商业航天又有新催化！概念股掀起涨停潮，机构看好三大核心环节

Group 1 - The commercial aerospace sector is experiencing significant growth, with stocks like China Satellite and others reaching their daily limit, driven by new policies and planning initiatives [1][2] - The Shanghai Municipal Government is drafting a new industrial plan that focuses on accelerating the development of commercial aerospace [1] - Recent technological breakthroughs in reusable rockets are propelling China's aerospace industry towards lower costs and higher reuse, marking a shift from technology validation to engineering application and large-scale development [2][3] Group 2 - Analysts highlight three core areas of focus within the commercial aerospace sector: the rocket side, satellite side, and space computing, each presenting unique investment opportunities [3] - The commercial aerospace theme is moving beyond the "warming" phase, with improved top-level design and policy support enhancing market confidence in long-term development [2] - The acceleration of low-orbit satellite launches in China is expected to lead to a normalized and frequent launch phase, providing substantial benefits to the entire industry chain [2]