马斯克 突传大消息！成本骤降99%！

Core Insights - The commercial aerospace sector is experiencing significant positive catalysts, including advancements in reusable rocket technology and supportive government policies in China [1][5]. Group 1: SpaceX Developments - Elon Musk announced at the Davos World Economic Forum that SpaceX aims to achieve complete reusability of rockets through its "Starship" technology this year, potentially reducing the cost of space access by 99%, bringing it below $100 per pound [1][3]. - SpaceX has demonstrated the capability to capture rocket boosters on the launch pad but has yet to attempt the recovery and reuse of the Starship spacecraft [3]. Group 2: Domestic Aerospace Policy - The Jiuquan Municipal Government has released the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)," which outlines the establishment of a national commercial aerospace launch base, research and testing base, technical support base, and data application base [5][6]. - The plan emphasizes the importance of park support, cluster development, and system innovation, aiming for high-quality development of the commercial aerospace industry in Jiuquan [6]. Group 3: Industry Growth Projections - The plan anticipates a significant contribution from the satellite industry, estimating that by 2030, ground equipment manufacturing and satellite services will generate an associated output value of 1.3 trillion yuan, indicating a broad market space for the entire industry chain [6]. - The commercial aerospace industry is entering a golden era of dual growth from both demand and supply sides, with a focus on satellite launches and manufacturing [7].