国泰海通｜军工：朱雀三号重复使用运载火箭发射入轨，“千帆星座”与空客达成合作

Core Viewpoint - The military industry is experiencing a long-term positive trend, supported by recent developments in commercial aerospace and government initiatives aimed at modernizing national defense and military capabilities [1][2]. Group 1: Military Industry Performance - The military sector has shown strong performance, with the national defense and military index rising by 3.47% from December 1 to December 5, outperforming the overall market by 3.11 percentage points [2]. - The 20th Central Committee of the Communist Party of China emphasized the goal of achieving a high-quality modernization of the military by the centenary of the People's Liberation Army [1]. Group 2: Key Developments in Aerospace - The successful launch of the Zhuque-3 reusable rocket on December 3 marks a significant achievement for Blue Arrow Aerospace, showcasing its capabilities in low-cost, high-frequency, and high-capacity launch services [2]. - The Zhuque-3 rocket features a two-stage design with a total length of 66.1 meters and a takeoff thrust of 7542 kN, indicating advanced engineering and reliability in its operations [2]. Group 3: Strategic Partnerships - The partnership between "Qianfan Constellation" and Airbus, announced on December 4, represents a critical step in integrating satellite internet services into global markets, enhancing in-flight passenger experiences through advanced connectivity solutions [3].