北京加速布局太空数据中心，关注太空算力产业进展

Investment Rating - The investment rating for the industry is "Positive" and is maintained [8] Core Insights - Beijing is accelerating the construction of space data centers, aiming to operate large-scale data center systems with over 1 GW of power in the 700-800 km dawn-dusk orbit to facilitate the transfer of large-scale AI computing power to space [2][4][6] - The importance of computing power as a fundamental infrastructure for industries like AI is increasingly recognized, with space computing power expected to become a significant component due to its energy (solar) and cooling advantages [2][6] - Breakthroughs in aerospace technology are anticipated to significantly reduce transportation costs, thereby accelerating the development of the space computing power industry [2][6] Summary by Sections Event Description - On November 27, a meeting was held in Beijing to discuss the construction of space data centers, with plans to build and operate large-scale data center systems in the 700-800 km orbit [4] Industry Development - The construction of space data centers is planned in three phases: 1. From 2025 to 2027, focus on key technologies for energy and cooling, and the development of the first computing satellite constellation to achieve "sky-based computing" applications 2. From 2028 to 2030, breakthroughs in on-orbit assembly and construction technologies to lower costs and build the second computing satellite constellation for "ground-based computing" applications 3. From 2031 to 2035, mass production and network launch of satellites to establish a large-scale space data center supporting future "sky-based main computing" [12] Project Progress - Multiple projects are underway, including the "Star Computing" plan by Guoxing Aerospace, which aims to launch 2,800 computing satellites with a total computing power of 100,000 P per second [12] - The "Three-body Computing Constellation" by Zhijiang Laboratory has already launched 12 satellites, with a total computing power of 5 POPS, expected to reach 1,000 POPS upon completion [12] Cost Reduction Potential - Reusable rocket technology is expected to break through, significantly reducing launch costs. For instance, SpaceX's Falcon 9 has achieved a 72% reduction in launch costs through rocket recovery [12] - Predictions suggest that with the maturation of reusable rocket technology, the cost of commercial space transportation in China could drop below 30,000 yuan per kilogram, compared to around 100,000 yuan for traditional rockets [12]