商业航天迎规模商用拐点 基金经理看好赛道长期配置价值

智通财经
Jul 13
【商业航天迎规模商用拐点 基金经理看好赛道长期配置价值】7月10日12时15分,长征十号乙运载火箭在海南商业航天发射场首飞升空,成功将卫星送入预定轨道;一、二级分离约6分钟后一子级垂直返回,并在海上“领航者”号回收平台通过网系捕获方式成功回收,实现了我国首次运载火箭一子级可控回收,同时也是全球首次运载火箭海上网系回收。受这一重大突破利好刺激,7月10日午后,A股商业航天板块集体拉升,广发中证卫星产业ETF、富国中证卫星产业ETF等多只相关ETF盘中一度触及涨停,收盘涨幅均超8%。此次任务实现我国首次运载火箭一子级可控回收、全球首次运载火箭网系回收,我国也成为全球第二个掌握大运力可回收火箭技术的国家。多位基金经理向证券时报记者表示,可回收技术落地有望推动单位发射成本下降40%以上,卫星互联网组网的发射瓶颈迎来实质性缓解,商业航天正迎来由“技术验证”迈向“规模商用”的关键拐点,赛道具备长期配置价值。

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