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 is actively performing, with the space ETF (159267) down 0.08%, a nearly 9% increase over the past five days, and subscription applications during the trading day exceeding 30 million shares, potentially achieving 13 consecutive days of net capital inflow. Regarding related stocks, Electric Science Blue Sky rose over 5%, hitting a new listing high, while Aileda, Guanglian Aerospace, Hangyu Technology, and China Satellite also gained.

On the news front, previously Electric Science Blue Sky stated on an interactive platform that in the satellite development plans released by State Grid Constellation (including Xingwang Generation, New Star, and Nebula), the company participated in 82% of the development; in the 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 Research Institute, along with research institutes, universities, aerospace companies, and over a hundred other units, jointly released the “Proposal for Building a ‘Space Cloud’ Ecosystem,” calling on the industry to work together to build a “Space Cloud” ecosystem on a scale of thousands of stars and to create a world-leading space-based information service system.

CICC Securities stated that the future focus of the military industry will be on two major directions: first, the progress of the “14th Five-Year” plan, with commercial space, gas turbines, and low-altitude economy expected to become core breakout sectors; second, paying attention to the first quarter 2026 performance forecast, with high-performance segments likely to attract capital, awaiting fundamental validation.

Southwest Securities said 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 development speed of the industry chain. Government policy support can effectively solve key industry problems, promote industry progress, and investors should continue to focus on the development logic and prospects of this sector. 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