Investment Opportunities in the Integrated Development of AI and Commercial Aerospace: Focus on Efficiency Improvement and Scenario Implementation Trends

The discussion on December 20, 2025, focused on the investment logic of AI and commercial aerospace integration, emphasizing the need to focus on the long-term penetration of AI as an “efficiency amplifier” and the inevitable direction of “cost reduction + networking” in commercial aerospace, rather than short-term technical details or price fluctuations [0].

• Market Performance
  : Since November 24, 2025, the Wind Commercial Aerospace Concept Index has risen 21.3% cumulatively, with individual stocks in some sub-sectors rising more than 60%, reflecting high market attention to this track [0][5].
• Verification of Core Trends
  :
  • AI Empowers Commercial Aerospace Efficiency: International giants like SpaceX plan to carry AI payloads on Starlink satellites [1][4]; domestic companies like Geovis Technology (688568.SH) integrate AI into satellite systems to improve satellite autonomous operation and data processing efficiency [2][6]; Leading Star Arrow optimizes rocket design through “AI Rocket Designer” [0].
  • Cost Reduction and Networking in Commercial Aerospace: 3D printing technology reduces rocket engine costs to 10% of traditional models (e.g., Galactic Energy) [3][7]; SpaceX plans to press launch costs below $100 per kilogram [4]; China plans to network over 30,000 satellites [3].
  • Potential of Space Computing Track: Minsheng Securities estimates that the long-term computing power scheduling market space for satellite internet can reach 126 billion yuan, and it has moved from concept verification to engineering implementation [1].

1. Two-way Empowerment of AI and Commercial Aerospace
   : AI solves the efficiency bottleneck of large-scale networking in commercial aerospace through optimized design and automated management and control, while cost reduction and networking in commercial aerospace provide massive space data application scenarios for AI, forming a positive cycle.
2. Triple Catalysts Drive Market Sentiment
   : Policy support (three-year plan for commercial aerospace development), technological breakthroughs (AI application landing, successful test run of 3D printed engine), and downstream demand (low-altitude economy, intelligent driving) jointly promote the rise of the sector.
3. Differentiated Opportunities in Sub-tracks
   : Efficiency improvement of AI in satellite TT&C (Tracking, Telemetry, and Command) and rocket design, application of cost reduction technologies such as 3D printing, and engineering implementation of space computing power all provide clear directions for investment.

• Opportunities
  :
  • Space Computing Track: Market space reaches 126 billion yuan, with potential for stable profit models [1].
  • AI + Satellite System Integration: Companies with full industry chain layout like Geovis Technology [2][6].
  • Cost Reduction Technology Providers: 3D printing equipment and material enterprises like Farsoon Technologies [7].
• Risks
  :
  • Poor Financial Performance of Some Companies: For example, SPCE has continuous losses and negative PE [0].
  • International Competition Pressure: Advantages of giants like SpaceX in technology and cost [4].
  • Long-term Trend Implementation Slower Than Expected: Uncertainty exists in technology maturity and industrial rhythm.

The integration of AI and commercial aerospace is a long-term investment trend, centered on “efficiency improvement” and “scenario implementation”. The Wind Commercial Aerospace Index has risen 21.3% since November 24, 2025, reflecting the market’s positive attitude towards this track. Key companies include Geovis Technology (688568.SH) and Farsoon Technologies, which are布局 in AI integration and cost reduction technology fields respectively. Investors need to pay attention to the catalytic effects of policy, technology, and market, while being alert to financial risks and international competition pressure.