摊牌了！都在布局这条主线

Core Viewpoint - The commercial aerospace sector is emerging as a strong investment theme in the A-share market, outperforming traditional consumer sectors and "anti-involution" themes, with multiple listed companies actively participating in this space [1][12]. Group 1: Market Performance - As of the latest trading session, the Aerospace Equipment Select Index rose by 10.01% with a trading volume of 7 billion, while the Aerospace Technology Index increased by 5.43% with a trading volume of 25 billion [3][14]. - Notable stocks in the commercial aerospace sector include Zai Sheng Technology, Aerospace Electronics, and Aerospace Mechatronics, with Zai Sheng Technology achieving a six-day consecutive rise [2][13]. Group 2: Recent Events and Catalysts - Recent successful launches, such as the Zhuque-3 rocket and the Long March 12 rocket, have catalyzed interest in the commercial aerospace sector, highlighting China's advancements in low-orbit satellite launches [4][15]. - The commercial aerospace industry has been recognized as a strategic emerging industry by the government, with plans for high-frequency launches expected to benefit the entire industry chain [4][15]. Group 3: Industry Growth and Opportunities - The commercial aerospace market in China is growing annually, forming a complete ecosystem that includes satellite manufacturing, rocket launching, and application services [5][15]. - The low-orbit satellite constellation market is becoming a competitive arena among major space-faring nations, with China applying for a total of 51,300 low-orbit satellites [6][16]. Group 4: Company Developments - Companies like Beimo Gaoke and Bichuang Technology are actively expanding their presence in the commercial aerospace sector, with Beimo Gaoke providing electric brake systems for aerospace applications and Bichuang Technology developing precision sensors for aerospace manufacturing [19][20]. - Other companies, such as Guojijiang and Huayuan Technology, are also making strides in the aerospace sector, with Guojijiang completing significant aerospace projects and Huayuan Technology obtaining international quality management certifications [20].