智通财经网·2025-11-28 03:32Group 1 - The core viewpoint is that the Commercial Space Action Plan has been introduced, aiming for high-quality development of the commercial space sector by 2027 [2] - The National Space Administration has issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)", emphasizing the need for a new development pattern and the integration of commercial space into the national space development framework [2] - By 2027, the commercial space industry is expected to achieve efficient collaboration, significant growth in scale, enhanced innovation, and improved governance capabilities [2] Group 2 - The establishment of a dedicated Commercial Space Department is in the substantive planning stage, as indicated by the creation of a regulatory position within the National Defense Science and Technology Industry Administration [2][3] - The new department will focus on policy research, project management, coordination of major issues, and safety supervision in the commercial space sector, reflecting the government's commitment to this field [2] Group 3 - The first flight of the reusable Zhuque-3 rocket by Beijing Blue Arrow Aerospace is scheduled for November 29, marking a significant advancement in domestic reusable rocket technology [3] - The construction of two national low-orbit satellite internet constellations, the Guowang Constellation and the Qianfan Constellation, is progressing ahead of schedule, with Guowang having launched 13 groups of satellites and plans to deploy approximately 1,300 satellites by the end of 2029 [3] - The Qianfan Constellation has successfully deployed 6 groups of satellites, achieving a total of 108 satellites in orbit, and aims to provide regional and global network coverage through phased deployment [3] Group 4 - Investment recommendations include companies such as Zhongke Xingtou, Aerospace Hongtu, Putian Technology, and Yaxin Security, with beneficiaries including Xingtou Measurement and Control, Jiayuan Technology, Shengbang Security, Shanghai Port Bay, and Aerospace Power [3]