Morgan Stanley: China's Rocket Recovery Debut Successful, SpaceX Faces Long-Term Threat

According to TechFlow Research, a Morgan Stanley report on July 10 pointed out that China's Long March 10B rocket completed its first orbital flight and successfully achieved sea recovery, becoming the third entity globally to master orbital-level rocket recovery technology, with the technical pathway now cleared. The Long March 10B is the reusable single-core version of the Long March 10 family, with a payload capacity of approximately 16 tons in reusable configuration. US Space Force officials estimated at the beginning of the year that China would need about 3.5 years to master rocket reuse technology, and this debut may accelerate this timeline.