At 12:15 PM on July 10, the Long March 10B carrier rocket embarked on its inaugural voyage from the Hainan Commercial Space Launch Site, adeptly placing a satellite into its designated orbit. Roughly six minutes thereafter, the rocket's first stage executed a vertical descent and was expertly retrieved using a net capture technique on the offshore "Navigator" recovery platform. This achievement signifies China's inaugural controlled retrieval of a carrier rocket's first stage and sets a global precedent as the first offshore net-based recovery. Buoyed by this encouraging milestone, the commercial aerospace sector in the A-share market experienced a collective surge in the afternoon of July 10. Multiple fund managers highlighted that recoverable technology is poised to slash unit launch expenses by more than 40%, significantly easing the constraints hindering the deployment of satellite internet networks. The commercial aerospace industry is now on the cusp of a transformative shift from "technical validation" to "large-scale commercialization," presenting enduring investment prospects.