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与特朗普公开闹掰,马斯克称SpaceX应将退役Dragon飞船
智通财经网· 2025-06-06 00:04
智通财经APP获悉,埃隆·马斯克表示,他将终止 SpaceX 公司用于向国际空间站运送货物和人员的 Dragon飞船的运营服务,这使得这位亿万富翁与美国总统特朗普之间持续了数日的争执进一步升级。 Dragon飞船是该公司用于将宇航员和货物送入轨道的主要运载工具。该公司与美国国家航空航天局 (NASA)签订了数十亿美元的合同,负责定期安排该机构的宇航员往返国际空间站,这有助于NASA在 国际空间站退役前保持不间断的驻留状态,直至 2030 年底。 马斯克作出这一承诺之后,特朗普曾威胁要取消马斯克的政府合同。而这一威胁的起因是马斯克在自己 的社交媒体平台"X"上对总统的税收法案进行了持续不断的抨击。 目前尚不清楚马斯克所说的"退役"Dragon飞船具体指的是什么。SpaceX 还将Dragon飞船用于商业任 务,这些任务与它为NASA执行的任务是分开的。该公司已通过Dragon飞船执行了六次私人宇航员任 务,这些任务有的是在轨道上自由飞行,有的是前往国际空间站。 SpaceX 定于 6 月 10 日左右利用Dragon飞船开展另一次私人宇航员任务,此次任务将与Axiom Space合 作进行,将四名平民送往国际空 ...
“稳定币第一股”上市首日大涨168%;京东稳定币进入“沙盒”测试第二阶段,正测试跨境支付等场景——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-06-05 23:51
每经记者|杨建 每经编辑|彭水萍 点评:实现数据资源共享共用的一种数据流通利用基础设施,是数据要素价值共创的应用生态,是支撑 构建全国一体化数据市场的重要载体。随着政务数据共享的推进,数据治理服务商、隐私计算技术企业 将迎来发展机遇。同时,数据要素市场化将激活金融风控、城市治理、产业规划等领域的商业模式创 新。未来,数据分级分类管理、隐私计算技术将成为关键。政策强调"构建全国一体化政务大数据体 系",直接利好云计算、大数据平台及数据安全技术企业。概念股包括易华录、同有科技、奥飞数据 等。 2、国际油价全线上涨,布油主力合约涨0.66%,报65.29美元/桶。国际贵金属期货收盘涨跌不一, COMEX黄金期货跌0.68%,报3376.1美元/盎司;COMEX白银期货涨3.31%,报35.795美元/盎司。欧洲 三大股指收盘涨跌不一,德国DAX指数涨0.19%,报24323.58点;法国CAC40指数跌0.18%,报7790.27 点;英国富时100指数涨0.11%,报8811.04点。 3、6月5日,央行公告,为保持银行体系流动性充裕,2025年6月6日,央行将以固定数量、利率招标、 多重价位中标方式开展1000 ...
据华尔街日报:美国参议院共和党成员们寻求保护国家航空航天局(NASA)的那些项目。其正在讨论为阿耳忒弥斯登月计划和国际空间站拨款100亿美元。
news flash· 2025-06-05 19:02
Core Points - Republican members of the U.S. Senate are seeking to protect NASA's projects [1] - Discussions are underway to allocate $10 billion for the Artemis lunar program and the International Space Station [1]
航天科技集团旗下上市公司举办集体业绩说明会
Zheng Quan Ri Bao· 2025-06-05 16:42
航天彩虹无人机股份有限公司(以下简称"航天彩虹")专注于无人机业务。近年来,低空经济备受关 注,无人机产业是发展低空经济的重要产业载体,在此背景下,航天彩虹如何积极拓展相关业务,也是 投资者关注的重点事项。 航天彩虹总经理文曦表示,公司无人机产品型谱齐全,在低空经济及民用领域主要面向国家重大需求, 统筹国土资源勘察、高分辨对地观测等重点领域产业发展和升级。公司产品应用广泛,如应用于航空物 探、应急测绘、海洋监测、管路巡线、森林防火等多个领域,具有先发优势,在国内具有较大知名度。 低空经济的发展及优惠政策,有利于公司更好地扩展市场。 陕西中天火箭技术股份有限公司(以下简称"中天火箭")自成立以来主要从事小型固体火箭及其延伸产 品的研发、生产和销售,并一直致力于推进航天固体火箭核心技术成果多层次、多领域的深度转化应 用。而随着商业航天市场范畴的不断拓展,公司如何抓住行业快速发展的机会,在民品市场积极布局以 提升市场份额和竞争力,是投资者关注的事项。 中天火箭董事长程皓在回答《证券日报》记者提问时表示,公司耐烧蚀组件产品部分客户为国内商业航 天公司。报告期内,公司耐烧蚀组件业务整体保持稳定发展态势。在民用领域,公司 ...
OFCC批准Globalstar计划,航天商业化进程再提速
Xuan Gu Bao· 2025-06-05 15:10
Group 1 - Globalstar's second-generation "Direct Device" (D2D) satellite constellation expansion has been approved by the FCC, aimed at providing network coverage for Apple devices [1] - Apple plans to pay up to $1.1 billion to Globalstar to enhance non-ground network connectivity for iPhones, following a previous investment of $400 million for a 20% stake in Globalstar [1] - The global commercial space sector is experiencing rapid development, with advancements in reusable rockets and low-orbit satellite constellations, marking a dual turning point for China's commercial space industry [1] Group 2 - Shanghai Hanxun is leveraging military private network communication as a foundation to explore satellite communication for a second growth curve [2] - China Satcom is accelerating its transformation from a space segment operator to a global satellite integrated service leader through technological independence and ecosystem integration [2]
晚报 | 6月6日主题前瞻
Xuan Gu Bao· 2025-06-05 14:31
Commercial Aerospace - Globalstar is expanding its second-generation direct-to-device (D2D) satellite constellation to provide network coverage for Apple devices, with Apple set to pay up to $1.1 billion to enhance iPhone's non-ground network connectivity [1] - The commercial aerospace sector is experiencing rapid development in reusable rockets and low-orbit satellite constellations, marking a dual turning point for China's commercial aerospace industry [1] - The low-orbit satellite launch acceleration is driving a comprehensive upgrade of the "satellite manufacturing-launch-application" chain, with low-orbit communication satellites being a significant future trend [1] Military Industry - The China Weaponry Equipment Group has received approval for a restructuring that will separate its automotive business into an independent central enterprise, which will not significantly impact the normal operations of related companies [2] - Analysts expect military industry orders to see a turning point by 2025, driven by new technologies and products aimed at enhancing equipment performance or reducing costs [2] - The restructuring is anticipated to lower the asset-liability ratio of the weaponry group to below 50%, enhancing financing cost advantages and increasing the expectation of asset securitization [2] Foldable Phones - Huawei's new tri-fold smartphone is expected to debut in the second half of the year, featuring an upgraded processor and imaging capabilities, while the first-generation model has seen strong sales [3] - The MateXT tri-fold phone, released in September 2024, achieved significant sales success, with all models selling out immediately and second-hand prices reaching up to 68,000 yuan [3] - The new tri-fold model is expected to generate renewed interest in the market, benefiting companies within the supply chain [3] Metformin - A study from the University of California, San Diego, found that women with type 2 diabetes taking metformin have a 30% higher chance of living to 90 years or older compared to those using sulfonylureas [4] - Metformin is being recognized for its potential anti-aging properties, with mechanisms including improved insulin sensitivity and cellular repair [4] Data Elements - The National Data Bureau announced the establishment of 10 national data element comprehensive pilot zones in various regions to support the development of data markets and enhance the integration of the digital and real economies [5] - The pilot zones aim to explore data value release paths and stimulate market growth, potentially creating an additional 100 trillion yuan in asset scale once data assets are recognized [5]
铂力特(688333):营收保持稳健增长,布局3C、人形机器人等新领域
CMS· 2025-06-05 12:39
证券研究报告 | 公司点评报告 2025 年 06 月 05 日 铂力特(688333.SH) 营收保持稳健增长,布局 3C、人形机器人等新领域 中游制造/军工 2024 年,公司实现营收 13.26 亿元,同比+15.02%,实现归母净利润 1.04 亿, 同比-5.26%,扣非归母净利润 3,567.43 万元,同比-51.98%。25Q1,公司实现 营收 2.27 亿,同比+7.30%,归母净利润-1,495.02 万,同比-1661.37%。公司 扣非归母净利润-2,701.60 万,同比-89.99%。 强烈推荐(维持) 目标估值:NA 当前股价:57.79 元 基础数据 | 总股本(百万股) | 272 | | --- | --- | | 已上市流通股(百万股) | 272 | | 总市值(十亿元) | 15.7 | | 流通市值(十亿元) | 15.7 | | 每股净资产(MRQ) | 17.6 | | ROE(TTM) | 1.9 | | 资产负债率 | 38.0% | | 主要股东 | 折生阳 | | 主要股东持股比例 | 16.57% | 股价表现 % 1m 6m 12m 绝对表现 -9 ...
ETF复盘0605|三大指数午后走强,算力产业链再度爆发
Sou Hu Cai Jing· 2025-06-05 10:33
Market Overview - On June 5, A-shares experienced a rebound with major indices closing higher, including the Shanghai Composite Index up by 0.23%, Shenzhen Component Index up by 0.58%, and ChiNext Index up by 1.17% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,904.05 billion RMB, showing a slight increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market also saw gains, with the Hang Seng Technology Index rising by 1.93% [5] - In terms of sector performance, the telecommunications sector led with a 2.62% increase, followed by electronics at 2.31% and computers at 2.12%. Conversely, the beauty and personal care sector saw a decline of 3.07% [7] Key Developments - The Ministry of Industry and Information Technology recently issued the "Computing Power Interconnection Action Plan," aimed at enhancing the efficiency and service level of public computing resources, which has positively impacted computing power leasing concepts and hardware stocks [8] - Global internet cloud companies are increasing investments in AI, with a focus on optical devices and modules, as well as satellite internet in the commercial aerospace sector [8] - The defense and military industry has shown strong performance, with the National Defense ETF seeing a significant inflow of funds, increasing by 1.31% [9][10] Investment Products - Relevant investment products include the Big Data ETF (159739) and National Defense ETF (512670), which have shown positive trends in recent months [8][9]
湖南长沙:“湘江·太空城”正式启航,“火箭男孩”空降体验
Huan Qiu Wang Zi Xun· 2025-06-05 09:45
Group 1 - The core event is the launch of "Xiangjiang Space City," the first aerospace science education base in Hunan Province, themed around space exploration and science fiction [1][6] - The event attracted numerous leaders and educators from various levels, highlighting the importance of educational engagement in aerospace [3][5] - A notable guest, a young boy named Yan Hongsen, known as the "Rocket Boy," gained attention for his achievements in rocket design and was appointed as the chief experience officer of the space city [5][8] Group 2 - "Xiangjiang Space City" aims to be an immersive growth space that enhances children's imagination, practical skills, and creativity, featuring various modules like space exhibitions and expert lectures [6][8] - The project is designed to integrate knowledge from low-altitude economy, aerospace engineering, and science fiction experiences, making it an engaging learning environment for children [6][7] - The narrative of the space city includes a fictional story about a nuclear-powered spaceship, N395, which serves as a central theme to attract children's interest in aerospace knowledge [7][8]
工业互联ETF(159778)成分股普涨,中信证券提示Robotaxi催化机遇
Xin Lang Cai Jing· 2025-06-05 02:33
Group 1 - The Industrial Internet ETF (159778.SZ) increased by 0.61%, with its associated index, Industrial Internet (931495.CSI), rising by 0.42% [1] - Key constituent stocks such as Industrial Fulian rose by 2.99%, GoerTek by 2.13%, Inspur Information by 1.78%, State Grid NARI by 0.91%, and Deepin Technology by 3.06% [1] - CITIC Securities research report indicates that the commercialization of L4 level autonomous driving is accelerating, with leading Robotaxi companies experiencing a 400% year-on-year increase in weekly orders [1] Group 2 - Changjiang Securities highlights that distributed low-orbit constellations built using commercial aerospace capabilities possess strong anti-jamming and anti-destruction capabilities, which are fundamental drivers of defense demand in commercial aerospace [2] - The satellite wireless interconnection market is projected to have significant potential, with estimates that by 2030, the domestic "Thousand Sails" and GW constellation networking will create a market space exceeding 270 billion yuan for satellite manufacturing and 80 billion yuan for rocket launch services [2] - Shenwan Hongyuan research shows that the midstream structural components/subsystem segment of the military industry chain saw a 12.09% year-on-year increase in advance payments and contract liabilities in Q1 2025, while the downstream assembly segment's inventory growth rate reached 17.73%, indicating a sequential transmission of industry chain prosperity [2]