商业航天产业4月月报：动荡时局下的稳步发展

2 www.avicsec.com 010-59219558 010-59562637 1 -30%-20%-10%0%10%20%30%40%50%24-0424-0624-0924-1125-0125-04300 ① ① ② ③ /6G ④ 15%+” ⑤ 30% ......................................................... ....................................................................... ...................................... .............................. ............ ................................... .................................................. ...................................... ...................................... ................................... .............................. ...................................... ............................................................ .................................................................. .................................................................................... .......................................................................................... ...... ....................................................................................... ...................................... ....................................................................... ....................................................................... ................................................... ................................................. ................................................................ ............................................................ .............................................. ............................................................. ........................................... .............................................. .............................................. ................................ ........................ ..................................... .................................. ....................................................... 1 -60%-30%0%30%60%300 1 2023.7.9 2023.11.23 2023.12.6 2 2023.12.30 /S 2024.2.29 01 2024.5.9 01A/BAB 2024.8.1 02 2024.8.6 G6018 2024.10.10 03 2024.10.15 0218 2024.11.30 03 2024.12.5 0318 2024.12.16 /0110 2025.1.23 0618 2025.2.11 02 2025.3.12 118 2025.4.1 2 2025331 3 5 Techweb411 4 411 5 WIND331 2 -200%0%200%400%600%2018-01-022019-01-022020-01-022021-01-022022-01-022023-01-022024-01-022025-01-02RKLB.OPL.NIRDM.OTRMB.OETL.PA 331 3 4 5 Wind 6 7 Wind