（原标题：A股晚间热点 | 高层最新部署！事关银发经济和养老服务） 1、李强主持召开国常会，研究推进银发经济和养老服务发展有关工作 重要程度： 国务院总理李强2月24日主持召开国务院常务会议。会议指出，今年是"十五五"开局之年，国务院各部门要进一步增强责任感紧迫感，瞄准全年目 标任务，迅速进入工作状态，推动党中央各项决策部署落地见效。 会议研究推进银发经济和养老服务发展有关工作。会议指出，我国银发经济潜力很大，要完善支持举措、强化政策落实，促进养老事业和养老产 业发展，为应对人口老龄化提供有力支撑。要进一步释放银发消费需求，提升消费能力，发挥消费补贴等政策牵引作用，打造一批银发消费新场 景新业态。 2月24日，外交部发言人毛宁主持例行记者会。有外媒记者提问，美国总统特朗普将会在3月31日访问中国，外交部能否予以证实?毛宁表示，"元 首外交对中美关系发挥着不可替代的战略引领作用。中美双方就特朗普总统访华事宜保持着沟通。但是关于你提到的具体问题，我目前没有可以 提供的信息。" 2、AI芯片再迎催化，美龙头股AMD直线暴涨!发生了什么? 重要程度： 2月24日，AMD公司股价直线暴涨，股价一度涨超10%。消息面上， ...

震惊资本市场！ 据智通财经报道，马斯克团队近期"摸底"中国光伏产业链 ，已有异质结设备厂签单。 01 事件相关方已确认 智通财经记者以投资者身份致电晶科能源后确认，公司近期确实与马斯克团队相关考察团有过接触。马斯克团队考察了公司的技术储备和生产设备。 对于合作意向及具体考察细节，接线工作人员表示不便透露。他同时透露："国内主流光伏企业也均有考察"。这意味着马斯克的考察范围远不止一家企 业。 晶科能源是全球组件龙头企业，连续多年位居组件出货量第一。事实上，该公司亦是最积极拥抱太空光伏的行业龙头。 资本市场对此消息反应迅速。 据知情人士称，近期马斯克旗下的SPACE X团队和Tesla团队"摸底"中国光伏企业，其中TESLA团队目前仅是验厂阶段，到访多家产业链企业；SPACE X 团队主要到访光伏设备厂，并与国内某头部异质结设备厂有订单合作，但基于商业保密要求等因素，未作公开。 最新消息，市场传闻已获龙头企业证实，马斯克团队近期密访中国多家光伏企业的背后，是对一条新能源超级赛道的押注。 A股太空光伏板块早盘迎来强势上涨，太空光伏指数大涨2.73%。晶科能源股价直接涨停。马斯克团队近期密访中国多家光伏企业的消息，得 ...

Core Viewpoint - Chengdu Guoxing Aerospace Technology Co., Ltd. (Guoxing Aerospace) is a leading private commercial aerospace company in China, specializing in AI satellite technology, with strong revenue growth and significant market positioning in the satellite industry [1][6]. Financial Performance - Revenue for Guoxing Aerospace from 2022 to 2024 was 177.4 million RMB, 507.5 million RMB, and 553.5 million RMB respectively, reflecting a compound annual growth rate (CAGR) of 76.6% [1]. - In the first half of 2025, revenue reached 241.3 million RMB, a 65.1% increase compared to the same period in 2024 [1]. - The gross profit increased from 45 million RMB in 2022 to 210.2 million RMB in 2024, with a gross profit of 24.3 million RMB in the first half of 2025, marking a 74.8% year-on-year growth [3]. Revenue Composition - The revenue composition is primarily from satellite and related services, which increased from 52.3 million RMB in 2022 to 122.1 million RMB in the first half of 2025, accounting for 50.6% of total revenue [2][3]. - The share of space-based solutions was 48.9% in the first half of 2025, indicating a shift towards AI intelligent satellite development [2]. Technological Advancements - Guoxing Aerospace has developed several key technologies, including AI application satellite development, rapid customization of satellite platforms, and high-power AI computing satellite platforms [4]. - The company achieved significant milestones, such as launching China's first AI intelligent satellite in 2024 and deploying the world's first constellation of 12 AI intelligent satellites in May 2025 [4]. Market Position and Industry Outlook - According to Frost & Sullivan, the Chinese commercial aerospace market is projected to grow from 2.3 trillion RMB in 2024 to approximately 8.0 trillion RMB by 2029, with a CAGR of 28.3% [6]. - Guoxing Aerospace ranks second among private commercial aerospace companies in China in managing the entire satellite industry value chain, with a market share of 22.1% [1]. Research and Development - R&D investment has been a priority for Guoxing Aerospace, with expenditures of 45.8 million RMB, 53.5 million RMB, and 142 million RMB from 2022 to 2024, representing 25.8%, 10.5%, and 25.7% of revenue respectively [5]. - As of June 30, 2025, the R&D team comprised 204 members, with 92.1% holding bachelor's degrees or higher, supporting the company's technological advancements [5].

Core Viewpoint - SpaceX's Starlink has received approval from the Indian government to begin compliance work, marking a significant step towards entering the Indian market, which is the second-largest internet market globally after China [2][3]. Group 1: Regulatory Approval and Market Entry - The Indian Ministry of Telecommunications has approved Starlink to start compliance work, but SpaceX must still submit documentation to prove it meets licensing requirements [1][2]. - Starlink's official launch in India is expected to take six to nine months, as it also requires approval from the Indian National Space Promotion and Authorization Center (IN-SPACe) [1][6]. - The Indian government has recently established rules for global satellite mobile personal communication operators, which will help in content review and traffic interception [2][3]. Group 2: Competitive Landscape - Starlink faces competition from domestic players like OneWeb, which has partnered with Airtel, and Reliance Jio's joint venture with SES, both of which have received necessary approvals [5]. - Amazon's Kuiper is also preparing to seek approval to provide services in India, indicating a competitive environment for satellite internet services [5]. Group 3: Strategic Implications - The approval for Starlink is seen as a welcome move for Elon Musk, who has long aimed to expand his user base in India, a market with over 1.4 billion people [2][4]. - The geopolitical context, including the potential use of Starlink in the India-Pakistan conflict, adds a layer of strategic importance to its deployment [6]. Group 4: Future Developments in Satellite Technology - The market is also witnessing advancements in AI satellite technology, which could disrupt traditional high-cost reconnaissance models, with companies like BlackSky leading the way [7]. - China's "Three-body Computing Constellation" is set to launch, aiming to create a large-scale space-based computing system, which could enhance satellite data quality and application potential [8].