Group 1 - The "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)" has been officially released, aiming to establish "China's Jiuquan Commercial Aerospace Port" and providing guidance for high-quality development in the commercial aerospace sector [1] - The commercial aerospace industry is expected to enter a new era supported by national policies and technological breakthroughs, with key areas including remote sensing applications, satellite control systems, and space computing [1] - The commercial aerospace sector is characterized by a market-driven approach with clear profit models, encompassing satellite manufacturing, rocket launches, and satellite applications, leading to a dual profit model of B-end engineering services and C-end large-scale applications [1] Group 2 - In 2026, domestic commercial aerospace is anticipated to experience a "triple resonance" of policy, technology, and capital, which is highly promising [2] - Beneficiary stocks in the rocket industry chain include Aerospace Power, Western Materials, Aerospace Engineering, and others, while the satellite industry chain and space computing recommend companies like Zhongke Xingtou and Aerospace Hongtu [2]
机构：商业航天产业或有望进入新纪元 相关产业链受关注
Zheng Quan Shi Bao Wang·2026-01-23 06:38