5月28日太空探索公司的星舰发射再一次失败，最近三次的发射都失败了，目前为止是9次发射，5次失败。失败率超过了50%，我多少有些怀疑，这些失 败未必能成为成功的母亲，而会成为成功的归宿了。 我看到一个我的朋友发文说为什么没有仿真？可能他认为仿真了，就不会失败，至少保障水平更高吧？殊不知，仿真是在星舰的生产制造不出问题的前提 下，对于轨迹和基本技术的仿真。然而，今天多次的失败，意味了星舰发射失败的问题在什么地方，很可能理不清楚了。 星舰这样的一种飞船，在进行技术的探索，出点问题，有一次或是几次失败，这也是正常的，我相信大家都能理解，但是这需要给大家一个找出问题的环 境。 然而今天星舰的问题是设计、工艺、制造、零件、装配水平都搅和在一起，导致无法找出其中的问题。 我们大家都知道星舰一级助推器搭载了33台猛禽发动机，二级飞船也有6-9台，这意味了多台发动机工作相互协调、燃料分配、飞行姿态控制这已经是一 个复杂的大问题。 然而在飞控之外，星舰也面临了材料问题，采用低成本的304L不锈钢，高导热性，加大了设备的热风险，这种材料是便宜，但是需要增加火箭的壁厚， 以承受压力，高热也对星舰体内的各种配件产生更大的冲击。 这意 ...

Core Insights - The article highlights the emergence of Xingtum Control as a leading player in the space management sector, emphasizing its mission to safeguard space assets and its innovative "Insight" platform [2][3] - The company aims to become a global leader in space management services, addressing the challenges posed by the increasing number of satellites and the need for efficient orbital management [3][4] Company Overview - Xingtum Control was established in 2016 and became the first domestic company listed on the Beijing Stock Exchange focused on space management [2] - The company has developed the "Insight" space management software, which utilizes advanced technologies for high-precision orbital calculations and collision avoidance [3][4] Industry Context - The commercial space industry in China has evolved significantly over the past decade, transitioning from a nascent stage to a robust sector with numerous emerging companies [3] - The Chinese government's initiatives, such as the "Thousand Sails Constellation" plan, aim to deploy thousands of satellites, which will transform the industry landscape [3][4] Technological Advancements - Xingtum Control is integrating artificial intelligence into its "Insight" system to enhance capabilities like orbital prediction and collision avoidance [4][5] - The company plans to establish a new generation of control centers and incorporate cutting-edge technologies like laser communication [5] Market Potential - The commercial space market in China is projected to exceed 100 billion yuan by 2024, with the number of companies tripling compared to five years ago [5] - Xingtum Control anticipates a revenue growth of 25.90% and a net profit increase of 35.68% in 2024, reflecting its strong market position [5]

智通财经APP获悉，美国航天公司Rocket Lab(RKLB.US)宣布将以2.75亿美元现金加股票收购Geost，后 者是一家光电/红外有效载荷供应商。华尔街认为，这笔收购将增强Rocket Lab在争取国家安全相关太 空合同方面的竞争力。截至发稿，Rocket Lab周三美股盘前涨超3%。 美国银行分析师Ronald Epstein指出，Rocket Lab收购Geost后，将获得关键的载荷能力，可服务于诸 如"金穹计划"(Golden Dome)和美国太空发展局(Space Development Agency)追踪层导弹防御系统第三阶 段(Tranche 3)等国家安全空间优先事项。分析师表示："此次交易增强了Rocket Lab的端到端太空系统能 力，使其在已有的发射与太空系统开发资产基础上，新增了关键的光学系统载荷能力。此前公司还宣布 收购了空间通信提供商Mynaric。" 美银分析师还认为，这笔交易对于维持Rocket Lab"买入"评级而言时机恰当。此前一周，据公布的消息 显示，"金穹导弹防御系统"将在一项为期三年、总额达1750亿美元的架构下推进。该分析师表示："考 虑到该计划的广度和紧凑 ...

"金穹"引发持续质疑与担忧 特朗普20日在白宫发布名为"金穹"的天基导弹防御系统的发展规划，称该系统计划在3年内"全面运 转"。 新华社平壤5月27日电 据朝中社27日报道，朝鲜外务省美国研究所26日发表备忘录说，美国计划打 造的"金穹"导弹防御系统是"美国优先"的典型产物。美国建立新导弹防御系统旨在威胁美国敌视的拥核 国家的战略安全，使美方更加顺利地动用攻击性军事力量。 "把外空转变成潜在核战场的祸根" 备忘录说："极力为自身的霸权性太空扩军活动正名，打着'本土防卫'的幌子加快完成太空军事 化，从而在防卫全领域优先占据军事优势，并以此为基础随意发动针对敌对国家的军事攻击。这就是美 国追求的军事战略目标，是美国现政府最重视的'金穹'计划的主要目的。" 备忘录还说，"金穹"导弹防御系统构想提出防御北美大陆免受战略敌对国的弹道导弹、巡航导弹和 高超音速导弹攻击的目标，是以优先构筑太空基地军事基础设施来支撑美国单级支配战略的太空核战争 剧本，而非应对"威胁"的"防备措施"。 备忘录强调："美国的新导弹防御系统建立构想不仅会刺激拥核国家的安全关切，引发全球核及太 空军备竞赛，而且是把外空转变成潜在核战场的祸根。" 备 ...

以深圳证券交易所市场（以下简称"深市"）航空航天上市公司为缩影，一场由技术突破引发的产业变革 正加速上演——中航成飞股份有限公司（以下简称"中航成飞"）通过"百团大战"创新模式，打破研发壁 垒，实现歼-20、无人机等尖端装备的迭代突破；中航光电科技股份有限公司（以下简称"中航光电"） 深耕高端连接器领域，累计研发500多个系列、超35万种规格的连接产品，打破国外对航空航天连接器 市场多年的垄断；成都天奥电子股份有限公司（以下简称"天奥电子"）依托北斗三号星载原子钟和时频 全系列产品，构建起覆盖空天信息网络的"时间基准"，有力支撑我国卫星导航系统的高精度定位服 务……不难看出，深市航空航天企业正以硬核创新链动产业升级，在星辰征途中标注中国坐标。 从远古先民仰望星空编织神话，到万户飞天的悲壮尝试，再到如今商业航天的蓬勃崛起，人类对天空的 探索历经浪漫想象、勇敢尝试，最终迈向科技赋能的产业化新征程。在这个过程中，航空航天企业作为 技术破壁者与市场拓荒者，正以创新引擎驱动"太空经济"驶入发展快车道，让星辰大海的梦想照进现实 商业图景。 创新驱动破困局 事实上，作为高新技术产业，行业发展向来都是挑战重重。航空航天领域技 ...

运营商财经 康钊/文 近日，美国"萤火虫"航天公司宣布，将把阿联酋的拉希德2号月球车项目添加到其任务中，预计将于 2026年前后登陆月球背面，这意味着美国已抢去该发射项目，阿联酋将终止与中国"嫦娥七号"航天合作 计划。 阿联酋的拉希德2号月球车的发射原本由中国执行。此前，2022年9月，中国与阿联酋拉希德航天中心签 署关于嫦娥七号任务搭载合作的谅解备忘录，标志着阿联酋"拉希德二号"月球车将搭乘中国嫦娥七号任 务实施月球表面巡视探测。但没想到一公布后，美国立刻公开声明禁止使用含有美国技术的设备参与中 国的嫦娥七号任务。 美国凭啥禁止阿联酋与中国嫦娥七号合作呢？是因为美 国修订了一个《国际军火交易条例》，其中明确规定， 美国制造的以及含有受ITAR（国际武器贸易条例）管控 部件的卫星，不得利用中国的火箭发射，而阿联酋的月 球车里含着美国的技术与美国的部件，所以没法被中国 火箭所发射。帮阿联酋月球车带上太空，阿联酋肯定是 要付费的，美国就这样活生生把中国赚钱的生意搅黄 了。 美国不仅禁止中国帮阿联酋的月球车发射上太空，还直 接抢去了这单生意。在川普今年5月访问阿联酋后，阿联 酋宣布，已选定美国萤火虫航天公司将其第二 ...

Core Insights - The concept of space manufacturing is emerging as a transformative field that combines space exploration with industrial production, potentially revolutionizing how humans produce and utilize resources in space [1][2] Group 1: Market Potential - The space manufacturing industry is projected to reach a market value of $100 billion by 2035, driven by advancements in manufacturing technology and decreasing rocket launch costs [1] - Space manufacturing can produce higher purity materials such as ZBLAN optical fibers and superior semiconductor crystals, which are essential for next-generation technologies [3] Group 2: Benefits of Space Manufacturing - Manufacturing in space can significantly reduce launch costs by allowing components to be produced on-site, thus decreasing the payload burden on rockets [2] - On-demand manufacturing in space enhances mission flexibility and reduces reliance on pre-packaged spare parts, allowing astronauts to create tools and replace components as needed [2] - The microgravity environment facilitates the production of high-purity materials that are difficult to achieve on Earth, leading to advancements in various fields including telecommunications and pharmaceuticals [3] Group 3: Technological Innovations - Autonomous and robotic manufacturing systems are capable of producing various components directly in space, supporting the construction of lunar bases and Mars missions [4] - These advanced systems can operate without human intervention, utilizing smart quality control to detect and repair defects in real-time, thus minimizing material waste [4] Group 4: Challenges Ahead - Key challenges include the economic efficiency of transporting equipment to space and returning finished products to Earth, although companies like SpaceX are making strides in reducing transportation costs [5] - The unique conditions of space, such as microgravity and cosmic radiation, present challenges for material properties and long-term durability, necessitating innovative designs for tools and habitats [5][6]

Core Insights - The successful launch of the "Three-body Computing Constellation" marks China's entry into space-based AI development, with the first batch of 12 satellites deployed, indicating the start of a new era in space computing infrastructure [1][2][3] Group 1: Satellite Launch and Capabilities - The "Three-body Computing Constellation" consists of 12 satellites, each with a maximum single-satellite computing power of 744 TOPS, contributing to an overall capability of 5 POPS and a storage capacity of 30 TB [1][3] - The constellation aims to achieve a total computing power of 1000 POPS once fully operational, positioning itself as a foundational infrastructure for space computing [1][3] Group 2: Technological Advancements - Unlike traditional satellites that rely on ground processing, the "Three-body Computing Constellation" processes data in space, significantly improving data handling efficiency and reducing the loss of satellite data [2][3] - The satellites are equipped with onboard intelligent computing systems and inter-satellite communication systems, enabling real-time data processing and model deployment in space [3] Group 3: Future Plans and Scale - Future plans for the "Three-body Computing Constellation" include expanding to approximately 1000 satellites, with over 50 satellites expected to be deployed by the end of this year and around 100 by 2027 [5] - The "Star Computing Plan" aims to deploy a total of 2800 computing satellites, creating an integrated computing network between space and over 100 ground computing centers [5] Group 4: Industry Context and Global Competition - The launch signifies China's strategic move in the global space computing race, with the global computing capacity growing by 40% year-on-year as of the end of 2023 [8][10] - While the U.S. focuses on commercial innovation and military applications, Europe and Japan are still in the planning and validation stages for their space computing initiatives [9][10] Group 5: Market Potential - The global market for in-orbit data centers is projected to reach $39.09 billion by 2035, with a compound annual growth rate of 67.4% over the next decade, highlighting the increasing importance of computing satellites in national space capabilities and digital sovereignty [10]

Core Viewpoint - The Zhijiang Laboratory has initiated the "Trinity Computing Constellation" project, aiming to deploy over 50 computing satellites this year and approximately 100 by 2027, addressing the significant barrier of computing power in the AI field [1] Group 1 - The "Trinity Computing Constellation" project is part of the Zhijiang Laboratory's efforts to build a space computing system [1] - The project aims to complete the layout of more than 50 computing satellites within this year [1] - The long-term goal is to achieve a scale of around 100 computing satellites by 2027 [1]

据最新消息，美国总统特朗普当地时间20日宣布，将投资1750亿美元打造"金穹"导弹防御系统。特朗普 称，他已为这套导弹防御系统选定了一个设计方案，并将任命美国太空军高级将领迈克尔·格特莱领导"金 穹"项目。 不过，就在特朗普"大显身手"的同时，他支持率却下降了。路透/益普索最新民调显示，本周美国总统特朗普 的支持率略微下降至42%，追平新任期最低水平。 另据新华社援引美国媒体报道，美国国务卿鲁比奥20日在国会参议院一场听证会上称，特朗普不会于今年晚些 时候赴南非参加二十国集团领导人会议，因为南非一贯与美国政策不一致。 千亿美元打造导弹防御系统 据央视新闻消息，当地时间5月20日，美国总统特朗普表示，美国曾帮助以色列建立导弹防御系统，美国系统 的技术将比以色列更先进。特朗普称，国会法案将包括250亿美元的"金穹"建设资金，总成本将高达1750亿美 元。 特朗普称，已选定"金穹"防御系统架构，将包含天基拦截器。特朗普表示，"金穹"防御系统的设计将与美国现 有的防御能力相结合，并有望在特朗普任期结束前全面投入使用。因此，美国将在大约三年内完成。 据路透社报道，特朗普宣称，该项目将在2029年1月，也就是他的这一任期 ...