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马斯克星链卫星大批坠落!
证券时报·2025-06-10 08:51

Core Viewpoint - The article discusses the accelerated rate at which Starlink satellites are falling into the Earth's atmosphere due to increased solar activity, highlighting a concerning trend in satellite management and potential implications for SpaceX's operations [3][4]. Group 1: Satellite Fall Data - A study by the University of Maryland and NASA indicates that Starlink satellites are descending faster than expected, particularly during periods of strong geomagnetic storms [3]. - From 2020 to 2024, 523 Starlink satellites were analyzed, revealing that 316 satellites burned up in the atmosphere in 2024 alone, leading to a total loss of 583 satellites since the program's inception [3]. - The number of satellites falling has increased significantly, from 2 in 2020 to 78 in 2021, and remaining relatively high in subsequent years with 99 in 2022 and 88 in 2023 [3]. Group 2: Solar Activity Impact - The research led by physicist Danny Oliveira from NASA's Goddard Space Flight Center establishes a clear link between solar activity and the rate of satellite falls, noting that increased solar activity correlates with faster descent rates [4]. - The report emphasizes that while strong geomagnetic storms are impactful, 70% of satellite falls occur during moderate to weak storms, suggesting prolonged exposure to lower levels of magnetic disturbance can also affect satellite orbits [4]. Group 3: SpaceX and Starlink Business Overview - Starlink, part of SpaceX's global satellite broadband initiative, aims to provide internet access worldwide, including remote areas, with a planned constellation of 42,000 satellites at an estimated cost of $30 billion [6]. - SpaceX's revenue is projected to reach approximately $15.5 billion in 2023, with $1.1 billion coming from NASA, driven by its rocket launch services and Starlink operations [6][7]. - Starlink's revenue is expected to be around $8 billion in 2024, contributing to about 60% of SpaceX's total revenue, with user numbers projected to grow from 4.6 million in 2024 to 7.8 million by 2025 [7]. Group 4: SpaceX Valuation and Investment - SpaceX's valuation has surged, reaching $350 billion (approximately 25.5 trillion RMB) following a stock buyback at $185 per share, reflecting strong investor interest and confidence in the company's future [8]. - Since 2006, SpaceX has raised over $6 billion through 13 funding rounds, with significant investments from venture capital firms and major corporations like Alphabet [8].