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以硬核创新链动产业升级 深市航企逐梦星辰开拓万亿蓝海
Zheng Quan Ri Bao· 2025-05-26 12:38
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 ...
人工智能开启太空经济新格局
Jing Ji Ri Bao· 2025-05-17 21:50
Core Insights - The successful launch of China's first batch of 12 computing satellites marks the establishment of the world's first space computing constellation, which is set to revolutionize artificial intelligence by deploying large-scale computing power in space [1][4] - The space computing constellation aims to overcome the limitations of traditional satellite data processing, enabling real-time data processing in orbit and significantly reducing response times from days or weeks to seconds [1][3] Group 1: Functionality and Demand - The space computing constellation is designed to address the bottleneck in satellite data processing, which currently relies on a "ground-based computation" model that is limited by bandwidth and latency [1][3] - The new model, termed "space-based computation," allows for real-time data processing in orbit, enhancing the efficiency of data utilization from less than 10% to potentially much higher [1][3] Group 2: Cost and Sustainability - Space computing offers natural advantages in terms of low energy consumption and sustainability, utilizing abundant solar energy and the cold environment of space for cooling computing equipment [2] - The operational costs of space-based computing are expected to be significantly lower than those of ground-based computing as technology matures [2] Group 3: Future Prospects - The development of the space computing constellation positions China to lead in establishing future space economic rules and standards, potentially influencing global space infrastructure [3] - The constellation will enable advancements in various applications, including digital twins, smart manufacturing, and scientific exploration, thereby driving high-quality growth in the digital economy [3][4] Group 4: Challenges Ahead - The space computing initiative faces technical challenges related to hardware reliability under harsh space conditions, as well as the need for advanced technologies to support high-bandwidth and low-latency inter-satellite communication [3] - There are also institutional challenges due to the lack of a unified international legal framework for space resource development, which could impact international cooperation and stability [3]
Velos Markets:用“量子纠缠”战胜市场熵增
Sou Hu Cai Jing· 2025-04-30 19:33
经济趋势的"时空折叠"洞察 Velos Markets的研究团队擅长在时间轴上折叠经济周期。他们将宏观经济数据解构为三层时序模型:基础层追踪非农就业、CPI等传统指标的即时波动;中 间层捕捉产业链迁移、能源转型等中期趋势;顶层则预判量子计算、太空经济等颠覆性技术的长期价值。这种多维分析框架在2024年美联储政策转向期间展 现威力——当市场聚焦短期利率变化时,平台已通过制造业回流数据推演出美元指数的三年趋势线,帮助投资者提前布局东南亚货币对冲策略。 在全球金融市场的复杂博弈中,Velos Markets(威马证券)如同一台精密运转的雷达,以其独特的市场策略穿透迷雾,为投资者捕捉价值信号。这家国际性 交易平台的成功,不仅源于其多元化的产品布局,更在于将技术工具与人文洞察融合为一把"双刃剑",既斩断信息不对称的枷锁,又开辟出风险可控的收益 路径。 市场分析的"全息投影"策略 传统金融机构往往以单一资产类别为分析单元,而Velos Markets构建的"跨资产联动模型"犹如金融市场的全息投影。通过整合外汇、加密货币、股票指数等 12大类资产数据流,平台能实时解析黄金价格波动与美元指数、地缘政治事件的隐性关联,甚至捕捉 ...
跑好探索宇宙的接力赛
Jing Ji Ri Bao· 2025-04-27 00:05
Core Viewpoint - The 10th "China Space Day" marks significant milestones in China's space exploration, celebrating achievements and setting ambitious future goals for human spaceflight and lunar exploration [2][3][4][5] Group 1: Historical Achievements - The successful launch of China's first artificial satellite "Dongfanghong-1" 55 years ago initiated the country's journey into space, leading to numerous milestones such as the Chang'e lunar missions and the construction of the Tiangong space station [2] - China has completed 20 astronaut extravehicular activities, with the longest single activity lasting 9 hours, setting a world record and demonstrating advanced capabilities in complex space operations [3] Group 2: Current Developments - The Chinese space program has achieved significant advancements, including the successful implementation of over 200 scientific and application projects in orbit, and the ongoing development of technologies for manned lunar missions by 2030 [3] - The number of commercial space enterprises in China has surpassed 500, with increasing satellite launches and advancements in satellite manufacturing and rocket recovery technologies, indicating a shift towards a robust space economy [3] Group 3: Future Aspirations - The future vision includes not only manned lunar missions but also fostering international cooperation in space exploration, as evidenced by the announcements regarding the Chang'e 5 lunar sample sharing and the Tianwen-3 Mars sample return mission [4] - The ongoing efforts to build a strong space nation are seen as a continuous journey, requiring persistent innovation and collaboration to overcome challenges and achieve shared human aspirations in space [5]
美国务院内部备忘录曝光:要求盟友不要使用中国卫星服务
Guan Cha Zhe Wang· 2025-04-22 14:26
Group 1 - The U.S. State Department is urging allies not to use Chinese satellite services, claiming these services may assist the Chinese government in obtaining military information and sensitive intelligence [1][2] - The internal memo emphasizes the need to exclude untrusted satellite suppliers like China to protect national security and user privacy [1][4] - The memo warns that collaboration with Chinese companies operating low Earth orbit (LEO) satellites could help advance China's diplomatic goals and potentially lead to sensitive information being handed over to the Chinese government [1][4] Group 2 - The memo highlights concerns regarding the reliability of U.S. suppliers, acknowledging that companies like SpaceX have the authority to limit or cut off their satellite services at will [2][5] - There are worries among U.S. military officials about the inability to compel SpaceX to continue providing services to allies, as demonstrated by Elon Musk's refusal to extend Starlink services to Ukraine in areas controlled by Russia [2][5] - The document reflects the escalating tensions between the U.S. and China, extending into the space economy, which is projected to generate hundreds of billions in growth and become a new battleground for cybersecurity and military confrontation [4][5]
航天经济测算体系:国际经验与中国方案
Sai Di· 2025-04-21 08:05
Investment Rating - The report does not explicitly provide an investment rating for the aerospace industry. Core Insights - The commercial aerospace sector is rapidly developing, driving innovation across high-end manufacturing, information communication, new materials, and new energy sectors, while integrating into various economic and social fields [3][10]. - The establishment of a comprehensive aerospace economic measurement system is deemed feasible, important, and urgent, reflecting the contributions of aerospace to the economy and measuring the scale of the commercial aerospace industry [6][9]. Summary by Sections Section 1: Importance of Aerospace Economic Measurement - The concept of "aerospace economy" describes the economic implications of aerospace technologies and products, with the commercial aerospace industry scale estimated based on the aerospace economic scale, which in the U.S. accounts for approximately 80% [10]. - The aerospace industry has evolved through three stages: military and research aerospace, civilian aerospace, and the rapid development of commercial aerospace, with significant applications in environmental monitoring, urban planning, and disaster prevention [11]. Section 2: Measurement as a Response to Trends - The measurement of aerospace economics is a necessary choice to align with the development trends and statistical needs of the aerospace sector, especially as the demand for accurate statistics has increased due to the rapid growth of the commercial aerospace industry [15][18]. - The government has recognized commercial aerospace as a new growth engine, emphasizing the need for data-driven decision-making in aerospace governance [17]. Section 3: Current Measurement Challenges - There are significant discrepancies in the measurement of aerospace economics in China, including unclear definitions, diverse statistical standards, and inconsistent reporting, which hinder effective domestic and international comparisons [20][21]. - The report highlights the need for a unified measurement framework to support accurate analysis and decision-making in the aerospace sector [22][26]. Section 4: Proposed Measurement Framework - The report suggests the establishment of a "China Aerospace Economy and Core Industry Directory" to categorize and identify relevant industries based on international standards [49][51]. - The proposed framework includes the design of a satellite account for aerospace economics, which would encompass supply and use tables, balance sheets, and input-output tables to meet the statistical needs of various stakeholders [55][60].
通讯|中泰航天合作助力泰国航天事业发展
Xin Hua She· 2025-04-12 12:42
Core Viewpoint - The cooperation between China and Thailand in the aerospace sector is significantly contributing to the development of Thailand's space technology and capabilities [1][2][3] Group 1: Cooperation and Development - The Space Innovation Park in Chonburi, Thailand, houses various aerospace-related institutions, including the Thai Satellite Manufacturing Center [1] - The Thai Geo-Informatics and Space Technology Development Agency (GISTDA) acknowledges China's support in advancing Thailand's space technology, with over 10 collaborative partners in the aerospace field [1][2] - The signing of memorandums of understanding between the China National Space Administration and Thailand's Ministry of Higher Education, Science, Research and Innovation marks a significant step in space exploration and cooperation [2] Group 2: Technological Advancements - The Chang'e 7 mission will carry a Thai-developed "Global Space Weather Monitoring" device, marking Thailand's first scientific instrument to enter deep space [2] - The successful recovery of the "Shijian-19" satellite, which carried Thai agricultural resources, demonstrates the practical applications of space technology for Thailand's food security [2] Group 3: Talent Development - Collaboration with Wuhan University has led to the establishment of a Master's program in Geographic Information Science, enhancing educational opportunities for Thai students in aerospace technology [3] - Young Thai individuals are benefiting from exchanges and study opportunities in China, gaining exposure to cutting-edge aerospace technologies [3] - The ongoing partnership with China is expected to elevate Thailand's space technology to a globally competitive level and contribute to the future space economy [3]
商业航天研究报告2024
泽平宏观· 2024-12-15 15:01
文:任泽平团队 导读 人类走向群星的时代加速来临 。2023-2024年全球航天发射活动的空前繁荣,无论是发射次数还是总质量,均 创下了自1957年人类首次航天 发射以来的最高纪录。 2024年全球对太空探索和利用能力发生重大改变 ;10月,SpaceX实现超重级火箭助推器回收,标志着人类航天史上里程碑式技术突破。其 估值在逼近3500亿美元的同时,也超越了NASA成为航天事业的领军者。 一家创立仅22年私营企业是如何超越老牌"国家队"的? 商业化航天需求爆发点和下游应用场景有哪些? 为什么说 中国和美国是未来人类航天事业的希望 ? 2015年我国商业化航天起步,2024年写入《政府工作报告》,中国的航天事业在全球仅次于美国,竞争力强,快速赶超。当下,我国航天商 业化正迈向新阶段,2025年预计更多政策出台,推动民营航天领域进步。 航天事业的发展,是 构建 未来 在 太空经济 领域竞争的先发优势 ,是 对十万亿级市场的提前布局 。同时, 探索宇宙是人类科研的共同命 题 ,更是 推动人类命运一体化,求同存异,回归全球化合作的支点 。 商业航天,未来是星辰大海。 目录 1 为什么发展商业航天与太空经济如此重要? ...