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商业航天概念再掀涨停潮:关注板块补涨机会_蜘蛛资讯网

再生水成超级大空调

规模部件采购的需求。更重要的是,商业航天是一个比风电更广阔的“天空”——未来全球市场规模有望达到万亿美元级别,利润率也更高,正好为风电企业提供新的增长曲线。  总之,商业航天的蓝海市场很自然就成为了风电企业打开第二增长曲线的天赐机会。  风电全球市场规模只有千亿元级别,而商业航天(含卫星制造、发射、应用)2030年全球市场规模预计突破万亿美元,是风电的几十倍以上。  风电设备毛利率约15%-25%

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