Financial Depth | Rushing towards the Blue Ocean of Stars! How promising is the future of China's commercial aerospace industry

2026-03-14 19:48

Economic Observation Network According to CCTV Finance, have you watched this year's Government Work Report? There is a field that has not only been mentioned but also listed as an "emerging pillar industry", and that is aerospace. And commercial aerospace, as a key part of it, has attracted much attention. The next ten years will be a crucial period for China to accelerate the construction of a space power and develop new quality productive forces, and the 15th Five Year Plan is even more crucial!

Spring breeze blows frequently, policy dividends continue to be releasedIn 2023, the country will clarify the strategic positioning of commercial aerospace; The Central Economic Work Conference at the end of 2023, as well as the Government Work Reports for 2024 and 2025, explicitly proposed the development of commercial aerospace; In 2025, the National Space Administration will establish the Commercial Space Department and release a three-year action plan.

Hardcore 'new', stunning debut of new aerospace productsDozens of satellite production lines have been put into operation one after another, and commercial rockets have been continuously upgraded; Commercial launch stations in Wenchang, Hainan, Jiuquan, Gansu, Haiyang, Shandong and other places have been put into use, opening up the "order taking" mode. Satellite application enterprises continue to develop and grow, and commercial measurement and control have been put into operation. At the 2026 Shanghai Commercial Aerospace Conference, multiple new aerospace products were unveiled, including the stunning "coiled flexible solar wing".

Within reach, your phone can now connect directly to satellitesNow, high-end mobile phones are basically connected to satellites, and satellite navigation services have penetrated into our lives! What is even more exciting is that the key technology verification of space in orbit services has been completed, space tourism has entered the early experimental stage, and space manufacturing has achieved breakthroughs in 3D printing technology.

Capital inflows, 100 billion yuan to irrigate 'hard technology'According to incomplete statistics, the total investment in China's commercial aerospace industry in the past five years has exceeded 100 billion yuan. The China Securities Regulatory Commission has launched the application of the fifth set of listing standards for non-profit enterprises on the Science and Technology Innovation Board, including commercial aerospace in the support category, which has opened up a key capital channel for enterprises. Several commercial aerospace companies have carried out listing guidance.

Nowadays, when we talk about commercial aerospace, we are not just talking about the brightness of rocket exhaust, but also about a new ecosystem of "one industry leading to a hundred industries thriving".

EditLing Wenfang

Disclaimer: The views expressed in this article are for reference and communication only and do not constitute any advice.