CITIC Securities research indicates that during the "15th Five-Year Plan" period, the commercial aerospace sector is poised for significant growth as new communication networks integrate space, air, land, and sea. The development of reusable rockets like the Long March 10 is expected to drastically reduce launch costs, with a peak in low-orbit satellite constellation deployment anticipated between 2028 and 2030. Manufacturing and infrastructure development are projected to require over 1.7 trillion yuan in investment, with the industry's focus shifting from manufacturing and launch to terminal operations and services post-constellation deployment, particularly in areas like direct-to-mobile satellite communication. AI
IMPACT Potential for new communication infrastructure to support AI applications.
RANK_REASON Research report analysis of future industry trends and investment opportunities.
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