The number of commercial aerospace companies in our country exceeds 600, with concept stocks showing partial fluctuations; Aerospace Electronics hits the daily limit.

(Source: Caixin)

          According to estimates from the 2026 CCID Forum, the scale of China's core commercial space industry will increase to 1.01 trillion yuan in 2025, a year-on-year growth of nearly 7%.            

On April 7th, there was a partial market fluctuation in the afternoon of commercial space, with Aerospace Electric (002025.SZ) hitting the daily limit, Chuangxin Technology (300542.SZ) rising over 13%, Tongguang Cable (300265.SZ), Yiyaton (002183.SZ), Silicene Technology (300019.SZ), Heshun Electric (300141.SZ), Jinbaize (301041.SZ), Xinhecheng (002001.SZ), AVIC Optoelectronics (002179.SZ), and others following the upward trend.

On the news front, according to Xinhua News Agency, from the 2026 CCID Forum, it is estimated that the scale of China’s core commercial space industry will grow to 1.01 trillion yuan in 2025, an increase of nearly 7% year-on-year; by the end of 2025, the number of commercial space enterprises in China has exceeded 600, a year-on-year increase of over 20%. The number of commercial launches and commercial satellites in orbit is growing rapidly. In 2025, China will conduct a total of 50 commercial space launches, accounting for 54% of the country’s total launches; 311 commercial satellites will be in orbit, accounting for 84% of China’s total satellites in orbit. According to a report from the Commercial Space Research Center of the China Electronic Information Industry Development Institute, during the “14th Five-Year Plan” period, the compound growth rate of China’s core commercial space industry is expected to reach about 11%, maintaining a rapid development trend.

Additionally, Yu Guobin, Deputy Director of the Commercial Space Department of the National Defense Science and Technology Industry Bureau, stated at the 2026 Space Computing Power Industry Conference that it is necessary to deeply understand the strategic significance of developing space computing power. He said that developing space computing power is a strategic choice to break through ground computing bottlenecks, ensure the sustainable development of the digital economy, and is also a core means to seize space and air strategic resources and enhance the country’s space and air discourse power.

CITIC Securities recently pointed out in a research report that commercial space is entering the “fast lane.” From an investment perspective, the most promising directions currently are space computing power and recoverable rockets, while low Earth orbit communication satellite constellations are the segments with the most fundamental logic and order support at present.

Haitong International noted that the commercial space sector is expected to resonate domestically and internationally. The US rocket industry chain is well integrated, has achieved a commercial closed loop, and has clear competitive advantages, making it the best investment target; Chinese rocket leaders are still not listed, with targets mainly in the supply chain, and those benefiting most with high certainty are preferred targets.