2025年第48周计算机行业周报：商业航天司成立，关注商业航天投资机遇-20251202

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Insights - The establishment of the Commercial Aerospace Administration is expected to accelerate the development of the commercial aerospace industry in China, simplifying approval processes and promoting high-quality growth [6][45][55]. - The report highlights the recent rebound in the computer sector, which saw a 3.14% increase, ranking 13th among major industries in the Yangtze River region [2][4][14]. - Key areas of focus include the construction of a national integrated data market, advancements in space computing capabilities, and the development of the low-altitude economy [5][18][37]. Summary by Sections National Integrated Data Market - The National Data Bureau aims to build an open, shared, and secure national integrated data market, enhancing the data industry ecosystem and stimulating market vitality [10][21]. - The data trading market is projected to grow significantly, with an estimated market size of 2,840.9 billion by 2025 and potentially exceeding 7,159 billion by 2030, reflecting a compound annual growth rate of 20.3% [25][27]. Space Computing - Beijing plans to establish a large-scale space data center in the 700-800 km twilight orbit, aiming to leverage solar energy for AI computing [28][30]. - Multiple projects are underway to develop space computing capabilities, with significant advancements expected in the coming years [30][36]. Low-Altitude Economy - Chongqing has introduced policies to foster the development of a high-quality low-altitude economy, with 17 measures aimed at supporting innovation and market demand [37][44]. - The low-altitude economy is anticipated to reach a market size of 15 trillion by 2025 and over 20 trillion by 2030, driven by policy support and industry growth [44].