计算机行业周报（20260224-20260227）：商业火箭加速回收，政策与产业或持续共振-20260302

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [17]. Core Insights - The report highlights that commercial aerospace policies and domestic and international industry resonance are continuously catalyzing growth. It is anticipated that low-orbit satellites will gradually achieve regular networking, and commercial rockets will accelerate breakthroughs in reusable technology [6]. - The report emphasizes the increasing importance of satellite operation services, with measurement and control becoming key components. The application of satellites across various industries is expected to become a new norm [6]. - The report also notes that regulatory measures are orderly, ecological development is progressing, and there is support from funds and accelerated IPOs, indicating ongoing positive developments in the commercial aerospace sector [6]. Industry Overview - The report provides basic industry data, including 337 listed companies with a total market value of 62,840.76 billion and a circulating market value of 56,779.44 billion [3]. - The absolute performance of the industry index shows a decline of 2.0% over the past month, an increase of 2.5% over the past six months, and a rise of 13.9% over the past year [4]. - The report mentions that the commercial aerospace sector has been included in government work reports for two consecutive years, indicating strong governmental support [6]. Market Performance - The report notes that the computer (CITIC) index rose by 1.23% during the week from February 24 to February 27, 2026, with notable gains from companies such as Runze Technology (+26.89%) and Xinghuan Technology-U (+18.30%) [6]. - The report identifies key players in various segments of the industry, including satellite manufacturing, satellite operation, rocket launch, satellite application, and ground equipment, suggesting a diversified investment approach [6].