The commercial space market continues to expand, with chips of 11 industry chain stocks concentrated.

The government work report in 2026 pointed out the need to cultivate and strengthen emerging industries and future industries. Implementing industrial innovation projects, encouraging central and state-owned enterprises to lead the way in opening up application scenarios, and building emerging pillar industries such as integrated circuits, aerospace, bio-pharmaceuticals, and low-altitude economy. This is the first time that the government work report has positioned aerospace as an "emerging pillar industry". Previously, "commercial aerospace" has been included in the government work report for two consecutive years. According to the report "Outlook on the Development of China's Commercial Aerospace Industry in 2026" released by the CCID Think Tank, the market size of China's commercial aerospace industry in 2025 was 2.83 trillion yuan, a year-on-year increase of 21.7%; it will reach 3.5 trillion yuan in 2026, with a year-on-year growth rate continuously exceeding 20%. From the perspective of A-shares, according to Wind data, there are more than 70 individual stocks involved in commercial aerospace. Among them, there are both stocks participating in commercial aerospace and those involved in the industry chain. As of March 5th, these stocks have an average increase of nearly 1.5% this year, with Zhongchi Shares and Goldwind Technology leading the way with increases exceeding 37% since the beginning of the year, with Zhongchi Shares indirectly participating in the investment in Interglory Technology. In terms of changes in chips, compared with the number of shareholders disclosed most recently and at the end of last year, there are 11 stocks with a decrease in the number of shareholders, mainly in industries such as national defense, military industry, machinery and equipment, and communications.