重磅催化！逆势买入！

Group 1 - The aerospace sector has experienced a noticeable pullback since September, following key events such as military parades and military trade orders, but is expected to enter a new growth cycle driven by performance perspectives as the "14th Five-Year Plan" unfolds [1][5] - The commercial aerospace sector is witnessing a significant policy push, with the National Space Administration's action plan outlining 22 key measures to promote high-quality development and safety in commercial aerospace from 2025 to 2027 [4][7] - The upcoming 2025 Asian General Aviation Exhibition is set to take place from November 27 to November 30, showcasing advancements in low-altitude economy and attracting nearly 400 companies from 22 countries [3] Group 2 - The global military trade demand is expanding due to increased geopolitical uncertainties, with China's military trade expected to reach $45 billion by 2025, reflecting a 30% year-on-year growth [6] - The aerospace industry is entering a new performance-driven cycle, with significant commercial expansion anticipated as the government emphasizes the goal of becoming a "strong aerospace nation" [6][11] - The commercial aerospace market in China is projected to grow rapidly, with estimates suggesting a market size of 2.3 trillion yuan in 2024 and a potential increase to 2.5-2.8 trillion yuan in 2025, representing an annual compound growth rate exceeding 20% [7] Group 3 - The fourth quarter is expected to see a surge in aerospace launches, with the number of rocket launches in 2025 surpassing the total for the previous year, and significant growth in communication satellite launches [8] - The aerospace sector is witnessing a recovery in revenue, particularly in satellite manufacturing, which reported a year-on-year revenue increase of 85.28% [8] - The low-altitude economy is emerging as a new economic form, with advancements in technologies such as drones and eVTOLs, leading to increased applications in logistics, agriculture, and tourism [8][9]