"我们的征途是星辰大海！"望着火箭尾焰喷薄而出的火光，年轻的工程师徐慧仰起头，脑海里回想起求 学时听过的这句话。 这是中国首个商业航天发射场。几年前，这里还是一片沙地与椰林。如今，它已成为无数航天人梦想启 航的地方。 近年来，海南持续打破制度壁垒，加快构建更加开放的人才机制，先后实施"百万人才进海南"行动计 划，启动"百万英才兴海南"行动计划。无数像徐慧一样的人来到这片热土创新创业。 12月18日，海南自贸港全岛封关运作将正式启动。日前，记者深入园区、企业一线，探访海南推进人才 体制机制改革的进展成效，倾听各类人才干事创业的故事。 为高端人才提供广阔舞台 徐慧的工鞋边缘，总是沾着泥沙。 她是土生土长的海南人，2018年大学毕业后曾在杭州工作，拿着高薪，但心底始终牵挂着家乡："想回 家，但海南有我的舞台吗？" 2023年的一天，海南商业航天发射场开建的消息传来，徐慧激动不已。"国家战略、专业对口，又是家 乡，这正是我一直在等的机会！"她毅然选择回到海南，一头扎进了文昌的建设工地。 初创时期，条件远比想象中艰苦。"有一次皮卡车陷进泥里，轮子空转，泥浆溅得满车窗都是，大家只 能一起推车。"徐慧回忆。 "过去觉得工作 ...

Core Viewpoint - The article highlights significant announcements in the stock market from Sunday to Thursday, focusing on key events such as suspensions, investments, acquisitions, and performance reports, aiming to help investors identify potential opportunities and risks in the market [1]. Group 1: Aerospace and Technology Developments - Aerospace Electronics plans to increase capital by 728 million yuan in its subsidiary, Aerospace Long March Rocket Technology Co., which will enhance its integration into the commercial aerospace sector [3]. - The investment will support the production capacity of aerospace electronic information-related businesses, addressing the mismatch between current capacity and market demand during the 14th Five-Year Plan period [4]. - Aerospace Electronics has developed technologies for "Heaven and Earth" communication networks, providing products and technical support for the commercial aerospace sector [4][5]. Group 2: AI Chip Advancements - Jingjia Micro's subsidiary has successfully completed key stages for its edge AI SoC chip CH37 series, which targets high-performance computing markets including robotics and smart terminals [6]. - The CH37 series integrates high-end processing units and is designed for applications requiring significant computational power, marking a significant milestone in the company's product development [6][7]. Group 3: Quantum Technology Collaboration - Xinghua New Materials has signed a strategic cooperation agreement with Guangdong Guoteng Quantum Technology Co., focusing on the commercialization of quantum technology and related applications [8]. - The partnership aims to leverage Xinghua's experience in reflective materials to support the industrialization of quantum technologies, enhancing both companies' capabilities in the field [8].

重要的消息有哪些 12月16日（周二）申购提示 新股方面，江天科技申购代码920121，发行价21.21元/股，申购上限59.46万股。 投资有风险，申购需谨慎。 1．近日，中国证监会党委书记、主席吴清主持召开党委（扩大）会议，传达学习中央经济工作会议精 神，结合全国金融系统工作会议要求，研究部署证监会系统贯彻落实举措。会议强调，坚持固本强基， 持续增强市场内在稳定性。积极培育高质量上市公司群体，开展新一轮公司治理专项行动，引导优质公 司持续加大分红回购力度。全面推动落实中长期资金长周期考核机制，大力发展权益类公募基金，推动 指数化投资高质量发展。加强跨市场跨行业跨境风险监测监控，强化逆周期跨周期调节，健全长效化稳 市机制。强化政策解读和预期引导，及时回应市场关注关切，压实行业机构、上市公司的声誉管理责 任，持续讲好"股市叙事"。 2．近日，国家外汇管理局党组书记、局长朱鹤新主持召开党组（扩大）会议，传达学习中央经济工作 会议精神，结合全国金融系统工作会议要求，研究部署贯彻落实措施。会议强调，维护外汇市场稳健运 行。坚持守牢底线，加强外汇市场宏观审慎管理和预期引导，保持人民币汇率在合理均衡水平上的基本 稳定， ...

据多家媒体报道，SpaceX计划明年通过首次公开募股（IPO）筹集300亿美元资金，目标估值最高达1.5万亿美元，这将成为全球史上最大的IPO项目。A股 方面，受上述消息刺激，多股连日大涨。 SpaceX上市引发二级市场热潮，多家公司披露股价异动公告提示风险。 截至12月15日，再升科技股票收盘价为9.27元/股，PE（TTM）为117.71倍，公司所处行业最新市盈率（TTM）为53.94倍，公司市盈率指标严重偏离行业 平均估值水平，存在市场情绪过热、非理性炒作风险；本轮股价连续上涨期间，近五个交易日公司股票换手率分别为10.88%、2.96%、8.59%、19.81%、 35.29%，公司股票换手率出现较大波动情形，击鼓传花效应明显，公司股价随时存在快速下跌的风险。 据了解，再升科技深耕超细纤维棉的研发、生产和应用，已实现全产业链一体化整合。公司是玻璃微纤维单项制造业冠军企业，并以超细纤维棉为主要原 材料，结合PTFE、熔喷等其他材料和技术，成功布局多种产品，产品主要分为"干净空气材料""高效节能材料""无尘空调产品"三大类。 3个交易日股价大涨32%的康斯特(300445)12月15日发布公司股票交易异常 ...

Core Viewpoint - SpaceX's Starlink program has raised concerns regarding satellite collision risks, particularly following a recent incident where a Chinese satellite came within 200 meters of a Starlink satellite, leading to a dispute between SpaceX and China Aerospace Corporation over collision avoidance protocols [1][4]. Group 1: Incident Details - Michael Nichols, Vice President of SpaceX's Starlink program, reported a close approach incident involving a Chinese satellite and a Starlink satellite, which occurred without prior coordination [1]. - China Aerospace Corporation responded, asserting that all their launch missions utilize ground-based space awareness systems to select launch windows and avoid collisions with known satellites or debris, emphasizing this as a mandatory procedure [1][4]. Group 2: Starlink Operations and Challenges - Starlink has faced multiple collision threats, including two incidents in 2021 where Starlink satellites came close to the Chinese space station, prompting emergency collision avoidance maneuvers [4]. - As of February 2025, Starlink has over 6,750 satellites in orbit, with plans to expand to a constellation of 12,000 and eventually 42,000 satellites [4]. Group 3: Maneuvering and Collision Avoidance - From December 2024 to May 2025, Starlink satellites executed over 140,000 maneuvers to avoid collisions, which is 2.8 times more than the previous six months, complicating collision predictions for other organizations [5]. - Starlink satellites are designed to frequently adjust their orbits using electric propulsion systems, which is necessary due to their lightweight design and large solar panel area, making them susceptible to atmospheric drag [5]. Group 4: Coordination and Communication - Experts emphasize the need for responsible spacefaring nations to notify relevant parties when satellites change orbits to prevent collisions, particularly among operational satellites [6]. - Nichols highlighted that the lack of coordination among satellite operators poses significant risks, advocating for the sharing of satellite ephemeris data to enhance safety in space operations [7].

Core Viewpoint - The company is actively responding to the national strategy of becoming a space power by focusing on the development and research of core components and devices for inter-satellite and ground-satellite communication [1] Group 1: Company Developments - The company has made significant advancements in the commercial space and satellite internet sectors [1] - The company's star tracking device features full autonomy, all-weather capability, miniaturization, high measurement accuracy, and error stability over time [1] - The star tracking device is currently a primary attitude measurement instrument used on satellites and other spacecraft, with applications across various navigation platforms [1] Group 2: Industry Context - The products and related technologies developed by the company provide essential technical support and assurance for the in-orbit operation of satellites [1]

Core Viewpoint - The article discusses the unexpected downturn in the A-share market, highlighting the impact of external factors such as the performance of overseas tech stocks and domestic economic indicators, which have shown significant weakness [2][4][5]. Economic Indicators - November economic data in China has been disappointing, with retail sales growing only 1.3% year-on-year and real estate development investment continuing to decline at double-digit rates [2]. - Industrial added value growth has slowed to 4.8%, the lowest since August 2024, while the service production index has also decreased to 4.2%, marking the second-lowest level in 2023 [2]. - The GDP growth rate for the current quarter is reported at 4.8%, with cumulative GDP growth at 5.2% [6]. Market Trends - The A-share market has seen a significant drop, with the Shanghai Composite Index down 0.55%, Shenzhen Component down 1.10%, and ChiNext down 1.77% on December 15 [14]. - The article notes a shift in market dynamics, with a high-cut low trend ending and a potential for a new mainline to emerge as the market experiences disorderly rotation [14]. Sector Performance - The aerospace sector has shown strong performance, with companies like Huazhong Technology and Leike Defense seeing significant gains [14]. - The insurance sector is also highlighted, with China Ping An experiencing a nearly 5% increase, driven by a shift towards low guaranteed return products [14]. Investment Opportunities - The article mentions potential policy measures to support the real estate sector and stimulate investment, with expectations for government bond issuance to accelerate and new subsidies to be introduced [5]. - The AI sector is noted for its significant capital expenditure, with major companies like Alphabet, Microsoft, and Amazon expected to invest over $400 billion in data center construction over the next 12 months [9][12]. Industry Developments - The article reports on the establishment of a central research institute by Unisoc, focusing on AI chip architecture and algorithms for applications in autonomous driving and robotics [23]. - The Ministry of Industry and Information Technology has granted approval for the first batch of L3-level autonomous driving vehicles, marking a significant step towards commercialization [21].

Core Viewpoint - The market shows a strong unwillingness for individual stocks to decline, despite a drop in indices, indicating a potential lack of upward momentum and a defensive market stance [1][3]. Market Analysis - The buying power today was only 890, significantly lower than the previous week, indicating a lack of strong buying interest [3]. - Selling pressure has increased, with sell orders exceeding 520, suggesting that both retail and institutional investors are offloading stocks [3]. - The market is currently characterized by a weak trend, with a potential for further declines if buying power does not improve [3]. Stock Performance - There were 53 stocks hitting the daily limit up, but the overall sentiment remains weak as many stocks are not maintaining upward momentum [4][5]. - The number of stocks experiencing consecutive declines has not significantly increased, suggesting that while the market is weak, it is not in a free fall [8]. - The market is experiencing a lack of strong leadership among stocks, with many sectors showing limited potential for significant gains [5]. Sector Insights - Consumer and defensive sectors are currently performing better, with 20 stocks in the consumer sector hitting limit up, but this is seen as a weak recovery rather than a strong trend [5]. - Aerospace and defense sectors have shown some strength, but their overall impact on the market remains limited due to low weight [5]. - The market is witnessing a shift in focus towards sectors like gold and silver, which may offer better value in the current environment dominated by quantitative funds [1].

Core Insights - STMicroelectronics has delivered over 5 billion RF antenna chips to SpaceX for the Starlink satellite network, with the potential to double the delivery quantity in the next two years [3][4] - The growth of space contracts has become a driving force for STMicroelectronics' specialized chip business, shifting from government-led projects to a rapidly growing commercial market [3] - The demand for specialized chips capable of handling high data transmission rates and surviving harsh space environments is increasing, driven by companies like SpaceX, Eutelsat's OneWeb, and Amazon's LEO network plans [3] Company Developments - Since the collaboration began around 2015, STMicroelectronics has supplied over 5 billion RF front-end modules or antenna components to SpaceX [4] - Starlink operates in over 150 markets and has approximately 8 million users [4] - STMicroelectronics is set to provide upcoming inter-satellite laser links for SpaceX and is collaborating with European companies like Thales and Eutelsat on projects, including the EU's planned Iris 2 satellite constellation [4]

通过投资孵化、人才培育、联合研发等多元化方式，联想控股持续助力科研工作者将实验室中的科技创 新转化为产业实践。在这一过程中，联想控股也在不断探索科技创新与产业创新深度融合新路径，推动 二者共同成长、彼此成就 三位科研人员来自不同领域、走向不同的产业前沿，他们拥有一位共同的"同行者"——联想控股。 通过投资孵化、人才培育、联合研发等多元化方式，联想控股持续助力科研工作者将实验室中的科技创 新转化为产业实践。在这一过程中，联想控股也在不断探索科技创新与产业创新深度融合新路径，推动 二者共同成长、彼此成就。 箭元科技元行者一号验证型火箭成功在东方航天港进行首次飞行回收试验（2025 年 5 月29 日摄） 受访 者供图 文 | 张海鑫 科学还是技术？这是摆在许多科研工作者面前的选择题。 在牛津大学留学期间，校园里浓厚的创业氛围将创业的种子深深埋在金贤敏心中。当马斯克的猎鹰重型 火箭成功回收，魏一暗下决心，要造出中国自己的可回收火箭。彭超曾离开企业埋首教学科研，如今半 只脚又重新踏入产业界…… "各位17期的星友，大家好！由于有重要的发射任务，我只能在发射现场以视频的形式参加班委选 举。"视频中，箭元科技创始人魏一站 ...