中信证券:关注2026-2027年民营商业航天企业的IPO进程

智通财经
Jul 13
【中信证券:关注2026-2027年民营商业航天企业的IPO进程】中信证券研报表示,7月10日,长征十号乙运载火箭首飞成功,完成全球首次火箭一子级海上网系可控回收,是我国商业航天产业化发展的关键里程碑。本次可回收发射任务的成功,有望推动我国卫星发射成本大幅下降,进而加速卫星组网进程,由此带来的资本开支料将催生巨大投资机会。后续需重点聚焦民营可回收商业火箭领域,建议关注可回收商业火箭企业的回收技术验证、卫星制造产能扩建的规模化落地进度,同时建议关注2026-2027年民营商业航天企业的IPO进程。

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