TechFlow news, July 18, a research report from China Securities stated that in terms of industry progress, China's reusable rockets have completed the key leap from concept to engineering, which will bring deep supply-side reforms to industries such as low-orbit satellite internet. In the future, with routine rocket recovery, the deployment pace of large constellations such as China SatNet GW and Yuanxin Qianfan constellation is expected to accelerate rapidly, and construction cost pressure is expected to be significantly reduced. Commercial aerospace catalysts are frequent. With the recovery of market risk appetite, we are bullish on the subsequent performance of the commercial aerospace sector. For the satellite segment, focus on payload integration, antennas and supporting facilities, laser communication terminals and supporting facilities, and solar arrays and energy systems. For the rocket segment, focus on engines and their 3D printing, and rocket body structural components. For the ground equipment segment, focus on civil terminals and direct-to-cell connectivity. For the operation service segment, focus on companies with scarce qualifications. (Jin10)
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