Welcome to Edition 8.31 of the Rocket Report! We have some late-breaking news this week with an update Thursday afternoon from Rocket Lab on the timing of its much-anticipated Neutron rocket. Following the failure of a first stage tank during testing, the company is pushing the medium-lift rocket's debut into the fourth quarter of this year. Effectively that probably means 2027 for the booster, which is disappointing because we all very much want to see another reusable rocket take flight.
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但更深层的逻辑在于，他押注的或许并不仅是制造端升级，而是中国消费结构的再升级，押注一批中产家庭开始把“海上休闲”纳入生活方式版图。一旦生活方式被激活，产业才有规模；一旦规模形成，制造端的优势自然水到渠成。