Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a rebound, with significant gains in related industries such as military electronics, satellite navigation, and aircraft engines. Notable stocks like China Satellite (600118) and Aerospace Engineering (603698) saw substantial increases, with 17 out of 18 aerospace-related stocks rising [1][2] - Recent events in the commercial aerospace field include the successful launch of the Long March 12 rocket and the completion of the IPO counseling for Blue Arrow Aerospace, a leading private aerospace company in China [5][6][7] Group 2: Power Equipment Sector - The power equipment sector saw a significant rise, with stocks like Megmeet (002851) reaching historical highs and a market capitalization of 51.87 billion [1][9] - The demand for power equipment is driven by the growth of data centers, which are becoming critical infrastructure for AI development. The global data center installation capacity is expected to exceed 100 GW by 2025, with a projected growth rate of 21% to 15% from 2024 to 2030 [11][12]

Core Viewpoint - Blue Arrow Aerospace has completed its IPO counseling work, marking a significant step towards its listing and representing a milestone for the private aerospace sector in China [1] Company Summary - Blue Arrow Aerospace was established in 2015 and is one of the leading private aerospace companies in China, focusing on the research and operation of medium to large launch vehicles using liquid oxygen and methane propellants [1] - The company initiated its counseling filing with the Beijing Securities Regulatory Bureau on July 29 of this year, with China International Capital Corporation (CICC) serving as the counseling institution [1] Industry Summary - The completion of Blue Arrow Aerospace's counseling signifies a critical advancement in its goal to go public, which not only represents a milestone for the company but also provides a new model for the capitalization and commercialization exploration of the domestic private aerospace industry [1] - This development is expected to further promote the involvement and breakthroughs of private enterprises in the commercial aerospace sector in China [1]