HK Stock Market Move | In the commercial aerospace field, APT SATELLITE (01045) and Hainan Drinda New Energy Technology (02865) both rose more than 5%.
The concept of commercial space industry warmed up this morning. As of the time of reporting, Asia Pacific Satellite (01045) rose by 5.26% to HK$4.4; and Commsat Technology (02865) also rose by 5.26% to HK$25.6.
Commercial aerospace concepts warmed up this morning. As of press time, APT SATELLITE (01045) rose by 5.26%, to 4.4 Hong Kong dollars; Hainan Drinda New Energy Technology (02865) rose by 5.26%, to 25.6 Hong Kong dollars; C STRATEGIC TEC (01725) rose by 2.06%, to 0.99 Hong Kong dollars; Goldwind Science & Technology (02208) rose by 0.99%, to 14.35 Hong Kong dollars.
On the news front, the commercial aerospace sector is once again catalyzed. Musk stated on social media that the Starship launch frequency will exceed once per hour within three years, clearly stating SpaceX's ultimate goal of producing 10,000 Starships per year. Previously, SpaceX built the Gigabay super large assembly workshop at the Starship base to accelerate Starship production. On the domestic front, China Aerospace Hi-Tech Holding Group Limited held a work conference for the year 2026 on January 15. The meeting proposed to deepen major projects such as manned lunar landing and deep space exploration in 2026, and fully break through the technology of reusable rockets; vigorously develop commercial aerospace, low-altitude economy, and other fields, as well as forward-looking layout space and intelligent future industries.
Recently, Guotai Haitong's research report pointed out that China's commercial aerospace industry has formed a complete chain covering "upstream manufacturing - middle stream launch - downstream applications", with state-owned aerospace enterprises launching platform capacity, the Wenchang commercial launch site officially operational, and infrastructure capacity spillover; private enterprises in rocket/satellite/remote sensing terminals and other sectors are rapidly rising, with enhanced synergistic effects. Remote sensing, navigation, communication and other vertical scenarios are expanding rapidly, data operation value is accelerating, the industry is gradually moving from single point commercialization towards a replicable closed-loop ecosystem with medium and long-term growth resilience and spatial capabilities.
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