真没想到！风电龙头竟然承包了半壁航天供应链

和讯网01-11

今日商业航天进展显著，广州市政府推动南沙中科宇航液体火箭总装测试基地及黄埔星河动力火箭总装基地落地，研发大推力、可复用液体火箭。目前国内5家民营航天龙头筹备A股上市，星河动力和中科宇航发展较快，2025年二者商业订单火箭发射次数及送入卫星数领先，市占率居前。2026年可回收火箭技术难有实际收入，上游供应链企业可关注这两大龙头。泰胜风能是其供应商，业绩落地确定性强。此外，派克新材、国机精工等风电...

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