Recently, the commercial aerospace sector has been very active. Domestic applications for 200,000 new satellites have directly triggered the entire industry chain.

From upstream manufacturing to application endpoints, dozens of A-share listed companies have responded collectively. Companies like Galaxy Electronic, Luxin Venture Capital, and Goldwind Technology, which hold stakes in LandSpace, have all experienced share price increases, with Luxin Venture Capital and Goldwind Technology even hitting the daily limit; China First Heavy Industries, as a hardware supplier for commercial aerospace, has also followed the trend; Hangxiao Steel Structure won the bid for the Arrow Yuan rocket project, and Juli Sling has continuously hit the daily limit with its commercial aerospace concept.

The satellite communication sector remains hot. Companies such as Oriental Communication, 3D Communication, Dahua Intelligent, and XinKe Mobile are following closely; China Satcom even hit the daily limit due to the space computing concept; rumors that Rising Group supplies SpaceX also drew market attention.

The supporting deep supply chain cannot be ignored. Aerospace Electronics hit the daily limit due to capital increase in the aerospace rocket project; Aerospace Mechanical and Electrical, China Great Wall, and Tianao Electronics, which have commercial aerospace concepts, are also beginning to catch up; participants in niche tracks like Satellite Energy and Space Photovoltaics (perovskite materials), such as Jinjing Technology and Guosheng Technology, although with modest gains, are also following the trend; insulation material suppliers Luyang Energy-saving and Zhonggang Luonai have gained attention due to the high material requirements of commercial aerospace.

There is also a group of companies involved in satellite internet and navigation. Megatech Intelligence is participating in satellite internet construction; Tianyin Electromechanical and Ligong Navigation are involved in high-orbit satellite networks like Qianfan constellation; satellite communication equipment providers such as Higer Communications and Shenglu Communications have also attracted market interest; emerging applications like satellite direct connection and inter-satellite laser communication have also drawn participation from companies like Dongxin Peace and FiberHome Technologies.

From manufacturing processes to chip applications, the entire industry chain has been activated. Companies like Dianke Chip, Zhongke Xingtu, Xinghuan Technology, Zhongtai Shares, Borun Tech (3D printing materials), and Shengyang Technology, due to their relevance to commercial aerospace, have also received funding attention.

Statistics show that 55 listed companies involved in concepts such as commercial aerospace, satellite communication, and space computing have participated, with a total market value of 152.8 billion yuan. This collective movement of the industry chain not only reflects policy support for commercial aerospace but also indicates the market’s optimistic outlook for this sector’s long-term prospects.