商业航天不是送火箭，是建“太空基础设施”：下一代产业链正在重构

Core Viewpoint - The article discusses the transition of the commercial space industry from a 1.0 era focused on rocket launches to a 2.0 era centered around space-based infrastructure and computing capabilities, highlighting the competitive landscape dominated by the United States and the strategic developments in China's space sector [1][25]. Group 1: Commercial Space Industry Transition - The commercial space industry is evolving from a focus on rocket launches to a new phase characterized by space-based computing and infrastructure, termed "Commercial Space 2.0" [1][25]. - The cost of low Earth orbit (LEO) satellites has decreased by over 90% in the past decade, enabling industrial-scale production and transforming satellites into "space terminal devices" [2][5]. - The establishment of the Hainan International Commercial Space Launch Center aims to enhance launch frequency and efficiency, with a target of achieving "monthly launches" by 2025 [6][7]. Group 2: Competitive Landscape and Global Initiatives - The U.S. Starlink program has set a precedent in the commercial space sector, with plans to deploy a constellation of 42,000 satellites, leading to intense competition for orbital slots among nations [8][19]. - China's satellite launch prices are competitive globally, with low Earth orbit service prices not significantly higher than those of SpaceX, indicating a strong position in the global market [5][19]. - Various Chinese companies, including China Star Network and Shanghai Yuanxin, are planning large-scale satellite constellations, with the former aiming to deploy 12,992 satellites [13][15]. Group 3: Technological Developments and Future Prospects - The development of reusable rockets is crucial for reducing costs and accelerating the deployment of satellite constellations, with several models expected to launch by the end of 2025 [20][22]. - The article highlights the need for a large-capacity, low-cost, and reliable reusable rocket to meet the demands of the commercial space industry [19][20]. - The establishment of a dedicated regulatory body for commercial space in China signifies a commitment to fostering industry growth and innovation [25][26].