SpaceX确认2026年IPO计划，商业航天产业催化密集

Core Viewpoint - SpaceX is preparing for a potential IPO in 2026, with a target valuation of approximately $1.5 trillion, comparable to Saudi Aramco's record valuation of about $1.7 trillion in 2019 [1] Group 1: Company Developments - SpaceX is currently the busiest rocket launch company globally, frequently launching satellites for clients using its Falcon 9 rocket [1] - The Starlink satellite system has deployed over 9,000 satellites to provide high-speed satellite internet services, experiencing rapid business expansion in recent years [1] - The ongoing development of the Starship lunar and Mars exploration rocket projects is a significant factor driving SpaceX's IPO preparations [1] Group 2: Industry Context - The rapid expansion of satellite internet, particularly the direct-to-mobile device business, presents vast opportunities for growth [1] - China's Xingwang (GW constellation) is in a fast construction and networking phase, with a noticeable acceleration in launch progress expected in the second half of 2025 [1] - As China's rocket capacity improves in 2026, the launch frequency is anticipated to increase further, indicating a catalytic effect on the commercial space industry and investment opportunities within the supply chain [1]