AHTHGC(SZ:000901) Zhi Tong Cai Jing·2026-01-29 03:04Group 1 - The commercial aerospace sector in China is experiencing a revival, with notable stock price increases for companies such as JunDa Co., Ltd. (up 11.53%), Asia Pacific Satellite (up 6.33%), and China Technology Group (up 1.15%) [1] - China Aerospace Science and Technology Corporation has stated that the next decade is crucial for establishing a strong aerospace nation and developing new productive forces, with the "14th Five-Year Plan" being a key period [1] - The corporation plans to implement a "155" strategy, aiming to build a robust commercial aerospace industry chain characterized by advanced technology, excellent products, strong supply, and high-quality services [1] Group 2 - Dongwu Securities predicts that by 2026, the industry will experience a convergence of technological closure, order release, and capital premium, marking a strategic acceleration for China's commercial aerospace sector [2] - The market size for global commercial aerospace is expected to exceed $500 billion by 2025 and reach $800 billion by 2030, with a CAGR of approximately 10% from 2025 to 2030 [2] - The upcoming launches of reusable rockets such as Long March 10 and Zhuque-3 are expected to intensify competition, pushing China into a fast track of strategic development in the commercial aerospace sector [2]