中信证券：科技巨头争相布局 太空算力逐渐成为共识

Core Viewpoint - The report from CITIC Securities highlights the gradual advancement of the global industrialization process of computing satellites as a new infrastructure for computing, driven by domestic policy details and international tech giants' investments in space computing [1] Group 1: Global and Domestic Trends - The industrialization of computing satellites is progressing globally, with major tech companies actively investing in this area [1] - In China, the launch of computing constellations is accelerating, indicating a faster pace of industrialization [1] Group 2: Policy Developments - The National Space Administration of China has issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)," which further clarifies the details of national policies [1] - The new policies are expected to lead the way in the development of computing satellites [1] Group 3: Investment Opportunities - There is a recommendation to pay attention to companies related to computing satellites, as the sector is poised for growth due to the supportive policies and increasing industrial activity [1]