Group 1 - Blue Arrow Aerospace has signed a formal launch service contract with China Star Network and Yuanxin Satellite, aiming to provide batch launch services, indicating promising commercial prospects [1] - The GW constellation, operated by China Star Network, plans to launch approximately 12,992 satellites, with 10% deployment expected within five years and full deployment by 2035; currently, 136 satellites are in orbit after 17 network launches [1] - The Qianfan constellation, operated by Yuanxin Satellite, plans to launch around 15,000 satellites, with 108 satellites currently in orbit after 6 network launches [1] Group 2 - The commercial space industry is experiencing multiple breakthroughs, including SpaceX's upcoming supply chain verification work in China and the establishment of the first offshore rocket recovery base in Hangzhou [1] - Guangzhou has issued a plan to accelerate the construction of an advanced manufacturing city, supporting satellite constellation projects that will drive the development of satellite manufacturing, rocket launches, and applications [2] - Analysts predict that the industry is entering a breakthrough period for large-capacity reusable rockets, with a complete policy support system forming, and expect significant developments by 2026 [2] Group 3 - As of January 9, 2026, the CSI Satellite Industry Index has surged by 6.16%, with the Satellite ETF Guangfa rising by 5.99%, indicating strong market performance [3] - The Satellite ETF Guangfa has reached a new high of 1.206 billion yuan in scale and 725 million shares in circulation, with significant net inflows totaling 459 million yuan over the past nine days [3][4] - The CSI Satellite Industry Index focuses more on the upstream launch manufacturing segment, providing higher precision and greater elasticity compared to similar indices [3][4]
商业航天商业化进程迎来多重突破，大运力可回收火箭已迈入集中“突破期”，卫星ETF广发(512630)盘中涨近6%，近5日累计涨超23%
Xin Lang Cai Jing·2026-01-09 02:43