In mid-September, the commercial space sector completed many successful launches one after another, and the pace of high-density networked launches directly boosted market sentiment. According to Wind data, the commercial space concept sector showed active performance on September 21. The Wande Commercial Space Concept Index rose 1.31%, and many constituent stocks rose. People believe that the commercial space sector is shifting from being concept-driven to order-driven, and industrial profits are gradually unfolding in the midst of fragmentation. Upstream supporting enterprises were the first to benefit from order volume brought about by the acceleration of constellation networking, and the overall integration and data application performance of the middle and downstream sectors was under pressure. As recyclable rocket technology enters the deep-water zone of engineering verification, sector investment logic is shifting from event-driven to performance fulfillment, and orders are being concentrated at an accelerated pace on companies with clear supporting card slots.

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