浙江拟发展卫星制造与卫星互联网、火箭制造及关键部组件等产业

Core Insights - The Zhejiang Province's "14th Five-Year" New Industrialization Plan (draft for public consultation) emphasizes tracking technological frontiers and aligning with national strategic needs for future industry layout [1] Group 1: Emerging Industries - The plan highlights the development of synthetic biology, including biopharmaceuticals, bio-chemicals, bio-materials, bio-agriculture, bio-food, and bio-energy [2] - Commercial aerospace is identified as a key area, focusing on satellite manufacturing, satellite internet, rocket manufacturing, and space information applications [3] - Next-generation mobile communication technologies such as 6G, integrated space-ground communication, optical communication, and terahertz communication are prioritized [3] - Quantum information technologies, including quantum computing, quantum communication, and quantum measurement, are also targeted for development [3] - Brain-like intelligence systems and atomic-level manufacturing technologies are included in the strategic focus [3] Group 2: Carbon Capture and Resource Development - The plan aims to advance low-energy, low-cost carbon capture and utilization technologies, including the development of CO2-derived chemicals and fuels [4] - Deep earth and deep sea resource development, geothermal resource utilization, deep-sea exploration, marine biological utilization, and marine information services are emphasized [5] - Geographic information services, including BeiDou navigation and remote sensing, are also part of the strategic initiatives [5] Group 3: Commercial Aerospace Development - Since December 2025, the commercial aerospace sector has seen continuous favorable developments, including the establishment of a dedicated Commercial Aerospace Department by the National Space Administration [5] - The "Action Plan" issued by the National Space Administration outlines specific guidelines for the high-quality and safe development of the commercial aerospace industry from 2025 to 2027 [5] - The plan aims for a significant expansion of the commercial aerospace industry, enhancing innovation and resource utilization, and improving industry governance capabilities by 2027 [5] Group 4: Market Outlook - According to a report by Zhongtai Securities, the global commercial aerospace industry is expected to enter a period of explosive growth between 2026 and 2027, with accelerated technological iteration and engineering pace [6]