--- title: "The concept of commercial aerospace stocks has exploded, and the industry's high prosperity is expected to remain elevated" type: "News" locale: "en" url: "https://longbridge.com/en/news/282783849.md" description: "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" datetime: "2026-04-15T02:13:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282783849.md) - [en](https://longbridge.com/en/news/282783849.md) - [zh-HK](https://longbridge.com/zh-HK/news/282783849.md) --- # The concept of commercial aerospace stocks has exploded, and the industry's high prosperity is expected to remain elevated \[Global Network Finance Comprehensive Report\] On April 14, A-share commercial aerospace concept stocks surged significantly, with multiple stocks hitting the daily limit. Among them, Hitec High-tech, Boyun New Materials, Western Materials, and Aerospace Changfeng all hit the limit, while Chunhui Zhikong, Changguang Huaxin, Aerospace Huanyu, Xinke Mobile, Kexiang Co., Ltd., Zhenyou Technology, Shuangfei Group, and Zhenlei Technology all rose by more than 10%. Institutions believe that commercial aerospace benefits from the continuous catalysis of domestic and foreign capital and industries, and the industry's high prosperity is expected to remain high. Changcheng Securities believes that commercial aerospace is further accelerating under the dual drive of policies and industries, and with the continuous optimization of costs at China's rocket launch sites, it is expected to gradually benchmark against the overseas SpaceX progress. The construction of domestic mainstream constellations is steadily advancing, while the IPO of private rockets and constellation construction in the industrial sector is accelerating. There is a continued optimistic outlook for the subsequent acceleration of domestic breakthroughs in commercial aerospace, which will bring investment opportunities in various downstream links and space computing power. Huafu Securities predicts that with the accelerated advancement of China's satellite constellation plan, new technological changes are quietly arriving. Multiple industrial directions such as flexible solar wings, flexible gallium arsenide battery sheets, perovskite batteries, laser communication, and low-cost commercial satellites have all entered a rapid development stage. New suppliers in the industrial chain are gradually emerging. Guotai Haitong suggests paying attention to satellite manufacturing companies with large-scale low-cost mass production capabilities, as well as core component suppliers such as phased array antennas, satellite laser communication terminals, and Hall thrusters. In the space photovoltaic sector, with the continuous advancement of the manned lunar project, photovoltaic technology, as an important energy supply method in space scenarios, is expected to gain more application opportunities in the construction of orbital data centers, and related photovoltaic equipment manufacturers will continue to benefit. 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