At the 2026 Space Cloud Industry Ecosystem Conference, China unveiled industrialization achievements for space cloud, including the "Nebula Constellation Plan," signaling that the construction of the "Space Cloud" ecosystem has progressed 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, is a fully domestically produced full-stack space computing network. Currently, 24 listed companies in the A-share market are involved in the space computing industry chain, and on November 10 they rose by an average of 3.01%; since October, 5 related concept stocks have attracted institutional research, with Kaipu Cloud, iSoftStone, and Fudan Microelectronics among the top by number of institutions conducting research.