Renaissance Strategic Advisors：2026全球商业航天产业培育发展研究报告（英文版）（16页）.pdf

1、 in partnership with Fostering the Global Commercial Space Industry Diana Jack June 2026 Fostering the Global Commercial Space Industry Page|2 Executive Summary Three quarters of a century after humans first began operating in outer space,the world is again turning to the domain as a source of geopo

2、litical and technological advantage.This time,the global space industry that has developed in the intervening years offers a crucial tool to achieving governmental and economic goals.The commercial ecosystem has matured slowly due to the history of the industry,but three concurrent developments have

3、 recently accelerated growth:1.The establishment of commercial space firms,such as SpaceX,and their provision of space capabilities as a service;2.The US renewed focus on the Moon and its engagement of international partners to support the Artemis program;3.The doctrinal shift to space as a warfight

4、ing domain and allied-by-design operations.While these factors are necessary to attract additional space investment,they are insufficient to produce a self-sustaining,scaled commercial ecosystem.Except for the satellite communications segment,which has flourished for decades,truly commercial space a

5、pplications have yet to catch on.Government requirements remain at the center of most space investment cases,a trend reinforced by Golden Dome for America and similar programs.More work is required to foster a healthy,demand-responsive,and resilient space industry,across regulation,acquisition rules

6、,industrial policy,investment theses,supply chain development,and corporate strategy.Still,there are opportunities for governments seeking a smart space industrial policy,for investors keen to identify high-growth niches,and for companies hoping to strengthen business cases,such as:1.Refocused space