一天两发失利，火箭发射扩容并非易事

Core Viewpoint - The article discusses the recent failures of two rocket launches in China's aerospace sector, highlighting the challenges faced by both state-owned and private companies in achieving reliable and cost-effective space missions [3][4]. Group 1: Rocket Launch Failures - On January 17, 2026, two rocket launches failed: the Long March 3B rocket carrying the Shijian-32 satellite and the private Ceres-2 rocket from Beijing Xinghe Power Aerospace Technology Co., both experiencing flight anomalies [3][4]. - The Long March 3B rocket is a key player in China's high-orbit satellite launches, known for its high success rate and numerous missions [3]. - The Ceres-2 rocket is still in the preparatory phase for public listing and has issued an apology for the failure, committing to investigate the issues and ensure future success [4]. Group 2: Industry Challenges - The aerospace sector's development is uneven, with the rocket launch segment identified as a significant bottleneck due to low supply, insufficient payload capacity, and high costs [5]. - The industry is facing a "few and expensive" launch situation, with expectations that private rocket companies can effectively supplement the national team to meet high-frequency launch demands [5]. - Achieving high-frequency launches and reducing costs is crucial for the commercialization of the aerospace sector, but it remains a challenging goal [5]. Group 3: Factors Influencing Development - Key factors affecting the development of commercial aerospace include the maturity of technology and launch success rates, particularly for reusable rocket technology [6]. - The cadence of satellite internet constellation projects, such as GW and G60, is a direct driver of rocket demand [6]. - Continuous policy support and safety regulations are essential for the industry's growth, with a focus on high-quality and safe development [6].