中共海南省委办公厅、海南省人民政府办公厅发布《关于打造新质生产力重要实践地的意见》。其中提 出，发展"航天+"经济新业态。推动海南莫斯科动力大学筹备建设，加快布局航天博物馆、航天科技 （000901）馆等一批文旅创新项目。支持开展太空育种选育技术创新和太空环境验证。探索开展太空制 药基础创新。实施低空经济发展行动，积极稳妥推动低空经济发展。 ...

2025.04. 12 本文字数：563，阅读时长大约1分钟 微信编辑 | 格蕾丝 推荐阅读 新修订《婚姻登记条例》自5月10日起施行 多家媒体11日报道说，天体物理学预算将从15亿美元减到4.87亿美元，行星科学预算将从27亿美元 减至19亿美元。NASA整体的年度预算为250亿美元，火箭开发和月球探测等领域预算似乎不在这次 削减范围内。 预计哈勃空间望远镜的预算可望保留，但目前正在准备中的南希·格雷斯·罗曼空间望远镜发射计划可 能被中止。对于承担科学研究工作的NASA戈达德太空中心来说，削减预算可能是个严重问题。 马斯克在社交平台上发文说"此举令人担忧"，并表示"我全力支持科学研究，但作为NASA主要承包 商，SpaceX无法参与预算讨论"。 马斯克不仅是在火箭发射领域拥有较高市场份额的SpaceX的创始人，同时还实际领导着美国政府效 率部。马斯克重视火星探测，此前被质疑会干预载人月球探测等费用庞大的计划。 不过，这一次马斯克对政府削减预算的方案表示了不满。马斯克刚刚就关税政策与总统顾问展开争 论。特朗普表示，马斯克将在未来几个月内离开现职。 来源 | 参考消息 据日媒4月12日报道，特朗普政府正考虑将2 ...

Core Points - The announcement details the progress of the non-public issuance of exchangeable bonds by China Aerospace Science and Technology Corporation, the controlling shareholder of China Satellite Communications Co., Ltd, which will lead to a reduction in shareholding due to stock exchanges by bondholders [1][2] - The equity change will not result in a change of the controlling shareholder or actual controller of the company [1][4] Summary of Relevant Sections Basic Information of the Equity Change - The controlling shareholder, China Aerospace Science and Technology Corporation, issued exchangeable bonds with a scale of 6.1 billion yuan, with a term of three years [2] - The exchange period for the bonds is from March 3, 2025, to August 29, 2027 [2] Details of the Equity Change - As of the announcement, the total share capital of the company is 4,224,385,412 shares, with the controlling shareholder holding 3,189,099,928 shares, representing 75.49% [3] - After the bondholders exchange shares, the controlling shareholder's direct holding will decrease to 3,156,449,883 shares, representing 74.72% [3] - The total number of shares reduced due to the exchange is 32,650,045 shares, which is 0.77% of the total share capital [2][3] Subsequent Matters - The bondholders' exchange will not trigger a mandatory bid and will not change the controlling shareholder or actual controller of the company [4]

Core Viewpoint - The article discusses the return of NASA astronauts Sunita Williams and Butch Wilmore after a nine-month unexpected stay in space, highlighting the political implications and changes within NASA under the Trump administration [3][4][8]. Group 1: Astronauts' Return - NASA astronauts Sunita Williams and Butch Wilmore returned to Earth on March 18, after being stranded in space for nine months due to technical issues with their spacecraft [3][4]. - The astronauts were initially scheduled for an eight-day mission but faced delays caused by a malfunction in Boeing's Starliner spacecraft [10][19]. - Upon their return, there was significant public interest and political commentary surrounding their situation, with various narratives emerging about the reasons for their extended stay [4][5][15]. Group 2: Political Context - The article notes that the Trump administration has made significant changes to NASA, including the dismantling of diversity and inclusion initiatives and the reduction of budgets for various scientific projects [8][41]. - The political narrative surrounding the astronauts' return has been influenced by Trump's comments, positioning himself as a savior figure while downplaying the role of the Biden administration in the mission planning [4][18][39]. - The article suggests that the political maneuvering surrounding the astronauts' return reflects broader issues within NASA and the space exploration industry, particularly regarding funding and direction [41][44]. Group 3: NASA's Future - The article highlights concerns about NASA's future, including the impact of political changes on its scientific integrity and operational capabilities [41][43]. - There is a growing trend towards commercialization within NASA, with SpaceX emerging as a key player in future space missions, potentially at the expense of traditional NASA projects [39][40]. - The restructuring of NASA under the current administration raises questions about its ability to attract and retain talent, as well as its commitment to scientific exploration for the benefit of all humanity [43][44].

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The commercial space industry is transitioning towards a reusable rocket paradigm, enhancing overall space technology capabilities and infrastructure development in the lunar economic zone [3][6] - The lunar economic zone is expected to evolve from concept validation to large-scale development, driven by commercial activities and infrastructure construction [20][36] - The report highlights the importance of technological iteration and stability in the private space sector, emphasizing the need for long-term strategic planning [24][32] Summary by Sections Global Trends - The global space industry is increasingly focusing on reusable technologies, with significant advancements in rocket capabilities and interactions between humans and machines [3] - The frequency of rocket launches is expected to increase, with China projected to achieve breakthroughs in reusable technology by 2025-2026 [6] Potential Risks - The private space sector in China faces challenges due to a lack of focus on long-term strategies and technological iterations, which could hinder future development [24][26] - Recent launch failures have impacted commercial trust and financing environments, highlighting the need for a balanced perception of innovation and failure [32] Lunar Economic Development - The lunar economic zone is anticipated to become a strategic high ground, with commercial lunar exploration activities expected to surge [20][36] - Companies involved in lunar resource extraction and infrastructure development are likely to gain significant market advantages by 2040 [38] Possible Changes - The commercialization of space technology is expected to accelerate, with significant reductions in launch costs projected due to advancements in reusable rocket technology [41][45] - The report indicates that the future of space exploration will involve more original attempts and a shift towards a two-phase development model [41][44]

Core Points - NASA and SpaceX successfully completed the "Crew-10" launch mission on March 14, 2024, sending four astronauts to the International Space Station (ISS) [1] - The mission aims to bring back two astronauts, Sunita Williams and Barry Wilmore, who have been stranded at the ISS for over nine months [2][3] - The astronauts from the mission will stay at the ISS for approximately six months before the Dragon spacecraft returns to Earth [3] Group 1 - The return of the Dragon spacecraft is expected no earlier than March 19, 2024, after delays due to issues with the Boeing Starliner [3] - President Trump had previously instructed SpaceX to take action to retrieve the stranded astronauts, highlighting the urgency of the situation [3] - Elon Musk suggested that the ISS should be decommissioned and that efforts should be focused on Mars exploration, although he acknowledged that the final decision rests with Trump [3] Group 2 - The decision by NASA to have astronauts return via SpaceX's Dragon instead of Boeing's Starliner has been seen as a significant setback for Boeing, especially given its recent safety issues in commercial aviation [4] - Reports indicate that Boeing employees feel humiliated by the situation, as the rescue by a competitor has negatively impacted morale and the company's reputation in the aerospace sector [4]

阿里、拼多多、京东同一天启动 "双 11"。 2024 年，阿里淘天（9988.HK）、拼多多（PDD.O）、京东 (9618.HK）一起在 10 月 14 日开始今 年的 "双 11" 活动。去年三大电商平台的 "双 11" 分别从 10 月 24 日、23 日和 20 日开始。现在，三 个电商的应用图标都标上了 "11.11"，其中拼多多 iOS 应用是 10 月 14 日更新的，第一条说明就是 "拼多多 11.11 大促，快来领大促优惠券"。前一天，阿里集团副总裁、天猫事业部总裁家洛 在媒体 沟通会上说，今年 "双 11" 背负更多商家和平台期待。 SpaceX 抓住星舰。 上个周末，SpaceX 成功完成了星舰第五次测试飞行，火箭从得州发射，经过大约一个小时后坠于 印度洋。这也是其第二次成功发射、飞行和再入大气层。但这次发射最被值得记录的，是火箭助推 器在将星舰送入太空后，返回地球时被发射塔伸出的两只巨型机械臂抓住。宛如科幻片。 比亚迪在巴黎车展抨击欧盟关税。 比亚迪（002594.SZ）执行副总裁李柯在巴黎车展上说，欧洲消费者的电动车心智还需要教育，问 题主要在于价格高，而欧盟征收关税最终由消费者买 ...