21世纪经济报道记者黄子潇深圳报道 商业航天无疑是岁末年初的资本市场焦点。 自去年11月24日行情启动后，商业航天指数仅用不到20天便创下了62.08%的最高涨幅。尽管近期出现回调，但截至1月30日，仍有约40%的区 间涨幅。期间，数十只板块个股收获股价翻倍，其不乏航天电子、中国卫星等千亿巨头。 二级市场的火热，也让一级市场对商业航天的关注度持续抬升。有一级市场投资人记者谈及了二级市场的过热，以及近日一条"不可回收火箭 误传为不可回收"的信息乌龙，表示不希望概念炒作扰乱行业发展节奏。 在现场，深圳市方舟空天基金总经理助理杨帆向记者表示，在投资方向上，该基金重点围绕将我国发展商业航天的主要瓶颈展开，即围绕火箭 构建、通用运力、卫星研制、核心载荷等打造标准制造，并围绕星座运营打造的普遍服务进行投资。对于何时进行首投，他向21世纪经济报道 记者透露，方舟已经开始布局相关企业，目前正在进行具体项目的交割工作。 近年来，多家商业航天重点企业入驻罗湖。 总部位于北京的苍宇天基，去年11月在深圳成立全资子公司。深圳公司最初定位为海外运营中心、5G通信技术研发中心、即时遥感创新研究 中心。 苍宇天基深圳公司总经理沈世军在回答 ...

Core Insights - The "Huan Tian Constellation" Phase I Phase II network satellites "Dongpo Eye" and "Jinjiang Xingyuan" were launched from the China Western Satellite Industry Park in Meishan on October 16, 2023 [1][3] - The SAR satellites are designed for all-weather, all-time operation, capable of penetrating clouds and darkness to capture millimeter-level ground deformation [3] - The launch of these satellites marks a transition from single optical observation to a multi-dimensional perception phase combining optical and radar capabilities [3][5] Industry Development - Meishan Tianfu New District has prioritized the satellite application industry as part of its "1+4" future industry strategy, establishing a "sky-ground integrated" industrial ecosystem [5] - The region has successfully launched 10 satellites under the "Huan Tian Constellation" and formed the largest commercial remote sensing satellite consortium in the country [5] - The collaboration between Tianfu New District Meishan Xingchan Investment Holding Group and Huan Tian Zhihui, as well as between Xingyuan Space (Chengdu) and Huan Tian Zhihui, aims to boost the satellite industry and support the goal of a "billion-level industry scale" in the "Meishan Satellite Industry Development Plan (2024-2030)" [3][5] Future Outlook - The Meishan Tianfu New District plans to focus on commercial aerospace, low-altitude economy, and artificial intelligence, optimizing talent policies and enhancing innovation financial services [5] - The district aims to strengthen industrial support and attract projects to form an industrial cluster, promoting more "Meishan-made" technological innovations to reach national and global markets [5]