金吾财讯 | 商业航天概念股悉数走强，截至发稿，亚太卫星(01045)涨8.39%，金风科技(02208)涨4.84%，西锐(02507)涨3.22%，航天控股(00031)涨2.78%，中国技术集团(01725)涨2.04%。昨日，广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划(2024—2035年)》，提出到2035年，打造具有全球影响力的中国商业航天新一极。聚焦攻关可重复使用火箭技术，为中大型液体火箭研制提供坚实基础，未来将面向全国科研院所、企业和高校等开放共享。中信建投表示，当前我国大运力可回收火箭已迈入集中“突破期”，全链条政策支持体系亦同步成型，2026年企业完成IPO、火箭密集首飞、星座组网提速等催化因素将接踵而至。从估值逻辑来看，行业发展初期的估值与营收水平偏离具备合理性，资本市场的前瞻性定价机制正持续推动资源向这一战略性新兴产业集聚。展望未来，商业航天将逐步从概念炒作转向业绩兑现，围绕火箭制造、卫星组网、下游应用三大核心主线，全产业链有望迎来高质量发展的黄金窗口期。
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