马斯克，突传大消息！成本骤降99%！

Core Viewpoint - The commercial aerospace sector is experiencing significant positive catalysts, including advancements in reusable rocket technology and supportive government policies in China [1][7]. Group 1: SpaceX Developments - Elon Musk announced at the Davos World Economic Forum that SpaceX aims to achieve complete reusability of rockets through its "Starship" technology this year, potentially reducing the cost of space access by 99% to below $100 per pound [1][3]. - SpaceX has demonstrated the capability to capture rocket boosters on the launch pad, although it has not yet attempted to reuse the Starship spacecraft [4]. - Musk also discussed plans to launch solar-powered AI satellites in the coming years, highlighting that solar panels in space could be five times more efficient than those on Earth due to the absence of atmospheric interference [4]. Group 2: Domestic Aerospace Policy - The Jiuquan Municipal Government has released the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)," which outlines the strategic positioning of Jiuquan as a national commercial aerospace launch base and research center [7]. - The plan emphasizes the construction of a comprehensive industrial framework, including seven key sectors: launch and testing, rocket manufacturing, satellite manufacturing, data applications, technical support, logistics, and aerospace tourism [8]. - The plan sets ambitious development goals for the aerospace industry in Jiuquan, projecting a significant contribution to the national economy by 2030 and 2035 [8]. Group 3: Market Opportunities - The commercial aerospace industry is entering a golden era driven by both demand and supply-side dynamics, with a focus on satellite launches and manufacturing [9]. - The rapid development of private rocket companies indicates a shift from national to commercial aerospace, suggesting investment opportunities in component suppliers and satellite manufacturing [9].