智通财经APP获悉，商业航天概念多数走高，截至发稿，中国技术集团(01725)涨8.96%，报0.73港元；亚太卫星(01045)涨7.37%，报3.64港元；钧达股份(02865)涨5.84%，报32.6港元。
消息面上，近期商业航天领域催化频频，2026年中国航天大会将于4月23日—26日在成都市举办。中国航天大会是由中国宇航学会和中国航天基金会联合主办的中国航天具有广泛影响力的综合性行业盛会。此外，4月28日长10将网系回收，市场预期本次回收准备工作非常充分且可能有重大进展。值得一提的是，科技巨头亚马逊此前宣布，将以108亿美元收购卫星运营商Globalstar，引发关注。
长城证券认为，当前商业航天在政策端以及产业端双轮驱动下进一步提速，伴随我国火箭端发射场端成本端的持续优化有望逐步对标海外SpaceX进度，国内主流星座建设稳步推进，同时产业端民营火箭及星座建设IPO加速推进，持续看好后续商业航天国产化加速突破，并带来下游各环节及太空算力等环节投资机会。
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