Aerospace-intensive event! The United States is executing a crewed lunar mission, and China's satellite "Xiong'an No. 1" is poised to launch.

When you invest in stocks, just look at the Golden Kylin Analyst Research Reports—authoritative, professional, timely, comprehensive—helping you uncover potential thematic opportunities!

(Source: NetEase Tech)

In the global aerospace sector, activity has recently been intense, with China and the U.S. releasing major signals almost simultaneously.

According to CCTV News, on the evening of April 1 local time, NASA’s next-generation lunar rocket “Space Launch System” lifted off from the Kennedy Space Center in Florida and carried out the crewed lunar-orbit mission “Artemis II.” This is the first time the U.S. has sent a crewed mission to the Moon since 1972, marking that human deep-space exploration has entered a new stage.

At the same time, according to Science and Technology Daily, China’s first “Xiong’an-made” satellite “Xiong’an One” has completed rollout/offline processing, is ready to launch, and has achieved breakthroughs in multiple key technologies, as the commercial space industry chain accelerates toward formation.

In the commercial satellite internet track, the competitive landscape is also changing. As mentioned in a Wall Street Insider article, the Financial Times quoted sources as saying that Amazon is in talks with satellite telecom operator Globalstar regarding an acquisition, with the intention of challenging SpaceX’s Starlink in the low Earth orbit satellite internet market.

On April 3, the 2026 Space Computing Industry Conference will be held in Beijing. In its prospectus, CAS Space disclosed the first-flight timeline for each product line.

United States: Crew back to the Moon again after half a century

According to CCTV News, on the evening of April 1 local time, NASA’s next-generation lunar rocket “Space Launch System” lifted off from the Kennedy Space Center in Florida and carried out the crewed lunar-orbit mission “Artemis II.”

This is the first time since the Apollo 17 mission in 1972 that the U.S. has sent astronauts to lunar orbit, and it is of landmark significance.

In the commercial space domain, Amazon is seeking to speed up its catch-up with SpaceX by acquiring Globalstar.

As mentioned in a Wall Street Insider article, citing sources reported by the Financial Times, negotiations have been ongoing for a relatively long time, but both sides are still consulting on several complex issues. As of now, there is still no final agreement, and the negotiations may still see changes or even break down.

One of the core obstacles to this acquisition is that Apple holds roughly 20% equity in Globalstar, and Globalstar has committed to reserving 85% of its network capacity for Apple for iPhone satellite short-message services, making the deal structure even more complex.

Amazon’s project to enter low-orbit satellite internet is named “Leo.” At present, only a bit more than 180 satellites are in orbit, which is a huge gap compared with Starlink’s more than 10,000 active in-orbit satellites. In February this year, Amazon CEO Andy Jassy told investors that Leo is one of the “incremental opportunities” that the $2.2 trillion market-cap e-commerce giant is pursuing.

China: Multiple fronts advance in satellites, computing power, and rockets

China’s commercial space sector has recently shown a pattern of multiple breakthroughs. From satellite manufacturing to space computing power, and to launch vehicles, each link in the industry chain is releasing progress intensively.

China’s first “Xiong’an-made” satellite “Xiong’an One,” after 8 months of R&D, design, and production testing, successfully rolled off/offlined on October 22, 2025, and is now poised and ready to launch. According to Science and Technology Daily, this satellite has broken through three key technologies:

“Xiong’an One” is the first satellite to complete production and roll off/offline in the Xiong’an New Area, marking that the Xiong’an New Area has taken a substantive step forward in the field of commercial space manufacturing.

In terms of building the industrial ecosystem, the 2026 Space Computing Industry Conference will be held on April 3 in Beijing Economic-Technological Development Area (Yizhuang), at the Tongming Lake Exhibition & Convention Center. Representatives from multiple parties—such as leading companies in computing power, satellite manufacturing firms, and rocket manufacturing firms—will attend.

The conference will announce the establishment of the industry’s first “Space Computing Professional Committee” and launch the “Beijing Space Computing Innovation Center.” At the same time, the Management Committee of the Development Zone will release the “Space Computing Key Common Technology Breakthrough List.” The conference sets three major thematic tracks, covering the full ecosystem chain including top-level design of space computing, commercial aerospace, and core components, reflecting China’s strategic plan to deeply integrate computing power with aerospace.

As for launch vehicles, in its prospectus CAS Space disclosed a detailed product first-flight schedule. For the Lijian series, Lijian 2’s heavy-lift rocket is planned to have its first flight in 2028, while Lijian 3 is planned for its first flight in 2030. For reusable launch vehicles, Lihong 2 is planned to make its first flight from the end of 2026 to the first quarter of 2027, and Lihong 3 is planned for its first flight in 2028.

A huge volume of information and precise interpretation—available on the Sina Finance APP