一财社论：推动商业航天巨大产业集群价值持续展现

Core Insights - The aerospace sector is evolving from a mere undertaking into a significant industrial cluster, driven by the gradual transition from public to commercial space activities [1] - The National Space Administration has released the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)", integrating commercial aerospace into the national aerospace development framework [1] - By 2027, the goals include efficient collaboration within the industrial ecosystem, safe and orderly research and production, significant industry scale growth, enhanced innovation vitality, coordinated resource capabilities, and improved industry governance [1] Market Growth - The commercial aerospace market in China is projected to reach 2.3 trillion yuan in 2024, with estimates for 2025 ranging between 2.5 trillion and 2.8 trillion yuan [1] - The financing for commercial aerospace is expected to exceed 20 billion yuan in 2024, with projections for 2025 reaching between 25 billion and 28 billion yuan [1] Technological Innovation - The normalization of rocket launches and the phenomenon of "queue launches" indicate that technological achievements in aerospace are becoming widely shared within society [3] - The Action Plan emphasizes the establishment of mechanisms to promote the application of national aerospace technology achievements in the commercial sector [3] Civilian Applications - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [4] - The Action Plan outlines the need for comprehensive planning across the entire industry chain, promoting the integration of innovation, industry, finance, and talent [4] Capital Investment - Strengthening capital investment is crucial for the development of commercial aerospace, with government funding serving as a guide and social capital as a sustaining force [5] - The establishment of a national commercial aerospace development fund is proposed to encourage collaboration between local governments, financial institutions, and social capital [5] Market Mechanisms - The importance of market forces is emphasized, with a call for the establishment of mechanisms for investment, output, and revenue [6] - The Action Plan reflects the potential for significant momentum in the commercial aerospace sector through the improvement of policies and regulatory frameworks [6]