Geovis(SH:688568) Zheng Quan Ri Bao Zhi Sheng·2025-12-23 16:13Core Viewpoint - China's commercial space industry is transitioning from "experimental exploration" to "ecosystem construction," marking a new development phase for companies like Zhongke Xingtu Co., Ltd. [1] Group 1: Strategic Direction - Zhongke Xingtu aims to occupy a significant position in the commercial space industry under its "one body, two wings" strategy, focusing on space cloud computing as a new development opportunity [1] - The company plans to leverage its technological advantages in the space cloud constellation field to gain a favorable position in the space computing sector [1] Group 2: Space Computing Development - Space computing involves deploying computational resources in space to enhance data processing and analysis capabilities, particularly benefiting the AI industry [1] - Zhongke Xingtu is developing a space computing network in collaboration with Sugon Information Industry Co., Ltd., aiming to create a "space-ground integrated" intelligent computing architecture [2] Group 3: Technical Challenges - The development of space computing faces several technical challenges, including energy utilization, efficient heat dissipation, radiation-resistant chips, stable data computation, and space debris avoidance [3] - The company recognizes that reducing satellite launch costs is crucial for domestic commercial space development, advocating for focused R&D on reusable rocket technology and standardized satellite production [3] Group 4: Market Expansion - The satellite application market is expanding, driven by increasing demand from industries like low-altitude economy and autonomous driving, which require enhanced satellite data capabilities [4] - Zhongke Xingtu aims to transition satellite data from mere collection to "edge intelligence," enhancing the efficiency of satellite data usage [4] Group 5: Full Industry Chain Layout - Zhongke Xingtu is actively expanding its capabilities across the entire commercial space industry chain, from upstream satellite constellation design to downstream satellite application [5] - The company is investing in upstream satellite rocket component manufacturers to strengthen its aerospace electronic equipment manufacturing capabilities [5] Group 6: International Market Strategy - Zhongke Xingtu plans to leverage its autonomous space information service system for global expansion through technology export and localized innovation [6]