London Daily

Focus on the big picture.
Tuesday, Sep 09, 2025

Could Chinese Astronauts Beat NASA Back to the Moon?

Could Chinese Astronauts Beat NASA Back to the Moon?

Just the possibility could be enough to guarantee lots of money for American space firms for years to come.

NASA wants to return mankind to the moon by 2024. To do so, it'll need help from its "Space Launch System" (or SLS) contractors Boeing and Northrop Grumman, Aerojet Rocketdyne, and especially Lockheed Martin, which is building the Orion space capsule. Blue Origin and SpaceX - two companies that are sometimes NASA partners, sometimes NASA rivals - want to put boots on the lunar ground as well.

And now comes a third entrant into this latest space race to get back to the moon: China.


China builds an interplanetary spaceship

As Space.com reported earlier this month, China is actively working to develop its own "next-generation" spacecraft for human spaceflight between worlds.

Following in the footsteps of the Soviet Union (and later Russia) and the United States, China became the third terrestrial nation to put astronauts in space when "taikonaut" Yang Liwei orbited Earth in Shenzou-5 in 2003. Now the state-owned China Academy of Space Technology (CAST) is building an even bigger 30-foot long, 22-ton yet-to-be-named spacecraft capable of carrying anywhere from four to six taikonauts on a voyage to the moon.

As Space.com reports, China plans to launch its new spacecraft on an unmanned test flight sometime in the first half of next year, flying atop a Long March 5B heavy-lift rocket. China says that to get the spacecraft the rest of the way to its destination, it first needs to develop a more powerful rocket -- the super-heavy-lift "Long March 9." For this reason, the country is targeting a crewed mission to the moon only sometime "in the 2030s" (although some Chinese sources have suggested earlier dates).

A successful unmanned test flight next year could theoretically lay the foundation for a manned flight later in the year. So while for now China publicly disclaims an interest in landing taikonauts on the moon in the next decade, there's at least a chance China could accomplish this before NASA can reach the moon with its "Project Artemis" (which is targeting a 2024 date for moon landing).


What it means to investors

Whatever China's ultimate target date turns out to be, its race to the moon puts pressure on NASA. The more delays our own Artemis program encounters, the greater the chances that China will get there first. So simply knowing that China is in this race is going to serve as an incentive to NASA to keep running.


What does this mean for investors?

NASA is spending some $35 billion to develop its Space Launch System for Project Artemis. The space agency awarded a $2.7 billion contract to buy three Orion spacecraft for the project just last month. Criticism of the program's cost overruns and development delays, however, have sparked calls for SLS's cancelation in Congress - especially in light of suggestions that SpaceX's new "Starship" could make the moon trip cheaper.

And yet the Starship hasn't flown an orbital test flight yet, much less a trial run to the moon and back. (Neither has SLS - it hasn't even been assembled yet!) Although Elon Musk is promising to send the Starship on an orbital test flight as early as the end of this year, so long as NASA is working with two "unknown quantities," and facing a determined rival in China, it's unlikely to cut bait on SLS before at least one of these rocket concepts has proven itself capable of executing the moon mission.

In this scenario, Congress, too, may feel compelled to spend whatever it takes to ensure Project Artemis's success. And that means that for the foreseeable future - through the end of this year certainly, to 2024 probably, and potentially all the way toward "the 2030s" - billions of dollars of planned and anticipated spending on a return to the moon will continue to flow out of NASA and into the pockets of investors in companies like Boeing, Northrop, Aerojet, and Lockheed.

Earning robust profit margins ranging from 10% for Boeing and Lockheed, to 11% for Northrop, to nearly 15% for Aerojet (according to data from S&P Global Market Intelligence), this is still a great business to be in. And if SpaceX and Blue Origin ever get around to having IPOs, they could become similarly great businesses to own.


Something big just happened

I don't know about you, but I always pay attention when one of the best growth investors in the world gives me a stock tip. Motley Fool co-founder David Gardner and his brother, Motley Fool CEO Tom Gardner, just revealed two brand new stock recommendations. Together, they've quadrupled the stock market's return over the last 17 years.* And while timing isn't everything, the history of Tom and David's stock picks shows that it pays to get in early on their ideas.

Newsletter

Related Articles

0:00
0:00
Close
Court Staff Cover Up Banksy Image of Judge Beating a Protester
Social Media Access Curtailed in Turkey After CHP Calls for Rallies Following Police Blockade of Istanbul Headquarters
Nayib Bukele Points Out Belgian Hypocrisy as Brussels Considers Sending Army into the Streets
Elon Musk Poised to Become First Trillionaire Under Ambitious Tesla Pay Plan
France, at an Impasse, Heads Toward Another Government Collapse
Burning the Minister’s House Helped Protesters to Win Justice: Prabowo Fires Finance Minister in Wake of Indonesia Protests
Brazil Braces for Fallout from Bolsonaro Trial by corrupted judge
The Country That Got Too Rich? Public Spending Dominates Norway Election
Nearly 40 Years Later: Nike Changes the Legendary Slogan Just Do It
Generations Born After 1939 Unlikely to Reach Age One Hundred, New Study Finds
End to a four-year manhunt in New Zealand: the father who abducted his children to the forests was killed, the three siblings were found
Germany Suspends Debt Rules, Funnels €500 Billion Toward Military and Proxy War Strategy
EU Prepares for War
BMW Eyes Growth in China with New All‑Electric Neue Klasse Lineup
Trump Threatens Retaliatory Tariffs After EU Imposes €2.95 Billion Fine on Google
Tesla Board Proposes Unprecedented One-Trillion-Dollar Performance Package for Elon Musk
US Justice Department Launches Criminal Mortgage-Fraud Probe into Federal Reserve Governor Lisa Cook
Escalating Drug Trafficking and Violence in Latin America: A Growing Crisis
US and Taiwanese Defence Officials Held Secret Talks in Alaska
Report: Secret SEAL Team 6 Mission in North Korea Ordered by Trump in 2019 Ended in Failure
Gold Could Reach Nearly $5,000 if Fed Independence Is Undermined, Goldman Sachs Warns
Uruguay, Colombia and Paraguay Secure Places at 2026 World Cup
Florida Murder Case: The Adelson Family, the Killing of Dan Markel, and the Trial of Donna Adelson
Trump Administration Advances Plans to Rebrand Pentagon as Department of War Instead of the Fake Term Department of Defense
Big Tech Executives Laud Trump at White House Dinner, Unveil Massive U.S. Investments
Tether Expands into Gold Sector with Profit-Driven Diversification
‘Looks Like a Wig’: Online Users Express Concern Over Kate Middleton
Brand-New $1 Million Yacht Sinks Just Fifteen Minutes After Maiden Launch in Turkey
Here’s What the FBI Seized in John Bolton Raid — and the Legal Risks He Faces
Florida’s Vaccine Revolution: DeSantis Declares War on Mandates
Trump’s New War – and the ‘Drug Tyrant’ Fearing Invasion: ‘1,200 Missiles Aimed at Us’
"The Situation Has Never Been This Bad": The Fall of PepsiCo
At the Parade in China: Laser Weapons, 'Eagle Strike,' and a Missile Capable of 'Striking Anywhere in the World'
The Fashion Designer Who Became an Italian Symbol: Giorgio Armani Has Died at 91
Putin Celebrates ‘Unprecedentedly High’ Ties with China as Gazprom Seals Power of Siberia-2 Deal
China Unveils New Weapons in Grand Military Parade as Xi Hosts Putin and Kim
Queen Camilla’s Teenage Courage: Fended Off Attempted Assault on London Train, New Biography Reveals
Scottish Brothers Set Record in Historic Pacific Row
Rapper Cardi B Cleared of Liability in Los Angeles Civil Assault Trial
Google Avoids Break-Up in U.S. Antitrust Case as Stocks Rise
Couple celebrates 80th wedding anniversary at assisted living facility in Lancaster
Information Warfare in the Age of AI: How Language Models Become Targets and Tools
The White House on LinkedIn Has Changed Their Profile Picture to Donald Trump
"Insulted the Prophet Muhammad": Woman Burned Alive by Angry Mob in Niger State, Nigeria
Trump Responds to Death Rumors – Announces 'Missile City'
Court of Appeal Allows Asylum Seekers to Remain at Essex Hotel Amid Local Tax Boycott Threats
Germany in Turmoil: Ukrainian Teenage Girl Pushed to Death by Illegal Iraqi Migrant
United Krack down on human rights: Graham Linehan Arrested at Heathrow Over Three X Posts, Hospitalised, Released on Bail with Posting Ban
Asian and Middle Eastern Investors Avoid US Markets
Ray Dalio Warns of US Shift to Autocracy
×