A股異動丨商業航天概念股集體走強,“千帆星座”首次藉助商業發射場執行“一箭18星”任務
A股市場商業航天概念股集體走強,其中,泰豪科技、泰永長徵漲停,星圖測控漲超8%,華豐科技漲超7%,萬隆光電漲近7%,旋極信息、西菱動力、翱捷科技、火炬電子、首都在線、和而泰、沙鋼股份漲超5%。消息面上,3月12日0時38分,長徵八號遙六運載火箭從海南商業航天發射場一號工位成功起飛,將18顆“千帆星座”互聯網通信衛星送入預定軌道。這是“千帆星座”首次藉助商業發射場完成發射任務,也是海南商業航天發射場一號工位的首次發射。長江證券點評稱,本次發射是長八火箭首次承擔千帆星座組網任務,長八加入任務序列將提供更多星座組網運力供應,進一步加快千帆星座建設。同時,商發1號工位正式投入使用將緩解我國中低軌低成本大運力火箭適用工位緊張的局面,支撐我國低軌星座高密度發射部署。最後,垣信衛星此前曾公開招標2025年9火箭發射服務,經過兩次招標失敗後,預計垣信將採用指定方式選擇繼續由原任務型號火箭執行千帆星座部署。隨着新火箭,新工位的加入,2025年千帆星座密集組網建設有望進入常態化的新階段。(格隆匯)

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