国家航天局商业航天司副司长于国斌表示，立足商业航天产业化发展的新阶段，国家航天局将坚持创新 驱动、协同融合、安全发展，锻造产业链核心竞争力，构建产业链发展新生态，持续优化商业航天发展 政策环境，筑牢产业链发展底线红线，不断凝聚产业链发展合力，提升商业航天发展质效。 中新网北京1月29日电 1月29日，以"链聚产业合力 共建航天强国"为主题的商业航天器及应用产业链共 链行动大会在上海举办。 中国航天科技集团总经理周劼表示，集团作为商业航天器及应用产业链"链长"单位，将在国家主管部门 的指导下，以服务国家战略、促进协同创新、赋能产业发展为宗旨，充分发挥主体支撑和融通带动作 用，建立常态化供需对接机制，推动成立中国商业航天产业创新发展联盟，与产业链各方通力合作，推 进共商共建共享共用，为全面支撑我国商业航天发展、建设航天强国、实现高水平科技自立自强贡献力 量。 大会旨在围绕发展商业航天国家战略部署，发挥中央企业战略引领、生态构建等职能，带动产业链上中 下游企业共谋新发展、共建新能力、共筑新生态，凝聚产业发展共识，激发协同创新整体活力，携手推 动我国商业航天高质量安全发展。大会由国务院国资委、国家航天局指导，中国航天 ...

火箭链产业真实进展几何？20260124 摘要 长征 12B 火箭预计订单金额接近百亿人民币，发射任务数量保守估计在 48 至 68 次之间，主要用于星网的一代增强和二代星座的卫星发射，二 代星座需要在 2027 年至 2029 年间完成约 1,300 至 1,400 颗卫星的发 射。 火箭造价评估正从研制成本转向单公斤发射服务费，国内目标是控制在 2 万元人民币左右，对标马斯克的 2000 至 3,000 美元/公斤。长征 12B 火箭采用液氧煤油发动机，与成熟方案一致，首飞成功概率较高，预计 2026 年前后完成首飞。 当前商业航天发展需要快速增加运力，长征 12B 火箭契合大运力需求， 通过降低单公斤发射成本和提高效率，推动商业航天发展，确保国家队 任务顺利进行，并提升整体竞争力。 长征 12B 火箭运力受回收方式影响，不回收时运力最大（17-18 吨）， 航迹回收次之。火箭总价根据实际发射卫星的重量计算，如发射 10 吨 载荷，按每公斤 2 万元计算，总价约为 2 亿元。 Q&A 火箭造价和发射服务费如何评估？ 火箭造价包括材料费用、实验费用及发射场服务费等方面。由于 12B 火箭较大， 其造价相对较 ...

北京商报讯（记者 陶凤 王天逸）1月23日，政协北京市第十四届委员会第四次会议开幕前夕，在"我是 委员"集体采访活动中，来自科学技术界的市政协委员、蓝箭航天董事长兼首席执行官张昌武分享了对 北京商业航天发展的感悟与展望。 航天成果也已深度融入城市发展与民生。卫星导航与遥感技术赋能高级别自动驾驶示范区拓展、城市精 细化治理及应急管理提升。蓝箭航天亦乘势突破，公司研制的"朱雀三号"火箭2025年底成功发射，完成 我国可重复使用运载火箭首次轨道级飞行，为回收复用积累关键数据及经验；全流量补燃循环发动机等 核心技术取得重大进展。 展望"十五五"，张昌武表示，将以"择一事、终一生"的定力，把各方信任转化为攻坚动力，为北京商业 航天发展、建设航天强国贡献力量。 张昌武表示，习近平总书记在全国政协新年茶话会上指出，"十四五"圆满收官，我国综合国力跃上新台 阶。这让身为航天事业参与者的他深有感触。"十四五"期间，北京商业航天从蓄势培育迈向全面起势， 如点火攀升的火箭，动力充沛、航向清晰，稳步驶向星辰大海。 五年来，北京商业航天实现跨越式发展：产业格局持续跃升，企业数量从不足50家增至300余家，形成 覆盖火箭、卫星、地面设备 ...

·委员通道· 1月23日，市政协十四届四次会议举行"我是委员"集体采访活动。来自科学技术界、农业界、文化艺术 界等界别的11位政协委员，结合本职工作，紧扣"成就感悟""履职为民""凝聚共识"三个主题，分享履职 故事、畅谈发展感悟，展现了首都高质量发展的丰硕成果与政协委员的责任担当。 商业航天跨越成长 产业规模突破千亿 来自科学技术界的市政协委员、蓝箭航天空间科技股份有限公司董事长兼首席执行官张昌武表示，北京 商业航天五年间实现跨越式成长，企业数量从不足50家增至300余家，形成完整产业链，产业规模突破 千亿级，"南箭北星"的产业空间格局已然成型。技术上，可重复使用火箭实现历史性跨越，2025年年 底"朱雀三号"完成我国首次可重复使用运载火箭轨道级飞行，代表下一代火箭动力方向的全流量补燃循 环发动机等关键核心技术取得重大进展。 "京华议事厅"是扎根基层的协商品牌，架起为民服务"连心桥"。来自特邀界的市政协委员，怀柔区政协 党组书记、主席刘久刚介绍，过去一年，十六区政协开展230场"京华议事厅"活动，覆盖全市245个乡镇 （街道），万余人次委员与群众参与其中。怀柔区围绕养老、农产品销售等主题开展13场活动，尤其 ...

Core Viewpoint - China's application for 203,000 satellite frequency resources to the International Telecommunication Union (ITU) is a strategic move to secure its space development rights and transition from experimental to industrial capabilities in aerospace [1][2]. Group 1: Strategic Importance - The application of 203,000 satellites is a necessary action to safeguard China's space development rights amid global competition for low Earth orbit resources, which are physically scarce and non-renewable [2]. - The current technological limit for safely deploying low Earth orbit satellites is approximately 100,000, with optimistic estimates reaching 175,000, while global applications have already surpassed this threshold [2]. - The ITU's "first come, first served" allocation rule emphasizes the need for early applications to secure development opportunities, making China's application a rational and rule-compliant strategy [2]. Group 2: Industry Development - The ambitious goal of deploying 203,000 satellites presents both opportunities and challenges, potentially driving a trillion-yuan industry upgrade encompassing rocket launches, satellite production, ground equipment, and operational services [3]. - Achieving this goal requires substantial industrial capabilities, as the ITU mandates that the first satellite must be launched within seven years of application, and the entire constellation must be deployed within 14 years [3]. - Current launch capacity is a significant bottleneck, with only 500 low Earth commercial satellites deployed in 2025, highlighting a vast gap compared to the annual requirement of over 10,000 satellites to meet the 203,000 target [3]. Group 3: Implementation Strategies - To realize the goal of 203,000 satellites, a three-pronged approach involving technological breakthroughs, supportive policies, and collaborative ecosystems is essential [4]. - Technological focus should be on developing high-capacity reusable rockets and optimizing satellite mass production capabilities to ensure an annual supply of over 10,000 satellites [4]. - Policy frameworks need to be enhanced, including establishing industry-specific funds, optimizing commercial launch site layouts, and fostering collaboration between state-owned and private enterprises to avoid chaotic competition [4]. Group 4: International Cooperation - Emphasizing a shared future for humanity, there is a need to establish an international regulatory mechanism for space resources that includes pre-deployment assessments [4]. - Collaboration with other countries on collision warnings and space debris management is crucial, alongside technology sharing and joint research initiatives within the framework of international regulations [4].

Core Viewpoint - China's application for 203,000 satellite frequency resources to the International Telecommunication Union (ITU) is a strategic move to secure its space development rights and transition from experimental to industrial capabilities in aerospace [1] Group 1: Strategic Importance - The application for over 200,000 satellites is a necessary action to safeguard China's interests in the competitive global space resource landscape [1] - Low Earth orbit (LEO) resources are physically scarce and non-renewable, with a current safe deployment limit of approximately 100,000 satellites, while global applications have already surpassed this threshold [1] - The ITU's "first come, first served" allocation rule emphasizes the need for early applications to secure development opportunities, making China's submission a rational step [1] Group 2: Industry Development - The ambitious goal of 200,000 satellites presents both opportunities and challenges, potentially driving a trillion-yuan industry upgrade encompassing rocket launches, satellite production, ground equipment, and operational services [2] - Achieving this goal requires substantial industrial capabilities, as the ITU mandates that the first satellite must be launched within seven years of application and the entire constellation within 14 years [2] - Current launch capacity is a significant bottleneck, with only 500 low Earth commercial satellites deployed in 2025, highlighting a vast gap compared to the annual requirement of over 10,000 satellites [2] Group 3: Implementation Strategy - To realize the 200,000 satellite goal, a three-pronged approach involving technological breakthroughs, policy support, and ecosystem collaboration is essential [3] - Technological focus should be on developing high-capacity reusable rockets and optimizing satellite mass production capabilities to ensure an annual supply of over 10,000 satellites [3] - Policy frameworks need to be enhanced, including establishing industry-specific funds and optimizing commercial launch site layouts to support sustainable growth in the aerospace sector [3] - International cooperation is crucial, advocating for a regulatory mechanism for space resources and fostering collaborative efforts in collision warning and space debris management [3]

记者：郭倩 编导：曹彦语 新华社音视频部制作 0:00 《经济参考报》1月16日刊发文章《完善星箭链条 多地竞速商业航天赛道》。文章称，近段时间，广 州、杭州、合肥、海南等多地围绕商业航天发展积极展开布局，不仅聚焦低成本高可靠运载火箭、互联 网卫星星座等核心环节建链强链，还加快了火箭产能基地的建设，设立航天产业专项基金，持续优化商 业航天发展生态。 ...

上证报中国证券网讯（刘禹希 记者 徐蔚）截至1月9日，A股两融余额为26276.01亿元，较上一交易日增加69.91亿元，占A股流通市值比例为2.55%。当日两 融交易额为3455.71亿元，较上一交易日增加329.67亿元，占A股成交额的10.95%。 | 물름 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期 ⇒ | | 1 | 601318.SH | 中国呼安 | 2026-01-09 | | 2 | 002202.SZ | 金风科技 | 2026-01-09 | | 3 | 300308.SZ | 中际旭创 | 2026-01-09 | | ব | 300418.SZ | 昆仑万维 | 2026-01-09 | | 5 | 600030.SH | 中信证券 | 2026-01-09 | | 6 | 300136.SZ | 信维通信 | 2026-01-09 | | 7 | 300450.SZ | 先导智能 | 2026-01-09 | | 8 | 002173.SZ | 创新医疗 | 2026-01-09 | | 9 | 6031 ...

Group 1: Currency and Economic Outlook - The Chinese yuan is expected to continue appreciating against the US dollar, with the exchange rate surpassing 7.0, validating previous predictions of a return to the "six" range [1][10] - The anticipated appreciation of the yuan is driven by a slowdown in the US economy and expected interest rate cuts by the Federal Reserve, which may lower the dollar index and boost non-US currencies [1][10] - A steady appreciation of the yuan is ideal, as rapid appreciation could negatively impact export companies, while also benefiting imports in line with domestic demand policies [2][11] Group 2: Market Trends and Investment Opportunities - The appreciation of the yuan is likely to attract more capital into Chinese assets, positively impacting the A-share and Hong Kong stock markets, as foreign investment seeks opportunities [2][11] - The central economic work conference has indicated a shift towards a moderately loose monetary policy to stabilize economic growth and promote reasonable price recovery, with CPI showing positive growth [3][12] - The new "old-for-new" consumption policy is expected to boost sales in related products, further driving consumption growth, especially during the traditional peak consumption season around the Spring Festival [4][13] Group 3: Sector-Specific Insights - The commercial aerospace sector is gaining attention, with a record 90 launches in 2025, indicating a shift towards a market-driven model, which is expected to accelerate technological advancements and expansion [4][13] - The humanoid robotics sector is projected to have significant growth potential, despite current technological bottlenecks, with increasing production and potential applications in various fields [5][14] - Precious metals like gold and silver have seen substantial price increases, with silver's price doubling in 2025, driven by both monetary and industrial demand, and this trend is expected to continue into 2026 [7][16] Group 4: Stock Market Dynamics - The A-share market has started 2026 positively, surpassing 4000 points, indicating a continuation of the slow bull market that began in September 2024, with expectations of increased market participation from retail investors [8][17] - Seasonal trends suggest a spring market rally, with various sectors including technology, new energy, consumer staples, and military industries expected to perform well as market sentiment improves [8][17]

据介绍，相关方案在目标设定上体现量质齐升，突出稳增长与优结构并重，各方案均设定了到2026年的 具体量化增长目标。如，钢铁行业增加值增长4%左右、新能源汽车产量达到120万辆、电子信息制造业 营收突破8500亿元、石化化工行业增加值增长5%以上等，明确了稳增长的基本盘。同时，普遍将技术 装备水平提升、产品结构优化等作为核心指标，如力争高端化工占全省化工产业的比重达到60%以上 等。在路径谋划上，以项目建设为支撑，突出优供给与扩需求并重。围绕各自目标路径，12个行业明确 了具体工作措施，共包括136条，重点聚焦大力培育新增长点、强化创新驱动引领、深化数智绿色转 型、优化产业发展生态四个方面。山东将加大政策支持，利用现有渠道聚焦关键环节，鼓励市县配套， 并紧盯重点区域与企业，及时解决突出问题。 党的二十届四中全会提出加快建设航天强国，山东也已明确加力培育壮大航天产业。《政策清单》结合 山东优势，给出两条针对性措施：一是对商业航天火箭企业或卫星企业依托海上发射平台实施的发射项 目，按照不超过购买"发射险""三者险"两项保费总额的35%给予奖补，每个项目最高奖补300万元；二 是面向商业航天领域培育遴选一批具备核心技 ...