[热闻寻踪]盈利还在地平线，资本为何抢先为商业航天“买单”？

Group 1: Industry Overview - The commercial aerospace sector has become a focal point in the A-share market, with related stocks experiencing a collective rise due to a combination of policy support, technological advancements, and market demand [1] - The establishment of the Commercial Aerospace Department by the National Space Administration and the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" provide a clear policy framework, boosting market confidence [1] - Significant technological breakthroughs, such as the successful maiden flight of Blue Arrow Aerospace's "Zhuque-3" reusable rocket, mark substantial progress in reducing launch costs, indicating a potential surge in demand for satellite manufacturing and launch services [1] Group 2: Company Developments - Beichuang Technology has made progress in the development and manufacturing of precision displacement and optical platform products for commercial aerospace, although current order sizes are small [2] - Guojijiang Precision has a market share of over 90% in traditional aerospace bearings and serves several rocket companies in the commercial aerospace sector [2] - Jiuziyang has focused on developing core components for inter-satellite and ground communication, contributing to the national aerospace strategy [3] - Zhonghang Optoelectronics has successfully supported mainstream rocket models and is expanding cooperation with leading commercial rocket companies [3] - Chaojie Co. specializes in manufacturing large components for commercial rockets, with major clients among top commercial aerospace firms [4] - Huitian New Materials produces high-performance adhesives suitable for aerospace applications and is actively developing advanced materials for commercial aviation [5] - Haite High-tech is involved in satellite internet services and has developed an eVTOL simulator, contributing to the low-altitude economy [6] - Guangwei Composite Materials is a key supplier of carbon fiber materials for solid and liquid propulsion systems, with a significant role in the commercial aerospace supply chain [7] - Fuguang Co. has achieved batch production of arrow-mounted lenses and is developing various optical products for low-orbit satellites [10] Group 3: Market Potential and Future Outlook - The commercial aerospace market is expected to enter a rapid growth phase, with companies like Ruichuang Micro-Nano developing advanced satellite communication technologies [11] - The overall aerospace industry is projected to benefit from the establishment of dedicated regulatory bodies, which will promote high-quality development in the sector [6] - Companies are optimistic about the potential for significant market growth in commercial aerospace, with many actively pursuing partnerships and expanding their product offerings [12]