In 2024, commercial aerospace, as a representative of new productivity, will be included in the government work report. The country’s emphasis on the commercial aerospace industry has pressed the accelerator button for the development of the commercial aerospace industry. At present, a large number of commercial aerospace startups have sprung up, and a large number of listed companies have begun to continuously expand commercial aerospace-related businesses. At a time when the external situation is severe and economic development is on hold, the strong rise of the commercial aerospace industry has undoubtedly brought hope for a large number of companies and individuals. How to adapt to the development trend and enjoy the dividends of the development of the times is the key issue at present. The commercial aerospace industry started in 2015 and is now a huge industry with an average annual growth rate of over 20% and a scale of over one trillion yuan. It is expected that from 2025 to 2028, the commercial aerospace industry will enter a golden period of development. Time waits for no one. Whoever can become an expert in the aerospace field the fastest will be able to accurately grasp the development of the aerospace industry and become a beneficiary of the trillion-level market.
How to quickly become an expert in a certain field, predecessors have already prepared the answer for us. The first is to build a knowledge system. The main difference between ordinary people and experts is whether they have a good knowledge structure in the field and whether they have systematically and logically established a framework for understanding the field. Due to its own particularity, the aerospace industry has been shrouded in mystery since its inception, which distances it from the public. It is extremely difficult for ordinary people to systematically understand the aerospace industry. In addition, the development period of the commercial aerospace industry is short, less than ten years so far. There is very little public information on the aerospace industry on the Internet, and most of the public information on the Internet is fragmentary information, which undoubtedly adds invisible obstacles for ordinary people to understand the aerospace industry.
The “China Commercial Aerospace Market Prospects and Investment Strategic Planning Analysis Report” summarizes and analyzes the current status of the commercial aerospace industry from the development background, supply and demand situation, market size, competition pattern, etc., and combines the development trajectory and practical experience of the commercial aerospace industry over the years to try to build a systematic framework for understanding the aerospace industry and fill in the summary content. With reference to the systematic methodology of Academician Qian Xuesen, the three major sections of launch vehicles, satellite development, and satellite applications are sorted out, summarized, and analyzed, and each part is independently drafted. We look forward to helping relevant companies, capital institutions, and industry practitioners in the commercial aerospace industry to build a systematic framework for understanding the commercial aerospace industry in the shortest possible time, and to accurately understand the latest developments in the current commercial aerospace industry.
The report is divided into three parts: launch vehicles, satellite development, and satellite applications. Each part is drafted independently and comes with a collection of excellent documents in the corresponding field.
If you are interested in the report, you can scan the QR code to chat privately. Note: report. “China Commercial Space Market Prospects and Investment Strategic Planning Analysis Report”
Part One: Launch Vehicle
1. Overview of the development of rocket industry chain
(1) Development history of commercial launch vehicles in my country
(2) Current status of commercial launch vehicle development in my country
(3) Development prospects of my country’s commercial launch vehicles
2. Composition of the launch vehicle industry chain
(1) Structural system
1. Fairing
2. Storage box
3. Satellite bracket
4. Transfer box
5. Instrument cabin
6. Interstage section
7.Tail section
(2) Power system
1. Main components
2. Introduction to test benches of various rocket companies
(3) Electrical system
1. Security control system
2. Communication system
3. Gas supply and distribution system
(4) Rocket assembly test
1. Rocket assembly
2. Rocket general test
(5) Launch link
3. Sorting out the basic information of leading companies in the rocket industry chain
(1) Blue Arrow Aerospace Technology Co., Ltd.
(2) Beijing Tianbing Technology Co., Ltd.
(3) Beijing Interstellar Glory Space Technology Co., Ltd.
(4) Guangzhou Zhongke Aerospace Exploration Technology Co., Ltd.
(5) Oriental Space (Shandong) Technology Co., Ltd.
(6) Beijing Galaxy Power Aerospace Technology Co., Ltd.
(7) Beijing Jianyuan Technology Co., Ltd.
4. Overview of the main rockets of leading rocket companies
(1) Tianlong-3 (Beijing Tianbing Technology Co., Ltd.)
(2) Zhuque-3 (Blue Arrow Aerospace Technology Co., Ltd.)
(3) Hyperbola No. 3 (Beijing Interstellar Glory Space Technology Co., Ltd.)
(4) Pallas 1 (Galaxy Power (Beijing) Space Technology Co., Ltd.)
(5) Gravity 2 (Oriental Space (Shandong) Technology Co., Ltd.)
(6) Lijian 2 (Beijing Zhongke Aerospace Technology Co., Ltd.)
(7) Yuanxingzhe No. 1 (Beijing Jianyuan Technology Co., Ltd.)
(8) Nebula-1 (Jiangsu Deep Blue Aerospace Co., Ltd.)
5. Layout of manufacturing bases of leading private rocket companies
(1) Blue Arrow Aerospace Technology Co., Ltd.
1.Beijing R&D Center
2.Xi’an R&D Branch
3.Shanghai R&D Branch
4. Engine intelligent manufacturing base
5. Rocket manufacturing base
6. Launch station
(2) Beijing Tianbing Technology Co., Ltd.
1.R&D Center
2. Engine test center
3. Rocket and engine intelligent manufacturing base
4. Launch station
(3) Beijing Interstellar Glory Space Technology Co., Ltd.
1.Beijing
2.Shaanxi
3.Hebei
4. Hainan
(4) Guangzhou Zhongke Aerospace Exploration Technology Co., Ltd.
1.Beijing Zhongke Aerospace Technology Co., Ltd.
2. Zhongke Aerospace (Guangzhou) Equipment Industry Co., Ltd.
3. Zhongke Aerospace Science and Technology Industrialization Base
4. Xi’an Zhongke Aerospace Power Technology Co., Ltd.
5. Station 130 of Jiuquan Satellite Launch Center
(5) Oriental Space (Shandong) Technology Co., Ltd.
1.Beijing
2.Xi’an
3.Wuxi
4.Yantai
(6) Beijing Galaxy Power Aerospace Technology Co., Ltd.
1. Haiyang, Shandong
2.Taicang, Jiangsu
3. Chizhou, Anhui
4. Jianyang, Sichuan
(7) Summary
6. Overview of rocket development capabilities of Aerospace Science and Technology Group
(1) First Academy of Aerospace Science and Technology (China Academy of Launch Vehicle Technology)
1. Research and Development Center
2. Overall Design Department (Part 1)
3. Tactical General Department
4. Near space aircraft overall technology department
5. Twelve institutes
6.Fourteen institutes
7.Fifteen institutes
8.Eighteen institutes
9.Nineteen institutes
10.702 Institute
11. No. 703
12.102 Institute
13. 211 Factory
14.519 Factory
15. Material Center
(2) Fourth Academy of Aerospace Science and Technology (Aerospace Power Technology Research Institute)
1. Xi’an Aerospace Commercial Rocket Power Technology Co., Ltd.
2. Xi’an Aerospace Power Technology Research Institute
3.Forty-two
4.Forty-three
5.Shaanxi Electrical Appliance Research Institute
6. No. 401
7.Xi’an Aerospace Information Institute
8.7414 Factory
9. Shaanxi Zhongtian Rocket Technology Co., Ltd.
(3) Sixth Academy of Aerospace Science and Technology (Aerospace Propulsion Technology Research Institute)
1.Eleven Institute
2. No. 801
3. One hundred and one institute
4. One hundred and sixty-five
5.Measurement and Testing Institute
6.Xi’an Aerospace Engine Co., Ltd.
7. Shaanxi Aerospace Power High-tech Co., Ltd.
8. Xi’an Aerospace Hongfa Industrial Co., Ltd.
9. Shaanxi Aerospace Commercial Engine Co., Ltd.
(4) Eighth Academy of Aerospace Science and Technology (Shanghai Institute of Aerospace Technology)
1.The Eighth Design Department
2.149 Factory
3.509 Institute
4.805 Institute
5.800 Institute
6.812 Institute
7.802 Institute
8.803 Institute
9.804 Institute
10.806 Institute
11.808 Institute
12.811 Institute
13.Shanghai Composite Materials Technology Co., Ltd.
14. Aerospace Engineering Equipment (Suzhou) Co., Ltd.
15.Shanghai Aerospace Industry (Group) Co., Ltd.
16. Shanghai Aerospace Automotive Electromechanical Co., Ltd.
17.Shanghai Shenhang Import and Export Co., Ltd.
7. Inventory of my country’s Active Launch Vehicles
(1) Long March Series
1. Long March 2 Series
2. Long March 3 series
3. Long March 4 series
4. Long March 5 series
5. Long March 6 series
6. Long March 7 series
7. Long March 8 series
8. Long March 11
(2) Other types of rockets
1.Kuaizhou-1A (solid rocket)
2. Hyperbola No. 1 (Interstellar Glory-Solid Rocket)
3. Ceres 1 (Galaxy Power-Solid Rocket)
4. Tianlong 2 (Tianbing Technology)
5. Zhuque 2 (Blue Arrow Aerospace)
6. Lijian-1 (China Aerospace Science and Technology Corporation-Solid Rocket)
7. Gravity-1 (Eastern Space-Solid Rocket)
8. Inventory of launch vehicles under development in my country
(1) Long March Series
1. Long March No. 8A
2. Long March 9
3. Long March 10
4. Long March No. 12
(2) Other types of launch vehicles
1. Kuaizhou-1B (solid rocket)
2. Hyperbolic No. 3 series
3. Tianlong 3 series
4.Suzaku No.3
5. Pallas No. 1 series
6. Gravity 2
7. Lijian No. 2
8. Yuanxingzhe No.1
9. my country’s launch site system
(1) Jiuquan Satellite Launch Center
1.Basic information
2. Launch station
(2) Taiyuan Satellite Launch Center
1.Basic information
2. Launch station
(3) Xichang Satellite Launch Center
1.Basic situation
2. Launch station
(4) Wenchang Space Launch Site
1.Basic information
2. Launch station
(5) Oriental Spaceport
1.Basic information
2. Launch platform
(6) Hainan Commercial Space Launch Site
1.Basic information
2. Launch station
10. Inventory of launch stations in the United States
(1) Cape Canaveral Space Force Base
(2) Vandenberg Space Force Base
(3) Wallops Launch Site
(4)Kennedy Space Center
(5) Edwards Air Force Base
(6) Pacific Spaceport Complex
(7) Reagan Proving Ground
(8) Interstellar base
11. Inventory of Russian launch stations
(1) Kapustin Yar
(2) Plesetsk Cosmodrome
(3) Baikonur Cosmodrome (Lease)
(4) Oriental Space Launch Site
12. Future industry competition situation
(1) Reuse is the main theme of the industry
(2) Price war is inevitable
Part 2: Satellite Development
1. Satellite general knowledge
(1) What is a satellite
(2) Why artificial satellites can fly
2. Classification of satellites
(1) Introduction to satellite classification
(2) Detailed description of satellite classification
1. Communication satellite
2. Navigation satellites
3.Remote sensing satellites
3. How are satellites made?
(1) Satellite development process
(2) Who will build satellites?
1. Traditional satellite
2. Commercial satellite
(3) How to manage satellites as a whole
(4) How to produce satellites
1. Traditional single satellite development and production
2. Satellite mass production
4. Overview of the composition of the satellite industry
(1) Satellite system design and integration
(2) Design and manufacturing of key subsystems
(3) Design and manufacturing of key equipment
(4) Support and supporting services
5. Introduction to satellite core subsystem
(1) Power subsystem
(2) Comprehensive electronic subsystem
(3) Attitude control subsystem
1.Sun sensor
2.Satellite fiber optic gyroscope
3. Star sensor
(4) Thermal control subsystem
(5) Measurement and control subsystem
1. Overview of satellite measurement and control
2. Modern satellite measurement and control system
6. Analysis of satellite assembly process
(1) Satellite retransmission room
(2) Final assembly and testing hall
(3) Others
7. Rocket and satellite docking process
(1) Existing model
(2) Future model
8. Discussion of Ground Equipment
(1) What is the difference between measurement and control stations and ground stations?
(2) What is the difference between a gateway station and a ground station?
9. Satellite industry supply chain analysis
(1) Demand analysis
(2) Production capacity analysis
10. Satellite industry chain cost analysis
(1) Comprehensive electronic subsystem
(2) Energy subsystem
(3) Attitude and orbit control subsystem
(4) Thermal control subsystem
(5) Structural subsystem
(6) Measurement and control digital transmission subsystem
(7) Load subsystem
(8) Whole-star AIT
11. Sorting out by government regulatory authorities
(1) National Development and Reform Commission
(2) Ministry of Industry and Information Technology
(3) Bureau of Science, Technology and Industry for National Defense
(4) Equipment Development Department of the Central Military Commission
12. Overview of the satellite research and development capabilities of Aerospace Science and Technology Group
(1) Fifth Academy of Aerospace Science and Technology (China Academy of Space Technology)
1. Overall Design Department
2.Aerospace Material Support Division
3. General Assembly and Environmental Engineering Department
4. Communications and Navigation Satellite General Department
5. Xi’an Branch (504)
6.502 Institute
7.508 Institute
8.510 Institute
9. May 12th Institute
10.May 13th Institute
11.May 14th Institute
12.May 18th Institute
13.529 Factory
14. Aerospace Dongfanghong Satellite Co., Ltd.
15. Aerospace Star Technology Co., Ltd.
16. Shenzhen Aerospace Dongfanghong Satellite Co., Ltd.
17. China Academy of Space Technology Hangzhou Center
18. Beijing Aerospace Shenzhou Intelligent Equipment Technology Co., Ltd.
(2) Eighth Academy of Aerospace Science and Technology (Shanghai Institute of Aerospace Technology)
1.The Eighth Design Department
2.149 Factory
3.509 Institute
4.805 Institute
5.800 Institute
6.812 Institute
7.802 Institute
8.803 Institute
9.804 Institute
10.806 Institute
11.808 Institute
12.811 Institute
13.Shanghai Composite Materials Technology Co., Ltd.
14. Aerospace Engineering Equipment (Suzhou) Co., Ltd.
15.Shanghai Aerospace Industry (Group) Co., Ltd.
16. Shanghai Aerospace Automotive Electromechanical Co., Ltd.
17.Shanghai Shenhang Import and Export Co., Ltd.
13. Overview of China Electronics Technology Group Co., Ltd.’s satellite research and development capabilities
(1) China Electronics Network Communications Group Co., Ltd.
1.Company Profile
2. Introduction to affiliated institutions
(1) Fifty-Four Research Institute (54)
(2) Thirty-nine Research Institutes (39 institutes)
(2) China Electronics Cosi Instrument Technology Co., Ltd.
(3) China Electronics Tianao Electronics Co., Ltd. (10 institutes)
(4) CETC Robot Co., Ltd. (21 institutes)
(5) Twenty-two Research Institute of China Electronics Technology Group Co., Ltd.
(6) The 38th Research Institute of China Electronics Technology Group Corporation
(7) China Power Guoji Southern Group Co., Ltd. (55 institutes)
(8) China Electronics Technology Group Chongqing Sound and Optoelectronics Co., Ltd.
(9) China Power Guoji Northern Co., Ltd. (13 institutes)
(10) The 18th Research Institute of China Electronics Technology Group Corporation
14. Leading private satellite companies
(1) Galaxy Aerospace
(2) Time and space Daoyu
(3) Micro-nano starry sky
(4) Changguang Satellite
15. Investment and Financing Situation of Core Leading Enterprises
(1) Galaxy Aerospace
(2) Time and space Daoyu
(3) Micro-nano starry sky
(4) Changguang Satellite
Part 3: Satellite Applications
1. Overview of the satellite application industry
(1) Satellite application concepts
(2) Satellite application classification
2. Analysis of satellite application industry chain
(1) Satellite communications field
(2) Satellite navigation field
1.National defense field
2. Transportation field
(3) Satellite remote sensing field
1.Agricultural field
2. Forestry field
3. Overview of core policies
4. Interpretation of major plans related to satellite applications and industrial development
(1) “National Civil Space Infrastructure Medium and Long-term Development Plan (2015-2025)”
(2) “The Fourteenth Five-Year Plan for National Economic and Social Development of the People’s Republic of China and the Outline of Long-term Goals for 2035”
(3) “China’s Aerospace “14th Five-Year Plan” and Key Development Plans for the Future Period”
(4) “The 14th Five-Year Plan for the Development of Information and Communications Industry”
(5) “The 14th Five-Year Plan for the Development of Modern Comprehensive Transportation System”
(6) “National Emergency Response System Plan for the 14th Five-Year Plan”
5. Current status of satellite application requirements
(1) Government demand analysis
1.Communication
2.Navigation
3.Remote sensing
(2) Industry demand analysis
1.Communication
2.Navigation
3.Remote sensing
(3) Analysis of public service needs
1.Communication
2.Navigation
3.Remote sensing
6. Development of satellite application industry in some core cities
(1) Guangdong
(2) Shanghai
(3) Shaanxi
7. Government regulatory authorities
(1) National Development and Reform Commission
(2) Ministry of Industry and Information Technology
(3) Bureau of Science, Technology and Industry for National Defense
(4) Equipment Development Department of the Central Military Commission
8. Overview of key industry associations
(1) China Satellite Application Industry Association
(2) China Satellite Navigation and Positioning Association
(3) China Remote Sensing Applications Association
(4) China Satellite Application Industry Alliance
(5) China Radio Association
9. Shanghai Yuanxin
(1) Company profile
(2) Equity structure and shareholder introduction
1.Shareholder information
2. Financing situation
3. Equity structure and shareholder analysis
(3) Introduction to the core team
1. Chairman–Qin Jian
2. General Manager–Shen Bo
3. Chief Technology Officer–Li Guotong
4. Chief Financial Officer–Cai Wenqi
(4) Overseas investment
1.Shanghai Gesi Aerospace Technology Co., Ltd.
2.Bazhou Yuanxin Satellite Technology Co., Ltd.
3. Jiamusi Yuanxin Satellite Technology Co., Ltd.
4. Yuanwei Multimedia Satellite Communications (Shanghai) Co., Ltd.
(5) Introduction to main business
1.Business planning
2.Business progress
Attachment: Detailed description of satellite communications, guidance and remote applications
Chapter 1: Satellite Internet
1. Development background of satellite Internet industry
2. Introduction to well-known low-orbit satellite constellations
(1) “Starlink” constellation
(2) “GW” constellation
(3) “G60” constellation
3. Development status of satellite Internet industry
(1) Private enterprises empower aerospace, and the national team joins hands with commercial aerospace companies
(2) The application side pushes back the development of the industry, and car companies’ “cross-border” star creation has become a hot topic
4. Analysis of Satellite Internet Industry Chain
(1) Satellite manufacturing link
(2) Satellite launch link
(3) Ground equipment
(4) Satellite operations and services
5. The future development direction of the satellite Internet industry
(1) Integration of communication, navigation and remote control is the general trend
(2) Satellite-ground integration is the main direction in the future
(3) Satellite Internet is expected to accelerate the growth of related output value
Chapter 2: Beidou Satellite Navigation System
1. Introduction to Beidou Satellite Navigation System
(1) What is a satellite navigation system?
(2) What are the applications of the Beidou satellite navigation system?
2. Analysis of Beidou Satellite Navigation Industry Chain
(1) Policy support
(2) Industrial chain composition
(3) Industry-related departments
3. Beidou Satellite Navigation Industry Market Analysis
Chapter 3: Remote Sensing Data Industry
1. Definition of remote sensing data industry chain
2. National remote sensing data management and policy
(1) “Interim Measures for the Openness and Sharing Management of Remote Sensing Satellite Data”
(2) “Interim Measures for the Management of National Civilian Satellite Remote Sensing Data”
(3) “Interim Measures for the Management of International Cooperation of National Civilian Satellite Remote Sensing Data”
3. Data sample characteristics
(1) Level 1-3 data products
(2) Level 4-6 data products
4. Pain points in the development of remote sensing data links
(1) Not enough satellites
(2) The satellite is idle in orbit
(3) Data cannot be transmitted back
(4) Data cannot be transmitted
(5) Remote sensing data cannot be used
(6) Remote sensing data is difficult to use
Excellent literature collection
1. Launch vehicle
2. Satellite development
3. Satellite applications
