Addsino (SZ:000547) Jin Rong Jie·2025-12-30 07:02Core Insights - The National Defense Science and Technology Industry Administration emphasizes the importance of promoting commercial aerospace development and advancing the industrialization of the aerospace sector [1] Group 1: Policy and Strategic Initiatives - The meeting highlighted the need to enhance political awareness and integrate the construction of a strong aerospace nation into the broader development agenda of the Party and the state [1] - It was stressed to recognize the current challenges and enhance the sense of responsibility, mission, and urgency in the work [1] - A problem-oriented approach will be adopted to identify real issues in development, with targeted strategies and a phased plan for building a strong aerospace nation [1] Group 2: Industry Development Focus - The meeting called for a clear definition of future development priorities, resource guarantees, and the implementation of major engineering projects [1] - There is a focus on enhancing governance capabilities in the industry and accelerating the legislative process for aerospace laws [1] - The meeting aims to promote the integration of innovation chains, industrial chains, financial chains, and talent chains to support high-quality development in the aerospace sector [1] Group 3: Market Analysis - Satellite manufacturing is expected to benefit significantly from the explosive growth in launch demand, with positive order expectations for payloads and platforms [2] - The commercial rocket sector is seeing improved market expectations due to advancements in reusable rocket technology and increased launch facilities, which are lowering costs and enhancing efficiency [2] - Ground equipment and terminal applications are projected to experience substantial growth as satellite internet networks improve, creating new opportunities for communication equipment manufacturers [2]