一则利好，直线拉升！

Core Viewpoint - The article highlights the active performance of commercial aerospace concept stocks while the real estate sector is experiencing declines, particularly focusing on the recent market movements and the implications of government policies on the aerospace industry [2][4][10]. Market Performance - On November 28, the three major indices opened slightly lower but quickly turned positive, with the Shanghai Composite Index at 3875.80 (+0.54, +0.01%) and the Shenzhen Component Index at 12913.02 (+37.83, +0.29%) [3]. - The commercial aerospace sector showed significant activity, with satellite internet and energy equipment indices leading the gains, while real estate and insurance sectors faced declines [4][5]. Sector Analysis - The commercial aerospace concept stocks were notably active, with companies like Qianzhao Optoelectronics hitting the daily limit up, and others such as Leike Defense and Shunhao Co. also reaching their limits [8]. - The real estate sector, particularly Vanke A, saw a drop of over 3%, marking a new low since August 2015, with other companies like Zhangjiang High-Tech and China Merchants Shekou also experiencing significant declines [12][13]. Government Policy Impact - The National Space Administration recently released a plan for the high-quality and safe development of commercial aerospace from 2025 to 2027, aiming for significant growth in the industry, with projections indicating the market could reach approximately 10 trillion yuan by 2030, reflecting a compound annual growth rate of about 22% from 2015 to 2024 [10].