2026-01-13 17:21:50

Recently, the logic behind commercial spaceflight has become increasingly clear. Overseas applications have already formed a closed commercial loop, and the emerging sectors of 6G and space computing demand a huge space for growth. Domestically, the number of constellations is rapidly increasing, satellite manufacturing chains are beginning to deliver real results, and rocket launch chains are also poised for breakthroughs driven by technological advancements and supply shortages. Coupled with continuous policy support and influxes of new capital, the overall market height and duration may exceed expectations.

When adjusting, it’s important to see clearly. Leading companies in each segment are likely to continue reaching new highs, especially those in niche areas with value inflation attributes—such as phased array antennas, satellite solar wings, and 3D printing, which are all very promising.

Specifically, in satellite payloads, there are Tianyin Electromechanical, Fenghuo Communications, Xinke Mobile, Zhenlei Technology, Shanghai Hànxùn, and Aerospace Electronics; in rockets, focus on Chaojie Shares, Bolite, and Yinbang Shares; in satellite platforms, look at Fudan Microelectronics, Unigroup Microelectronics, and Aerospace Intelligent Equipment; in application terminals, don’t overlook Jiuzhiyang, Xinwei Communications, Tongyu Communications, and Guobo Electronics; in space computing, consider Shunhao Shares, Shanghai Harbor, and Qianzhao Optoelectronics; and in the hidden sector of ceramic heat insulation tiles, Huqin Technology, Torch Electronics, and China Steel Luonai. The entire industry chain offers plenty of opportunities from top to bottom.

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UncleLiquidation

· 5h ago

The space race track is indeed quite intense this time, with the entire industry chain fully connected. I really can't hold back anymore; I need to carefully review this list of targets and avoid following the trend. I've been watching the 3D printing sector for a while, and now I just realized there are hidden players like ceramic heat-insulating tiles. Does that mean there's still a gap? With policy support and capital inflows, it sounds like another hype cycle. I'm a bit worried. Will satellite solar wings and phased array antennas truly deliver performance, or are they just concept hype? Honestly, I'm a bit unsure. Should I now invest in those stocks related to rocket chains? Is the adjustment period really an opportunity? Space computing power has an unbeatable outlook, but is there a high risk of taking over now? Opportunities exist from top to bottom, but it sounds like there are no opportunities... Can't seem to identify the key points, can I?

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MevSandwich

· 5h ago

The space race this time is really intense, gotta dive in and play around. The entire industry chain is moving, it looks exciting. I need to look more into phased array antennas; I feel it's a dark horse. Wait, can space computing really scale up? Or is it mostly hype? The leading stocks might really hit new highs; this logic makes sense. Invisible track ceramic heat-insulating tiles, how come there's still such stuff? Satellite solar wings are genuinely interesting; the value inflation angle is fresh. Is the group at FiberHome Communications also involved in this wave? 6G plus space computing, feels like a dual-engine takeoff. So which specific segment is the real opportunity? I love hearing that during adjustments, it's better to buy the dip. The supply chain for rocket launches is tight—is this a real gap or just filling space? Honestly, it seems the policy support isn't as strong as before. With so many targets in the entire chain, how to choose without falling into a trap? Can this new space computing track really take off? It's a bit uncertain.

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LowCapGemHunter

· 5h ago

This industry chain is really fully covered, from payloads to rockets to applications, with a coherent logic. --- Phased array antennas and satellite solar wings are indeed easy to overlook, but once their value inflation attributes are unleashed, they won't stop. --- Ceramic thermal insulation tiles? Didn't expect this to become a track; niche markets can actually be opportunities. --- Honestly, the policy reinforcement was also mentioned a couple of years ago. The key is whether companies can truly deliver results. --- The targets in the rocket chain have been speculated on before. If you're still daring to chase high now, you might have some guts. --- The space computing power sector is only being discussed now. Is it because this area hasn't been fully explored? Or is it really small in scale? --- The surge in satellite constellations sounds good, but can production capacity keep up? Don't let it be just on paper. --- It's crucial to pay attention to this sentence during adjustments: many people are just taking over at high levels. --- The entire aerospace chain is so long—should we pick leaders or diversify? It feels a bit risky. --- Fenghuo Communications, Unigroup Microelectronics—these dual-competence players—can they take off this time with the space concept?

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LadderToolGuy

· 5h ago

Commercial spaceflight is really taking off; if you don't jump in now, you might regret it. Rocket and satellite sectors should have been prioritized long ago; phased array antennas definitely have potential. Why does it feel like not many people around here realize this? I’m optimistic about the new space computing track, but you need to pick the leaders and avoid random purchases. 3D printing combined with rocket chains? That’s definitely a viable idea; need to do some research. The adjustment period might actually be the best time to get in; this is not just talk. Satellite manufacturing chains are starting to realize returns; don’t just look at valuations, focus on performance, everyone. How’s Polytensor doing lately? Is anyone following? I like the term “stealth track”; it was only when you mentioned ceramic thermal insulation tiles that I realized their importance. Policy support and capital influx suggest the market could last longer than expected. Leading companies need to keep hitting new highs; I believe they will, but it depends on who can truly withstand the pressure. With so many niche segments in the space sector, it seems like we’ll need to spend quite some time researching, everyone.

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DaoGovernanceOfficer

· 6h ago

nah, empirically speaking this is just sector rotation theater. where's the actual governance mechanism ensuring these space plays don't become another bubble? the data suggests most of these supply chains are still fragmented af

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