港股异动 | 商业航天概念股高开 朱雀三号实现火箭陆地回收 商业航天有望进入产业化加速期

智通财经
Aug 19

智通财经APP获悉,商业航天概念普遍高开,截至发稿,钧达股份(02865)涨9.83%,报21港元;亚太卫星(01045)涨7.57%,报2.345港元;金风科技(02208)涨6.68%,报11.66港元;中国技术集团(01725)涨4.55%,报0.345港元。

消息面上,8月19日,朱雀三号遥二运载火箭在东风商业航天创新试验区发射升空,火箭一子级按预定程序成功着陆于甘肃省民勤县朱雀三号着陆场坪。值得一提的是,本次任务是继7月10日长征十号乙运载火箭一子级海上网系成功回收后,我国首次成功实施重复使用运载火箭一子级着陆腿方式陆地可控回收,标志着我国重复使用火箭技术取得重大突破。

中泰证券此前研报指出,朱雀三号若实现稳定回收复用,将推动我国商业火箭向高频次运营转变,成为支撑我国卫星互联网建设和太空基础设施发展的重要基础。随着可重复使用火箭技术技术持续突破,卫星互联网组网需求有望释放,商业航天有望进入产业化加速期。

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