广东博众:这一产业发展趋势明确且加速
Sou Hu Cai Jing·2025-12-10 05:59

Core Insights - The commercial aerospace sector is transitioning from a niche field to a vibrant growth area, driven by policy, technology, and application advancements [1][3] - A comprehensive policy framework has been established to support the development of commercial aerospace, including the establishment of a dedicated Commercial Aerospace Department by the National Space Administration [1] - Local governments are actively promoting the industry, with initiatives like Beijing's "Rocket Street" and the establishment of aerospace industrial bases in regions like Anhui and Shandong [1] Policy Developments - The inclusion of commercial aerospace in government work reports marks a significant policy shift, laying a solid foundation for industry growth [1] - The establishment of a policy system covering the entire industry chain is underway, enhancing the sector's development potential [1] - The supportive attitude from the government has stimulated social capital participation, transforming commercial aerospace into a market-driven industry [1] Technological Advancements - Breakthroughs in core technologies are alleviating development bottlenecks in commercial aerospace [3] - The successful vertical landing and return test of the Zhuque-3 rocket and the upcoming maiden flight of reusable rockets like the Zhishenxing-1 are notable advancements [3] - The operationalization of the Hainan commercial aerospace launch site completes a critical component of the industry [3] Market Applications - The expansion of application scenarios is enhancing the market value of commercial aerospace [3] - Low Earth orbit satellite constellations are providing signal coverage in previously underserved areas, enabling mobile satellite data transmission [3] - Commercial satellites are aiding precision irrigation in agriculture, facilitating a shift towards smart farming practices [3] - Satellite IoT services are improving operational efficiency in sectors like engineering machinery and marine fisheries [3] - International collaborations are accelerating, with Chinese commercial aerospace companies signing agreements with multiple countries to expand their global market presence [3]