提前洞悉 !2026年商业航天核心大事件全梳理(值得收藏)
Xin Lang Cai Jing·2026-01-23 13:10

Core Insights - The commercial space industry is poised for significant growth, with key events and technological advancements expected to drive investment opportunities and industry evolution [1][4]. Recent Catalysts (January to March) - The Third Beijing International Commercial Space Exhibition (January 23-25) will showcase cutting-edge technologies such as reusable rockets and low-orbit satellite constellations, promoting "space computing" as a new industry hotspot [1][28]. - Tianbing Technology's Tianlong-3 vertical recovery test in February marks a critical step in reducing rocket launch costs through reusable technology, benefiting the rocket manufacturing and recovery systems [2][27]. - The Second Commercial Space Industry Development Conference (March 19-20) will focus on reusable rockets and satellite internet, gathering resources to accelerate technology implementation and industry standardization [3][28]. Yearly Highlights - Multiple commercial rockets, including Zhuque-3, Zhishen-1, and Yingli-2, are set for their maiden or second flights in the first half of the year, transitioning China's commercial space sector from "single launches" to "regular operations," thus opening long-term growth potential [29]. - SpaceX plans to raise over $30 billion in its largest IPO, with an estimated valuation of approximately $1.5 trillion, which is expected to attract global capital attention to the commercial space sector and boost domestic industry heat, particularly in satellite internet and rocket manufacturing [4][29]. Industry Opportunities - The combination of technological breakthroughs and capital influx is creating unprecedented development opportunities in the commercial space sector, with a focus on reusable technology and satellite internet [4][29].