全球商业航天领域，大消息不断！ 隔夜，美股商业航天概念股集体大涨，卫星通信公司AST SpaceMobile涨超14%，Rocket Lab（火箭实验 室）涨超6%，双双创出历史新高。 与此同时，中国的商业航天领域也传出一则好消息。1月16日下午，新一代四米级可重复使用火箭—— 长征十二号乙运载火箭（CZ-12B）静态点火试验圆满成功。据悉，长征十二号乙运载火箭是为满足我 国低轨星座组网等商业发射需求研制的新一代可重复使用火箭。 有券商表示，未来几年，我国将逐步掌握火箭回收+多次复飞技术，国内商业卫星发射有望迎来高速增 长。 隔夜商业航天概念股大涨 当地时间周五（1月16日），美股商业航天板块逆市走强。截至收盘，美国卫星通信公司AST SpaceMobile股价大涨超14%，创历史新高，总市值逼近420亿美元；Rocket Lab（火箭实验室）涨超 6%，同样刷新历史高点，总市值突破510亿美元。其他个股方面，克瑞拓斯安全防卫涨近5%，维珍银 河涨超2%。 消息面上，AST SpaceMobile在美国导弹防御机构防护项目上被授予了主要合同地位。该公司的首席商 务官兼政府业务负责人克里斯·艾弗里表示，"被选为 ...

Group 1: Core Insights - The commercial aerospace sector is experiencing significant growth, with US stocks in this field rising sharply, including AST SpaceMobile up over 14% and Rocket Lab up over 6%, both reaching historical highs [1][2] - China's commercial aerospace sector also made progress with the successful static fire test of the new generation CZ-12B rocket, designed for low Earth orbit satellite constellation deployment [1][3] Group 2: Market Developments - AST SpaceMobile has been awarded a major contract by the US Missile Defense Agency, enhancing its position in the defense sector and showcasing its dual-use technology capabilities [2] - The CZ-12B rocket, developed by China Aerospace Science and Technology Corporation, is a reusable rocket with a payload capacity of 20 tons to low Earth orbit, indicating advancements in China's commercial launch capabilities [3][4] Group 3: Industry Growth Potential - The commercial aerospace industry in China, which began in 2015, is expected to see rapid growth due to the resolution of capacity bottlenecks in rocket launches, with projections indicating a significant increase in satellite launches in the coming years [5][6] - The establishment of supportive policies and the urgency of satellite deployment driven by ITU regulations are expected to catalyze the growth of China's commercial aerospace sector [6]