商业航天司设立的消息此前已曝出。今年10月，国防科技工业局在发布的2026年度考试录用公务员公告 中提及"商业航天司航天监管岗"，被业内认为该机构正在进行人员招募。 "商业航天司的设立明确了清晰的对口主管部门，实现国内商业航天从多部门兼管到单独部门专管的跨 越，会在行业审批流程优化、资源统一调度等领域实现大幅改进。"方正证券在近日报告中称。 近年来，我国商业航天在政策牵引、技术突破与市场驱动下，以全产业链协同创新，完成了历史性的跨 越。国家航天局相关负责人介绍，当前我国商业航天企业数量超600家，在确保安全的前提下逐步释放 商业航天发展潜力。 11月25日，国家航天局发布《国家航天局推进商业航天高质量安全发展行动计划（2025—2027年）》 （以下简称《行动计划》），提出将商业航天纳入国家航天发展总体布局，营造公开透明、公平公正的 政策法规环境，推动资源配置优化和发展效率提升，推进航天供给侧结构性改革，完善产业生态，加快 形成航天新质生产力，实现航天发展效能整体提升，有力支撑航天强国建设。 在业内看来，《行动计划》的发布，意味着我国商业航天产业从自发探索阶段迈入国家政策引导阶段。 《行动计划》明确，到202 ...

Core Viewpoint - The establishment of the Commercial Space Administration marks a significant step in the regulation and development of China's commercial space industry, aiming for high-quality growth and improved oversight [1][2]. Group 1: Regulatory Developments - The National Space Administration has recently set up the Commercial Space Administration, indicating a dedicated regulatory body for the commercial space sector [1]. - The establishment of this agency is expected to streamline approval processes and optimize resource allocation within the industry [1]. - The release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" signifies a shift from self-exploration to policy-driven development in the commercial space sector [2][3]. Group 2: Action Plan Highlights - The Action Plan outlines 22 key measures aimed at enhancing innovation, resource utilization, industry growth, management services, and safety regulation [3]. - By 2027, the plan envisions a highly efficient and collaborative commercial space ecosystem, with significant growth in industry scale and innovation capabilities [3]. Group 3: Investment and Financial Mechanisms - The Action Plan proposes the establishment of a national commercial space development fund to encourage long-term and strategic investments from local governments, financial institutions, and private capital [4]. - The commercial space industry is expected to benefit from increased policy support, with a dual-driven model emerging from state-owned enterprises and private companies [4]. Group 4: Market Opportunities - Demand for satellite manufacturing, control, safety, and ground applications is projected to rise significantly, benefiting companies with technological capabilities and project execution skills [5]. - The capital market has opened up for quality commercial space enterprises, with several companies initiating IPO processes following the inclusion of commercial space firms in the Sci-Tech Innovation Board's listing standards [5].