中信证券：商业航天迎增量投资
2026-07-27 00:50:57
中信证券研报称，“十五五”时期新一代通信网向“空天地海”一体化延伸，商业航天将成为基础设施投资的重要增量。研报称，可回收火箭正进入技术验证密集期，发射成本有望大幅缩减；2028—2030年将迎来低轨卫星组网高峰。
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