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中信建投:商業航天加速落地,政策企業雙端推進
格隆匯 07-26 09:15

中信建投研報指出,衞星互聯網可實現全球覆蓋,是星地融合網絡的重要組成部分,軍民領域應用前景光明,市場空間廣闊。近日,武漢市發佈《商業航天突破性發展若干措施》,北京火箭大街啟動建設,打造全國首個商業航天共性科研生產基地,政策端持續加碼。中國移動研究院成立星地融合技術研究所,聚焦我國衞星互聯網產業發展。長征十二號運載火箭在海南商業航天發射場起豎,我國火箭發射效率再提升。高分十一號05星發射成功,國家航天任務有序推進。美國NASA宣佈取消“毒蛇”(VIPER)月球車項目,重返月球的“阿耳忒彌斯”計劃困難重重。建議關注先行的產業鏈中上游。

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