On November 9, the 2026 Space Cloud Industry Ecosystem Conference unveiled China's space cloud industrialization achievements, including the "Nebula Constellation Plan," marking a key step in the construction of China's "space cloud" ecosystem—from technical verification to industrialization layout. The plan, jointly developed by the Aerospace Information Research Institute of the Chinese Academy of Sciences and domestic science and technology innovation enterprises, constitutes a fully domestically produced space computing power network. According to statistics, 24 listed companies in the A-share market are involved in the space computing power industry chain, and these rose by an average of 3.01% on November 10. In terms of institutional attention, five concept stocks have received institutional research visits since October. Kaipu Cloud, iSoftStone, and Fudan Microelectronics ranked top in the number of institutions conducting research visits, with 27, 16, and 15 respectively.