Commercial space travel enters a period of rapid development, and these high-growth concept stocks are available

Zhitong
2025.08.13 03:49

Commercial aerospace has entered a period of rapid development. According to estimates by Founder Securities, the GW constellation will achieve the "Hundred Arrows and Thousand Stars" plan by 2028, and will complete nearly 2,500 satellite launches in 2035, significantly increasing the demand for rocket launches. According to statistics from Securities Times·Data Treasure, there are more than 60 concept stocks related to commercial aerospace in the A-share market. Since the beginning of this year, the average increase of commercial aerospace concept stocks has been nearly 35%, significantly outperforming the Shanghai Composite Index during the same period. Five stocks have accumulated gains of over 100%, namely Aerospace Nanhu, LS BEARINGS, IM Motors, ChenXi Aviation, and FEILIHUA. From a growth perspective, according to consensus forecasts from institutions, the net profit growth rates of individual stocks such as *ST Chengchang, Zongshen Power, and SACO are expected to exceed 20% this year, next year, and in 2027, with *ST Chengchang, FEILIHUA, and Shanghai Hanxun all expected to have net profit growth rates exceeding 30% over three years