重磅利好！推进商业航天高质量发展 相关产业链如何布局？

Core Insights - The "Action Plan" aims to promote high-quality and safe development of the commercial aerospace industry in China by 2027, focusing on efficient collaboration, significant industry scale growth, and enhanced innovation [1][2][3] Industry Development - The "Action Plan" emphasizes the importance of safety and high quality, encouraging the layout of the aerospace industry chain, particularly in satellite and rocket manufacturing, commercial aerospace application services, and aerospace measurement and control operations [1][4] - The plan includes policies for open research project mechanisms, shared research facilities, satellite data sharing, and fostering "patient capital" to support commercial aerospace development [2][3] Investment Opportunities - Key areas for investment include the manufacturing of satellites and rockets, commercial aerospace application services, and aerospace measurement and control operations, which are directly mentioned in the "Action Plan" [4][5] - The plan supports the development of low-cost, high-reliability, rapid-response, and reusable commercial launch vehicles, as well as satellite constellation systems for low-orbit communication and navigation enhancement [4][5] - The commercial aerospace market in China is expected to grow rapidly, with reusable rockets, mass production of satellites, and satellite communication applications likely to be major growth points [4][6]