我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年12月3日 · 国内金融市场 · 宏观消息汇总 1.工信部电子信息司就筹备中国人工智能终端行业协会听取意 1.沃格光电(603773)： 即将展出CPI薄膜在航天卫星柔性太阳翼 领域的应用。 2。华伍股份(300095)： 公司已将商业航天作为未来重点发展方向 之一,正积极推进相关战略布局与业务洽谈。 3.中金辐照(300962)：拟定增募资不超8亿元,三地灭菌技术中心 项目齐建。 儿。 23福建:构建全省算力一体化服务体系,探索面向港澳台、东 南亚的算力出海模式。 3.西藏：引导长期耐心资本投资重点产业和项目，加大直接融 资服务力度。 二、行业最新动态 1.大摩上调谷歌TPU产量预测产业链迎发展机遇，相关个股：腾 景科技(688195)、光库科技(300620)等。 2.无缝覆盖泛在连接, 我国将打造"空天地海网", 相关个股：航 天宏图(688066)、中科星图(688568)等。 3.我国首艘火箭网系回收海上平台交付,相关个股:钢研高纳 (300034)、航天电子(600879)等。 三、上市公司聚焦 4.恒逸石化(000703)： 控 ...

据中国航天科技集团一院消息，我国首个火箭网系回收海上平台"领航者"于11月30日成功交付。"领航 者"与网系回收装置等产品组合，将共同在海上构建一个稳定、可靠、精准的火箭回收系统。 什么是网系回收？它与其他火箭回收方式相比有何优势？作为我国首个获得中国船级社入级证书和法定 证书的海上火箭回收平台，"领航者"具备哪些技术特点？中国航天科技集团有关专家向科技日报记者进 行了介绍。 随着可重复使用运载火箭技术的发展，国际上出现了多种回收模式。比如，早期采用的伞降回收，在火 箭子级加装机翼或翼伞，让它能像飞机降落一样水平回收。国外甚至还尝试过用直升机在空中捕获回 收，不过该技术路线后来被放弃。 （文章来源：科技日报） 许学雷告诉记者，相比当前主流回收方案，网系回收对火箭的着陆指标更为友好，这主要得益于火箭入 网接驳时，大多动能、势能均被地面缓冲机构吸收，使得对箭上缓冲结构的设计要求大幅降低。针对火 箭落点偏差，回收系统可以通过简单高效地调整地面设备尺寸规模提高适应能力，这同时也能降低对火 箭发动机推力调节能力的要求。 此外，目前大多数可重复使用火箭的支腿等装置都需随箭定制、随箭飞行，而网系回收系统有助于简化 火箭结构 ...

Core Viewpoint - The successful delivery of China's first offshore rocket recovery platform "Navigator" marks a significant advancement in the development of a stable, reliable, and precise rocket recovery system at sea [1] Group 1: What is Network Recovery? - Network recovery is a unique method of vertical landing recovery, which involves deploying a network of cables at high altitudes to capture the rocket as it descends [2] - This method differs from traditional recovery techniques, such as parachute recovery and vertical landing, by utilizing a hook on the rocket that latches onto a grid-like structure [2] Group 2: Advantages of Network Recovery - Network recovery enhances the success rate of capturing and buffering during the recovery process through high coordination between the recovery system and the rocket's recovery device [3] - It is more forgiving on landing parameters, as the ground buffering system absorbs most of the rocket's kinetic and potential energy, reducing design requirements for the rocket's buffering structures [3] - The system simplifies the rocket's structure, improving efficiency and effectiveness, and can be adapted for different sizes of rockets [3] Group 3: Technical Challenges of "Navigator" - "Navigator" is the first offshore rocket recovery platform certified by a classification society, measuring 144 meters in length and 50 meters in width, with a displacement of 25,000 tons [4] - The platform requires high precision in positioning to coordinate with the rocket's landing, necessitating advanced design considerations for stability and load distribution [4] - The design must account for various sea conditions and the unique structural challenges posed by the network recovery system, which has a high center of gravity and significant weight [4]