1月30日，2026年凉山州现代化产业场景发布会首场活动——"空天经济·氢储新能"专场在成都举 行。发布会聚焦商业航天、低空经济、氢能储能三大领域，发布凉山州"空·天·氢"融合场景，集中释放 三大类共33个具体合作机遇。 凉山州拥有2.2亿千瓦可开发清洁能源资源，航空航天产业基础坚实，区位优势日益凸显。凉山州 将改变传统资源转化路径，以绿色能源为基底，空天产业为引擎，场景融合为驱动，创造"空·天·氢"超 级融合场景，将资源禀赋转化为实实在在的发展优势。（记者 李天锐 何勤华） 凉山州发布支持商业航天产业集聚发展专项政策，提出以全链条基金支持、全周期落地保障等五 大"政策王牌"，护航产业发展；举行投资合作签约仪式，集中签约火箭总装制造、航空航天增材制造、 新能源电池材料等11个项目，协议投资总额达731亿元；东方空间、纵横股份、国氢科技3家企业作为首 批"场景合伙人"分享了与凉山共建产业的规划。发布会结束后，以航天、低空、氢储三大场景为主题的 精准对接会分别举行，凉山州相关部门与企业深入交流，达成系列合作意向。 ...

Core Insights - The event focused on the integration of aerospace, low-altitude economy, and hydrogen energy storage, unveiling 33 specific cooperation opportunities in the "Aerospace·Sky·Hydrogen" fusion scenario [1] - Liangshan aims to transform its traditional resource conversion path by leveraging its 220 million kilowatts of clean energy resources and solid aerospace industry foundation to create a "super fusion scenario" [1] - The release of the "Special Policy to Support the Gathering Development of the Commercial Aerospace Industry" includes five major policy initiatives to support industry development [1] Investment Opportunities - A total of 11 projects were signed during the event, including rocket assembly manufacturing and new energy battery materials, with a total investment amounting to 73.1 billion yuan [1] - Key enterprises such as Dongfang Space, Zongheng Co., and Guohydrogen Technology shared their plans for industrial collaboration with Liangshan [1] - Approximately 250 representatives from 164 leading industry companies attended the event, indicating strong interest and potential for collaboration [1] Economic Development Strategy - Liangshan is implementing an "Industry Attack Year" initiative to drive economic growth, building on a foundation that has seen its economic total exceed 200 billion yuan during the 14th Five-Year Plan [2] - The focus is on applying scenarios to drive new productive forces and accelerate the establishment of a modern industrial system unique to Liangshan [2]

图片来源：每经记者 张建 摄 作为四川省清洁能源资源富集区及航空航天产业重要承载地，凉山州积极打造"绿色能源筑基、空天产业赋能、场景融合驱动"的创新产业生态，以场景开放 促产业发展。 本次发布会围绕商业航天、低空经济与氢能储能三大方向，释放出33项独具特色优势的场景合作机遇。在商业航天领域，凉山将构建"航天特材—星箭制造 —发射服务—空天信息—航天文旅"全链条生态。在低空经济领域，凉山将聚力建设亚高原无人机测试指挥基地和装备制造中心，拓展低空出行、物流配送 等应用场景，激活区域低空经济发展新引擎。在氢能领域，依托攀西地区氢能试点基础，凉山将推进绿电直连制氢、大型储能设施建设及氢能多元应用，全 力建设国家绿色能源基地。 围绕"空天经济与氢储新能"场景，本次集中签约共11个项目，涵盖空天经济类4个、氢储新能类7个，标志着凉山州在商业航天、低空经济、氢能储能等战略 性新兴产业布局上迈出了关键步伐，此次签约不仅实现了资金与项目的有效对接，也展示出凉山立足产业基础、把握能源革命与空天科技机遇的重要布局。 每经编辑｜唐元 1月30日，2026年凉山州现代化产业场景发布会在成都举行，同步开展"空天经济与氢储新能"场景合作项 ...

编者荐语： 不能把太空拱手让给星链。 以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 作者：张静波 来源：华商韬略（ID：hstl8888） 美国德州，马斯克旗下星舰基地。数千名工程师，正在墨西哥湾畔，如冲锋般日夜赶工。而就在马斯克领 衔的这支舰队一路狂飙之际： 中国，终于放大招了。 聚焦标杆与热点、解构趋势与韬略 01 一鸣惊人 2025年岁末，国际电信联盟（ITU）官网一则消息，引爆全球： 中国一次性提交了约20.3万颗低轨/中轨卫星的频率与轨道资源申请！ 这件事到底有多炸裂呢？先看一组数据： 截至2026年初，全球在轨卫星数量大约1.4万颗，这其中六成以上、近9400颗，属于马斯克旗下星链计划。 按计划，星链发射总数约为4.2万颗。 换句话说，中国一次申请数量就相当于星链计划的5倍，更是目前全球在轨卫星总数的15倍。 虽然这只是申请，申请不一定得到批准，批准也不一定如数实际部署，但这一消息还是迅速引发全球震 动，甚至刺激了诸如美国的太空行动。 美国联邦通信委员会（FCC）在中国申请消息公布后，火速批准了SpaceX额外部署7500颗星链卫星。 与此同时，马斯克宣布：将4400颗星链卫星从550公里 ...

Core Viewpoint - The article emphasizes the significance of the aerospace economy as a new growth engine for high-quality economic development, driven by advancements in commercial space and low-altitude economies, which are reshaping industrial patterns and releasing substantial economic and strategic value [1][4][15]. Group 1: Aerospace Economy Development - The aerospace economy is no longer solely associated with space exploration and national security but has emerged as a key driver of new productive forces, expanding industrial boundaries and creating new economic spaces [4][5]. - The global commercial space market is rapidly expanding, with low Earth orbit-related industries becoming central to this growth, as evidenced by over 10,000 low-orbit satellites deployed by leading companies [5][6]. - The aerospace economy is characterized by high technology, high added value, and high driving force, capable of continuously generating new demand, employment, and output [6][12]. Group 2: Synergy Between Low-altitude Economy and Commercial Space - The low-altitude economy and commercial space are interdependent, forming a synergistic industrial ecosystem that enhances overall productivity [8][9]. - The low-altitude economy has developed a robust foundation of technology and industry, providing valuable applications and operational experiences that support the commercialization of high-altitude and space sectors [9][10]. - The deployment of large-scale satellite constellations will provide essential communication and navigation support for low-altitude operations, facilitating the transition from pilot applications to widespread adoption [10][11]. Group 3: Innovation and Institutional Support - Continuous innovation and ecological optimization are crucial for the sustainable development of the aerospace economy, requiring a focus on core technology breakthroughs and collaborative innovation systems [12][13]. - Institutional innovation and policy support are vital for the healthy development of the aerospace economy, necessitating optimized approval processes and regulatory frameworks to enhance efficiency and reduce operational costs [13][14]. - An open and collaborative industrial ecosystem is essential for unleashing the potential of the aerospace economy, encouraging regional specialization and international cooperation to enhance competitiveness [14][15].

朱克力（国研新经济研究院创始院长、湾区低空经济研究院院长） 近期商业航天领域的密集突破与超大规模卫星星座部署规划的推进，让空天经济成为社会关注的焦点。 近期《人民日报》刊发的"钟才文"署名文章提出，要着力拓展智能经济、绿色经济、生物经济、空天经 济等新技术新产品新场景，打造若干附加值高、引领性强的新兴支柱产业。这传递出清晰的信号：空天 领域不只是国家专项任务，未来更将是驱动经济高质量发展的新增长极。作为新经济的重要组成部分， 低空经济与商业航天构成了空天经济的两翼，比翼齐飞开启数智未来。这种协同联动正在重塑产业格 局，释放巨大的经济与战略价值。 空间探索与产业支柱多维跨越 传统认知中，空天领域更多与太空探索、国家安全紧密相关，而如今其产业属性和经济价值被提到了前 所未有的高度，成为培育新质生产力的关键载体。这种转变背后，是技术进步带来的产业边界拓展，也 是全球竞争格局下的必然选择。 核心技术自主可控是空天经济高质量发展的根本保障。技术密集型产业的特质意味着，其核心技术的突 破能力直接决定产业竞争力。应聚焦火箭回收、卫星制造、空间通信等关键领域，加大研发投入，构建 企业主导、产学研用协同的创新体系。我国商业航天 ...

Core Viewpoint - The article emphasizes the significance of the "Five Musts" proposed at the Central Economic Work Conference, which serves as a fundamental guideline for current economic work and aims to enhance China's economic stability and strategic positioning in international competition [1][2]. Summary by Relevant Sections Economic Potential and Policy Framework - The "Five Musts" include fully tapping economic potential, balancing policy support with reform and innovation, ensuring effective regulation, combining investments in physical and human capital, and strengthening internal capabilities to face external challenges [1][2]. - The framework is designed as a closed-loop logic system, with "fully tapping economic potential" as the core goal supported by policy reform, market governance, resource allocation, and risk management [2]. Action Guidelines for Economic Development - The "Five Musts" provide a comprehensive action guide for the beginning of the 14th Five-Year Plan, focusing on solidifying the material foundation for Chinese-style modernization and leveraging the advantages of a vast and internally cyclical economy [3]. - The article highlights the importance of multi-dimensional collaboration to convert economic potential into actual high-quality development outcomes [3]. Key Development Directions - The article identifies three main development directions: boosting consumption and effective investment, integrating technological and industrial innovation, and promoting urban-rural integration and regional coordinated development [4]. - Among these, boosting consumption and effective investment is seen as a critical focus for immediate results, while integrating technological and industrial innovation is expected to provide both short-term breakthroughs and long-term empowerment [4]. Emerging Pillar Industries - The article emphasizes the need to expand new technologies and products in sectors such as intelligent economy, green economy, biological economy, and aerospace economy, which are positioned as emerging pillar industries [5][6]. - This strategic focus aims to cultivate new growth engines that support high-quality development and establish a modern industrial system with global competitiveness [7]. Shift in Industrial Development Strategy - The shift from "cultivating and expanding" to "pillar leading" in the context of emerging industries highlights the importance of scale effects and the ability to drive upgrades across the supply chain [7][8]. - The new approach emphasizes a system-wide perspective on industrial development, integrating technology across various sectors and focusing on high quality and high added value [8].

Core Viewpoint - The article emphasizes the "Five Musts" proposed at the Central Economic Work Conference, which serve as fundamental guidelines for economic work under the new circumstances, aiming to consolidate and expand the positive momentum of the economy and gain strategic advantages in international competition [1][2]. Summary by Sections Five Musts - The "Five Musts" include: fully tapping economic potential, balancing policy support with reform and innovation, ensuring both flexibility and regulation, integrating investment in physical and human capital, and honing internal capabilities to face external challenges [1][2]. Systematic Framework - The "Five Musts" form a closed-loop logical system centered on the goal of fully tapping economic potential, supported by policy reform, market governance, resource investment, and risk response, creating a complete action framework [2]. Action Guidelines for Economic Work - The article serves as a specific action guide for economic work at the beginning of the 14th Five-Year Plan, emphasizing a systematic thinking framework that balances domestic and international factors while addressing both short-term and long-term goals [3]. Key Development Directions - The article highlights three key development directions: boosting consumption and effective investment, promoting deep integration of technological and industrial innovation, and facilitating urban-rural integration and regional coordinated development [4]. Emerging Pillar Industries - The article identifies intelligent economy, green economy, biological economy, and aerospace economy as new emerging pillar industries, signaling a strategic focus on cultivating new growth engines that support high-quality development [5][6]. Shift in Industrial Development - The shift from "following and catching up" to "leading and layout" in industrial development is marked by focusing on four high-potential areas, aiming to create globally competitive industrial clusters that inject strong momentum into high-quality economic development during the 14th Five-Year Plan [7].

Group 1 - The core viewpoint emphasizes the necessity of fully tapping into economic potential, combining policy support with reform innovation, ensuring effective governance while allowing market flexibility, integrating investments in both physical and human capital, and honing internal capabilities to face external challenges [1][6][20]. Group 2 - Fully tapping into economic potential is crucial for solidifying the material foundation of Chinese-style modernization, leveraging the country's multiple advantages to foster new growth points and high-quality development [2][3]. - China, as the world's second-largest economy, benefits from a vast market that ensures internal circulation, a robust innovation ecosystem, and a strong industrial supply chain, positioning it as a key player in the global economic landscape [3][4]. - The Chinese economy has shown resilience against external shocks, maintaining its status as a major contributor to global economic growth, supported by a large consumer market and a complete industrial system [4][21]. Group 3 - The approach of combining policy support with reform innovation is essential for addressing the intertwined cyclical, structural, and institutional issues in the economy, ensuring effective macroeconomic governance [7][9]. - This dual approach has been proven effective in navigating complex domestic and international environments, enhancing macroeconomic stability while promoting structural reforms [8][10]. Group 4 - Achieving a balance between market freedom and government regulation is vital for enhancing economic governance and ensuring high-quality development [12][13]. - The focus should be on creating a fair competitive environment while allowing market forces to allocate resources efficiently, thus fostering a dynamic economic order [14][15]. Group 5 - Investments should be closely integrated between physical assets and human capital, with a shift towards enhancing human development as the economy matures [16][18]. - There is significant room for improvement in both physical and human capital investments, with current levels lagging behind developed countries, indicating potential growth areas [17][19]. Group 6 - The emphasis on internal capabilities is crucial for responding to external challenges, with a focus on maintaining strategic determination and leveraging the advantages of a large economy [20][22]. - Historical resilience against external shocks has been demonstrated, with strategies to shift towards domestic demand and innovation driving economic stability and growth [21][23].

Group 1 - The satellite industry ETF (159218) has achieved a historic milestone by crossing the 2 yuan mark, marking a significant transition from the "1 yuan era" to the "2 yuan era" with a closing price of 2.028 yuan and a 5.19% increase on January 8 [1][3] - The ETF's trading volume reached 970 million yuan, with over 1 billion yuan flowing into the market within the first four trading days of the year, leading to a management scale of nearly 3 billion yuan [1][3] - This breakthrough is attributed to a fundamental shift in the global commercial space industry, moving from laboratory technology breakthroughs to comprehensive commercialization and large-scale operations [3] Group 2 - Key global events, such as SpaceX's intention to inspect Chinese supply chains and the construction of China's first offshore rocket recovery base, indicate deep integration of the global industrial chain and aim to reduce launch costs [3] - Major cities like Guangzhou are incorporating "aerospace economy" into their urban development strategies, reflecting a broader acceptance of the commercial space industry [3] - The satellite industry ETF's doubling in value signifies the capital market's confidence in China's significant role in the global commercial space competition, transitioning from vague expectations to a new phase driven by clear paths, substantial progress, and grand visions [3]