The commercial spaceflight market continues to expand, with 11 industry chain stocks showing concentrated holdings.

The 2026 government work report for the first time positions aerospace and aviation as an “emerging pillar industry.” A report titled “Outlook on Development Trends in China’s Commercial Space Industry in 2026” released by the CCID Think Tank shows that in 2025, the size of China’s commercial space market was RMB 2.83 trillion, up 21.7% year over year; in 2026, it is expected to reach RMB 3.5 trillion, with growth staying above 20%. From the perspective of the A-share market, based on available data, there are more than 70 individual stocks that have been involved in or positioned for commercial space; among them are both stocks that hold equity in commercial space and stocks that have positioned themselves across the industrial chain. As of March 5, the average year-to-date gain of these stocks is close to 1.5%. Midea shares and Goldwind Science & Technology lead the gains for the year, both exceeding 37%, with Midea shares indirectly participating in an investment in Star Glory. Judging by changes in trading positions, based on the latest disclosed number of shareholders compared with the end of last year, there are 11 stocks in which the number of shareholders has fallen, distributed across sectors such as defense-related military industry, machinery and equipment, and communications. (People’s Finance Information)