"去年大家说低空经济有万亿级规模，今年则普遍认为这是一个10万亿规模的市场。所以低空经济不是 一个产业，它是一个'经济'，是多产业形成的经济体系。"在近日于合肥举办的空天信息大会中，空天 信息领域头部企业，中科星图（688568,.SH）高级副总裁、星图低空云董事长陈伟如此向21世纪经济报 道记者表示。 日前，政务云头部企业中科曙光（603019）（603019.SH）与中科星图宣布战略合作。双方将在构建"天 地一体化"算力架构，推动全链路技术研发、标准制定、拓展生态等方面实现战略协同。 近年来，随着卫星制造与空天技术设施规划建设持续完善，空天信息产业在政策、市场等多重利好的推 动下正在加速落地。低空经济场景更是空天信息产业即将海量落地的领域之一，因而被地方政府，包括 不同属性的产业资本所关注。 然而，罗马并非一日建成——作为将地理信息世界从二维升格为三维的新经济蓝图，围绕低空经济的空 天信息基础设施建设，宛若一轮新的经济大规模升级，需要更高层次的举国基础设施投入。 在此背景下，陈伟详细谈及了低空经济与空天信息行业的发展现状，以及发展进度问题。 地方发展低空经济要循序渐进 政府工作报告连续提及，地方性政策快节 ...

当下，全球产业链加速重构，信息技术已从互联网时代、移动互联网时代全面迈向空天信息时代，成为 支撑产业和社会数字化转型的重要基础设施。值得一提的是，近几年，在政策等多方面的支持下，我国 空天信息产业实现了从跟跑到并跑乃至在某些领域的领跑。 中科星图总裁邵宗有指出，"国家对空天信息出台了非常多的政策，包括地理信息、商业航天、低空经 济都迎来了万亿的蓝海赛道，这是我们整个产业蓬勃发展的引擎。" 低空经济，作为近几年高频出现的词语，逐渐被大众所熟知。15年前，国家提出了"低空经济"的相关概 念。到今天，从监管到产业，多个行业已经和低空经济产生了紧密的联系，并成为经济增长的新引擎。 不仅如此，在政策上，近年来国家也在推动低空经济的落地。 现如今，随着全球数字化、信息化进程的加速，空天信息技术正经历从量变到质变的关键时期，空天信 息产业生态正快速发展壮大。不仅如此，伴随空天信息产业的高速发展，太空计算正成为战略新兴技术 高地。日前，中科曙光与中科星图签署了《太空计算领域的合作开发框架协议》，将协同推进先进计算 在太空领域的技术创新、应用落地、产业发展。 "用手机来访问太空算网，或许在不久的将来就可以实现。"中科曙光总裁历 ...

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to innovate and apply "space computing" technology, enhancing capabilities in various fields such as disaster monitoring, low-altitude tourism, and commercial aerospace [1][2][3]. Group 1: Collaboration Details - Zhongke Shuguang and Zhongke Xingtou signed a cooperation agreement to develop space computing technologies, focusing on space chip research and the construction of an open and inclusive space computing network [1][4]. - The partnership is expected to create a unified cloud computing system that integrates ground and space computing systems over the next three to five years [1][3]. Group 2: Industry Context - The space sector is entering a significant digital and intelligent transformation phase, leading to the emergence of new technologies and scenarios, with "space computing" being a crucial component [2][3]. - Satellites are essential for tasks such as remote sensing, satellite internet, and disaster warning, necessitating a deep integration of "space and computing" to build a new innovation chain [2][3]. Group 3: Technological Development - The two companies plan to jointly develop high-performance, low-power, and highly reliable specialized chips for space computing applications, creating a comprehensive innovation chain from chips to applications [4][5]. - Zhongke Xingtou will provide the requirements for space computing scenarios, while Zhongke Shuguang will leverage its advanced computing expertise to lead chip and system architecture design [4]. Group 4: Broader Impact - The collaboration aims to release the potential of "space computing" by promoting partnerships across various industries, creating replicable and scalable application benchmarks in areas like emergency rescue, meteorology, and agriculture [5][6]. - The initiative will also extend to emerging fields such as low-altitude airspace management and electromagnetic sensing, enhancing capabilities in communication, environmental monitoring, and smart transportation [6][7]. Group 5: Future Prospects - The open and inclusive "space computing network" is expected to expand application scenarios, providing high-speed internet access to remote areas and enabling real-time processing of remote sensing data [7]. - The network will support real-time positioning and path optimization for autonomous vehicles and drones, as well as offer low-cost computing services to commercial aerospace enterprises, further driving the commercialization of the aerospace industry [7].

Core Insights - The aerospace information industry in China is transitioning from "catching up" to "keeping pace" and even "leading" in certain areas, becoming a new engine for digital economic development [3] - The low-altitude economy is identified as a strategic emerging industry with significant market demand and development potential, expected to evolve into a trillion-level industry under national policy incentives [3] - The recent conference highlighted the importance of innovation systems and safety frameworks in the development of the low-altitude economy, emphasizing the integration of manned and unmanned systems [3][4] Industry Developments - The aerospace information industry is experiencing a golden opportunity period supported by national strategies, with companies like Zhongke Xingtu developing five core capabilities: data, computing, service, operation, and innovation [4] - Zhongke Xingtu has launched a comprehensive product matrix covering geographic information, commercial aerospace, and low-altitude economy, consisting of 27 products [4][5] - The company is focusing on building a full-industry chain for low-altitude economy, with a newly released platform that includes 20 products for low-altitude planning, safety assurance, and collaborative regulation [5] Technological Advancements - The current trend in commercial aerospace is the establishment of commercial remote sensing satellite constellations, which are essential for the application of aerospace information in the new era of digital earth [3] - Zhongke Xingtu is leveraging large models, big data, and high computing power to deepen its aerospace information technology, while also developing a commercial satellite constellation and low-altitude digital infrastructure [7]

Group 1 - The 2025 Low Altitude Cloud Development Conference was successfully held in Hefei, focusing on building a low-altitude safety defense and promoting sustainable development of the low-altitude economy, with over 800 experts and industry elites in attendance [1][3][5] - The conference emphasized the importance of safety, innovation, and collaboration in the development of the low-altitude economy, which is seen as a strategic emerging industry for the country [3][5][7] - Various organizations, including China Transportation Association and China Information Association, are actively involved in enhancing low-altitude safety systems and promoting high-quality development of the low-altitude industry [5][7] Group 2 - Experts shared insights on the role of aerospace information technology in ensuring the safety of low-altitude economic development, highlighting its potential to become a trillion-dollar industry under favorable policies [11] - The conference featured discussions on low-altitude services empowering urban governance, with successful practices from Chongqing as a case study [13] - A collaborative ecosystem was established among 30 companies to focus on low-altitude safety technology research and resource integration, aiming for high-quality development of the low-altitude economy [15] Group 3 - The introduction of various low-altitude platforms and solutions, such as the low-altitude management platform and the low-altitude planning platform, aims to enhance local government capabilities in managing low-altitude traffic and safety [20][22] - The conference showcased innovative technologies, including AI applications in low-altitude logistics and electromagnetic safety systems, to address challenges in the low-altitude economy [24][40] - The importance of capital market support for low-altitude safety and the integration of financial services into the low-altitude infrastructure was discussed, indicating a growing interest in this sector [28] Group 4 - The conference highlighted the significance of collaboration between telecommunications and low-altitude services, with companies like China Mobile presenting their strategies for building a reliable low-altitude capability system [42] - The role of eVTOL technology in transforming urban transportation and its potential impact on the low-altitude economy was emphasized, showcasing its future significance [48] - The event concluded with a call for joint efforts to strengthen safety measures and develop a new ecosystem for low-altitude economic growth, focusing on technology collaboration and safety enhancement [52]

太空计算是指在太空中部署具备数据处理、分析和决策能力的计算系统。具体来看，太空计算将人工智能、云计算和边缘计算等能力集成到卫星上，使卫星 能够在太空中自主完成数据的采集、处理和分析，从而减少对地面数据中心的依赖，提升数据处理的效率和实时性。 7月8日，中科星图与中科曙光在"2025空天信息大会暨中科星图生态发展大会"上，签署了《太空计算领域的合作开发框架协议》。按协议，双方将围绕技术 研发、太空算网建设等课题，共同推动"太空计算"技术创新与应用落地。 本次签约由中国科学院院士吴一戎、中科曙光总裁历军出席见证。中科星图党委书记、总裁邵宗有，中科曙光高级副总裁任京暘代表双方签约。 中科星图官网图片 具体来看，中科星图与中科曙光合作，共同开发空天信息产业的核心技术、算力与数据服务，推进新兴计算场景能力建设，为我国数字经济智能化、立体化 发展提供支撑。双方将联合产业链上下游单位研发面向太空计算场景的高性能、低功耗、高可靠专用核心部件，并推动"芯片—整机—算网—数据—应用— 生态"的全链路技术创新。 双方还将合作建设开放普惠的太空算网。该算网将构建覆盖"用户（端）-星上（边缘）-天基（云）-地基（云）"的"天地一体化" ...

Core Viewpoint - Zhongke Shuguang (603019.SH) has signed a cooperation framework agreement with Zhongke Xingtou to advance technological innovation in the space sector, focusing on advanced computing applications and industry development [1][2]. Group 1: Cooperation Details - The collaboration will involve technology research and development, industry applications, and ecosystem building, including the construction of a "space-ground integrated" computing architecture [2]. - Both companies aim to leverage their strengths in computing and aerospace information technology to promote deep applications of space computing technology in key areas [2]. Group 2: Company Performance - Zhongke Shuguang has over 30 years of development, holding a leading market share in high-end computing, storage, security, and data center sectors, and is actively involved in intelligent computing, cloud computing, and big data technology research [3]. - Since its A-share market debut in 2014, the company has achieved continuous growth in net profit for 11 consecutive years, with revenue increasing from 2.797 billion to 13.148 billion yuan over the past decade, representing a growth of over 3.7 times [4]. - In Q1 2025, Zhongke Shuguang reported revenue and net profit of 2.586 billion and 186 million yuan, respectively, reflecting year-on-year growth of 4.34% and 30.79% [4]. Group 3: Restructuring Plans - Zhongke Shuguang is pursuing a restructuring plan with Haiguang Information, where Haiguang will acquire Zhongke Shuguang through a share swap, with a swap ratio of 1:0.5525 [4][5]. - The total transaction value for the asset acquisition is approximately 115.967 billion yuan, and upon completion, Zhongke Shuguang will cease to be listed, with Haiguang inheriting all assets, liabilities, and rights [5].

● 本报记者 郑萃颖 7月8日，2025空天信息大会暨中科星图生态发展大会在合肥举办，低空经济的安全和发展成为行业专家 们讨论的焦点。完善准入机制、加快数字化管理、建立应急响应制度等，成为低空经济发展的关键。会 上，中科星图发布低空经济全域赋能平台，以数字化技术、大模型能力赋能低空经济安全健康发展。 行业专家认为，未来低空经济发展需要完善安全底座，推动基础设施建设，培养行业专业人才，拓展下 游应用场景，充分释放低空经济潜能。 技术筑牢安全根基 "低空产业是新质生产力的代表，要先解决安全问题，才能蓬勃发展。"星图低空云研究院院长孙俊在会 上说。 在会上，中科星图发布全国首个低空经济全域赋能平台，包括低空规划平台、低空智联网平台、低空飞 服平台、军地民协同平台以及一网统飞平台五个产品，提出了从低空规划、安全保障、协同监管到运行 服务、场景应用等全链条解决方案。 其中，低空规划平台包括了空域起降、运行仿真以及规划成果评估分析等功能。低空智联网络平台则结 合了低空基础设施相关数据，将低空探测数据和飞行管理服务结合，集合了低空气象服务平台、低空智 联反制系统、低空反无平台等数据，帮助管理用户飞行活动。军地民协同平台打通 ...

中科星图发布"一体两翼"战略新规划 构建空天发展"新基建" 开启太空计算新时代 2025空天信息大会暨中科星图生态发展大会7月8日在安徽合肥开幕。本次大会以"空天一体·星云共 生"为主题，众多院士专家聚焦地理信息、商业航天、低空经济、空天信息等领域的最新技术与发展趋 势展开深度交流，权威解读空天产业政策。 作为国内空天信息领域的龙头公司，中科星图秉持开放合作的理念，坚持走创新驱动发展之路，遵 循"向天补强，向空发展，空天一体，以云为本"的战略规划，打造天基能力和空基能力，向商业航天全 产业链拓展，布局低空经济全产业链，让空天信息能力赋能千行百业。 中科星图董事长许光銮表示，随着全球数字化、信息化进程的加速，空天信息技术正经历从量变到质变 的关键时期，空天信息产业生态正快速发展壮大。中科星图将持续以科技创新为根本动力，探索开拓新 场景，加速推动科技成果转化为现实生产力，让空天信息技术更好赋能城市治理、应急救灾等领域。 中科星图党委书记、总裁邵宗有介绍，空天信息产业的核心是地理信息，依托地理信息的创新应用，商 业航天与低空经济这两大新质生产力得以孕育并加速成长。未来五年，中科星图将打造以地理信息为根 基、以商业航 ...

Core Insights - The 2025 Aerospace Information Conference and the Zhongke Xingtou Ecological Development Conference opened on July 8 in Hefei, Anhui, focusing on the development of commercial aerospace, low-altitude economy, and aerospace information industries, attracting over 2,000 industry representatives [1] - The aerospace information industry is rapidly developing and deeply integrating into various aspects of social production and life, as highlighted by Wu Yirong, an academician of the Chinese Academy of Sciences [1] - The conference emphasized the need for a diversified capital support system to facilitate high-quality development in the aerospace information industry, as stated by Deng Maicun, former Secretary-General of the Chinese Academy of Sciences [1] Company Insights - Zhongke Xingtou Co., Ltd. aims to build both space-based and ground-based capabilities, expanding into the entire commercial aerospace industry chain and the low-altitude economy [2] - The company plans to accelerate the transformation of technological achievements into productive forces, enhancing urban governance and emergency rescue capabilities through aerospace information technology [2] - Zhongke Xingtou has made significant progress in the commercial aerospace and low-altitude economy sectors, as noted by its president, Shao Zongyou [3] Industry Trends - The aerospace economy is forming a new industrial ecosystem led by commercial aerospace and linked by aerospace information technology, becoming a strategic growth pole for China's industrial upgrade and a rapidly growing sector in the digital economy [1] - The integration of satellite technology with artificial intelligence and cloud computing is driving the application of aerospace information across various industries, marking the entry into a digital earth era [2] - The establishment of a unified air-ground intelligent management platform is seen as essential for the efficient utilization of low-altitude airspace resources, with drone systems expected to play a crucial role in future developments [2]