证券时报·2026-01-22 08:05Core Viewpoint - The commercial aerospace sector is experiencing a significant resurgence, driven by multiple positive developments including SpaceX's potential IPO and advancements in domestic rocket launch capabilities [1][3][4]. Group 1: Market Performance - Commercial aerospace stocks saw a substantial increase, with the sector rising over 3% in a single day, and over 20 related stocks hitting their daily limit or increasing by more than 10% [3]. - The sector's growth is supported by the inclusion of "accelerating the construction of a space power" in the national five-year plan, marking a strategic focus on commercial aerospace [3]. Group 2: Key Developments - SpaceX is reportedly moving towards an IPO, aiming to complete it by July, which could provide significant capital for its AI initiatives [6][7][12]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, with a mainstream commercial liquid rocket set to conduct its launch recovery test soon [3][4]. Group 3: Future Outlook - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference is scheduled for January 23-24, focusing on technological trends and industry development [4]. - By 2025, commercial aerospace in China is projected to complete 50 launches, accounting for 54% of the total annual space launches, with a significant number of satellites expected to be deployed [4]. Group 4: Investment Insights - Analysts suggest that the commercial aerospace industry is entering a golden era, with both demand and supply sides driving growth, particularly in satellite manufacturing and launch services [5]. - The rapid development of reusable rocket technology is expected to significantly reduce satellite deployment costs, making it a key focus for the industry [3][4].