周末重点速递丨国家航天局设立商业航天司；券商聚焦商业航天、光互联、固态电池投资机会

Group 1: Commercial Space Industry - The establishment of the Commercial Space Administration marks the beginning of dedicated regulatory oversight for China's commercial space industry, which is expected to drive high-quality development across the entire industry chain [1] - A three-year action plan for commercial space has been introduced, aiming for high-quality development by 2027, with a focus on safety, effective market mechanisms, and government involvement [4] - The rapid progress of national low-orbit satellite internet constellations, including the State Grid Constellation and Qianfan Constellation, indicates an acceleration in the construction of satellite internet infrastructure [5] Group 2: Investment Insights - Investment recommendations highlight the potential for rapid growth in China's commercial space sector, with companies like Zhongke Xingtu, Aerospace Hongtu, Putian Technology, and Yaxin Security identified as beneficiaries [5] - The focus on emerging industries such as new energy, new materials, and aerospace is emphasized, with particular attention to lithium battery supply chains and solid-state battery advancements [3][8] - The solid-state battery sector is experiencing significant breakthroughs, with expectations for increased production and market demand, particularly in energy storage applications [8][9] Group 3: AI and Technology Developments - Companies like Google and Alibaba are leading the charge in AI technology, with Google launching several new products that enhance its competitive edge in the AI market [6] - Alibaba's recent financial results show strong growth in its AI-related revenue, indicating a robust demand for AI solutions [6] - The supply chain for optical interconnects is expected to benefit from the growing demand for AI computing power, with several companies identified as key players in this space [7]