商业航天板块走强 拓璞数控(07688)涨逾9% 机构指星舰试飞+SpaceX上市+国内可回收火箭测试三重催化

金吾财讯
Jun 01

金吾财讯 | 港股商业航天板块整体走强,截至发稿,拓璞数控(07688)涨9.12%,蓝思科技(06613)涨7.06%,西锐(02507)涨2.75%,中国技术集团(01725)涨2.20%,航天控股(00031)涨1.79%,亚太卫星(01045)涨1.74%,金风科技(02208)涨1.60%,中航科工(02357)涨1.28%。消息面上,华源证券研究指,SpaceX于美东时间5月20日正式向SEC递交S-1招股书,拟在纳斯达克以代码"SPCX"上市,6月4日启动路演、6月12日目标挂牌,预计募资750亿美元,对应估值1.75万亿至2万亿美元。招股书首度披露财务数据:2025年营收186.74亿美元,Connectivity板块贡献114亿美元、EBITDA利润率高达63%,用户数突破1030万。(2)北京时间5月23日星舰V3(第12次试飞)首飞成功,完成22颗模拟星链卫星部署。(3)国内产业端同步加速:5月27日蓝箭航天无锡生产基地正式投产,一期投资23亿元,是国内首个基于高强度不锈钢和智能化激光制造的火箭批量生产工厂,具备朱雀三号年发射20次的总装能力。该机构认为,星舰试飞+SpaceX上市+国内可回收火箭测试三重催化叠加,产业链配置思路或应从概念弹性转向订单、量产和降本兑现。此外,韬定律带来的算力散热压力也有望刺激太空算力的发展需求。

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