“十五五”开好局起好步 | 商业航天串“新”成“链”绘就“天陆海地”产业图景

Group 1 - The core objective of the 14th Five-Year Plan includes accelerating the construction of a strong aerospace nation, with commercial aerospace being a key driver of innovation across various industries [1] - Commercial aerospace is activating the entire industrial chain, leading to significant advancements in new materials, precision manufacturing, electronic information, and data applications [1] - The new industrial ecosystem is characterized by a comprehensive integration of aerospace activities, including satellite launches, rocket manufacturing, and maritime operations [1] Group 2 - Multiple commercial aerospace companies are currently engaged in intensive preparations for the first flights of new rocket models, including Lijian-2, Tianlong-3, and Shuangkuo-3 [3] - Automation in satellite production lines is being accelerated in locations such as Nantong, Tianjin, and Shanghai, while rocket recovery vessels are also under rapid construction in Jiangsu and Jiangxi [3] - The intelligent manufacturing base of Blue Arrow Aerospace in Jiaxing, Zhejiang, showcases significant efficiency improvements, reducing component retrieval time from 3 minutes to 30 seconds [5] Group 3 - The supply chain supporting the aerospace industry is robust, with the Zhuque-3 rocket requiring over 600 suppliers across various sectors, including new materials and precision manufacturing [7] - Key components like the grid fin, essential for reusable rockets, highlight the depth of technological innovation within the industry, with contributions from smaller enterprises [9][10] - A welding company named "New Super Alloy" in Wuxi, Jiangsu, is successfully manufacturing grid fin components, overcoming significant technical challenges [11][15] Group 4 - The successful test of the Zhuque-3 rocket on December 3, 2025, marked a significant milestone for the welding company, leading to increased collaboration with commercial aerospace firms [17] - The construction of the second phase of the commercial aerospace launch site in Hainan is progressing, with new facilities designed to accommodate larger rockets and double the launch capacity [21] - The Hainan launch site has attracted over 700 aerospace companies, fostering a collaborative ecosystem that includes rocket, satellite, and data chains [25] Group 5 - The "Aerospace+" model in Hainan is gaining popularity, with rocket launches becoming a significant attraction for tourists, contributing to over one million visitors since 2025 [27]