Core Viewpoint - The company is transitioning from a "digital earth technology pioneer" to a "space and air information ecosystem builder," with a strategic plan called "one body, two wings" aimed at achieving comprehensive coverage of air and space information [1][2]. Group 1: Strategic Development - The "one body" refers to consolidating core advantages in the geographic information industry, while the "two wings" represent the commercial aerospace and low-altitude economy sectors [2][3]. - The company aims to enhance its capabilities in geographic information, commercial aerospace, and low-altitude economy, leveraging artificial intelligence for intelligent decision-making [2][4]. Group 2: Growth Metrics - The company has grown from 400 employees at the time of its IPO in 2020 to over 3,000 employees, and it has expanded its holdings to approximately 70 companies, ranking fourth in the geographic information industry [2][3]. - Current metrics include an annual revenue of 3 billion yuan, a market capitalization of 30 billion yuan, and a workforce of around 3,000, with a goal to reach 10 billion yuan in revenue, 100 billion yuan in market cap, and 10,000 employees in the next five years [3]. Group 3: Commercial Aerospace Initiatives - The company has made significant progress in the commercial aerospace sector, focusing on satellite constellation construction, satellite and rocket manufacturing, and space information application services [3][4]. - A key strategy involves creating a large-scale computing satellite constellation and developing a "cloud solution" for integrated air and space services [4]. Group 4: Low-altitude Economy Development - The company launched the "Star Map Low-altitude Cloud 1.0" version as part of its efforts in the low-altitude economy, introducing a comprehensive low-altitude infrastructure solution [5]. - The low-altitude economy is expected to transition from experimental zones to operational networks by 2025, driven by market forces and ongoing air traffic management reforms [5].

● 本报记者 郑萃颖 7月8日，2025空天信息大会暨中科星图生态发展大会在合肥举办，低空经济的安全和发展成为行业专家 们讨论的焦点。完善准入机制、加快数字化管理、建立应急响应制度等，成为低空经济发展的关键。会 上，中科星图发布低空经济全域赋能平台，以数字化技术、大模型能力赋能低空经济安全健康发展。 行业专家认为，未来低空经济发展需要完善安全底座，推动基础设施建设，培养行业专业人才，拓展下 游应用场景，充分释放低空经济潜能。 技术筑牢安全根基 "低空产业是新质生产力的代表，要先解决安全问题，才能蓬勃发展。"星图低空云研究院院长孙俊在会 上说。 在会上，中科星图发布全国首个低空经济全域赋能平台，包括低空规划平台、低空智联网平台、低空飞 服平台、军地民协同平台以及一网统飞平台五个产品，提出了从低空规划、安全保障、协同监管到运行 服务、场景应用等全链条解决方案。 其中，低空规划平台包括了空域起降、运行仿真以及规划成果评估分析等功能。低空智联网络平台则结 合了低空基础设施相关数据，将低空探测数据和飞行管理服务结合，集合了低空气象服务平台、低空智 联反制系统、低空反无平台等数据，帮助管理用户飞行活动。军地民协同平台打通 ...

中科星图发布"一体两翼"战略新规划 构建空天发展"新基建" 开启太空计算新时代 2025空天信息大会暨中科星图生态发展大会7月8日在安徽合肥开幕。本次大会以"空天一体·星云共 生"为主题，众多院士专家聚焦地理信息、商业航天、低空经济、空天信息等领域的最新技术与发展趋 势展开深度交流，权威解读空天产业政策。 作为国内空天信息领域的龙头公司，中科星图秉持开放合作的理念，坚持走创新驱动发展之路，遵 循"向天补强，向空发展，空天一体，以云为本"的战略规划，打造天基能力和空基能力，向商业航天全 产业链拓展，布局低空经济全产业链，让空天信息能力赋能千行百业。 中科星图董事长许光銮表示，随着全球数字化、信息化进程的加速，空天信息技术正经历从量变到质变 的关键时期，空天信息产业生态正快速发展壮大。中科星图将持续以科技创新为根本动力，探索开拓新 场景，加速推动科技成果转化为现实生产力，让空天信息技术更好赋能城市治理、应急救灾等领域。 中科星图党委书记、总裁邵宗有介绍，空天信息产业的核心是地理信息，依托地理信息的创新应用，商 业航天与低空经济这两大新质生产力得以孕育并加速成长。未来五年，中科星图将打造以地理信息为根 基、以商业航 ...

Group 1 - Xi Jinping emphasized the need to develop wind power, hydrogen energy, and other energy sources while enhancing the coal industry from low-end to high-value products, aiming to build a new energy system [1] Group 2 - The State Council issued an opinion to optimize government services and enhance administrative efficiency, promoting the application of new technologies like AI in public services [2] Group 3 - Seven departments jointly released opinions to accelerate the construction of an inclusive childcare service system, focusing on a "1+N" model for childcare services [3][4] Group 4 - The Ministry of Foreign Affairs responded to Trump's announcement of tariffs on imports from 14 countries, reiterating that trade wars have no winners and protectionism harms all parties [5][13] Group 5 - In June, the retail market for new energy passenger vehicles grew by 29.7% year-on-year, with total retail sales reaching 1.111 million units [7][8] Group 6 - Changan Automobile is in the critical phase of restructuring, with a preparatory group formed and the new Changan Group expected to be established in August [9] Group 7 - The market is concerned about the potential loss of majority seats by the ruling coalition in Japan's upcoming elections, leading to a surge in long-term bond yields [14] Group 8 - Zhongke Xingtu and Zhongke Shuguang signed a cooperation agreement to advance space computing technology, indicating a growing interest in the domestic computing market [16][22]

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to establish a new ecosystem for China's space computing industry, focusing on innovation and application in space computing technology [1][4]. Group 1: Industry Context - Space computing is emerging as a strategic new technology frontier, with the Chinese government emphasizing the development of future industries, including commercial aerospace and low-altitude economy [4]. - The development of space information industry and satellite internet has been integrated into several national strategies, marking a significant opportunity for digitalization and intelligence in the aerospace sector [4]. - Satellites are transitioning from one-way data collection to edge intelligence and integrated smart computing operations, leading to the emergence of space computing as a new scenario [4]. Group 2: Company Profiles - Zhongke Shuguang provides innovative, efficient, and reliable IT products and solutions, holding a strong market position in high-end computing, storage, security, and data center sectors [4]. - Zhongke Xingtou is a leader in space information technology innovation and an integrator of the commercial aerospace industry chain, developing a comprehensive space information service system [5]. Group 3: Collaboration Details - The signed agreement will lead to joint development of high-performance, low-power, and highly reliable core components for space computing scenarios, promoting full-chain technological innovation [6]. - The collaboration aims to create an open and inclusive space computing network, establishing a "天地一体化" (integrated space-ground) intelligent computing architecture for resource interconnection and real-time data processing [6]. - The partnership will also focus on setting standards for space chip interfaces and space data processing models, engaging various stakeholders to accelerate the transformation of aerospace innovation results [6]. Group 4: Global Impact - The collaboration seeks to couple computing technology with aerospace scenarios, aiming to provide inclusive space computing services globally, thereby reducing the global computing gap and promoting the sharing of space information resources [6].

【导读】中科曙光拟与中科星图共同构建中国太空计算产业新生态 中国基金报记者 卢鸰 太空计算正成为新的战略新兴技术高地。 中科曙光、中科星图 7 月 8 日晚公告称，双方当日签署了《太空计算领域的合作开发框架协 议》，将共同推动 " 太空计算 " 技术的创新与应用落地、构建中国太空计算产业新生态，打 造面向世界的中国太空算力服务。 7 月 8 日，中科曙光股价以 69.03 元 / 股报收，最新市值为 1010 亿元；中科星图午后股 价突然拉升，最终股价以 36.35 元 / 股报收，最新市值为 294 亿元。 构建中国太空计算产业新生态 2025 年政府工作报告明确指出，要培育壮大未来产业，推动商业航天、低空经济等新兴产业 安全健康发展。 目前，我国已将发展空天信息产业、推进卫星互联网和天地一体化信息网建设，纳入数字中 国等多项国家战略之中。空天领域迎来了数字化、智能化的重要窗口期。 卫星作为承载遥感观测、卫星互联网、灾害预警等关键任务的核心载体，也面临着从单向 " 数据采集 " 转向 " 边缘智能 " ，再到与 " 天地一体化 " 智能算力运营的跃迁任务。这催生 了 " 太空计算 " 这一新兴场景的形成。 ...

Group 1 - The core viewpoint of the news is that Zhongke Shuguang and its affiliate Zhongke Xingtou have signed a framework cooperation agreement to advance technology innovation and application in the field of advanced computing for space [1][2] - The agreement establishes a strategic partnership but does not involve specific financial amounts and does not constitute a major asset restructuring [1] - The collaboration aims to leverage the complementary advantages in computing power and aerospace information technology, focusing on deep technical development and resource cooperation in the space computing sector [1][2] Group 2 - The cooperation will enhance the innovation capabilities of the entire chain of independent research and development in core components, complete systems, and software for space computing services [2] - The partnership is expected to strengthen the synergy with the company's main businesses in high-end computers and storage, thereby enhancing brand influence and core competitiveness [2] - Zhongke Shuguang is also progressing with a restructuring plan involving the merger with Haiguang Information, with due diligence work still ongoing [2]

Core Insights - The 2025 Aerospace Information Conference and the Zhongke Xingtou Ecological Development Conference opened on July 8 in Hefei, Anhui, focusing on the development of commercial aerospace, low-altitude economy, and aerospace information industries, attracting over 2,000 industry representatives [1] - The aerospace information industry is rapidly developing and deeply integrating into various aspects of social production and life, as highlighted by Wu Yirong, an academician of the Chinese Academy of Sciences [1] - The conference emphasized the need for a diversified capital support system to facilitate high-quality development in the aerospace information industry, as stated by Deng Maicun, former Secretary-General of the Chinese Academy of Sciences [1] Company Insights - Zhongke Xingtou Co., Ltd. aims to build both space-based and ground-based capabilities, expanding into the entire commercial aerospace industry chain and the low-altitude economy [2] - The company plans to accelerate the transformation of technological achievements into productive forces, enhancing urban governance and emergency rescue capabilities through aerospace information technology [2] - Zhongke Xingtou has made significant progress in the commercial aerospace and low-altitude economy sectors, as noted by its president, Shao Zongyou [3] Industry Trends - The aerospace economy is forming a new industrial ecosystem led by commercial aerospace and linked by aerospace information technology, becoming a strategic growth pole for China's industrial upgrade and a rapidly growing sector in the digital economy [1] - The integration of satellite technology with artificial intelligence and cloud computing is driving the application of aerospace information across various industries, marking the entry into a digital earth era [2] - The establishment of a unified air-ground intelligent management platform is seen as essential for the efficient utilization of low-altitude airspace resources, with drone systems expected to play a crucial role in future developments [2]

Core Viewpoint - The GEOVIS Digital Earth Global Headquarters project by Zhongke Star Map in Hefei has officially topped out, aiming to support the development of the aerospace information industry and empower significant fields such as commercial space, low-altitude economy, and smart cities [1] Group 1 - The project will become a supporting platform for the aerospace information industry [1] - It aims to assist Anhui in becoming a significant source of innovation and an industrial cluster for aerospace technology [1] - The completion of the project is expected to have a substantial impact on the development of major sectors [1]

证券代码：688568 证券简称：中科星图 公告编号：2025-045 中科星图股份有限公司 关于签署合作开发框架协议暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、合作协议签署情况 中科星图与中科曙光于 2025 年 7 月 8 日签署《合作开发框架协议》，以共 同推进先进计算在太空领域的技术创新、应用落地、产业发展。 中科曙光为持有公司 5%以上股份的股东，公司董事任京暘为中科曙光高级 副总裁。根据《上海证券交易所科创板股票上市规则》的有关规定，中科曙光为 1 中科星图股份有限公司（以下简称"公司"或"中科星图"）与曙光信息产 业股份有限公司（以下简称"中科曙光"）于 2025 年 7 月 8 日签署《合作 开发框架协议》（以下简称"合作协议"）。该协议的签署确立了双方战略 合作伙伴关系，具体的合作事项将以另行签署的具体业务合作协议为准。 本次签署合作协议事项构成关联交易，本合作协议为总体性框架协议，不涉 及具体金额，无需提交公司董事会及股东大会审议，未构成《上市公司重大 资产重组管理 ...