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聚焦商业航天产才 西湖区又有新动作
Mei Ri Shang Bao· 2025-09-28 22:24
现场,两项教科人重大创新载体精彩亮相——中国空间技术研究院神舟学院(杭州)积极推动人工智能与 航天产业深度融合,构建产学研用协同发展的创新人才培养机制;省级空天智造科教融合学院聚焦人工 智能、空天材料、增材制造等空天产业关键技术,致力于培养"人工智能+制造"应用型复合人才。 与此同时,一批具有引领性的创新平台揭牌成立,多个高层次人才项目"落地生花",为推动商业航天领 域创新资源集聚注入了强劲动能。 以市级星载智能光电感知工程中心为例,平台汇聚了由院士及国家级领军人才领衔的核心团队,在卫星 载荷、星上信息处理与智能感知算法等前沿领域积累显著优势。省级星载智能光电感知工程中心的签 约,也标志着该平台实现从市级到省级的能级跃升。未来,中心将进一步整合高端人才与创新资源,构 建产学研用深度融合的协同体系,为星载智能光电感知技术发展提供强有力支撑。 商报讯(通讯员陈冰欣记者严佳炜)商业航天是科技创新与产业变革的重要领域,如何以"星空之问"牵 引"地面实践"?昨天,西湖区举行首届西湖商业航天产才交流会,聚焦商业航天领域 的"感""传""算""控"技术前沿,共话创新、共谋发展。 西湖区立足教科人一体化发展新阶段,发布相关创 ...
规模暂定5亿,河南商业航天产业基金正式签约
Sou Hu Cai Jing· 2025-09-28 12:21
Core Viewpoint - The establishment of the Henan Commercial Aerospace Industry Fund, with a planned scale of 500 million yuan and an initial subscription of 200 million yuan, aims to support the development of the aerospace industry in Hebi City, focusing on the entire industrial chain from rocket manufacturing to satellite applications [1][6]. Group 1: Fund Overview - The Henan Commercial Aerospace Industry Fund is currently in the establishment phase and will be managed by Henan Agricultural Investment and Innovation Private Fund Management Co., Ltd. [1] - The fund's primary investment focus includes the commercial aerospace industry chain in Hebi, specifically in rocket manufacturing and ground equipment [6]. Group 2: Industry Context - The commercial aerospace industry has been rapidly developing, with continuous launches of remote sensing, navigation, and communication satellites, leading to a gradual commercialization of satellite applications [6]. - Hebi City is integrating into the national aerospace strategy, positioning the commercial aerospace industry as a key driver for cultivating new productive forces [6]. Group 3: Government Support and Infrastructure - The Henan provincial government has actively supported the development of the satellite industry in Hebi, issuing several strategic plans to enhance the region's capabilities [6]. - Hebi City has established a comprehensive industrial ecosystem that includes upstream satellite and rocket manufacturing, midstream satellite control, and downstream application scenarios, supported by the establishment of the "Henan Satellite Industry Park" [7][8]. Group 4: Strategic Goals - The fund is seen as a crucial tool for promoting technological innovation and industrial upgrading, leveraging government investment to attract social and financial capital [8]. - The goal is to enhance the competitive advantage of Hebi's commercial aerospace industry through a synergistic effect of capital and policy, ultimately fostering a robust industrial ecosystem [8].
星河动力航天完成24亿元D轮融资
Xin Lang Cai Jing· 2025-09-28 08:40
北京星河动力航天科技股份有限公司完成D轮融资,融资总额共计24亿元。本轮投资方包括:北京市商 业航天和低空经济产业投资基金,南京市创新投资集团及南京六合区各级投资平台,四川产业振兴基金 投资集团旗下四川制造业协同基金和四川区域协同基金,四川成果转化基金,济南中泰交产基金,交融 君泓五期南京基金,亦庄中瀛扶摇基金,池州梅岭池香基金,海南和城航天基金等。 ...
国星宇航赴港IPO:壮阔蓝图下,盈利难题亟待解决
Xin Lang Cai Jing· 2025-09-28 07:32
Core Insights - The article highlights the rapid development of China's commercial space industry, particularly focusing on Guoxing Aerospace's upcoming IPO and its advancements in AI computing satellites [2][5]. Industry Overview - The global commercial space industry is witnessing significant growth, with over 11,000 satellites in orbit by 2024, of which communication satellites account for 75% [2]. - China's commercial space industry is projected to grow from approximately 1 trillion yuan in 2020 to 2.3 trillion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 23.1% [5]. Company Profile - Guoxing Aerospace has submitted its IPO application to the Hong Kong Stock Exchange, with Guotai Junan International as the sole sponsor [2]. - The company ranks second among private commercial space enterprises in China, holding a market share of 22.1% as of 2024 [5]. Financial Performance - Guoxing Aerospace's revenue has shown substantial growth, increasing from 177 million yuan in 2020 to an estimated 269 million yuan in 2024, with a CAGR of 10.9% [5]. - The company's revenue for the years 2022 to 2024 was reported as 177 million yuan, 508 million yuan, and 553 million yuan, respectively, with a compound annual growth rate of 76.6% during this period [5]. Business Segments - The company operates two main business lines: satellite and related services, and satellite-based solutions, with the latter experiencing significant revenue growth due to the launch of its Lingjing Engine [6][7]. - The revenue from satellite and related services decreased in 2023 due to satellite delivery cycles and rocket launch schedules, while satellite-based solutions saw a rise in revenue due to enhanced sales efforts [6][7]. Research and Development - Guoxing Aerospace's R&D expenses have steadily increased, accounting for 25.8% to 40.5% of total revenue during the reporting period [8]. - The company has shifted a significant portion of its R&D to outsourcing, with outsourced R&D expenses rising from 17.7% to 43.0% from 2022 to 2024 [9]. Customer and Supplier Concentration - The company heavily relies on a small number of customers, with the top five clients contributing 77.4% to 98.4% of total revenue during the reporting period [10]. - Guoxing Aerospace also faces supplier concentration risks, with the top five suppliers accounting for a growing share of procurement costs [11]. Cash Flow and Financing - The company has experienced negative operating cash flow, although the losses have narrowed over time, with cash flow from operating activities reported as -114 million yuan to -7.8 million yuan [14]. - Guoxing Aerospace has raised nearly 2 billion yuan through multiple financing rounds, with its valuation increasing from 95 million yuan in 2018 to 6.763 billion yuan in 2025 [14][15]. Ownership Structure - The founder of Guoxing Aerospace, Lu Chuan, holds 32.46% of the shares, making him the largest shareholder, while other shareholders include real estate companies [17].
泰胜风能:目前火箭项目团队规模约为10人
Mei Ri Jing Ji Xin Wen· 2025-09-28 06:38
Core Viewpoint - The company is actively promoting its commercial aerospace business, focusing on production line transformation, team building, expert recruitment, and market research, with a current team size of approximately 10 people [1]. Group 1 - The company is engaged in a rocket project and is inquiring about the specific location of its base [1]. - The current team size dedicated to the rocket project is approximately 10 people [1]. - The company is undertaking preliminary work for its aerospace business, including production line transformation and market research [1].
北京成为全球创新网络关键枢纽
Bei Jing Wan Bao· 2025-09-27 06:41
Group 1 - Beijing has significantly enhanced its innovation capacity, competitiveness, and influence, becoming a key hub in the global innovation network [1] - The city maintains a research and development expenditure intensity of around 6%, ranking among the top global innovation cities [1] - Beijing has been ranked first in the "Nature Index - Research Cities" for eight consecutive years and is third globally in the number of unicorn companies [1] Group 2 - The high-tech industry in Beijing is projected to reach a value of 1.49 trillion yuan in 2024, representing a 56.9% increase from 2020 [1] - The city has developed three trillion-yuan industry clusters: new generation information technology, healthcare, and technology services, along with seven hundred billion-yuan industry clusters [1] - Beijing has registered 159 large models in artificial intelligence, leading the nation in this area [1] Group 3 - The Beijing Medical Health Collaborative Innovation Three-Year Action Plan has been implemented, with the highest number of approved innovative medical devices in the country [2] - Beijing has established a complete industrial chain in commercial aerospace, including rocket launch, satellite manufacturing, and satellite application services [2] - The Zhongguancun area contributes about one-third of the city's GDP while occupying less than 4% of the land [2] Group 4 - Over 300 technology companies are established daily in Beijing, reflecting the effectiveness of the city's education and technology talent development [3] - Beijing ranks first in Asia and among the top globally in the "Global Entrepreneurship Ecosystem Report 2025" [3] - The city aims to become a global center for scientific innovation and a leading area for future industries during the "15th Five-Year Plan" [3]
强化关键核心技术攻坚 加快建设西部科技创新中心 成都用未来产业点亮城市未来
Si Chuan Ri Bao· 2025-09-27 01:11
国务院2022年批复同意的《成都建设践行新发展理念的公园城市示范区总体方案》提出,依托西部 (成都)科学城攻关原创性引领性科技,推动共建具有全国影响力的科技创新中心,形成服务战略大后 方建设的创新策源地。 2024年国务院批复同意的《成都市国土空间总体规划(2021—2035年)》中明确,建设践行新发展 理念的公园城市示范区。 在"三中心一基地"目标中,西部科技创新中心是动力支撑。成都要强化科技创新策源和技术应用功 能。成都市决策者认为:"肩负重托,成都必须把该担的'担子'担起来。" 中共四川省委四川省人民政府关于支持成都做优做强极核功能加快高质量发展的意见 四川正大力推进人工智能"一号创新工程",将人工智能纳入重点产业链协同推进建圈强链。"贡嘎 二号""夸父—MY""天行者1号""天链T系"等一批人形机器人相继涌现。就在9月24日,西南地区首个全 尺寸通用人形机器人整机平台"天行者2号"在成都亮相。 2023年7月,习近平总书记在四川视察时强调,"在推进科技创新和科技成果转化上同时发力""着力 打造西部地区创新高地"。打造西部地区创新高地,成都不可缺位。日前,省委、省政府印发《关于支 持成都做优做强极核功能 ...
地缘经济论 | 第十章 产业创新:从国家竞争力看并行产业发展
中金点睛· 2025-09-27 00:06
Core Viewpoint - The article discusses the concept of parallel industries in China and the U.S., highlighting their respective strengths and challenges, particularly in the context of geopolitical economic power and the need for China to enhance its domestic demand and international competitiveness in sectors like AI, platform economy, innovative pharmaceuticals, and commercial aerospace [3][5][10]. Summary by Sections 1. Parallel Industries and Geopolitical Economic Power - Parallel industries are defined as sectors where both China and the U.S. have their strengths and are developing concurrently, such as AI, platform economy, innovative pharmaceuticals, and commercial aerospace [3][5]. - From a geopolitical economic perspective, competition in these industries is not just about business rivalry but also about enhancing national economic power [10]. 2. Challenges Facing China's Parallel Industries - China's parallel industries face challenges including weak domestic demand, limited external market expansion, significant financing constraints, and a need to improve its influence over technical standards [3][10]. - The primary contradiction is insufficient demand, necessitating strategies to expand market demand, especially for small and medium-sized enterprises [3][10]. 3. Sector-Specific Analysis AI - AI is viewed as a critical technology for national competitiveness, with significant potential to enhance productivity [11]. - The U.S. has established a strong military application for AI, emphasizing the need to maintain leadership in this field [11]. Platform Economy - The platform economy is crucial in the digital age, influencing information dissemination and resource allocation [12]. - Chinese platforms like Alipay and WeChat are leading domestically but face challenges in international expansion due to reliance on the SWIFT system [12]. Innovative Pharmaceuticals - The COVID-19 pandemic highlighted the strategic value of pharmaceutical innovation, with countries that control vaccines and treatments gaining significant geopolitical power [13]. - China's pharmaceutical market is growing, but it still lags behind the U.S. in terms of innovation and market share [23]. Commercial Aerospace - The rise of commercial aerospace has lowered entry barriers, allowing private companies to participate in satellite manufacturing and launching [14]. - The global space economy is projected to reach $1.8 trillion by 2035, with significant military applications [14]. 4. Demand-Side Challenges - Insufficient demand is a key constraint on the development of China's parallel industries, with factors such as market saturation and low payment willingness among consumers [31][33]. - The platform economy faces user saturation, while commercial aerospace relies heavily on public sector orders, limiting private sector growth [33][34]. 5. Supply-Side Issues - The lack of vibrant capital markets and insufficient technical standard influence are significant challenges for innovation in parallel industries [52][53]. - The number of new unicorns in sectors like AI and innovative pharmaceuticals has declined, indicating reduced market vitality [55].
长征商业发射用户大会在上海举办
Zhong Guo Xin Wen Wang· 2025-09-26 16:19
中新社上海9月26日电 (记者郑莹莹)中国航天科技集团商业火箭有限公司成立一周年之际,长征商业发 射用户大会26日在沪举办。 中国航天科技集团有限公司总工程师李忠宝指出,中国航天科技集团(有限公司)主动服务和融入新发展 格局,将发展商业航天作为加快推动(中国)航天强国建设的重要任务。(完) (文章来源:中国新闻网) 历经数十载发展,长征系列运载火箭已打造出多型"金牌"火箭,正稳步实现从"产品"到"商品"的关键跨 越。截至2025年5月,长征系列运载火箭累计完成商业发射119次,综合性能位居世界前列。 作为中国航天科技集团有限公司商业火箭发射服务的运营主体,中国航天科技集团商业火箭有限公司全 面承接中国国内长征系列运载火箭的商业发射服务。 中国航天科技集团商业火箭有限公司总经理王闻杰在会上说:"去年的今天,我们公司在上海成立,旨 在探索商业航天新模式、新业态、新市场,为用户提供高可靠、高性价比的商业发射服务。" ...
时空道宇王洋:12年,打造中国版民营星链
财富FORTUNE· 2025-09-26 14:49
2025年9月24日,吉利星座第六个轨道面,在山东日照附近海域,以一箭12星方式成功发射,这 是两个月内连续第三次组网发射,任务获得圆满成功。自2022年至2025年,时空道宇通过连续六 次成功发射,顺利完成星座一期组网部署。 1886年,卡尔·本茨发明第一辆汽车时,这还是一个需要专门司机伺候的"贵族玩具"。22年后,亨 利·福特用T型车和流水线彻底改写了游戏规则——汽车价格从850美元骤降至260美元,相当于一 名普通工人半年的工资。福特虽然不是汽车发明者, 但他让汽车成为了"每个美国家庭,都能负担 得起的交通工具"。 同样的故事,发生在航空旅行领域。 1903年,当莱特兄弟的"飞行者一号",在美国北卡罗来纳州基蒂霍克的海滩上,摇摇晃晃地起飞 时,没有人能够想到,这项技术会在半个多世纪后,改变世界空中的运行方式。那时的航空还是冒 险家的游戏,一次短途飞行的票价相当于普通人数月的工资。直到1958年波音707横空出世, 用 喷气式发动机和规模化生产,将航空旅行从精英专属变成了大众消费,这才真正开启了全民空中旅 行的序幕。 互联网的发展轨迹,亦是如出一辙。 1991年,蒂姆·伯纳斯-李发明万维网时,这还只是学术 ...