我国首次实现火箭平台太空金属3D打印实验交付；银河航天徐鸣表示，太空新基建迎万亿市场，2035年全球太空经济将达1.8万亿美元——《投资早参》

Important Market News - Beijing's Economic and Information Technology Bureau has issued measures to promote the development and utilization of commercial satellite remote sensing data resources from 2026 to 2030, emphasizing the enhancement of space infrastructure and support for differentiated commercial satellite constellations [1] Industry Insights - The successful delivery of the microgravity metal additive manufacturing scientific payload by the China Academy of Mechanics marks China's first space-based metal additive manufacturing experiment, achieving world-class technology levels [2] - 3D printing technology shows significant advantages in manufacturing complex aerospace components, with material utilization rates increasing from 30% to over 95%, waste rates dropping below 5%, and weight reductions of 30%-60% [3] - The space economy is projected to reach $1.8 trillion globally by 2035, with the satellite communication industry expected to exceed 200 billion to 400 billion yuan by 2030, driven by technological maturity and cost reductions [4] - Samsung Electronics has raised NAND flash memory prices by over 100% in Q1 2023, indicating a severe supply-demand imbalance, with expectations of continued price increases into Q2 [5] - The ongoing rise in storage prices, coupled with strong demand from AI applications, is expected to benefit A-share storage industry companies significantly [5]