中小盘周报：“星舰”第三次试射成功入轨，航天科技火箭技术公司成立

Core Insights - SpaceX's "Starship" heavy rocket successfully completed its third test flight, achieving several breakthroughs including reaching orbital speed and demonstrating payload door operations [1][10][11] - The establishment of Aerospace Technology Rocket Technology (Shanghai) Co., Ltd. with a registered capital of 600 million RMB aims to accelerate core technology development in the commercial aerospace sector [1][10] - Deep Blue Aerospace's "Xingyun-1" reusable rocket is set for its maiden flight by the end of 2024, marking China's first orbital launch of a reusable rocket [1][10] Industry News - The Henan provincial government plans to complete the networking of 38 satellites and upgrade 373 satellite navigation reference stations by 2025, enhancing satellite internet infrastructure [4][11] - The establishment of a low-altitude economy and aerospace industry cluster in Shenzhen aims to promote strategic emerging industries [10][11] - The Chinese aerospace sector is developing 4-meter and 5-meter reusable rockets to meet market demands, with planned maiden flights in 2025 and 2026 [10][11] Investment Recommendations - The report suggests focusing on companies in the commercial aerospace sector such as Srey New Materials and Parker New Materials, as well as satellite internet companies like China Satellite Communications and Aerospace Huanyu [4][11]