金吾财讯 | 商业航天板块发力，钧达股份(02865)涨3.39%，航天控股(00031)涨3.23%，西锐(02507)涨2.81%，金风科技(02208)涨2.47%，中航科工(02357)涨1.73%，中国技术集团(01725)涨1.37%。消息面上，政府工作报告提出，实施产业创新工程，打造航空航天等新兴支柱产业，加快发展卫星互联网。我国正锚定科技自立自强，加快航天强国建设，将商业航天纳入国家总体布局，强化政策赋能与行业监管，细化扶持政策、开放科研项目，引导民间资本参与，提速卫星互联网星座、商业发射场等基础设施建设，打造通信、导航等领域示范应用场景，搭建开放平台，降低应用门槛，激活市场动能，以企业为牵引强链补链，依托一带一路推动产业链出海，构建全链条出海格局，提升我国商业航天全球竞争力与话语权，赋能国家经济建设。国家航天局设立商业航天司，推出推进商业航天高质量安全发展行动计划，提出建立商业航天活动强制保险制度。进入2026年，我国低轨卫星互联网建设将进入发射高峰期，可复用火箭密集发射与探索推动商业火箭产业快速扩张。
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