Xuan Gu Bao·2026-01-29 14:38Industry Overview - China Aerospace Science and Technology Corporation plans to enhance commercial launch capabilities by developing internationally competitive commercial launch vehicles for regular transportation [1] - The goal includes achieving reusable rocket capabilities for near-Earth orbit with a capacity of 20 tons and completing heavy-lift rocket development with a capacity of 100 tons for near-Earth orbit [1] - The commercial space industry in China faces a long-standing issue of "many satellites but few rockets," which limits the deployment of satellite networks [1] Market Dynamics - By 2026, the industry is expected to experience a convergence of technological advancements, order releases, and capital appreciation [1] - The upcoming launches of reusable rockets such as Long March 10 and Zhuque-3 will coincide with SpaceX's Starship V3 test flight in early 2026, marking a strategic acceleration for China's commercial space sector [1] Company Insights - Chaojie Co., Ltd. specializes in manufacturing structural components for commercial rockets, including major sections, fairings, fuel tanks, and engine valves, serving leading private aerospace companies in China [1] - Dongfang Risen has successfully delivered small batches of its P-type ultra-thin HJT solar cells for rollable satellite solar wings in Europe and North America [1]