Shenzhen Tide TechFlow News, July 18, CSC Financial Research Report indicates that from an industrial progress perspective, China’s reusable rockets have completed a key leap from concept to engineering, which will bring profound supply-side changes to industries such as low-orbit satellite internet. With future routine rocket recovery, the deployment pace of large constellations like China’s Starnet GW and Yuanxin Qianfan Constellation is expected to accelerate significantly, while construction cost pressures are expected to be greatly reduced. Commercial aerospace catalysts are dense, and as market risk appetite recovers, the performance of the commercial aerospace sector is expected to be positive. In the satellite segment, focus on payload structure, antennas and supporting components, laser communication terminals and supporting components, solar wings and energy systems. In the rocket segment, focus on engines and their 3D printing, rocket body structural parts. In the ground equipment segment, focus on civilian terminals and direct mobile connectivity. In the operation service segment, focus on companies with scarce qualifications. (Jin Shi)
