商业航天“三年行动计划”提振行业信心 激发民企创新力量

Core Viewpoint - The recent "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" integrates commercial space into the national space development framework, providing strong support for building a space power, which has excited many private sector entrepreneurs in the commercial space industry [2][5]. Group 1: Action Plan Implications - The Action Plan emphasizes "openness," "sharing," and "collaboration," indicating a shift towards a more structured and guided development of commercial space, moving away from a phase of spontaneous exploration by enterprises [2][5]. - The plan aims to lower entrepreneurial costs and technical barriers through standardized processes, shared facilities, and simplified approvals, enabling more private enterprises to participate in the commercial space sector [3][6]. Group 2: Industry Growth and Opportunities - Beijing Xinghe Power Aerospace Technology Co., Ltd. has achieved 20 successful commercial rocket launches and placed 85 satellites into orbit since its establishment in 2018, showcasing the potential for growth in the commercial space sector [3]. - The Action Plan is expected to create a fertile ground for private enterprises by facilitating the flow of innovation elements such as technology, talent, and capital, leading to a virtuous cycle of cost reduction, enriched application scenarios, and steady market expansion [3][6]. Group 3: Contributions of Private Enterprises - Private enterprises are increasingly contributing to the space industry, with over 90% of Beijing Aerospace Yuxing Technology Co., Ltd.'s telemetry service orders coming from private companies since its inception in 2016 [4]. - The Action Plan encourages a competitive procurement model where various enterprises can equally compete for services, enhancing operational efficiency and reducing costs for industry players [4][5]. Group 4: New Application Scenarios - The integration of satellite data into agriculture is transforming farming practices, enabling comprehensive management of agricultural processes through digital platforms, as highlighted by Beijing Jiage Tiandi Technology Co., Ltd. [6]. - The Action Plan provides clear guidelines for the application of satellite data, allowing enterprises to expand into new business areas such as finance, emergency response, and transportation, thus unlocking new development opportunities [6][7].