12月9日6时11分，长征六号改运载火箭在太原卫星发射中心点火起飞，随后将卫星互联网低轨15组卫星 送入预定轨道，发射任务取得圆满成功。这次发射已是长征系列运载火箭的第613次发射。 近年来，我国商业航天发展（000547）全面提速。中关村物联网产业联盟副秘书长袁帅在接受《证券日 报》记者采访时表示："得益于政策的大力支持和产业生态的发展，近年来我国商业航天发展全面提 速。随着技术进步和市场需求增长，明年火箭'每月多发'的高频发射有望常态化。" 产业发展迈向新阶段 中信建投（601066）证券股份有限公司发布的研报显示："回顾2025年，我国商业航天进入规模化部署 阶段。低轨卫星互联网进入密集组网期；民营火箭企业切入市场，提供低成本运力；工业和信息化部向 三大运营商发放卫星通信业务许可，推动终端直连卫星技术向消费级市场渗透。随着我国首个商业可复 用火箭朱雀三号成功首飞入轨，2026年起有望进入常态化高频发射新阶段。" 上下游企业协同发力 当前，我国商业航天企业数量超600家。在产业链上下游，A股上市公司在卫星制造、火箭发射、地面 设备、数据应用等环节协同发力，共同推动我国商业航天发展。 陕西华达科技（6033 ...

Group 1: Company Performance - Jiangxi Lianchuang Optoelectronics reported a revenue of 1.648 billion yuan for the first half of the year, representing a year-on-year increase of 6.51% [1] - The company's net profit attributable to shareholders was 263 million yuan, up 15.18% year-on-year, while the net profit after deducting non-recurring gains and losses was 237 million yuan, reflecting a growth of 14.01% [1] - The company has successfully entered the emerging field of high-temperature superconducting electromagnetic catapults, attracting significant market attention [1] Group 2: Technological Advancements - The company plans to establish a joint venture for commercial aerospace operations, focusing on electromagnetic launch technology, which utilizes electromagnetic thrust for high-speed acceleration [2] - High-temperature superconducting technology is a key component of electromagnetic catapults, offering advantages such as increased launch efficiency, reduced costs, and improved launch window utilization [2] - The technology aims to significantly lower manufacturing costs by minimizing the need for first-stage rockets and associated components [2] Group 3: Industry Context - The city of Ziyang in Sichuan Province is prioritizing the development of commercial aerospace, having previously established a solid rocket development base that has successfully launched three rockets [3] - The joint venture's electromagnetic launch project is expected to integrate well with local market resources, contributing to a comprehensive commercial aerospace ecosystem [3] - There is a significant shortfall in China's commercial rocket capacity, with projected demand reaching 7,353 tons from 2025 to 2030, while current capacity is below 250 tons [4] Group 4: Future Prospects - The joint venture aims to enhance launch capabilities and reduce costs, promoting a low-cost, frequent launch model for aerospace operations [5] - The high-temperature superconducting technology is anticipated to experience substantial growth during the 14th Five-Year Plan period, with applications expanding into areas such as controlled nuclear fusion [5] - The "Spark No. 1" project has transitioned from planning to operational phases, with environmental assessments and approvals underway [5]