商业航天概念股持续拉升，三角防务20cm涨停

Core Viewpoint - The commercial aerospace concept stocks are experiencing a significant rise, indicating a robust growth phase in the industry as both China and the U.S. plan to deploy tens of thousands of satellites to secure scarce frequency resources [1] Group 1: Stock Performance - Triangular Defense has reached a 20% limit up, while companies such as Zhongchao Holdings, Tiantong Co., and Juliy Suojue have previously hit their limits [1] - Tianli Composite and Jianghang Equipment have also seen notable increases in their stock prices [1] Group 2: Industry Insights - According to a report by China Merchants Securities, the commercial aerospace sector is entering a new phase of rapid development [1] - Both China and the U.S. have planned the deployment of tens of thousands of satellites, aiming to capture scarce frequency resources [1] Group 3: Cost Structure - Satellite power systems account for approximately 20% of the total cost of satellites, with nearly two-thirds of this cost attributed to photovoltaic power generation [1] - Reducing costs in the photovoltaic segment is identified as a crucial future industry demand [1]