TechFlow news, according to TechFlow Research, Morgan Stanley's July 10 report indicated that China's Long March 10B rocket completed its first orbital flight and successfully achieved sea recovery, becoming the third entity globally to master orbital-level rocket recovery technology, with the technical path now cleared. The Long March 10B is the reusable single-core version of the Long March 10 family, with a payload capacity of about 16 tons in reusable configuration. US Space Force officials estimated at the beginning of the year that China would need about 3.5 years to master rocket reuse technology, and this debut may accelerate this timeline.
In 2025, China completed 90 orbital launches, second only to SpaceX's 165 launches, with reusable rockets under development by commercial companies such as LandSpace expected to be put into operation successively from 2026 to 2027. China plans LEO satellite constellations of 12,992 Guowang, 15,000 Qianfan, and 10,000 Honghu satellites, orbital computing has been written into the 15th Five-Year Plan, and the 2,800 "Star Computing" orbital supercomputing network has been launched. Morgan Stanley believes China is SpaceX's biggest long-term competitive threat.
