万亿市场蓄势待发，商业航天2026年迎奇点时刻（附概念股）

Core Viewpoint - The commercial space industry in China is poised for significant growth, driven by government support and technological advancements, with major satellite internet projects like GW and Qianfan constellations leading the way [1][2][3]. Group 1: Satellite Internet Projects - Blue Arrow Aerospace has signed a formal launch service contract with China Star Network and Qianfan Satellite, aiming to provide mass launch services, indicating strong commercial prospects [1]. - The GW constellation, operated by China Star Network, plans to launch approximately 12,992 satellites, with a goal of deploying about 10% within five years and completing all launches by 2035 [1]. - The Qianfan constellation, operated by Qianfan Satellite, aims to deploy around 15,000 satellites, having completed six network launches and currently operating 108 satellites [2]. Group 2: Industry Development and Policy Support - The Guangzhou Municipal Government has released a plan to accelerate the construction of a strong advanced manufacturing city, aiming to establish a globally influential commercial space sector by 2035 [2]. - The commercial space industry is expected to enter a new era, supported by national policies and technological breakthroughs, with a focus on reusable rocket technology [2][3]. - Analysts predict that the commercial space sector will transition from concept speculation to performance realization, with a focus on rocket manufacturing, satellite networking, and downstream applications [3]. Group 3: Investment Opportunities in the Industry - Zhongtai Securities highlights that the space data center industry is moving towards commercialization, with significant potential for industry value creation, estimating that the first phase of computing constellations could generate tens of billions in industry output by 2027 [3]. - Companies like Goldwind Technology and Shanghai Fudan are positioned to benefit from the growing demand for satellite technology and components, with Goldwind holding an 8.3% stake in Blue Arrow Aerospace [4]. - The collaboration between Jun Da Co. and Xiangyi Optoelectronics aims to enhance the development of perovskite and stacked batteries for space applications, indicating a focus on the space photovoltaic industry [6].