The concept of commercial aerospace stocks has exploded, and the industry's high prosperity is expected to remain elevated

On April 14th, A-share commercial aerospace concept stocks surged significantly, with multiple stocks hitting the daily limit. The industry's high prosperity is expected to continue. Changcheng Securities pointed out that under the dual drive of policies and industries, commercial aerospace is accelerating its development, with domestic rocket launch costs being optimized and gradually benchmarking against SpaceX. Huafu Securities believes that satellite constellation plans are being accelerated, and new technological changes are bringing investment opportunities. It is recommended to pay attention to satellite manufacturing companies with low-cost mass production capabilities and core component suppliers. Photovoltaic equipment manufacturers will also benefit from the advancement of the manned lunar project