“商业航天，不托关系连尽调资料都拿不到”

Core Viewpoint - The commercial aerospace sector is gaining significant traction in the capital market, driven by policy support and increasing investor interest, despite some companies still being in the technology validation phase [1][4][10]. Group 1: Market Performance - The commercial aerospace index rose from 1899.50 points to 2111.59 points between December 5 and December 15, with nearly 100 companies seeing stock increases of over 50% [1]. - The trading volume in the commercial aerospace sector exceeded 1 trillion yuan in just one week, marking a historical high [1]. Group 2: Policy Support - The National Space Administration released a plan to promote high-quality development in commercial aerospace, including the establishment of a national development fund [4]. - Local governments have also initiated substantial investment funds, such as a 10 billion yuan fund in Beijing and several hundred billion yuan in the Yangtze River Delta region [4]. Group 3: Investment Trends - The commercial aerospace sector has become a mandatory investment option for many institutions, with a notable increase in the number of investors entering the field [5][6]. - The demand for commercial aerospace is expected to grow significantly, with plans for satellite production ramping up to 100-300 units annually by 2028 [7]. Group 4: Market Dynamics - The investment landscape has shifted, with a focus on companies that have established a clear exit strategy, particularly with the upcoming IPOs of leading firms [6][10]. - The competition for funding has intensified, with many companies now controlling their financing options, leading to a seller's market [11]. Group 5: Future Outlook - The commercial aerospace sector is anticipated to continue its upward trajectory, especially with the expected IPO of SpaceX, which could further elevate market interest [5][10]. - New opportunities are emerging in niche areas such as space computing and satellite subsystems, indicating potential for future growth [17][18].