---
title: "Galaxy Securities: The commercial aerospace industry is entering a golden era of dual efforts from both the demand and supply sides"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/273297551.md"
description: "Galaxy Securities research report points out that the commercial aerospace industry is entering a golden era of dual development in demand and supply. Private rocket companies are rapidly rising, and the industry chain is transitioning from national aerospace to commercial aerospace, suggesting attention to structural component suppliers. At the same time, the infrastructure construction of low Earth orbit satellites is concentrated in the space segment and ground segment. In the short term, attention should be paid to the satellite manufacturing sector, as the upstream and midstream subsystems and materials will benefit first from supporting satellite mass production"
datetime: "2026-01-22T00:32:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/273297551.md)
  - [en](https://longbridge.com/en/news/273297551.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/273297551.md)
generator: "portal-rs"
---

# Galaxy Securities: The commercial aerospace industry is entering a golden era of dual efforts from both the demand and supply sides

36Kr learned that Galaxy Securities pointed out that the commercial aerospace industry is thriving and is entering a golden era of dual efforts from both the demand and supply sides. 1. Satellite Launch: Private rocket companies are developing rapidly, and the industry chain is in the transition phase from national aerospace to commercial aerospace. It is recommended to pay attention to structural component suppliers. 2. Satellite Manufacturing: Currently, low Earth orbit satellites are mainly focused on the construction of space segment and ground segment infrastructure, with a short-term focus on the satellite manufacturing field. The upstream and midstream subsystems and materials are expected to benefit first as they directly support satellite mass production

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**