Artemis II Moon Orbit! A visual overview of the A-share commercial aerospace concept

According to Xinhua News Agency, late on the evening of April 1, Eastern Time in the United States, NASA’s next-generation lunar rocket, the “Space Launch System,” was launched from Launch Complex 39B at the Kennedy Space Center in Florida to carry out the crewed lunar orbit mission “Artemis 2.” This marks the first time since 1972 that the United States has sent astronauts to the Moon.

The “Space Launch System” lifted off from Launch Complex 39B at the Kennedy Space Center with the “Orion” spacecraft, carrying four astronauts, on a 10-day mission.

Additionally, according to The Paper, during this mission, the “Orion” spacecraft will fly over the far side of the Moon following a figure-eight trajectory, then use a gravitational slingshot to accelerate and return to Earth; the astronauts will not land on the Moon’s surface.

Regarding mission costs, the “Artemis” program has taken several years to develop, with an estimated total expenditure exceeding $93 billion so far, and the cost of a single launch is approximately $4.1 billion.

Founder Securities stated that by mid-2026, progress in China-US commercial space activities will experience a catalytic resonance. In the United States, SpaceX’s Starship V3 is scheduled to conduct its first flight in April, with significant improvements over V2 in key metrics such as payload capacity and reusability.

Domestically, both state-backed teams and private rocket companies are intensifying efforts. In the second quarter, there is hope to initiate the first wave of reusable rocket test flights. Batch procurement of domestic satellites is imminent; features such as direct mobile connectivity will drive further performance upgrades of satellites, which will then enter a phase of simultaneous growth in volume and price.

Founder Securities recommends paying attention to sectors including rocket and satellite final assembly and operation, satellite payloads and components, solar arrays and energy systems, space computing power, overseas links, and ground facilities.

（Source: Eastmoney Research Center）