《商道创投网》2026年2月9日从官方获悉：北京极光星通科技有限公司（以下简称"极光星通"）近日完 成了由北京信息产业基金、粤开资本、盛景嘉成、远翼投资、赟汇资本、申万宏源、华成创投共同参与 的近3亿元A4轮融资。 极光星通成立于中国商业航天蓬勃发展的时代浪潮中，以"让太空网络进入光时代"为发展愿景，专注于 为客户提供高性价比的空间激光通信整体解决方案。公司深耕星载激光通信技术的工程化应用，已自主 构建起涵盖光学、机械、电子、热控、软件及通信系统的全链条技术体系，成功研制并量产多型星载、 机载及地面激光通信终端。目前公司产品已广泛应用于低轨卫星星座、民航通信、远洋船舶及车载移动 通信等多元场景。在产业化进程方面，公司现有年产能达200台套，已有12台终端产品在轨稳定运行； 根据规划，2026年将实现超百台套交付，产能同步扩增至800台套，展现出强劲的规模化发展态势。 北京信息产业基金相关负责人表示："极光星通在核心技术自主可控、工程化实施能力及市场化落地进 程中，均展现出行业领军企业的综合实力。空间激光通信作为实现天地一体化网络高效互联的关键传输 链路，对国家信息基础设施布局具有不可替代的战略意义。北京市级政 ...

近日，北京极光星通科技有限公司（以下简称"极光星通"）宣布完成A4轮融资，融资金额近3亿元人民币。本轮融资由北 京信息产业基金、粤开资本、盛景嘉成、远翼投资、赟汇资本、申万宏源、华成创投共同参与，指数资本继续担任财务顾 问。据介绍，本轮募集资金将主要用于新一代空间激光通信产品的研发迭代、自动化产线建设及在轨技术验证能力的升 级。 极光星通董事长兼总经理吴少俊博士表示：指数团队是与我们长期携手的伙伴。团队对航天赛道不仅有"知其然"的了解， 更有"知其所以然"的深刻洞见。其卓越的专业能力、高效的执行魄力、极致的服务精神，为我们的合作奠定了坚实基础。 很高兴能与指数资本这样有共识、有默契的伙伴合作。 指数资本高级副总裁吴克舟认为，2025年是陪伴极光星通融资的第二年，公司完成了技术产品0到1的在轨验证，积累了海 量的在轨数据，正式迈入百台套整机产品批产交付阶段。期待2026年激光端机批量发射入轨，积累更丰富的在轨经验。同 时，批产制造能力推动公司加速发展，为极光星通构建更高的竞争壁垒。我们坚定看好极光星通「产品力-量产力-成本 力」三位一体的战略布局，及其穿越周期的战略定力与执行决心。 当前，我国商业航天产业加速迈 ...

Group 1 - Elon Musk has announced plans to deploy and operate up to 1 million satellites and has acquired xAI to integrate AI with commercial space, marking a significant development in the industry [1] - The Chinese National Space Administration has established a Commercial Space Administration and released a plan for high-quality and safe development of commercial space from 2025 to 2027, indicating a systematic approach to industry growth [1] - The plan includes launching over 10,000 low-orbit satellites between 2026 and 2030, accelerating market maturity [1] Group 2 - Beijing Aurora Starlink Technology Co., Ltd. has completed a Series A4 financing round, raising nearly 300 million RMB, setting a record for the largest single financing in China's space laser communication sector [2] - The funds will be used for the R&D of next-generation space laser communication products, automation production line construction, and upgrading on-orbit technology verification capabilities [2] Group 3 - The founder of Aurora Starlink, Wu Shaojun, transitioned from a stable career in aerospace research to entrepreneurship, recognizing the historic opportunity in commercial space [3] - The company aims to provide affordable and effective space laser communication products, facilitating the construction of a space-based communication network [5] Group 4 - Aurora Starlink's technology team comprises experts from prestigious institutions, enhancing its competitive edge in the laser communication market [4] - The company has developed a full autonomous technology system covering all aspects of laser communication product R&D and production capabilities [6] Group 5 - The competition in the laser communication field has shifted from pure research to commercial viability, with Aurora Starlink positioned to capitalize on the growing demand for laser communication technology [4][6] - The company has launched multiple satellite terminal products and is focusing on high-value starborne applications, with over 80% of resources dedicated to satellite-based solutions [7] Group 6 - Local governments are increasingly investing in commercial space, with various regions establishing funds and policies to support the industry, indicating a strategic focus on space technology [9][10] - Beijing's investment fund is actively supporting Aurora Starlink, recognizing the strategic importance of space laser communication for national infrastructure [10]

Core Viewpoint - Zhongrun Optical (688307.SH) holds a 0.9412% stake in Blue Star Guangyu through the Runyang Fund, which focuses on the research, production, and sales of space laser communication products [1] Group 1 - The company expresses anticipation for collaboration with Blue Star Guangyu in the field of optical components [1]

Core Viewpoint - The article highlights the successful A3 round financing of "Aurora Starlink," a space laser communication company, emphasizing its focus on expanding production capabilities and developing satellite technology for low-orbit constellations [5][9]. Company Overview - "Aurora Starlink," founded in 2020, is one of the few domestic commercial aerospace companies with comprehensive independent technology capabilities for satellite laser communication terminals [5][6]. - The company specializes in overcoming the high-throughput data transmission bottleneck in satellite internet constellations, with core products including self-developed laser communication terminals for various networking scenarios [5][6]. Product and Technology - The laser communication terminals support adjustable rates from 100 Mbps to 400 Gbps, with a weight range of 8 kg to 15 kg and a bit error rate better than 10⁻⁷ [5][6]. - The technology architecture focuses on three core modules: simplified optical structure, real-time self-calibration of optical paths, and compact front optical paths [7]. - The company has achieved significant milestones in on-orbit testing, including a 5100 km stable link and continuous communication for 116 hours at a distance of 1150 km [7][8]. Market Context - The global low-orbit satellite industry is accelerating, driven by projects from SpaceX, Europe’s IRIS², and Russia's "Sphere," creating a strong demand for high-speed laser communication terminals [6]. - Traditional RF communication faces bandwidth limitations, making laser communication a core technology for satellite internet construction due to its high speed and resistance to interference [6]. Competitive Landscape - The high-end market for satellite communication is predominantly led by US and European companies, with SpaceX's Starlink deploying over 5000 satellites and achieving significant data transmission capabilities [6]. - Domestic companies face challenges related to technology validation and the extreme conditions of space, which require high reliability and stability for communication terminals [6]. Investment Perspective - The lead investor, Guokai Technology Venture Capital, recognizes space laser communication as a critical segment in the satellite internet industry with high technical barriers and strategic value [9]. - The investment reflects confidence in "Aurora Starlink's" technological capabilities and its potential to drive commercialization in the satellite internet sector [9].

Core Points - The first Space Laser Communication Innovation Development Conference was held in Changchun, Jilin Province, gathering nearly 200 representatives from various sectors to discuss the future of space laser communication technology and industry [1][10][37] - The Jilin Province Space Laser Communication Industry Alliance was officially established during the conference, marking a significant milestone for the development of new productive forces in the region [1][18] - The conference highlighted the importance of collaboration between government, industry, academia, and research institutions to foster innovation and drive the growth of the space laser communication sector [10][12][40] Group 1 - The conference featured a closed-door meeting where the core provisions of the Alliance Charter were discussed and approved by all member units [2] - The Changchun Economic Development Zone presented its industrial resources and advantages, emphasizing the availability of 11 research institutions and 28 provincial-level key laboratories [6] - The Longxing Fund introduced its strategic goals for supporting local industry development through investments in various sectors, including high-end equipment manufacturing and digital networks [8] Group 2 - Keynote speeches were delivered by industry leaders, discussing the future of space laser communication and its role in connecting various celestial bodies [20][24] - A roundtable discussion focused on the challenges and opportunities in the space laser communication industry, including the need for talent cultivation and cost reduction in production [29] - The conference also included a technology innovation exhibition showcasing significant achievements in space laser communication from various institutions and companies [35] Group 3 - The establishment of the Jilin Province Space Laser Communication Industry Alliance is expected to enhance the region's technological capabilities and foster a collaborative ecosystem for innovation [1][18][40] - The conference served as a platform for investment institutions to engage with companies, providing insights and support for future projects in the space laser communication field [30] - The event underscored the strategic importance of space laser communication as a key technology for satellite internet, deep space exploration, and military communication [37]

Core Viewpoint - The article highlights the recent strategic financing of "Aurora Starlink," a space laser communication technology developer, which aims to enhance production capacity, develop next-generation laser communication terminals, and expand its core technology team [4][10]. Group 1: Company Overview - "Aurora Starlink" was established in 2020, focusing on the research and manufacturing of space laser communication terminals and system solutions, with a core team from prestigious institutions like the Chinese Academy of Sciences and major tech companies [4][9]. - The company has achieved significant milestones, including the successful launch of its laser communication payloads and the completion of a 400Gbps inter-satellite data transmission test, which is twice the capability of SpaceX's Starlink [4][5]. Group 2: Technological Achievements - "Aurora Starlink" has developed a fully self-researched technology system, achieving 100% core technology autonomy, with products designed for high performance at industrial costs [9][12]. - The company has successfully completed over 200 hours of continuous communication verification on its self-built "Aurora Star" experimental platform, demonstrating its capabilities in stable laser communication [10][12]. Group 3: Market Context - The global low Earth orbit satellite internet market is experiencing explosive growth, creating a strong demand for high-bandwidth, interference-resistant laser communication technologies [7][11]. - While traditional research institutions have led the development of space laser communication in China, emerging commercial companies like "Aurora Starlink" are rapidly catching up in terms of technology and commercialization speed [7][11]. Group 4: Investment Insights - Investors view space laser communication as a core technology with high barriers and vast market potential, emphasizing "Aurora Starlink's" strong engineering capabilities and rapid commercial progress [11][12]. - The recent financing round is expected to support the company's further technological upgrades and the establishment of high-standard production lines to meet the anticipated demand for space networking [12].

Core Insights - "Aurora Starlink" has completed over 100 million RMB in A++ round strategic financing, aimed at scaling production capacity, developing next-generation laser communication terminals, and expanding its core technology team [1][9] - The company, established in 2020, focuses on the research and manufacturing of space laser communication terminals and system solutions, with products supporting communication rates from 10Gbps to 400Gbps [1][7] - Recent achievements include a successful 400Gbps inter-satellite data transmission test, which is twice the capability of SpaceX's Starlink [1][2] Company Overview - "Aurora Starlink" has a core team from prestigious institutions such as the Chinese Academy of Sciences and major tech companies like Huawei and ZTE [1][7] - The company has developed a fully self-researched technology system, achieving 100% core technology autonomy, with products designed for both aerospace-grade performance and industrial-grade costs [7][10] - As of 2024, the company has launched 12 laser communication terminals into orbit and plans to increase annual production capacity to 100 units, expanding to 400 units by 2025 [7][10] Recent Developments - The company recently set a record for stable laser communication over extreme distances, achieving a continuous connection for 1 hour and 48 minutes at a height of 530 kilometers and a distance of 5,100 kilometers [2][4] - "Aurora Starlink" has established partnerships with national-level users and core commercial clients, validating its products through over 200 hours of continuous communication tests [7][10] Market Context - The global low Earth orbit satellite internet market is experiencing rapid growth, creating a strong demand for high-bandwidth, interference-resistant laser communication technologies [4][9] - The company is positioned to capitalize on the increasing need for integrated information networks in the space industry, with laser communication being a preferred choice due to its high bandwidth and security features [9][10] Investment Perspective - Investors view "Aurora Starlink" as a key player in the commercial space and national infrastructure sectors, with significant potential for growth due to its innovative capabilities and recent technological breakthroughs [9][10]