21评论丨从商业航天热度看空天经济潜力

Core Viewpoint - The aerospace economy is becoming a focal point for societal attention, driven by breakthroughs in commercial space and large-scale satellite constellation deployments, indicating its potential as a new growth engine for high-quality economic development [2][3][4]. Industry Development - The aerospace economy is breaking traditional geographical limitations of industries, opening new spaces for economic growth, particularly in low-altitude, high-altitude, and near-Earth orbit resource development, which are still in their infancy [3][4]. - The global commercial space market is rapidly expanding, with near-Earth orbit industries expected to become a core component [3][4]. Economic Dynamics - The aerospace economy is characterized by high technology, high added value, and high driving force, capable of continuously creating new demand, employment, and output [5]. - China's low-altitude economy has seen growth rates exceeding 30% in recent years, making it one of the fastest-growing sectors in the new economy [5]. Synergy Between Low-altitude Economy and Commercial Space - The low-altitude economy and commercial space are mutually reinforcing, creating an ecosystem effect where their combined impact exceeds the sum of their parts [6][7]. - The development of the low-altitude economy provides a solid industrial foundation and application scenarios for commercial space, while breakthroughs in aerospace technology address core bottlenecks for low-altitude economic growth [6][7]. Supply Chain Integration - The integration of the low-altitude economy with commercial space is deepening, with precision manufacturing and electronic components supporting the aerospace sector, while the latter drives demand for related components [8]. - By 2025, the annual order volume for electric vertical take-off and landing aircraft in China is expected to exceed 30 billion yuan, indicating a growing supply chain that supports commercial space [8]. Innovation and Policy Support - Continuous innovation and ecological optimization are essential for the sustainable development of the aerospace economy, requiring focus on core technology breakthroughs and institutional improvements [9][10]. - The establishment of the Commercial Space Administration and related action plans is facilitating the institutionalization and systematization of the industry, with ongoing policy benefits being released [10]. Collaborative Ecosystem - Building an open and collaborative industrial ecosystem is crucial for unleashing the potential of the aerospace economy, encouraging regional specialization and international cooperation [11]. - As of 2024, commercial rocket launches in China are expected to account for over 60% of total launches, demonstrating the effectiveness of collaborative efforts among diverse stakeholders [11].