On March 4, 2025, the “Launch Vehicle Industry Chain Panorama (2025)” was officially released. Through an in-depth analysis of the launch vehicle industry chain, from the four major levels of structural system, power system, electrical system, and other auxiliary systems, the latest version of the launch vehicle industry chain enterprise panoramic map was drawn, covering the entire industry chain from basic materials to subsystems. The map is divided into five parts in total, outlining a complete industrial chain enterprise pattern from five aspects: rocket overall, structural system, power system, electrical system, and other auxiliary systems.
The launch vehicle industry is the key to whether the entire aerospace industry can flourish in the future. Whether the aerospace industry can be commercialized on a large scale in the future and realize a complete closed loop of the entire industry, the development of the launch vehicle industry chain is crucial. Whether the aerospace industry can drive mankind towards the stars and the sea in the future depends on cost. Only by reducing launch costs on a large scale can it be possible to bring the aerospace industry closer to public life and achieve a virtuous cycle of aerospace industry development.
The structural system is the body of the launch vehicle. Its main function is to maintain the shape of the rocket, install and connect all instruments and equipment in the various systems of the rocket, and bear the various loads of the rocket during ground transportation, launch operations and flight. From the perspective of the structural system, the fairing, tank, separation mechanism, and cabin section are the core. For reusable rockets, the landing device is also extremely important. For fairings, the map sorts out related companies from the perspectives of fairing manufacturers, equipment developers, and material developers. For storage tanks, they are divided into traditional storage tanks and stainless steel storage tanks. Relevant enterprises were sorted out from the perspectives of storage tank developers, equipment developers, material developers, other structural parts developers related to storage tanks, and test providers. Equipment developers also conducted a more detailed sorting based on the storage tank manufacturing process. As for the separation mechanism, it is divided into inter-stage separation, fairing separation, and star-arrow separation. Related companies were sorted out from various separation devices. Cabins, landing devices, heat-proof coatings, etc. were also sorted out from the perspective of their respective products. Related industrial chain companies were sorted out. Musk has used a large amount of stainless steel materials on starships. Domestic companies such as Arrow Technology and Blue Arrow Aerospace are also conducting relevant research. It is believed that in the near future, it will become a reality to significantly reduce the cost of rocket development at the structural system level.
The power system is the lifeblood of the rocket, just like the heart of the rocket, providing a steady stream of power for the rocket, helping the rocket break through the atmosphere and fly into the depths of the universe. The engine is the core of the power system, and other components include supercharged transmission, auxiliary power, etc. The engine is further divided into the main engine and the attitude-orbit control engine. Relevant companies were sorted out from the perspectives of engine developers, engine component developers, engine materials, engine test benches, etc. Among them, the engine components are classified according to valves, pumps, thrust regulators, gas generators, etc. Relevant companies were sorted out from the perspectives of igniters, igniters, combustion chambers, servo mechanisms, nozzles, casings, propellants, etc. Valves, pumps, etc. were also sorted out from the perspectives of turbine pumps, cryogenic centrifugal pumps, hydraulic pumps, cryogenic gas control valves, solenoid valves, temperature control valves, safety valves, pressure reducing valves, etc. Pressurized transportation sorted out the relevant enterprises from the perspectives of cylinders, pipelines, valves, sensors, etc., and then sorted out the relevant enterprises from the perspectives of developers, material developers, equipment developers, etc. for the above parts. The cost of launching a single-use launch vehicle is very high. By recycling and reusing the rocket, a lot of costs can be saved, and the power system is the key. Currently, companies such as Blue Arrow Aerospace, Interstellar Glory, and Jiuzhou Cloud Arrow are developing high-thrust reusable rocket engines. The day when Chinese launch vehicles can be successfully recycled is not far away.
Electrical system…
Other auxiliary systems…
The above is part of the “Launch Vehicle Industry Chain Panoramic Map (2025)”. If you want to obtain the map, please add WeChat below.
