（原标题：引力一号实现第二次海上发射，中国星链冲刺提速） 21世纪经济报道记者 彭新 东方空间总经理彭昊旻此前接受媒体采访时提及，比起目前国内主流火箭，引力一号发射成本已降低 30-40%。东方空间还称，作为目前投入运营的运力最大的火箭，引力一号率先满足我国规模化低轨星 座组网发射需求。 目前，我国低轨星座组网已进入密集部署窗口期。2024年中国完成68次轨道发射。进入2025年，根据泰 伯智库发布的2025年上半年中国商业航天产业进展数据年报，截至今年6月，我国完成35次火箭发射任 务，在下半年，卫星组网频率进一步加快。但与低轨星座批量上天的节奏相比，运力与组织仍需扩容与 提效，呈现"星多箭少"供需现状。 值得一提的是，东方空间正在加速研制"引力二号"大型液氧煤油火箭，目前已完成方案设计。相比"引 力一号"，"引力二号"具有运载能力大、性价比高等特点，其运载能力进一步提高至15吨（500千米太阳 同步轨道），可携带30颗500公斤重的卫星上天，同时将成本进一步降低。 其中，支撑"引力二号"的"原力-110"百吨级液氧煤油发动机，海平面推力达110吨，是当前中国商业航 天领域推力最大的液体火箭发动机，也是"引 ...

2025年10月11日，黄海之滨，烟台海阳。 发射前一日，这里已弥漫着航天气息。滨海中路的酒店客房早早客满，"大多数客人都是为观看火箭发 射而来。"一位前台工作人员表示。距离酒店不远的海面上，"东方航天港号"发射船已就位，静待次日 的重要时刻。 烟波浩渺，一色海天。连理岛和万米金滩上，所有人的目光都聚焦于不远处那艘伫立在海天之间的发射 船。船上，"引力一号（遥二）·海澜之家（600398）号"运载火箭如同白色的巨塔，静待一声令下。 "5，4，3，2，1，点火！" 上午10时20分，橘红色的火焰磅礴喷发，推动火箭拔地而起。紧接着巨大的轰鸣声撕裂长空的寂静，伴 随火箭冲向云霄。10分钟后，载荷顺利入轨的消息传来，指挥中心和观礼现场爆发出热烈的掌声。 这10分钟，是"引力一号"又一次成功的飞行。 这10分钟，对于山东而言，更是发起全面建设商业航天产业大省的冲锋号角。 同日，山东省商业航天产业创新发展会议在海阳举行，这是山东首次在省级层面召开商业航天会议，全 方位展示了山东发展商业航天的雄心与蓝图。 6公里半径内搞定火箭发射全流程 海阳，这座曾以"地雷战"和"亚沙会"闻名的滨海小城，如今正以"东方航天港"的崭新名片丰 ...

东方空间研制的首型火箭"引力一号"经过3年的高效研制，于2024年1月11日从东方航天港登船，在烟台 海阳海上首飞成功。首飞后成为全球最大固体运载火箭、国内民商最大火箭。 "我们在火箭研制过程中，进行了许多尝试和创新。"彭昊旻说，在"引力"系列火箭设计之初，将箭体结 构模块化——统一了火箭芯级与助推器的直径、将固体助推器与芯级发动机的接口标准化，这种标准化 设计，可以支持生产环节中集中备料和快速批量化制造，也可以根据未来任务需求灵活调节配置，像火 箭像积木一样，大大提升了"引力"系列火箭生产效率；研发的充气式防护罩（又称"气膜火箭防护罩"） 是火箭发射保障体系中的一项创新技术。这项技术类似于"充气城堡"，相当于给火箭穿上了"羽绒服"， 替换掉了传统的火箭金属防护服，通过技术创新降低了成本；"引力一号"在"东方航天港"5公里内完成 总装、测试、发射全流程，通过地理集中化与流程集约化，"前店后厂"的发射模式彻底重塑了传统火箭 发射流程，是一项重大模式创新。相比传统陆上发射场，效率提升显著，最高可实现"一周一箭"的发射 频率。 彭昊旻透露，目前，东方空间的第二型"引力二号"大型可回收液氧煤油火箭正在进行方案设计，预 ...

Group 1 - The A-share market indices continued to rise, with significant gains in the communication, electronics, and power equipment sectors, while the defense and military industry saw a rebound after a low opening [1] - The Aerospace ETF (159227) turned positive with a 0.27% increase, achieving a trading volume of 56.69 million yuan, making it the top ETF in its category [1] - The Aerospace ETF has seen a net inflow of 16.43 million yuan on July 7, marking eight consecutive days of net inflows, totaling 191 million yuan [1] Group 2 - The Aerospace ETF tracks the National Aerospace Index, with a high weight of 98.2% in the defense and military sector, making it the purest military ETF in the market [2] - The National Aerospace Index has shown higher elasticity compared to other indices, supported by multiple factors driving the aerospace industry [2] - The military industry is expected to see a new wave of order releases due to the intersection of the five-year plan and enhanced global competitiveness, with China's weaponry gaining strong competitiveness in international arms trade [2]

Core Viewpoint - The commercial aerospace sector in China is experiencing significant growth driven by policy support and technological advancements, with a notable increase in market activity and investment opportunities [1][4]. Group 1: Market Activity - The "Lijian No. 2" rocket developed by China Aerospace Technology Co., Ltd. is set for its maiden flight in September 2023, marking a key milestone in commercial space endeavors [1]. - Commercial aerospace stocks have shown strong performance, with several companies reaching their daily price limits and others experiencing gains exceeding 9% [1]. - Since June 2023, there has been a surge in interest in commercial aerospace, with 32 companies related to this sector undergoing institutional research in the past month [1]. Group 2: Technological Developments - The "Lijian No. 2" rocket will play a crucial role in launching the initial test flight of the cargo spacecraft for the manned space station, with components designed for reusability to significantly reduce costs [2]. - Recent technological breakthroughs in the commercial rocket sector include successful flight recovery tests and advancements in reusable rocket systems, enhancing launch efficiency and cost-effectiveness [2][3]. - The transition from single-use to reusable launch systems is expected to optimize costs and improve operational efficiency in the commercial rocket industry [2]. Group 3: Market Size and Growth - The commercial aerospace market in China is projected to grow from a value of 1 trillion yuan in 2020 to approximately 2.3 trillion yuan by 2024, reflecting a compound annual growth rate of 22.9% [4]. - By 2025, the market value is expected to reach 2.8 trillion yuan, indicating robust growth potential in the sector [4]. Group 4: Company Developments - Companies in the aerospace supply chain are increasingly focusing on commercial rockets, with various firms reporting progress in their aerospace-related projects [5][6]. - Specific companies, such as Weihai Guangwei Composite Materials Co., Ltd. and Hunan Feiwo New Energy Technology Co., Ltd., have successfully integrated their products into the commercial rocket sector [6][7]. - Strategic partnerships are being formed between companies to enhance capabilities in rocket structure, storage products, and recovery facilities [7]. Group 5: Investment Opportunities - Industry experts emphasize the need for companies to seize opportunities in the commercial aerospace sector by innovating and overcoming technical challenges related to reusability and efficient engines [8].

Group 1 - The China Defense Index (399973) has decreased by 2.39% as of June 10, 2025, with leading declines from companies such as Zhongke Xingtou (688568) and others [1] - The Defense ETF (512670) has a latest price of 0.71 yuan, with a trading volume of 2.33 billion yuan and a turnover rate of 4.52% [1] - The Defense ETF has reached a new high in scale at 5.254 billion yuan, with net inflows totaling 494 million yuan over the last five trading days [1] Group 2 - According to GF Securities, China's commercial aerospace sector is experiencing a dual inflection point of "technological breakthroughs" and "scale explosion," with the market expected to exceed 2.5 trillion yuan this year [2] - The upcoming launches of new commercial rocket models and the ongoing development of China's "Starlink" plan, including the Qianfan Constellation, are set to accelerate the low-orbit satellite launch process [2] - The Defense ETF closely tracks the China Defense Index, which includes listed companies under the top ten military groups and those providing equipment to the armed forces [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the China Defense Index account for 44.58% of the index, with companies like AVIC Shenyang Aircraft Company (600760) and AVIC Optoelectronics (002179) among the leaders [3]