商业航天再迎利好！SpaceX推进史上最大IPO，估值1.5万亿美元

Core Viewpoint - SpaceX is accelerating its IPO plans, aiming to raise over $30 billion with a target valuation of approximately $1.5 trillion, potentially becoming the largest IPO in history, surpassing Saudi Aramco [1] Company Summary - SpaceX expects revenues of $15 billion in 2025, increasing to between $22 billion and $24 billion in 2026, with its Starlink business identified as the core growth driver [1] - Part of the IPO proceeds will be allocated for the development of space-based data centers and chip procurement [1] - ARK Invest projects that SpaceX's market value could reach $2.5 trillion by 2030 [1] Industry Summary - The competition for space resources is intensifying, with China entering a rapid satellite internet networking phase [1] - The satellite internet industry is characterized by high technology, heavy capital investment, and extensive application scenarios, with only the US and China remaining competitive [1] - China has ambitious plans for satellite launches, aiming to deploy over 25,000 satellites through initiatives like the GW constellation and Qianfan constellation, as commercial spaceflight becomes a key focus for national development [1]