美加码太空扶持政策，太空或成科技竞赛新方向

Investment Rating - The industry investment rating is "Positive" and maintained [6]. Core Insights - The U.S. government is enhancing its space policy to ensure leadership in space exploration, security, and commercial sectors, aiming to attract at least $50 billion in private investment by 2028 [2][8]. - The importance of space resources is increasing globally, with multiple countries competing to develop their commercial space industries, particularly benefiting satellite manufacturing and rocket launch sectors [2][8]. - China's advancements in reusable rocket technology are expected to drive the comprehensive development of its commercial space industry, with a focus on core suppliers in the satellite application sector [2][8]. Summary by Sections Event Description - On December 18, the U.S. White House announced an executive order to establish a vision for a "America First" space policy, ensuring U.S. leadership in space exploration and commercial activities [4]. Event Commentary - The U.S. aims to return humans to the Moon by 2028 and establish a permanent lunar outpost by 2030, linking efficient launch capabilities to national security [8]. - The competition in space policy between the U.S. and China indicates that space may become a significant arena for technological competition [8]. - The rapid advancements in space technology, including successful rocket recovery by companies like SpaceX, highlight the industry's high growth potential [8].