金吾财讯 | 中国银河证券表示，全球首次运载火箭网系回收，我国重复火箭技术突破，打开商业成长空间。我国成为全球第二个掌握大运力可回收火箭技术的国家，海上网系回收为全球首创技术路线。与SpaceX猎鹰9号采用着陆腿垂直回收的方案不同，长征十号乙的一子级取消沉重的着陆腿，通过柔性捕获替代硬着陆。此方案可为一子级减重数百吨，提升数百公斤入轨载荷冗余，加快重复使用火箭技术的迭代升级。火箭发射的单位发射成本有望逐步降低，并直接服务于“千帆星座”等国家低轨卫星星座的降本增效组网。伴随火箭运力&成本关键卡点突破，移动网络建设+卫星增强覆盖强度有望提升，低空导航服务水平持续加强，信息类基础设施标准，面向城市治理、物流运输、文旅等领域形成一批典型低空应用场景打开商业成长空间。
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