国内首个太空计算实验室成立，关注我国太空算力产业进展

Investment Rating - The investment rating for the industry is "Positive" and is maintained [6] Core Insights - The establishment of the first space computing laboratory in China, a collaboration between Shanghai Jiao Tong University and Guoxing Aerospace, aims to create a leading, autonomous space computing network and foster a globally influential space computing industry cluster [2][4] - The partnership will leverage the strengths of both institutions in artificial intelligence and satellite networking, focusing on the development of space computing chips, robotic satellites, and in-orbit additive manufacturing [9] - The space computing sector is expected to address the growing demand for computing power driven by artificial intelligence, with significant investments in space-based data centers being explored by major companies like Amazon and SpaceX [9] Summary by Sections Event Description - On December 12, Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to jointly establish the first space computing laboratory in China, aiming to develop a technology-leading and autonomous space computing network [4] Event Commentary - The collaboration is expected to accelerate the industrialization of space computing networks, addressing the resource bottlenecks faced by traditional data centers and positioning China as a leader in the space computing sector [9] - The unique advantages of space computing in terms of energy efficiency and scalability are highlighted, with the potential to become a significant direction for computing supply [9] Recommendations - The report suggests focusing on: 1) Satellite manufacturers and launch service providers 2) Computing hardware suppliers that can withstand space environments 3) Space computing operators [2][9]