满屏涨停!刚刚,彻底爆发!
券商中国·2025-12-24 05:29

Core Viewpoint - The commercial aerospace sector in China is entering a new phase of rapid development, driven by trends of high capacity and low cost, with a market scale expected to reach trillions, presenting significant opportunities for the industry chain [1][6][7]. Group 1: Market Performance - On December 24, A-share commercial aerospace stocks experienced a surge, with nearly 20 stocks hitting the daily limit, including New Jingang, Superjet, and New Ray Energy, which all achieved a 20% increase [1][2]. - By midday, 27 stocks in the commercial aerospace sector had either hit the limit or increased by over 10%, with notable performers like Tiangong Co. rising over 22% [2][3]. Group 2: Upcoming Events - The 2025 Third Commercial Aerospace Development Conference and the Fourth Zhongguancun Commercial Aerospace Conference will be held on December 24, 2025, in Beijing, focusing on national policies, key technology discussions, and building collaborative platforms [3][4]. - The 2026 Second Commercial Aerospace Industry Development Conference is scheduled for March 17-18, 2026, in Shenzhen, aiming to promote academic exchange and industry innovation [4]. Group 3: Industry Growth - China's commercial aerospace market is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, with a compound annual growth rate of about 22%, potentially reaching 7 to 10 trillion yuan by 2030 [6]. - The number of commercial aerospace companies in China has exceeded 600, with 25 launch sites (18 operational and 7 under construction), indicating a significant acceleration in satellite deployment and technology validation [6][7]. Group 4: Technological Advancements - The Long March 12 rocket, a new generation medium-sized liquid launch vehicle, aims to enhance recovery capabilities for low Earth orbit satellite launches, marking a critical step in China's aerospace technology [5][6]. - The commercial satellite industry is expected to dominate the market, with projections indicating that by 2024, it will account for 71% of global aerospace revenue, highlighting the rise of private enterprises in the sector [7].