HK Stock Market Move | Commercial aerospace concept warms up, China's commercial aerospace will fully implement the "155" strategy, and the industry will usher in a multiple resonance in the next 26 years.

The concept of commercial space exploration is heating up. As of the time of writing, Hainan Drinda New Energy Technology (02865) rose by 11.53%, to 38.64 Hong Kong dollars; APT SATELLITE (01045) rose by 6.33%, to 4.37 Hong Kong dollars; C STRATEGIC TEC (01725) rose by 1.15%, to 0.88 Hong Kong dollars; and Goldwind Science & Technology (02208) rose by 0.58%, to 15.67 Hong Kong dollars. On the news front, on January 29th, according to CCTV News, China Aerospace Hi-Tech Holding Group stated that China's commercial space industry has laid a solid foundation for development. The next ten years are crucial for China to accelerate the construction of a space power and develop new productive forces, with the "fifteenth five-year plan" being a critical period. China Aerospace Hi-Tech Holding Group also mentioned that China's commercial space industry will implement the "155" strategy comprehensively, with "1" aiming to achieve top-tier goals. Based on the standard of "five first-class", they plan to establish a commercial aerospace spacecraft and application industry chain that is technologically advanced, produces excellent products, has robust supply, and offers high-quality services. Soochow pointed out that by 2026, the industry will experience a resonance of technology closing, order release, and capital premium. With the intensive first flights of Long March 10A, Zhuque III, and other reusable rockets, along with the test flight pressure of SpaceX Starship V3 in 2026Q1, China's commercial space industry is forced to enter a strategic fast lane of "accelerated catching up", establishing its uniqueness as a national strategic emerging industry. The global commercial space market size is expected to surpass 500 billion USD in 2025, and reach 800 billion USD by 2030, with a CAGR of around 10% from 2025 to 2030.