国家航天局设立商业航天司！产业链有望全线受益

Core Viewpoint - The establishment of the Commercial Space Administration by the National Space Administration marks a significant step towards the high-quality development of China's commercial space industry, with a dedicated regulatory body to support the sector's growth [1] Group 1: Regulatory Developments - The National Space Administration has recently set up the Commercial Space Administration, indicating a move towards specialized oversight of the commercial space sector [1] - The new administration aims to continuously promote high-quality development within the commercial space industry [1] Group 2: Industry Growth and Potential - China's commercial space sector has seen historical growth, with over 600 companies currently operating in the industry [1] - The sector is expected to benefit from a comprehensive action plan for high-quality and safe development from 2025 to 2027, which integrates commercial space into the national space development framework [1] Group 3: Future Goals and Objectives - The action plan outlines goals for 2027, including efficient collaboration within the commercial space ecosystem, enhanced safety in research and production, significant industry scale growth, and improved governance capabilities [1] - The plan aims to achieve a high-quality development standard for the commercial space industry, enhancing innovation and resource utilization [1]