Join the rocket, A-share leading home improvement stocks hit 11 daily limit-ups, multiple commercial aerospace stocks surge

Why is AI · Building Decoration Companies Getting Involved in the Hot Trend of Commercial Spaceflight?

Reporter | Peng Xin

Editor | Zheng Shifeng Jiang Peixia Zhang Mingyan

The A-share market’s commercial space sector has recently been repeatedly active.

On May 11, the A-share market’s commercial space stocks collectively strengthened. By the close, the CSI Satellite Industry Index rose 1.33%, marking six consecutive gains. Among the concept stocks, Tian Tong Co., Da Yuan Pump Industry, Woge Optoelectronics, AVIC Optoelectronics, Datang Telecom, and others hit the 10% daily limit, with Boda Co. hitting the limit intraday, marking four consecutive limit-ups, and closing with a gain of over 5%.

Notably, the veteran leader in Chinese building decoration, Jintonglang (002081), was recently labeled with popular tags like “Commercial Spaceflight” and “Computing Power,” even hailed as the “First Space Decoration Stock.” On May 11, during trading, Jintonglang hit 11 limit-ups in 14 days, with its closing gain falling back to over 6%. On May 7, Jintonglang issued a risk warning, clarifying the recent market hype around “Commercial Spaceflight” and “Computing Power,” attempting to cool the feverish market.

Recently, multiple positive news has emerged in the commercial spaceflight sector.

According to the China Manned Space Agency, at 8:14 a.m. Beijing time on May 11, 2026, the Long March 7 Yao-11 carrier rocket, carrying the Tianzhou-10 cargo spacecraft, was launched from the Wenchang Spacecraft Launch Site. About 10 minutes later, Tianzhou-10 successfully separated from the rocket and entered its planned orbit, then the spacecraft’s solar panels unfolded smoothly, and the launch mission was a complete success.

According to CCTV News, after Tianzhou-10 entered orbit and completed the status setup smoothly, at 13:11 Beijing time on May 11, 2026, it successfully docked with the Tianhe core module of the space station. After docking, Tianzhou-10 transitioned into the integrated flight phase. Subsequently, the Shenzhou-21 crew will enter Tianzhou-10 to carry out cargo transfer and related tasks as planned.

This mission is China’s first manned spaceflight launch in 2026 and the fifth cargo resupply mission since the project entered the space station application and development phase. It is also the 39th launch since the project’s inception, the 10th flight of the Tianzhou series spacecraft, and the 641st flight of the Long March carrier rockets.

Tianzhou-10 was developed by the Fifth Academy of China Aerospace Science and Technology Corporation, mainly responsible for transporting supplies and equipment, refueling, and disposing of waste. The spacecraft uses four improved sealed tanks, with a cargo capacity of 7.4 tons, an upmass ratio of 0.53, carrying about 6.2 tons of supplies, over 220 items of cargo, and 700 kilograms of propellant.

(Image source: China Manned Space Agency)

The cargo mainly supports the on-orbit work and life of the two crewed Shenzhou missions, Shenzhou-23 and Shenzhou-24, as well as the daily operation and maintenance of the space station, including essential items and instruments. This mission also carried six experimental payloads, the most payloads ever launched since the space station’s construction. After delivery to the Chinese space station, subsequent experiments will be carried out in phases, focusing on space life sciences and biotechnology, microgravity physics, space application technologies, space astronomy, and Earth sciences, totaling 41 in-orbit scientific experiments.

Tianzhou-10 will dock in orbit for one year, longer than all previous cargo spacecraft. The extended in-orbit duration means reduced launch frequency and operational costs but also higher reliability requirements for the spacecraft. The Tianzhou series is the world’s most capable cargo spacecraft in active service, with the most comprehensive in-orbit support capabilities. Since its debut, its mission duration has been dynamically extended from about 6 months initially to 9–10 months as the Chinese space station project evolved.

The Long March 7 carrier rocket was developed by the First Academy of China Aerospace Science and Technology Corporation, specifically designed to meet the launch needs of cargo spacecraft for the manned space station project. It features high reliability and safety, using environmentally friendly liquid oxygen and kerosene propellants, making it a non-toxic, pollution-free green launch vehicle. The rocket is approximately 53.1 meters long, with a launch weight of about 600 tons, a fairing diameter of 4.2 meters, and a low Earth orbit payload capacity of about 14 tons.

According to China Aerospace Science and Technology Corporation, during this mission, the Long March 7 team completed 15 technical optimizations, covering innovation, reliability upgrades, and capacity improvements. The rocket also carried out its first test of the “Bian Que” fault diagnosis system, which can diagnose engine faults during flight based on multi-source sensor data and enable responses such as mission re-planning and control reconfiguration.

Do you think commercial space stocks have good prospects? Share your thoughts in the comments!

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(Disclaimer: The content of this article is for reference only and does not constitute investment advice. Investors operate at their own risk.)

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