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上海交通大学与国星宇航签约 共建国内首个太空计算联合实验室
Xin Lang Cai Jing· 2025-12-12 09:55
上海交通大学与国星宇航今日举行签约仪式,共同建设国内首个太空计算联合实验室,将围绕天基算力 网需求,聚焦自主可控太空计算芯片研发、机器人卫星、在轨增材制造等前沿领域开展研究。签约仪式 上还举行了东方天算科技有限公司入驻上海交大工业技术创新研究院仪式。东方天算是在上海市科委指 导下成立的太空计算联合实验室产业化平台,旨在探索产学研融合与转化的新模式,加速天基算力网的 产业化进程。(科创板日报) ...
锚定AI智算卫星 国星宇航打响天算赛道“先发之战”
Zheng Quan Ri Bao Wang· 2025-08-29 12:16
Core Viewpoint - Chengdu Guoxing Aerospace Technology Co., Ltd. is advancing its IPO process on the Hong Kong Stock Exchange, aiming to become the "first commercial AI satellite stock" in China, showcasing its achievements in technology development, business growth, and industry layout [1] Group 1: Technological Advancements - Guoxing Aerospace launched China's first AI application satellite in December 2018, marking the beginning of its exploration in the AI satellite field [2] - The company successfully launched China's first AI computing satellite in February 2024, which features significant improvements in computing power and data processing capabilities [2] - On May 14, 2025, Guoxing Aerospace launched the world's first AI computing satellite constellation consisting of 12 satellites, achieving a total computing power of 5POPS and inter-satellite communication speeds of up to 100Gbps [3] - The company has consistently increased its R&D expenditures, with amounts of 45.82 million, 53.48 million, and 142 million yuan from 2022 to 2024, supporting its technological breakthroughs [3] Group 2: Financial Performance - Guoxing Aerospace's revenue has shown strong growth, with figures of 177 million, 508 million, and 553 million yuan for the years 2022, 2023, and 2024, respectively, resulting in a compound annual growth rate of 76.6% [4] - In the first half of 2025, the company achieved revenue of 241 million yuan, reflecting a year-on-year increase of 65.1% [4] - The revenue structure has shifted, with satellite and related services revenue increasing from 29.5% in 2022 to 50.6% in the first half of 2025, indicating a successful strategic transformation [5] Group 3: Market Position and Future Plans - Guoxing Aerospace is actively promoting its "Star Computing" plan, aiming to build a space-based computing network consisting of 2,800 AI computing satellites, with plans to launch the first batch of 100 satellites by 2028 [8] - The AI computing satellite market is expected to grow rapidly, with the Chinese satellite industry projected to expand from 82.7 billion yuan in 2024 to 266.1 billion yuan by 2029, at a compound annual growth rate of 26.3% [9] - The company is positioned to capture a larger market share and lead the industry towards higher quality and broader applications, contributing significantly to the rise of China's commercial aerospace sector [9]