集体大涨 历史新高！商业航天传来重磅消息！

Group 1: Market Performance - The U.S. commercial aerospace sector saw significant stock price increases, with AST SpaceMobile rising over 14% and Rocket Lab increasing over 6%, both reaching historical highs [2][3] - AST SpaceMobile's market capitalization approached $42 billion, while Rocket Lab's market cap surpassed $51 billion [3] Group 2: AST SpaceMobile Developments - AST SpaceMobile was awarded a major contract by the U.S. Missile Defense Agency for the SHIELD project, highlighting its capabilities in dual-use technology for defense applications [3][4] - The company is building a space-based cellular broadband network designed to connect directly with everyday smartphones, catering to both commercial and government applications [4] Group 3: China's Commercial Space Developments - China's new generation of reusable rocket, the Long March 12B (CZ-12B), successfully completed a static fire test, marking a significant step in meeting commercial launch demands [5] - The CZ-12B rocket is designed for low Earth orbit missions and has a payload capacity of 20 tons, utilizing a two-stage configuration with a full liquid oxygen and kerosene propulsion system [5] Group 4: Industry Growth Potential - The Chinese commercial aerospace industry, which began in 2015, has developed a complete industrial chain consisting of satellites, rockets, and launch sites, with expectations for rapid growth in satellite launches [7] - Analysts predict that overcoming the current capacity bottleneck in rocket launches is crucial for activating domestic commercial aerospace development, with a projected increase in satellite deployment in the coming years [7][8]