Odaily Odaily reports that CITIC Securities points out that SpaceX debuted on Nasdaq with a valuation of $1.75 trillion, raising $75 billion and surpassing $2 trillion in market capitalization on its first day, becoming the world's seventh-largest technology company and creating the largest IPO in history. Its Starlink, reusable rockets, and space AI businesses are validating a commercial closed loop, accelerating the commercialization of the space economy. In 2026, China will have several liquid rockets undergoing maiden flights and recovery tests, which are expected to significantly reduce launch costs and accelerate constellation construction. Recommended for attention:
1) Rocket segment: high-barrier areas such as engines and rocket body structure;
2) Satellite components: payload, antenna, and laser communication terminal;
3) Ground equipment: Civilian terminals and mobile phone direct connection technology;
4) Operational Services: Companies possessing rare licenses and qualifications. (Jinshi)
