On October 14, the commercial aerospace concept rose intraday, and many concept stocks rose to the limit. Among them, Hongxiang shares 20CM daily limit, Xinyu Guoke rose more than 18.66%, Huafeng Technology rose more than 16.40%, Kirin Xin'an rose more than 15.60%, Dahua Intelligent, Sichuan Jiuzhou, Sichuan Jinding, Hangyu Micro achieved 10CM daily limit.
On the news, on October 13, Beijing time, the SpaceX (United States Space Exploration Technologies) starship conducted its fifth test flight, and for the first time tried to "capture" the super heavy booster in mid-air with the robotic arm of the launch tower to achieve recovery, and was successful.
SpaceX's first successful recovery of Starship represents a major breakthrough in space technology, as reusable rockets will no longer need to build a new launch vehicle every time, so the technology can dramatically reduce the cost of space exploration.
What is Rocket Recovery?
SpaceX, the full name of Space Exploration Technologies Corp., is an influential private space company, founded by Elon · Musk in 2002, the company faced financial shortages and technical challenges, Musk invested his personal wealth - mainly from the sale of PayPal - into the start-up company, with an initial capital of more than $100 million, and the company's vision is to promote the reuse of rocket technology.
In this regard, in 2015, SpaceX successfully achieved a land vertical landing of the first stage rocket of the Falcon 9; In 2016, the company achieved the first sea landing of the Falcon 9 first-stage rocket; In 2017, SpaceX reused and successfully launched and recovered the Falcon 9 rocket for the first time.
What is Rocket Recovery? And why reuse rockets?
Queryable information shows that rocket recovery technology usually involves multiple parts of the rocket, especially the main body or booster of the rocket. After the rocket is launched and completes its main mission, the rocket is partially or fully recovered and safely landed through a series of complex technical means, such as precise engine ignition, attitude adjustment, deceleration and landing, so as to achieve the purpose of reuse.
The importance of reuse is reflected in many aspects: first, traditionally, rockets are single-use, which leads to high launch costs, and recycling technology allows rockets to be reused, thus diluting the cost of each launch; Second, the recovery technology increases the transmission frequency. Since rockets can be reused, there is no need to make new rockets for each launch, which shortens the launch cycle and makes space launches more frequent and efficient; Third, the R&D and application of recycling technologies have also promoted the innovation and development of related technologies. Fourth, the recycling technology has certain environmental benefits, which can effectively reduce the large amount of waste and pollution generated by rocket launches.
Overall, based on the above information, SpaceX's first successful recovery of Starship can be said to be a "milestone" in the field of global commercial aviation, and its success has inspired scientific and technological innovators around the world, and more scientists and engineers will devote themselves to space exploration.
Stimulate the development of the industry
For SpaceX's success, Chinese netizens couldn't help but praise: "Isn't such news worthy of a hot search?" ", "Can't be stingy with praise, amazing, congratulations", "Musk is going to be written into the history of aerospace"......
Compared with the cheers and praise of netizens, securities analysts pointed out the positive impact of SpaceX's first successful recovery of Starship on the industry.
Minsheng Securities said that the successful attempt of starship recovery has injected a boost into the global low-orbit satellite industry chain and deep space exploration, and the cost of low-orbit deployment is expected to be further reduced in the future, and commercial operation is expected to be further optimized; CITIC Securities believes that the mainland aerospace industry has entered the "fast lane" of development, and the construction of emerging constellations such as satellite Internet and the trend of large capacity and low cost are leading the commercial aerospace industry to open a new era; Great Wall Securities pointed out that the current commercial aerospace competition has become a key part of the global air supremacy competition, and the satellite industry chain is expected to usher in a period of accelerated development.
It is foreseeable that SpaceX's first successful recovery of Starship will have a far-reaching impact on the mainland's commercial aerospace field and commercial aerospace enterprises.
On the one hand, SpaceX's successful recovery of Starship has become an example of China's commercial aerospace companies, which can learn from SpaceX's experience to accelerate the development and application of reusable rocket technology, improve rocket reliability and reduce costs. On the other hand, the success of SpaceX also provides more possibilities for commercial operation. This is an important reference for China's commercial aerospace companies to improve profitability and market competitiveness by optimizing commercial operations.
It is worth noting that SpaceX's success is also a reminder that China's commercial space companies will face more intense international competition in the future. In order to stand out from the competition, China's commercial aerospace companies need to continuously strengthen technological innovation and talent training to improve their core competitiveness. At the same time, it is also necessary to actively participate in international cooperation and exchanges, learn from advanced international experience and technological achievements, and jointly promote the development of the global commercial aerospace industry.
There are many layout enterprises
Among the stocks whose stock prices have risen today, there are many companies that have deployed commercial aerospace-related businesses.
Among them, Hongxiang Co., Ltd. mainly provides customers with comprehensive solutions for power grid condition maintenance and intelligent operation, and its business covers electric power, military industry, railway and rail transit and other fields. Specifically, the company is mainly engaged in the research and development, production, sales and related technical services of power testing and power equipment, railway and rail transit traction power supply equipment, military electronics and other products, and is also involved in new energy projects.
Aerospace Micro is a benchmark enterprise of high-end aerospace SPARCV8 processor SoC in mainland China, and also a pioneer of three-dimensional packaging SIP aerospace modules, launching a spectrum of aerospace memory modules (SIP-MEM), composite electronic system modules (SIP-MCES) and computer system modules (SIP-OBC), as well as microsystems to meet customer customization.
As the only private listed company in mainland China to enter the satellite big data industry, the "Zhuhai-1" remote sensing micro-nano satellite constellation built by it has high spatiotemporal resolution and provides satellite space information platform services.
Guanglian Aviation is a national high-tech enterprise specializing in the manufacture of aerospace metal and composite parts, the design and manufacture of aviation process equipment (tooling), the manufacture of aircraft parts, and the design and manufacture of aircraft. The company's products cover the civil aerospace market, and have participated in a number of large-scale aircraft development projects approved by the state, and have become a widely recognized supplier of aerospace industry-related products with a high degree of specialization, rich technology accumulation.
Huaxi Securities said that 2024 will be the starting year of commercial aerospace industrialization. In the first half of this year, the rocket launch fever continued unabated, and it is expected that in the second half of the year, as the GW constellation and G60 starlink will enter the intensive period of bidding and launching, the industry will continue to catalyze. The networking of low-orbit satellite constellations is necessary and urgent. With the gradual implementation of a series of policies, and the subsequent mainstream starlink in the mainland is expected to gradually enter the bidding period and intensive launch period, the satellite industry chain is expected to usher in a period of accelerated development, and related enterprises in the industrial chain will also fully benefit.