相均泳指出，当前卫星互联网准入限制了民营企业的市场参与度。我国的电信市场门槛较高，卫星互联 网和手机直连卫星均属于电信基础设施，民营经济参与存在挑战。 在他看来，全球太空基础设施是万亿级大市场，需要市场主体充分发挥活力，若无法进一步破除各类影 响民营企业市场准入的门槛和壁垒，无法充分激发民营经济活力和创造力，将会对公平竞争的市场环境 建设造成极大的阻碍，并且直接限制民营企业规模化星座布局，难以统筹推进卫星研制与火箭发射的协 同发展。 为促进卫星通信产业高质量发展，激发商业航天创新活力，去年工信部印发《关于优化业务准入促进卫 星通信产业发展的指导意见》。意见提到，要鼓励民营企业依法依规利用各类高低轨在轨卫星资源，通 过租用卫星资源、开展增值服务、分销代理业务等多种商业化合作方式，盘活存量卫星资源，丰富业务 种类，繁荣卫星通信市场。 推动北京市商业航天星箭协同发展，相均泳建议要积极建设"区域试点"，推动运营政策先行先试。例 如，通过支持北京企业开展低轨卫星试验星座、手机直连卫星终端研发等项目，推动技术快速迭代。从 而不断丰富商业航天应用场景，抢占星地融合全球技术制高点，为北京商业航天赢得未来发展的主动 权。 新京 ...

Group 1 - The core viewpoint of the article is that Haitai Development (600082) has provided information about its subsidiary, Aerospace Times Feihong Technology Co., Ltd., which specializes in drone systems [1] - Aerospace Times Feihong Technology Co., Ltd. was established in 2018 and is a state-owned enterprise under the China Aerospace Science and Technology Corporation [1] - The company focuses on the research, design, production, and sales of unmanned aerial vehicle systems [1]

Important Market News - The People's Bank of China will continue to implement a moderately loose monetary policy in 2026, focusing on promoting stable economic growth and reasonable price recovery [1] - U.S. stock indices closed higher, with the Dow up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55%. Tech stocks saw significant gains, with Meta rising 5.7% [2] - International oil prices fell sharply, with WTI crude down 1.95% to $59.44 per barrel and Brent crude down 1.74% to $63.41 per barrel. Gold and silver prices reached new historical highs, with spot gold hitting $4928 [3] Industry Insights - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. held a global launch for its commercial manned spacecraft "ChuanYueZhe No. 1 (CYZ1)", with over 20 space tourists already booked for flights expected to commence in 2028. The space economy is projected to become a new industry sector, with satellite communication expected to exceed 200 billion to 400 billion yuan by 2030 [4] - Alibaba Cloud launched new products at the 2026 PolarDB Developer Conference, including AI data lake capabilities. The rising memory prices, which have increased by 30% to 40%, are expected to continue to rise by two to three times, benefiting the storage industry [5] - The year 2025 is anticipated to be the "mass production year" for humanoid robots, with significant delivery volumes expected. Companies like Yuzhu Technology project over 5,500 humanoid robots to be delivered in 2025, indicating a shift from technology exploration to commercial application [6]

Core Viewpoint - Aerospace Science and Technology (000901) indicated that the number of shareholders will be disclosed in the regular report, specifically in the 2025 Annual Report scheduled for release on March 28, 2026 [1] Group 1 - The company responded to investor inquiries on its interactive platform regarding shareholder information [1] - The disclosure of shareholder numbers is part of the company's regular reporting process [1]

Group 1 - The core point of the article is the announcement by Beijing ChuanYueZhe Manned Space Technology Co., Ltd. that Qiu Heng, the CMO of Zhiyuan Robotics, has become China's first commercial astronaut, designated as "China's No. 001 commercial astronaut" [1] - Qiu Heng purchased the first commercial space ticket in China in 2023, marking a significant milestone in the commercialization of space travel [1] - This event highlights the growing trend of private individuals participating in space exploration, particularly through suborbital flights [1]

（文章来源：每日经济新闻） 航天科技（000901.SZ）1月22日在投资者互动平台表示，公司HOD产品属于汽车电子业务范畴，并未 采用航天级惯性测量技术。目前，该产品的市场占有率保持在较好水平。面对日益激烈的市场竞争环 境，公司将持续加大研发力度以推动产品迭代升级，同时通过降本增效提升综合竞争力。 每经AI快讯，有投资者在投资者互动平台提问：公司HOD产品采用航天级惯性测量技术，响应时间仅 为国际竞品的1/3，极端环境下稳定性提升50%，为何未能在高端市场形成更大竞争优势？公司如何将 这一技术优势转化为更高的市场份额和定价能力？ ...

Core Viewpoint - Shanghai Xuanwu Interstellar Aerospace Technology Co., Ltd. has been established with a registered capital of 10 million RMB, fully owned by Rongke Energy (Guangdong) Co., Ltd. [1] Company Overview - The legal representative of Shanghai Xuanwu Interstellar Aerospace Technology Co., Ltd. is Kong Yao [1] - The company is classified as a limited liability company with a business scope that includes technology services, battery sales, energy storage technology services, and various sales related to artificial intelligence and IoT devices [1] - The registered address of the company is located at No. 255, Zhoujiabang Road, Dongjing Town, Songjiang District, Shanghai [1] Shareholding Structure - Rongke Energy (Guangdong) Co., Ltd. holds 100% of the shares in Shanghai Xuanwu Interstellar Aerospace Technology Co., Ltd. [1] Business Scope - The business activities include technology development, consulting, battery and charging equipment sales, smart grid and control equipment sales, and various services related to artificial intelligence and big data [1] - The company is also involved in the import and export of goods and technology, as well as information system integration services [1]

Core Viewpoint - The company, Shaanxi Huada, specializes in the research, development, production, and sales of electrical connectors and interconnection products, with applications in various high-tech fields such as aerospace and communications [2] Group 1: Company Overview - The main business of the company includes the development, production, and sales of electrical connectors and interconnection products [2] - Key products consist of RF coaxial connectors, low-frequency connectors, and RF coaxial cable assemblies [2] - The company supplies products to the Aerospace Science and Technology Group and its subsidiaries, with some products used in satellite monitoring and ground terminals [2]

Core Viewpoint - Shaanxi Huada (301517.SZ) focuses on the research, development, production, and sales of electrical connectors and interconnection products, serving various industries including aerospace, weaponry, and communications [1] Group 1: Company Overview - The main business of the company includes electrical connectors and interconnection products [1] - Key products consist of RF coaxial connectors, low-frequency connectors, and RF coaxial cable assemblies [1] - The company supplies products to the Aerospace Science and Technology Group and its subsidiaries, with some products used in satellite monitoring and ground terminals [1]

Core Viewpoint - The company, Shaanxi Huada (301517.SZ), specializes in the research, development, production, and sales of electrical connectors and interconnection products, with applications in aerospace, weaponry, and communications [1] Group 1: Business Overview - The main products of the company include RF coaxial connectors, low-frequency connectors, and RF coaxial cable assemblies [1] - The company supplies products to the Aerospace Science and Technology Group and its subsidiaries, with some products used in satellite monitoring and ground terminals [1]