Hexun Information Yan Shuyuan: Commercial spaceflight, how much longer until the second wave?

This Saturday, I will conduct an in-depth review of the commercial aerospace sector. Among industry analysis bloggers, I am one of the early and long-term supporters who firmly believe in a second wave of the commercial aerospace market.

My optimism about commercial aerospace is not a short-term view; it has lasted for more than half a month, covering the period from April to May. Since April 15th, I have been analyzing the underlying logic of the sector and continuously tracking it from a technical perspective. As a core theme in the early market, commercial aerospace has undergone a full three-month adjustment and now has the basic conditions to initiate a second wave of the market.

Before the sector showed obvious upward movement, there was a general atmosphere of caution and skepticism; however, as the market gradually realized gains, the sector’s logic was validated by the market. During the adjustment and consolidation phase, I have consistently advised patience and holding; despite fluctuations and reversals, sticking to logical judgment will ultimately confirm the trend.

Many investors have asked, having missed the initial deployment in commercial aerospace, with the sector now having risen significantly, how should they proceed? In fact, from the fiber optic track to the lithium battery sector, I have long adhered to low-position logic exploration and early prediction, but many people did not follow up and deploy in time.

Regarding the commercial aerospace sector, I have always maintained a bullish outlook. Even though there has been a substantial increase recently, there will still be divergences and pullbacks during the subsequent upward movement, presenting reasonable opportunities for low-cost entry. The current internal structure of the sector is clear: it includes high-elastic targets like 信维 (Xinwei) with a 20CM high, core stocks like China Satellite, and emerging short-term sentiment leaders such as 神神剑 (Shenshenjian) and 西部再生 (Western Rebirth). The sector’s profit-driving effect has evolved from initial localized diffusion to a comprehensive market opportunity.

From a capital perspective, clear signals are also evident. Since mid-April, the bottom of the commercial aerospace sector has been continuously accumulating volume, and recently, the intensity of capital inflows has further increased, with signs of active long positions being very obvious.

(Edited by: Zhang Yang HN080)

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