fixed asset investments for private enterprises while establishing a comprehensive safety review mechanism to manage technology validation and operational risks throughout the process [1] - The plan emphasizes the optimization of industrial structure, supporting commercial space entities in developing new technologies and products, and exploring new application scenarios [1] Group 2 - With continuous policy support, many listed companies are optimizing their business structures and targeting important niche markets in the commercial space industry [2] - Companies like Zhejiang Zhenlei Technology Co., Ltd. have strategically positioned themselves in the satellite internet core chip and component supply sector, developing a product matrix that includes power management chips and integrated RF transceiver chips [2] - Zhejiang Chengchang Technology Co., Ltd. has developed T/R chips with leading performance in the low Earth orbit satellite sector, collaborating closely with core downstream customers to create new products for next-generation low Earth orbit communication satellites [2] Group 3 - The commercial space industry is entering a golden development period, with expanding market size driven by breakthroughs in key technologies, particularly in emerging fields like low Earth orbit communication constellations and deep space exploration [3] - Companies are advised to focus on technology route selection, emphasizing reusable rockets, integrated remote sensing, and space manufacturing while adhering to regulations on space debris mitigation and data security [3] - Establishing a comprehensive risk management system throughout the lifecycle of space projects is essential for companies in the industry [3]