美国联邦通信委员会（FCC）的一份新文件显示，SpaceX 正在申请发射并运营一个由至多100 万颗卫星 组成的星座，这些卫星具备前所未有的计算能力（轨道数据中心），以支持先进的人工智能。该公司在 文件中表示："为了提供支持全球数十亿用户的大规模AI推理及数据中心应用所需的计算能力，SpaceX 拟部署最多100万颗卫星系统，这些卫星将在宽度高达50公里的狭窄轨道壳层内运行（为其他类似雄心 系统留出足够空间以避免冲突）。"这些卫星拟部署在高度500公里至2000公里的轨道上，采用太阳同步 轨道倾角约30度，利用太阳能供电，并通过光学链路（激光）与现有星链网络连接，将计算结果路由至 地面用户。 ...

"Company†), a leading provider of daily data and insights about change on Earth, today announced financial results for the period ended October 31, 2025. "We delivered a strong third quarter, marked by continued momentum in the business, accelerated revenue growth, and excellent progress on our profitability goals. We're seeing strong traction with our AI-enabled global monitoring solutions, demonstrated by our recent a...[Back to Newsroom]## Wish your news had this kind of reach?[Sign Up][Learn About Bus ...

Sale of a legacy Mark IV-g satellite enables HEO to expand its specialised Non-Earth Imaging services while providing a dedicated on-orbit testbed that grants Australian interests priority access for remote sensing developmentSYDNEY, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Satellogic, Inc. (NASDAQ: SATL) and HEO today announced a landmark agreement that establishes a significant new pillar of Australian sovereign space capability. Through the full title acquisition of the in-orbit NewSat-34™ satellite, a legacy M ...

东吴证券指出，2026-2030年我国卫星发射需求迫切，政策端国家不断出台政策支持航天发展，25年底 先后成立商业航天司并明确商业火箭企业适用科创板第五套上市标准的要求，助力商业火箭企业加快上 市推动产业发展。企业端多家民营火箭企业集中试射可回收火箭，商业化进程有望加快。2024年全球航 天经济规模达到了6130亿美元，其中商业航天约4800亿美元，2025年全球商业航天市场规模预计突破 5000亿美元，2030年预计达到8000亿美元，2025-2030年CAGR约10%。 截至2026年1月27日 09:52，中证卫星产业指数(931594)上涨0.15%，成分股电科芯片上涨9.99%，国机精 工上涨3.97%，航宇微上涨3.89%，信维通信上涨2.91%，四维图新上涨2.85%。卫星ETF鹏华(563790)最 新报价1.26元。 卫星ETF鹏华紧密跟踪中证卫星产业指数，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、 卫星通信、卫星导航、卫星遥感等领域的上市公司证券作为指数样本，反映卫星产业上市公司证券的整 体表现。 消息面上，2026年1月26日，在由中国信通院组织的"星算·智联"太空算力研讨 ...

OTTAWA, Ontario, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Telesat (Nasdaq and TSX: TSAT), one of the world’s largest and most innovative satellite operators, and Hanwha Systems Co, Ltd (Hanwha), a leading Korean corporation of the Hanwha Group, today announced the signing of a memorandum of understanding (MoU) to jointly collaborate on next-generation, sovereign satellite connectivity solutions, as well as user terminals that will be compatible with Telesat’s Low Earth Orbit (LEO) network, Telesat Lightspeed. The ...

Core Viewpoint - Intuitive Machines is positioned as a leading player in the emerging space economy, with potential for significant stock price appreciation contingent on the success of its upcoming lunar mission, IM-3 [1][4]. Company Overview - Intuitive Machines is a key partner in NASA's Artemis program, ranked among the top 20 partners by contract value for 2024, alongside major companies like Northrop Grumman and Lockheed Martin [4]. - The company has a market capitalization of $2.4 billion, with a current stock price of $20.03, reflecting a 94% increase over the past six months [5][14]. - Intuitive Machines has a backlog of contracts worth $235 million as of September 30, 2025, and is actively pursuing additional contracts, including an $8.2 million award from the U.S. Air Force Research Laboratory [12]. Financial Performance - For Q3 2025, Intuitive Machines reported revenue of $52.4 million, with net losses reduced from $81.1 million in Q3 2024 to $10.3 million [13]. - The company holds cash reserves of $622 million against a debt of $371 million, indicating a relatively stable financial position for a start-up in a niche industry [13]. Mission and Future Prospects - The upcoming IM-3 mission is critical for the company, as it aims to demonstrate improved landing capabilities after previous missions faced challenges [8][11]. - If successful, IM-3 could significantly enhance investor confidence and drive the stock price higher, potentially reaching a valuation of $4 billion [14]. - The company has additional missions planned, including a fourth mission in 2027, which may further solidify its position in the space industry [12].

截至2026年1月23日 13:26，中证卫星产业指数(931594)强势上涨9.03%，成分股臻镭科技上涨20.00%， 信科移动上涨16.51%，中科星图上涨14.42%，国博电子，航宇微等个股跟涨。卫星ETF鹏华(563790)上 涨9.05%，最新价报1.36元。 卫星ETF鹏华紧密跟踪中证卫星产业指数，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、 卫星通信、卫星导航、卫星遥感等领域的上市公司证券作为指数样本，反映卫星产业上市公司证券的整 体表现。 受多重利好催化，商业航天强势拉升，消息面上，SpaceX或于2027年推出二代星链系统，商业航天发 展步入快车道。马斯克正在重新推动 SpaceX 上市计划，其目标是在今年7月之前完成IPO。此外，近 日，中科宇航力鸿一号遥一飞行器搭载的微重力金属增材制造科学实验载荷，正式交付中国科学院力学 研究所。该载荷由力学所自主研制，1月12日已在太空圆满完成金属增材制造实验，任务成功后载荷安 全回收，交付仪式同步于力学所举办。 国金证券表示，2026年中国商业火箭公司将迎来多款中大型火箭的首飞及回收验证，2027年有望开始火 箭密集发射及卫星大规模组网。 ...

Core Viewpoint - The article discusses the recent satellite launches by major Chinese banks, highlighting their strategic shift towards utilizing satellite technology for enhancing financial services and risk management [1][4]. Group 1: Satellite Launches and Their Purpose - Three major banks, China Merchants Bank, Shanghai Pudong Development Bank, and Ping An Bank, have successfully launched satellites as part of their strategic initiatives to integrate satellite technology into their operations [4][5]. - The "Zhaoyin Jinqi" satellite launched by China Merchants Bank is designed to enhance global communication capabilities and improve data transmission efficiency, forming a comprehensive low-orbit satellite communication matrix [4][6]. - The "Puyin Shuzhi" satellite, launched simultaneously, is part of the "Tianqi Constellation" and aims to improve the performance and revisit time of the satellite network [4][6]. Group 2: Business Logic Behind Satellite Utilization - Banks are leveraging satellite technology for remote monitoring of collateral and project progress, significantly enhancing post-loan management efficiency and reducing credit risk [7][8]. - The use of satellite technology allows banks to gather unique spatial data, which can transform risk control and business models, addressing issues of information asymmetry in lending [7][9]. - For instance, China Merchants Bank has integrated remote sensing technology into its risk management system, achieving over 95% accuracy in monitoring construction progress of mortgage properties [8][9]. Group 3: Applications in Extreme Scenarios - In extreme scenarios such as natural disasters, satellite communication technology provides a solution to maintain business continuity when ground communication networks fail [12][13]. - China Merchants Bank has tested low-orbit satellite links for disaster recovery, establishing a foundation for an integrated emergency communication network [12][13]. Group 4: Supporting National Strategy and Commercial Space Industry - By participating in satellite launches, banks are aligning with national strategies and expanding financial services to support the commercial space industry [13][14]. - The banks are developing various services and products tailored to the needs of the commercial space sector, such as satellite leasing and financing solutions [14]. Group 5: Broader Industry Impact - The trend of banks utilizing satellite technology is expanding beyond a few players, with other banks also exploring applications in agriculture, environmental monitoring, and supply chain finance [14]. - Innovations such as satellite remote sensing applications are being adopted to enhance risk management and service delivery in various sectors, indicating a shift towards integrating advanced technologies in traditional banking practices [14].

Estimates for a potential IPO range from $800 billion to well over $1 trillion, a scale that would make it the largest offering in history and help make its founder, Elon Musk, the planet’s first trillionaire .Once narrowly perceived as a launch services company, SpaceX has evolved into a global aerospace and communications platform tied to the AI revolution . Its Starlink satellite network now generates recurring revenue, provides strategic geopolitical infrastructure and gives the company a valuation prof ...

Group 1 - The Chengdu Sci-tech Ecological Island Meishan Sub-island project has been launched, serving as an innovation platform along the Tianfu Avenue Sci-tech Corridor [1][2] - The project covers an area of approximately 82 acres with a total investment of 1.2 billion yuan and a building area of 120,000 square meters [1] - The project is planned in three phases, focusing on satellite applications, new energy storage, intelligent equipment, and future industries for scene verification and industrial incubation [1] Group 2 - The project aims to effectively absorb the innovation results from the Chengdu metropolitan area, empowering local industry technology breakthroughs and upgrades [2] - A complete service system covering "R&D—small-scale testing—pilot testing—industrialization" will be established, targeting the formation of an innovative industrial cluster with an output value exceeding 5 billion yuan [2] - The project will adopt a "one core, multiple parks" spatial layout, with the Meishan Sci-tech core centered around the Tao Zhi Academician Workstation, focusing on advanced aircraft engine integration technology, hybrid power, green energy, and AI control [1]