According to the Guojin Securities Research Report, orbital resources for low-orbit satellites are becoming increasingly tight due to the International Telecommunication Union's “first come, first served” rule, and constellations such as China Star Network and G60 have planned nearly 30,000 satellites, and the launch is very urgent. Cost is a core factor limiting rocket launch efficiency, and recyclable technology is the only way to reduce domestic commercial space costs. 2026 is expected to be the first year of recyclable commercial rockets. The national team resonates with private enterprises. The Long March 12A, Suzake-3, etc. will try to recycle. The core value of the rocket focuses on the engine and arrow structure. 3D printing technology adapts to complex engine structures and can reduce costs and increase efficiency. Domestic companies such as Blue Arrow Aerospace have actively applied it. The investment proposal focuses on the opportunities brought about by commercial rocket core “shovel stocks” and new technology routes.

According to the Guojin Securities Research Report, orbital resources for low-orbit satellites are becoming increasingly tight due to the International Telecommunication Union's “first come, first served” rule, and constellations such as China Star Network and G60 have planned nearly 30,000 satellites, and the launch is very urgent. Cost is a core factor limiting rocket launch efficiency, and recyclable technology is the only way to reduce domestic commercial space costs. 2026 is expected to be the first year of recyclable commercial rockets. The national team resonates with private enterprises. The Long March 12A, Suzake-3, etc. will try to recycle. The core value of the rocket focuses on the engine and arrow structure. 3D printing technology adapts to complex engine structures and can reduce costs and increase efficiency. Domestic companies such as Blue Arrow Aerospace have actively applied it. The investment proposal focuses on the opportunities brought about by commercial rocket core “shovel stocks” and new technology routes.