Ge Long Hui·2026-02-02 04:03Core Viewpoint - The A-share market for commercial aerospace stocks has seen a significant increase, with several key stocks rising sharply amid positive developments from SpaceX, including plans for a satellite constellation and potential collaborations with Apple [1] Group 1: Stock Performance - Tongguang Cable (300265) rose by 14.94%, with a total market value of 7.014 billion [2] - Tianyin Electromechanical (300342) increased by 12.16%, with a market capitalization of 23.8 billion [2] - Western Materials (002149) saw a rise of 9.49%, with a market value of 26.3 billion [2] - Zhongchao Holdings (002471) grew by 9.32%, with a market cap of 11.7 billion [2] - Other notable increases include Dinggu Jichuang (300749) at 8.96%, Liujin Technology (920021) at 8.47%, and Heshun Electric (300141) at 7.88% [2] Group 2: SpaceX Developments - SpaceX has submitted an application to the FCC to launch up to 1 million satellites, aiming to create a satellite constellation for space computing [1] - The company is actively advancing its IPO process and plans to integrate xAI into its business [1] - SpaceX is collaborating with Apple to promote direct satellite services for mobile phones, indicating potential expansion in downstream applications within the commercial aerospace sector [1] Group 3: Analyst Outlook - CITIC Securities maintains a bullish outlook on commercial aerospace stocks, highlighting the positive developments from SpaceX and the potential for growth in the industry [1]