SHUNHO STOCK(SZ:002565) Ge Long Hui·2025-06-22 04:32Core Insights - The article discusses the recent funding of 140 million yuan for Beijing Orbital Chuangguang Technology Co., which aims to develop space-based computing capabilities through satellite deployment in the Earth's twilight orbit [1][2][3] Company Overview - Beijing Orbital Chuangguang Technology Co. focuses on establishing a space data center that leverages unique spatial resources to provide uninterrupted solar energy and efficient cooling for satellite computing devices [1][4] - The company has received significant investment from Shanghai Shunhao New Materials Technology Co. and Lenovo Venture Capital, indicating strong market interest and support for its innovative approach [1][2] Industry Trends - The demand for computing power is surging, particularly driven by the growth of the artificial intelligence sector, with projections indicating that China's intelligent computing capacity will reach 1,460.3 EFLOPS by 2026, with a market size of 33.7 billion USD [3][4] - Traditional ground data centers face limitations due to energy consumption and cooling challenges, creating an opportunity for space-based computing solutions like those proposed by Orbital Chuangguang [3][4] Service Models - The company plans to offer two space-based computing service models: "Sky Data Computing" (processing data in space) and "Ground Data Computing" (uploading ground data to space for processing), which could significantly enhance data processing efficiency [2][4] - The "Sky Data Computing" model allows for real-time data analysis in space, improving the timeliness of critical data such as weather forecasts and remote sensing updates [4][5] Market Potential - The global market for space-based computing services is expected to exceed 50 billion USD by 2030, indicating a robust growth trajectory for the commercial space industry [5][6] - Research forecasts suggest that the in-orbit data center market could grow to 39.09 billion USD by 2035, with a compound annual growth rate of 67.4%, highlighting the rapid expansion of the space computing sector [5][6] Strategic Importance - The project represents a practical application of a "new type of national system" in the aerospace sector, showcasing the potential for significant advancements in space infrastructure and its implications for AI and commercial space industries [2][6] - The successful implementation of these space computing services could position China favorably in the global space resource development and technology competition [6]