行 业 研 究 产业趋势明显【华福商业航天&军工】 投资要点： 本周核心观点： 行 业 定 期 报 告 商业航天方向，我们认为，航空航天作为新兴支柱产业的政策红利将 会持续释放，有望从"定位明确"向"落地执行"全面推进，未来发展产 业趋势明确，建议持续聚焦核心：1）国内火箭；2）海外 S 与 T 光伏产业 链；3）技术变革下的卫星产业链。 一）国内火箭： 三大核心逻辑： 1）宏观：强大的运力是大国必争之战略高点（类比 GPU）； 2）中观：客观差距奠定火箭数量通胀逻辑，火箭数量正大力追赶（五 年之内为必定趋势）； 3）微观：火箭公司上市融资扩产拉动全产业链进入产能扩张阶段，实 现 PE 与 EPS 的戴维斯双击。 建议关注：【飞沃科技】、【西部材料】、【航天动力】、【广联航 空】、【民士达】、【昊志机电】。 华福证券 3 月 7 日，全国政协委员王亚平透露，中国航天向更深远太空迈进的 步伐正在加快，航天员中心正在牵头申报地外生存地基研究设施，要解决 未来在地球以外星球上长期生存问题； 证 券 3 月 8 日，海南商业航天发射场三号发射工位起竖油缸在江苏常州顺 利通过出厂验收； 究 报 告 3 月 10 日，商 ...

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It is crazy to see this chart of the number of objects launched into space and then realize the trend only looks like this because Elon Musk had an insane dream of reusable rockets 25 years ago. https://t.co/aBvHEOXNSa ...

光伏设备 执业证书编号：S0740522020001 Email：zengbiao@zts.com.cn 执业证书编号：S0740522100005 Email：zhaoyp02@zts.com.cn | 基本状况 | | | --- | --- | | 总股本(百万股) | 279.41 | | 流通股本(百万股) | 193.35 | | 市价(元) | 247.18 | | 市值(百万元) | 69,063.33 | | 流通市值(百万元) | 47,792.85 | 迈为股份（300751.SZ） 证券研究报告/公司深度报告 2026 年 03 月 15 日 | 评级： | 增持（首次） | 公司盈利预测及估值 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | 分析师：曾彪 | | 营业收入（百万元） | 8,089 | 9,830 | 8,349 | 9,349 | 11,379 | | | | 增长率 yoy% | 95 ...

Core Insights - NASA has revised its moon landing schedule, delaying Artemis II to April and postponing Artemis III's landing to 2028, but this is seen as a strategic move to enhance future missions [3][4][6] Mission Timeline - Artemis II will now take place in April, focusing on a lunar flyby rather than a landing, while Artemis III will practice docking in Low Earth Orbit in 2027 instead of landing on the moon [3][4][6] - The actual moon landing is now planned for Artemis IV in 2028, with a potential for two landings in that year due to an accelerated launch cadence [6] Cost Management - Each Artemis launch currently costs $4.1 billion, attributed to infrequent launches and ongoing development of the Space Launch System (SLS) [9][12] - NASA aims to standardize the SLS design to reduce costs and increase launch frequency, moving towards a "near-Block I" version that incorporates proven technology [10][11] Industry Implications - The changes in the Artemis program could positively impact contractors like Boeing, Northrop Grumman, and Lockheed Martin by making SLS more cost-effective and politically favorable [11][13] - The proposed adjustments may prevent Congress from shifting contracts to competitors like SpaceX, thereby securing ongoing contracts for existing aerospace companies [12][13]

🥧Teslaconomics (@Teslaconomics):Happy 24th Birthday @SpaceX! 🚀Exactly 24 years ago today - March 14, 2002 - Elon founded SpaceX.It only makes sense to now IPO the world’s most innovative company so any human can own a piece of this multiplanetary future!Ad Astra!https://t.co/GsaD60Lkkh ...

Starship isn’t about visiting space.It’s about becoming multi-planetary.Breaking the single-planet limit.Ensuring humanity’s future.Mars is just the beginninghttps://t.co/lK3n1n8TCQ ...

How it started vs. how it’s going.Crazy to see what SpaceX has become @elonmusk https://t.co/XnUa6xSrE3 ...

RT Ryan Tanaka (@RyanTanaka)Today is (kinda) SpaceX's 24th Birthday! 🎉Here are 24 of the biggest milestones in the company's history:1. May 6, 2002: This is the fe-facto founding date for SpaceX. Founded in Hawthorne, California, with the goal of reducing space travel costs and enabling Mars colonization. Elon committed the bulk of his PayPal proceeds (~$100 million), officially named the company Space Exploration Technologies Corp., hired the first engineers, and operations truly began.2. March 24, 2006: F ...

Group 1 - ByteDance has suspended the global release of its video generation model Seedance 2.0 due to copyright disputes with major Hollywood studios, including Disney and Paramount's Skydance [2] - Kimi's valuation has surged to $18 billion, marking a fourfold increase in just three months, as the company is currently raising $1 billion in a new funding round [2] - Founder Yu Donglai of Pang Donglai clarified the asset distribution of 4 billion yuan, stating that his personal stake is around 5%, which is approximately 200 million yuan [3] Group 2 - ByteDance responded to rumors of layoffs at its Wuhan R&D center, stating that only 50 employees will be relocated, and the center will continue to operate with over 2,000 employees [4] - 360 Group launched the "360 Security Lobster" intelligent application client, significantly reducing installation time from 6 hours to 10 minutes [8] - Honda is expected to pay suppliers up to 106 billion USD due to the cancellation of three electric vehicle projects as part of a strategic reassessment [8] Group 3 - Giant Quasar Electronics completed a financing round of several million yuan to enhance its core technology and expand its market presence in high-end electronic testing [9] - Micro-LED manufacturer Sitan Technology raised over 200 million yuan in Series B funding to accelerate commercialization in automotive and AR display sectors [9] - Xi'an Zhongke Optoelectronics completed nearly 400 million yuan in Series A financing, focusing on intelligent manufacturing breakthroughs in aerospace and shipbuilding [9] Group 4 - Chery's iCAR V27, a new range-extended SUV, was launched with a price range of 169,800 to 196,800 yuan, featuring a comprehensive range of over 1200 km [10] - Qianwen AI glasses will introduce new features such as AI simultaneous translation and "AI handling" by the end of the month, expanding their application in daily services [12] - The overall passenger volume for civil aviation during the 2026 Spring Festival reached 94.39 million, a historical high, with a daily average of 2.36 million passengers, reflecting a 4.7% year-on-year increase [14]