Aerospace power supply leader breaks out! Electric Science Blue Sky continues to hit new highs on the stock market, deeply binding two major constellations

As of 9:52 AM on May 11th, the commercial space concept was active, with the space ETF (159267) down 0.08%, a nearly 9% increase over the past five days, and subscription applications exceeding 30 million shares during the trading session, possibly achieving 13 consecutive days of net capital inflow. Regarding related stocks, Electric Sky Blue Sky rose over 5%, hitting a new all-time high, while Aileda, Guanglian Aerospace, Hangyu Technology, and China Satellite also gained.

On the news front, previously Electric Sky Blue Sky stated on an interactive platform that in the satellite development plans released by State Grid Constellation (including Xingwang One Generation, New Star, and Nebula), the company participated in 82% of the development; for Qianfan Constellation, the company has achieved exclusive support for spacecraft power systems.

At the second Aerospace Information Technology Conference held on May 9th, the Chinese Academy of Sciences Aerospace Information Innovation Institute, along with research institutes, universities, aerospace companies, and over a hundred other organizations, jointly released the “Proposal for Building a ‘Space Cloud’ Ecosystem,” calling for industry collaboration to build a “Space Cloud” ecosystem at the scale of thousands of stars and to create a world-leading space-based information service system.

CATIC Securities stated that the future of the military industry will focus on two major directions: first, the progress of the “14th Five-Year” plan, with commercial aerospace, gas turbines, and low-altitude economy expected to become core sectors for breakthroughs; second, paying attention to the Q1 2026 performance forecast, where high-performance segments with confirmed earnings will attract capital, awaiting fundamental validation.

Southwest Securities noted that the development of the commercial space sector is significantly influenced by private rocket launch capabilities and policy support. As an emerging field, the expansion of private rocket companies’ launch capacity determines the speed of industry chain development. Government policy support can effectively solve key industry problems, promote industry progress, and investors should continuously monitor the sector’s development logic and prospects. Risk warning: The above information is for reference only and does not constitute investment advice. Investing involves risks; please proceed with caution.

Daily Economic News