Hunan Aerospace Huanyu Communication Technology Co. Ltd. A

The Long March 10B carrier rocket successfully completed a controlled first-stage recovery, validating the world-first offshore net recovery technology and marking China as the second country globally to master large-payload reusable rocket technology. Boosted by the news, A-share commercial aerospace stocks surged collectively in the afternoon, with multiple stocks including Hailanxin, Aerospace Huanyu, and Jiayuan Technology hitting their daily limit. Several companies along the industrial chain responded regarding their involvement. Jiu Feng Energy, as the special fuel and gas support unit, exclusively supplied liquid methane for the first time. Tianjin Yuefeng, a subsidiary of Guanglian Aviation, participated in supplying rocket body components. A consortium involving a subsidiary of Hailanxin won the bid for the command and monitoring vessel for this recovery mission. Industry insiders said that the gradual maturation of reusable rocket technology will significantly reduce launch costs and break the industry development bottleneck of having satellites but no rockets, with orders in the commercial aerospace sector increasing notably this year.

On July 3, the A-share market rebounded in volatile trading, with more than 3,800 stocks rising across the board. The humanoid robot concept led the gains throughout the day, with Estun Automation hitting the daily limit up for the fourth time in three sessions, while Wolong Electric Drive, Riying Electronics, and Zhongda Leader also surged by the daily limit. Commercial aerospace stocks also soared, with M&S Electronics hitting the daily limit up and Aerospace Huanyu jumping over 16 percent. In terms of news, the July launch window is seeing a concentrated burst of activity, with Wenchang planning three high-density launches, and the Long March 10B reusable rocket set for its maiden flight in mid-July. On the robotics front, UBTECH released its ultra-realistic humanoid robot U1 series, with orders for the U1 increasing more than tenfold compared to previous sales of full-sized embodied intelligent humanoid robots. Institutions widely believe that the A-share market is currently in a deepening phase of structural trends, with tech growth remaining the core mainstay.