太空军备竞赛升级+算力革命来袭，航天产业链迎来密集催化

Group 1 - The U.S. is advancing the largest scale of space militarization since the Cold War, with President Trump signing an executive order prioritizing manned lunar missions, establishing a lunar base, and developing space weapon defenses [1] - The Pentagon has issued military satellite orders worth $3.5 billion, indicating a rapid integration of civilian space exploration with military strategy [1] - The global space computing industry is accelerating, with Starcloud receiving investment from NVIDIA and successfully launching H100-powered computing nodes into orbit, marking a significant step in real-load engineering for space computing [1] Group 2 - Commercial space is identified as a core cost variable for space computing, which is crucial for unlocking value in commercial aerospace applications [2] - The demand for on-orbit data processing is increasing due to the growth of satellites in remote sensing and communication, leading to the functional integration of space computing into overall computing architecture [2] - Space computing is seen as having disruptive advantages in energy efficiency and scalability, potentially overcoming the physical expansion bottlenecks of terrestrial computing [2] Group 3 - Su Shi Testing has developed a thermal vacuum testing device capable of simulating vacuum conditions from 10⁻³Pa to 10⁻⁵Pa, suitable for aerospace materials [3] - Putian Technology focuses on the research and development of communication and computing-related technologies and products, with business layouts in aerospace communication and satellite navigation [4]