Zheng Quan Ri Bao·2025-12-12 04:58Core Viewpoint - The commercial aerospace sector is experiencing significant growth driven by a combination of favorable policies, technological advancements, and capital influx, leading to a surge in stock prices of related companies [2][4]. Group 1: Market Performance - On December 12, over ten stocks in the commercial aerospace sector hit the daily limit up, with notable performers including Zai Sheng Technology (603601) achieving five consecutive limit-ups and Hualing Cable (001208), Snowman Group (002639), and Zhongchao Holdings (002471) reaching two consecutive limit-ups [1][2]. - Tianli Composite (920576) saw a price increase of over 20%, while several other stocks, including Chaojie Co. (301005) and Guoci Materials (300285), rose by more than 10% [1][2]. Group 2: Policy and Regulatory Developments - The National Space Administration issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)," aiming for significant growth and enhanced innovation in the commercial aerospace industry by 2027 [3]. - A dedicated Commercial Aerospace Department has been established by the National Space Administration, indicating a move towards specialized regulatory oversight for the industry [4]. Group 3: Technological Advancements - Key technological breakthroughs in reusable rockets and satellite networking are accelerating commercialization, with significant cost reductions in launch and manufacturing processes [4][5]. - The industry is witnessing a shift towards modular and mass production of satellites, alongside the rapid emergence of new technologies such as laser communication [4]. Group 4: Industry Growth Potential - The commercial aerospace industry in China is projected to grow at an annual rate of over 20%, potentially reaching a market size of 7 trillion to 10 trillion yuan by 2030 [5]. - The emergence of new scenarios such as space computing is expanding the industry's growth potential, although companies must navigate technological iterations and international competition [5].