my country's space travel in the future is available, where is ordinary people's investment opportunities

Three years later, China is expected to start space travel.

According to the Global Times, Yang Yiqiang, the first chief commander of the "Long March 11" Rockets, said that in 2025, China is expected to start a space travel at a fare of about 2 million to 3 million yuan.

Although China's commercial aerospace started late, under the policy support, capital blessings, and market demand traction, the development trend was in full swing. Some institutions predict that the market size of Chinese commercial space will exceed 1.5 trillion yuan in 2022, and Chinese commercial aerospace will enter the golden period. In addition, the reporter sorted out and found that some A -share listed companies also have commercial aerospace -related businesses.

China is expected to start space travel

According to the Global Times, a few days ago, Yang Yiqiang, the first chief commander of the "Long March 11" Rockets, said that China is expected to start a space trip in 2025. In his opinion, there are three types of space tourism:

The first is to enter the space station, which has strict requirements for the physical and psychological quality of tourists; the second is to bring the tourists into space through the double body airborne aircraft with the "white knight" represented by the Virgin Galaxy, but This model is poor and safe; the third is the current sub -rail travel with relatively mature technology, which is suitable for most people. With the improvement of the business model, in 2025, China is expected to start a sub -rail trip with fares about 2 million to 3 million yuan.

According to the "2022 Space Travel Industry Research Report", space travel is a human space travel with entertainment. It is based on the ideal of people traveling in space. Aircraft, high -air balloon, sub -rail flight and rail flight. Among them, the Asian rail flight and rail flight means that civilians can truly enter outer space, separate from the gravity of the earth, and even fly around the ground, so it is more attractive. At the same time, the Asian orbit flight has lower operating costs than the rail flight, making it an economic choice for commercial aerospace companies.

Film "Space Passenger" fragment

The above report pointed out that the space travel project started on April 30, 2001. The 60 -year -old American rich Dennis Tito flew to the space in the Russian Alliance TM32 spacecraft. Two days later, they stayed here for eight days after arriving at the International Space Station. After spending $ 20 million for this trip, he became the first space tourist in the world. According to reports, many tourists have since traveled to the International Space Station for space travel.

In the continuous renewal of technology, time is about to advance to last year, and new progress has ushered in space travel. On July 11, 2021, the founder of the Space Travel Company Virgin Galaxy and the 70 -year -old Richard Bransen, accompanied by three other related professionals, took the spacecraft No. 2 to return to the 85.9 -kilometer rail to return to return. , Becoming the first founder of commercial aerospace companies to appear on space. Nine days later, Amazon founder Bezos took the "New Shepade" aircraft he founded in the blue origin of his founding, and launched a launch in Texas, the United States, and successfully touched the 106 kilometers high space. This time, the space flight time was about In 10 minutes, travelers include 4 people, including Bezos and his younger brother, 82 -year -old female pilot, Vori Finker, and the 18 -year -old Aliva Daman.

Also in 2021, the first civilian crew that went to space to space appeared on September 25. After staying for 3 days, although the height of this space travel has exceeded the international space station, it did not dock with the space station, and only completed the track flight.

It is worth mentioning that in August this year, the reusable test test of the Asian orbital carrier in my country has been successful.

On August 5th, the pilot spacecraft that could be reused in my country was successfully launched using the Long March No. 2 F -Car Rockets. After a period of running for a period of time, it returned to the domestic landlord.

Aerospace Science and Technology Group's public reusable carrier -loading tool three -step line map Source: Aerospace Technology

On August 26, the Lingya Asian orbit carrier -reusable flight test by China Launch Rocket Technology Research Institute, which belongs to China Aerospace Science and Technology Group Co., Ltd., was successfully successful. After the vehicle adopted by the flight test is inspected and maintained by the health test, the air -to -line flight was performed vertically at the Jiuquan Satellite Launch Center. Use flight.

Trillion -scale commercial aerospace market

In the field of commercial aerospace, China and the United States have formed a certain market size. When the United States began to promote the commercialization of aerospace in the 1980s. When Musk established the Space Exploration Technology Company (SPACEX), the industry has developed more mature in the United States. Although China's commercial aerospace started late, under the policy support, capital blessings, and market demand traction, the development trend was in full swing.

In 2015, the National Development and Reform Commission, the Ministry of Finance, and the National Defense Science and Technology Bureau jointly released the "National Civil Space Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Development Plan (2015-2025)", which clearly encouraged private enterprises to develop commercial aerospace. It is also from this year, and the acceleration keys are pressed by China's private commercial aerospace. In 2015, it was also considered the first year of the development of China's commercial aerospace.

Data show that from 2015 to 2020, the compound annual growth rate of China's commercial space market reached 22.09%. From the perspective of the economic scale and overall corporate valuation of commercial aerospace, the volume is relatively small, and there are fewer companies that really rely on rockets and satellite profits. At present, Chinese commercial aerospace companies are still in a "accumulation" stage. As of the end of 2021, the disclosed investment and financing of China's commercial aerospace industry was close to 40 billion yuan, distributed in various modules of the industrial chain. From the perspective of the industrial chain, the commercial value of the two modules in the middle reaches of the ground equipment and the downstream satellite applications and operations of the downstream is relatively high; and the satellite manufacturing and launch services on the upstream of the industrial chain are in the preliminary development stage.

In January 2022, the State Council released the white paper of "2021 China Aerospace". The white paper states that in the next five years, China Aerospace will "cultivate new space economy such as space tourism, space biopharmaceuticals, space fragments, and space test services to improve the scale of the scale of the aerospace industry."

Gansu Jiuquan: Shenzhou No. 12 manned spacecraft successfully launched source: Visual China

With the continuous efforts of policies, the scale of financing in my country's commercial aerospace is also increasing. At present, in the domestic VC/PE market, more than 100 institutions participating in the commercial aerospace field. In 2021, my country's commercial aerospace companies completed a total of 18 rounds of financing, mostly concentrated in carrier rockets and satellite development companies.

In the past 7 years, head companies have appeared in the fields of launch vehicles, satellite applications and other fields, and have formed a complementary pattern of national teams and private factions. The number of launch, launch load quality, and the size of the orbit satellite ranks among the forefront of the world.

IMedia Research (Ai Media Consultation) data predicts that the market size of China's commercial space will exceed 1.5 trillion yuan in 2022. Compared with the expected 47%increase in 2020, China's commercial aerospace will enter the golden age.

Yang Yiqiang said that in 2027, the "spring" of Chinese commercial aerospace will come.

Driven by the local industrial foundation, policy support and business environment, Beijing, Xi'an, Shenzhen, Shanghai, Wuhan, Ningbo and other cities have successively introduced policy planning in the field of commercial aerospace to accelerate the layout of commercial aerospace. It is foreseeable that in the era of aerospace 2.0, the track of commercial aerospace still has broad imagination space and significant strategic significance. Essence

What are the business aerospace investment opportunities

According to 36 氪, the upstream of the commercial space industry chain is mainly satellite and rocket manufacturers, which can be further subdivided into supporting equipment manufacturing and assembly. Satellite and rocket supporting devices include aerospace connectors, microtomics, MLCCs, electronic components, microwave millimeter wave radio frequency chips, star -load computers, star sensitive, Tiantong baseband chips, etc.

The middle reaches of the industrial chain are rocket launch and satellite operation service providers. In the launching session, the satellite is carried by the commercial rocket, and the launch site relies on ground equipment to assist in launch. The rocket launch venue includes three types of sea, land and air. my country's land bases include Jiuquan, Taiyuan, Xichang, and Wenchang. Yang Industrial Base; the launch of the air rocket has not yet been realized. As of now, the development of land -based launch technology has been mature, but the cost of operation of this kind of technology is high, and the safety of landing areas is required. In contrast, the cost of launch at sea is low, but it is difficult to launch, and it is difficult to launch a heavy -duty carrier rocket. The launch of the air is more flexible, but the development of technological development is not yet mature.

Satellite operation is satellite measurement and control, which refers to the use of professional equipment and software to achieve satellite position tracking, satellite special events forecast, satellite track and posture management, and the uploading, processing, displaying and delivery of satellite business data. According to different satellite application scenarios, satellite operations can be further divided into remote sensing operations, communication operations and navigation operations. In the operation of satellite operation, the infiltration of cloud computing, big data, and artificial intelligence technology promotes the reduction of industrial costs and efficiency.

The downstream of the industrial chain is the application link. Traditional application scenarios include: communication (radio and television transmission, post and telecommunications, remote medical treatment, emergency disaster relief, etc.), navigation (sea, land, air transportation, precision agriculture, smart cities, autonomous driving, emergency rescue, climate monitoring, etc. ) Remote sensing (national defense intelligence acquisition, infrastructure surveying and mapping, environmental monitoring, natural resource management, etc.), emerging application scenarios include satellite Internet, space travel, space mining, deep space exploration, etc.

Huatai Securities Research reports that "commercial aerospace" is one of the important hard technology tracks that Chinese companies have the opportunity to occupy an important hard technology track in the world. Looking back at the development of China's commercial aerospace in recent years, more and more private enterprises have been in rocket launch (Xinghe Power), Rockets Recycling Technology R & D (Deep Blue Space), Low -track Constellation (Galaxy Aerospace), and high -speed spacecraft (Ling Skywalker) and so on. Significant progress has been made. Looking forward to the future, with the gradual development of China Starnet and the participation of backbone companies such as Geely Satellite, Galaxy Aerospace, Blue Arrow Aerospace, it will become the New Year of Commercial Space in China in 2023. It is recommended to pay attention to investment opportunities in the commercial space sector.

According to statistics, some A -share listed companies have commercial aerospace -related businesses.Like Quanxin's shares, it is an important supporting unit of the space station and manned space engineering. It has provided continuous supporting facilities for Tianhe Core Card, Shenzhou Renman spacecraft, Tianzhou No. 2 cargo spacecraft, and carrier rockets.In August last year, it signed a strategic cooperation framework agreement with China Science and Technology Aerospace, and the company will provide a series of supporting services for the space tourism equipment of China Science and Technology Aerospace.The agency's high degree of attention includes aerospace macro maps and aerospace electrical appliances, and 20 and 17 participating institutions have participated in rating agencies. Since September, the market performance is better.In terms of performance, Zhenxin Technology performed outstandingly, and the net profit in the first half of the year increased by 105.09%year -on -year.AVIC Securities said that the core components required by the company's Beidou terminal products have achieved 100%domestic design, and the competitiveness of the satellite navigation business in the second half of the year will continue to enhance competitiveness, and the growth space is expected to open.

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