1月16日04时10分，谷神星一号海射型(遥七)运载火箭在山东日照近海海域完成发射任务，成功将天启 星座06组4颗卫星(37星至40星)送入高度850公里、倾角45°的近地轨道。这是2026年我国商业航天领域 的首次发射，也是谷神星一号海射型系列火箭的第7次为"天启星座"发射组网卫星。 近年来，商业航天领域备受资本市场青睐。星河动力2019年完成1亿元"天使+"轮融资，2020年完成2亿 元A轮融资；随着谷神星一号发射任务的持续落地，融资规模进一步放大，2025年9月完成24亿元D轮融 资，刷新国内民营火箭企业单笔融资金额纪录，投后估值达150亿元—160亿元，较早期估值增长30倍以 上，投资方包括南京市创投集团、四川产业基金、交银投资等知名机构，所募资金主要用于可回收液体 火箭研发、生产基地扩建及发射能力提升。 据了解，本次发射任务采用"一箭四星"的发射方式，所搭载的天启星座卫星由国电高科研制，主要用于 补充完善低轨物联网通信星座的服务能力。作为我国首个低轨物联网通信星座，"天启星座"已完成一期 全球组网，此次新增卫星将推动其进入规模化应用新阶段，服务覆盖林业、农业、应急、智慧城市等多 个行业数字化场景，并 ...

Core Insights - The successful launch of the Zhuque-2 rocket marks a significant milestone for Blue Arrow Aerospace and highlights the rapid development and maturation of China's commercial space industry [1][4] - The growth of China's commercial space sector is driven by a combination of government policy support, market demand, and technological innovation, indicating a strong upward trajectory [2][8] Industry Development - China's commercial space industry is seen as a key driver for high-quality economic development and technological advancement, with policies encouraging private investment in space infrastructure since 2014 [2][8] - The market demand for satellite internet, earth observation, and other emerging applications is surging, leading to explosive growth in the need for cost-effective and reliable commercial launch services [2][3] Market Potential - The global space economy is projected to exceed $1 trillion by 2030, with significant demand for low Earth orbit communication satellites driving the need for launch vehicles [3] - China's commercial space industry is expected to grow from a value of 1 trillion yuan in 2020 to approximately 2.3 trillion yuan by 2024, with a compound annual growth rate of 22.9% [3] Company Achievements - Blue Arrow Aerospace has established itself as a leader in commercial launch services, successfully completing multiple launches and enhancing its rocket technology, including the Zhuque-2's improved thrust and payload compatibility [5][9] - The number of commercial space companies in China has surpassed 500, covering the entire industry chain from rocket launch to satellite manufacturing [6] Investment Landscape - Investment in China's commercial space sector reached 18.1 billion yuan in 2024, with significant funding directed towards satellite internet and rocket launch services [7] - The emergence of unicorn companies in the sector reflects the growing confidence of investors in the long-term value of commercial space ventures [7][9] Future Outlook - The successful operation of the Zhuque-2 rocket and plans for the Zhuque-3, which aims to achieve reusable rocket technology, position Blue Arrow Aerospace as a potential leader in the global space market [9] - The commercial space industry in China is entering a phase of positive feedback loops driven by policy support, technological breakthroughs, and financial collaboration, suggesting a bright future for the sector [9]