商业航天板块集体上扬 金风科技(02208)涨5.9% 机构指国内卫星发射有望加速

金吾财讯
Apr 27

金吾财讯 | 商业航天板块集体上扬,金风科技(02208)涨5.90%,大陆航空科技控股(00232)涨5.85%,蓝思科技(06613)涨3.02%,钧达股份(02865)涨2.50%,中国技术集团(01725)涨1.54%,亚太卫星(01045)涨1.37%。国金证券表示,中国航天日集中发布多项航天成果与规划,明确“十五五”卫星互联网与火箭等重点工程方向。商业航天标准体系与公共试验平台启动,京沪等地加速卫星互联网及产业集聚布局。该机构认为,空天投资海外链逐渐进入订单真实落地阶段,建议优选全球龙头SpaceX相关供应商。同时,国内卫星发射有望加速,可回收火箭技术临点将至,建议优选国内空天行业相关核心厂商。

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