Core Viewpoint - The "Action Plan" aims to promote high-quality development in the commercial aerospace sector, emphasizing safety and quality, with a target to significantly expand the industry scale and enhance innovation by 2027 [2][3][4]. Summary by Relevant Sections Importance and Impact of the Action Plan - The "Action Plan" introduces several incremental policies, including open research project mechanisms, shared research facilities, and satellite data trading, which are expected to provide a technical foundation and institutional support for commercial aerospace development [3]. - The plan aims to optimize industrial structure and facilitate the transition of commercial aerospace production towards low-cost, large-scale, and commercialized operations, thereby providing significant policy support for high-quality development [4][5]. Key Areas of Focus - The plan encourages the development of specific segments within the aerospace industry, particularly in satellite and rocket manufacturing, commercial aerospace application services, and aerospace measurement and control operations [6]. - It highlights the importance of supporting low-cost, high-reliability, and reusable commercial launch vehicles, as well as the development of satellite constellation systems for low-orbit communication, navigation enhancement, and high-resolution remote sensing [6]. Investment Opportunities - The commercial aerospace market in China is expected to experience rapid growth, with reusable rockets, mass production of satellites, and satellite communication applications identified as major growth drivers [6]. - Infrastructure development, including reusable rocket technology and mobile launch platforms, is anticipated to benefit from the plan, enabling the transportation of high-integrated satellites and smart applications into space [7]. - The commercial aerospace market could exceed 2 trillion yuan, creating numerous new application scenarios across transportation, logistics, tourism, and research, thereby enhancing China's competitiveness in this field [7].