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国家航天局印发“商业航天高质量安全发展行动计划”,航空航天再迎政策利好
Sou Hu Cai Jing· 2025-11-26 02:36
Group 1 - The core viewpoint of the news is that the commercial aerospace sector is entering a new era driven by specific policy implementations and industrial growth, with significant investment opportunities anticipated in the medium to long term [1][2]. Group 2 - As of November 26, 2025, the Zhongzheng General Aviation Theme Index (931855) shows mixed performance among its constituent stocks, with Leike Defense (002413) leading with a 9.99% increase, followed by Guangqi Technology (002625) at 2.27%, and Zongheng Co. (688070) at 1.70%, while Chenxi Aviation (300581) is the biggest loser [1]. - The General Aviation ETF Fund (561660) is currently priced at 0.99 yuan [1]. - On November 25, the National Space Administration issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)," which aims to achieve high-quality development in the commercial aerospace sector by 2027, introducing 21 key initiatives [1]. - Key initiatives include accelerating the legislation of national aerospace laws and establishing a national commercial aerospace development fund [1]. - The 14th Five-Year Plan emphasizes the goal of becoming a "strong aerospace nation," leading to clearer development plans for the aerospace industry and the expectation of more substantial policy implementations [1]. - The demand for satellite networking is surging due to the scarcity of low-orbit satellite frequency resources, with steady progress in related technological innovations, accelerating the industrialization process of domestic commercial aerospace [1].