我国新兴商业航天行业快速发展，推进太空基础设施建设

Group 1 - The core viewpoint of the articles highlights China's rapid development in the commercial space industry, with a reported market size exceeding 2.5 trillion RMB [1][5] - China has submitted multiple satellite constellation plans to the International Telecommunication Union (ITU), with a total scale exceeding 200,000 satellites, including the largest constellations CTC-1 and CTC-2, each comprising 96,714 satellites [1] - The collaboration between government and private sectors is driving technological advancements, with new generation commercial rockets like Zhuque-3, Tianlong-3, and Gravity-2 alleviating satellite launch pressures and increasing launch frequency [1] Group 2 - The visibility and vitality of China's aerospace industry on a global scale are increasing, with significant progress in space infrastructure, particularly in the deployment of low Earth orbit satellite internet networks entering a large-scale constellation phase [5] - Due to the scarcity of satellite frequency and orbital resources, competition for global space resources is intensifying, governed by a "first come, first served" principle [5] - The satellite industry chain has shown strong performance in the capital market, with several satellite ETFs experiencing over 60% growth in the past month, and the total scale of satellite-related ETFs and linked products reaching 23.76 billion RMB, nearly doubling since the end of 2025 [5]