On July 18th, a research report from CITIC Construction Investment highlighted that China's reusable rockets have made a significant leap, transitioning from conceptual design to engineering implementation. This milestone is set to trigger profound supply-side transformations across industries, notably in low-orbit satellite internet. Looking ahead, as rocket recovery becomes a standard practice, the deployment pace of mega-constellations, such as China Starnet GW and GalaxySpace Qianfan Constellation, is expected to accelerate markedly, accompanied by a substantial decrease in construction costs. The commercial aerospace sector is currently witnessing a convergence of catalytic factors. With market risk appetite on the mend, the sector's future performance holds considerable promise and warrants close attention. Within the satellite domain, the focus should be on comprehensive payloads, antennas, and associated equipment, laser communication terminals and their supporting infrastructure, solar wings, and energy systems. In the rocket segment, priority should be given to engines and their 3D printing technology, as well as structural components of the rocket body. For ground equipment, emphasis should be placed on civilian terminals and direct-to-phone connectivity solutions. Lastly, in the operational services arena, companies possessing rare qualifications should be the primary focus of attention.