航天装备板块走强，航天环宇领涨，全产业链迎黄金期！

Group 1 - The aerospace equipment sector in A-shares is experiencing a sustained upward trend, becoming a core highlight of the new productivity track, characterized by "high standards leading the rise and full-chain linkage" [1] - The GW satellite constellation is entering a phase of large-scale deployment, with the launch frequency increasing to "one group every three days," marking a transition from technical validation to large-scale deployment [1] - A special fund of 30 billion yuan has been fully allocated to support satellite networking, ensuring robust financial backing for the industry [1] Group 2 - The cost of satellite manufacturing has significantly decreased, with production capabilities achieving breakthroughs, as the cost per satellite has dropped from 20 million yuan to below 5 million yuan [2] - The commercial application of direct satellite connectivity for mobile phones has been realized, with terminal costs rapidly declining, stimulating demand in the civilian market [2] - The satellite core chip and component sector is directly benefiting from satellite mass production and technological upgrades, while the ground equipment and application sector is seeing explosive demand due to low-orbit constellation networking [3]