● 本报记者 杨梓岩 7月11日晚间，星图测控披露投资者关系活动记录，强调太空管理业务重要性。随着Starlink等国内外星 座计划加速部署，卫星数量激增，碰撞风险上升，威胁太空系统稳定运行。公司将通过太空态势感知、 交通管理及在轨服务等板块，规划未来太空管理业务发展。公司控股股东中科星图未来将发展算力星 座，深化太空管理服务，助力全球用户应对商业航天安全挑战。星图测控董事长胡煜表示，随着航天技 术不断成熟，2025年全球航天产业将进一步多元化，向更高水平迈进。 太空管理业务重要性凸显 针对投资者就未来太空管理业务前景的提问，星图测控表示，当前，Starlink已部署超过7000颗卫星， 未来随着我国GW星座计划、千帆星座计划及其他国内外大型星座的逐步建设，可以预见，卫星间以及 卫星与太空碎片碰撞的风险将急剧上升。这不仅对卫星自身安全构成严重威胁，还可能影响整个太空系 统的稳定运行。 日前，中科星图总裁邵宗有在接受记者采访时也透露，未来五年，中科星图在商业航天方面最为核心的 规划是要构建大规模的算力星座，攻关"天地一朵云"解决方案，加强"天数天算"新服务模式研究，形成 天地一体化协调能力。 中科星图还将重点发 ...

科创板五套上市标准是没有业绩要求的： 预计市值40亿元以上，主要业务或产品需经国家有关部门批准，市场空间大，目前已取得阶段性成果。医药行业企业需至少有一项核心产品获准开展二期临 床试验，其他符合科创板定位的企业需具备明显的技术优势并满足相应条件。 证监会主席在2025年6月18日说要重启科创板第五套标准，证监会也在当天发布科创板1+6新规。 而就在今天（2025年7月13日），上交所刚公布三项具体细则，工作人员周末还在上班，挺辛苦的吧。 | 厂上海豹春交易所 SHANGHAI STOCK EXCHANG | 首页 党建 发行上市 披露 监管 数据 产品 服务 规则 关于 | | 一网通办 "三开门"? | | --- | --- | --- | --- | | 规则 > 本所业务规则 > | | | | | 最新规则 | | | | | | 代码 / 简称 / 关键词 | O | | | 本所业务规则 | 关于发布《上海证券交易所发行上市审核规则适用指引第8号 | 资深专业机构投资者》的通知 | 201 | | 规则总览 | 关于发布《上海证券交易所发行上市审核规则适用指引第7号 | 一预先审阅》的通知 | ...

Group 1 - The Tianzhou-9 cargo spacecraft and Long March 7 Yao-10 rocket have been transported to the launch area, with plans for a launch in the near future [1] - A new type of quantum entangled light source has been developed by a research team from Sun Yat-sen University, achieving a fidelity of 99.4% in a novel micro-nano quantum entangled light source [2] - The establishment of the Rulai Intelligent Robot R&D headquarters in Wuxi High-tech Zone marks a significant achievement in the region's intelligent manufacturing sector, with a total investment exceeding 1 billion yuan and a planned construction area of 55,000 square meters [2] Group 2 - VinFast, a Vietnamese electric vehicle manufacturer, has signed a strategic cooperation agreement with BatX Energies to develop a high-voltage battery recycling and reuse project, which is a key part of VinFast's localization supply chain strategy in India [2]

央广网北京7月12日消息（记者张棉棉 王利 安徽台记者雷明剑）据中央广播电视总台中国之声《新 闻和报纸摘要》报道，作为全国26个老工业基地城市之一，安徽蚌埠曾以机床、空压机、柴油机、拖拉 机附件、水泵等"五大机"闻名全国。如今，这座老工业基地正全力推动火箭制造产业实现从无到有、从 零到一的突破。 在深蓝航天蚌埠基地，焊接工人正在通过激光焊接，给火箭贮箱焊接零部件和辅助件，为年底的入 轨试验进行着准备。 今年5月，中国·蚌埠商业航天产业园在禹会区开园，这是安徽首个商业航天产业专业平台。作为第 一批入驻产业园的航天企业之一，深蓝太空航天科技（蚌埠）有限公司，是深蓝航天在蚌埠建设的液体 火箭生产制造基地，承担着火箭特种焊接、铆接、箭体总装等生产任务。 事实上，早在深蓝航天落户之前，蚌埠市就把商业航天产业作为老工业基地转型的重要动力进行谋 划和布局。 2019年，安徽九州云箭航天技术有限公司落地禹会区，成为蚌埠商业航天产业发展的第一粒种子。 此后，安徽省政府明确将商业航天产业作为省重点未来产业，支持蚌埠商业航天产业发展，按 照"1+4+N"的总体布局，建设了中国·蚌埠商业航天产业园。 蚌埠市禹会区副区长胡海波：1个商 ...

Group 1 - The Shanghai Composite Index experienced fluctuations above 3500 points, with a notable increase of 1.3% during the day before closing at 3510.18 points, reflecting a slight gain of 0.01% [1][9] - The trading volume in the Shanghai and Shenzhen markets reached 171.21 billion yuan, an increase of 21.8 billion yuan compared to the previous day [1] - The recent competition saw participants successfully capitalize on market trends, particularly in sectors like electronic cloth, PCB, and rare earth permanent magnets [3][5] Group 2 - The upcoming 66th competition will allow participants to engage in simulated stock trading with a virtual capital of 500,000 yuan, running from July 14 to July 18, with registration open from July 12 to July 18 [12][17] - Cash rewards for the competition are structured based on performance, with the first-place winner receiving 688 yuan and additional prizes for subsequent ranks [12][13] - Participants can gain access to exclusive market insights and analysis through the "Fire Line Quick Review" service, which provides valuable information on market trends and investment logic [7][14] Group 3 - The commercial aerospace sector is gaining attention due to improvements in rocket launch facilities and the anticipated first flights of new generation reusable rockets in 2025 and 2026 [11] - Historical data indicates that the Shanghai Composite Index has previously experienced significant rallies after breaking through the 3500-point mark, suggesting potential bullish sentiment in the current market [9] - Analysts are optimistic about sectors such as brokerage firms, high-temperature superconductors, high-speed switches, FPGA substrates, and commercial aerospace, indicating a shift in investment focus [10]

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to innovate and apply space computing technology, addressing the challenges of traditional data processing methods in the context of increasing satellite data demands [1][3][5]. Group 1: Industry Growth and Challenges - China's commercial aerospace industry is experiencing rapid growth, with projected output increasing from 1 trillion yuan in 2020 to approximately 2.3 trillion yuan by 2024, reflecting a compound annual growth rate of 22.9% [3]. - The traditional "ground computing" model is becoming inadequate due to the increasing volume of satellite data and the limitations of data transmission methods, which face bandwidth and latency issues [3][4]. - The cost of deploying computing power in space is estimated to increase by 1000 times compared to ground deployment, necessitating the development of high-performance components specifically designed for space [4]. Group 2: Innovations in Space Computing - The emerging "space computing" model involves building a space computing constellation that processes satellite data using AI before transmission, thus overcoming traditional data transfer limitations [5]. - Zhongke Shuguang and Zhongke Xingtou plan to create a collaborative ecosystem for space computing, focusing on high-performance, low-power components and a comprehensive technology innovation chain [5]. - The collaboration aims to establish an integrated computing architecture that connects users, satellite edge computing, and ground-based cloud services, facilitating real-time data processing and resource sharing [5]. Group 3: Applications and Global Impact - The partnership is set to enhance various industries by providing space computing services, with applications extending to emergency rescue, meteorology, agriculture, and emerging fields like low-altitude airspace management [6]. - The goal is to offer accessible space computing services globally, bridging the gap in computational resources and promoting the sharing of space information across nations and industries [6][7].

Core Insights - SpaceX is in discussions for a financing and internal share sale plan, potentially raising its valuation to approximately $400 billion, which would set a record for private companies in the U.S. [1] - The increase in valuation from $350 billion to $400 billion in just over six months highlights the market's confidence in SpaceX's future growth potential [1]. Group 1: Valuation and Market Position - If the $400 billion valuation is realized, it will establish a new benchmark for private companies in the U.S., positioning SpaceX alongside industry giants like ByteDance and OpenAI [1]. - The valuation reflects strong market sentiment regarding SpaceX's capabilities and future prospects in the commercial space sector [1]. Group 2: Revenue Drivers - The rapid growth of the Starlink satellite internet division is a key driver of this valuation, contributing over half of SpaceX's total annual revenue [2]. - Starlink's deployment of numerous satellites for global internet coverage presents significant market opportunities in both civilian and military communications [2]. Group 3: Technological Advancements - SpaceX's potential breakthroughs with the Starship rocket program are crucial for its valuation, as successful advancements could significantly lower space exploration costs [2]. - Despite setbacks, such as the Texas test site explosion, SpaceX is committed to accelerating the development of the Starship system [3]. Group 4: Strategic Relationships - Recent tensions between Elon Musk and the U.S. government may impact SpaceX's strategic alliances, which have historically provided substantial support for its business operations [4]. - The deterioration of this relationship could influence SpaceX's policy environment and resource acquisition in the future [4]. Group 5: Financing Strategy - SpaceX plans a "main and secondary linkage" fundraising strategy, starting with a small-scale new share issuance to attract new investors [5]. - Concurrently, the company will initiate a secondary sale of shares held by employees and early investors, with pricing anchored to the new share issuance [6].

Group 1 - The Ministry of Commerce has initiated a special action to combat the smuggling and export of strategic minerals such as antimony and gallium, which have military and civilian applications [1] - The Ministry of Commerce, along with nine other departments, has released a work plan aimed at promoting employment in the domestic service sector, focusing on rural labor [3] - The establishment of the Commercial Aerospace Industry Innovation Center in Hainan with a registered capital of 100 million RMB, focusing on satellite services and rocket development [4] Group 2 - The photovoltaic glass industry is responding to the "anti-involution" policy, with many companies planning to reduce production by 30% to improve supply conditions due to falling prices [5] - The basic pension for retirees will be increased by 2% starting January 1, 2025, based on various economic factors [6] - The National Energy Administration has released key industry standards to support energy security and green transformation, including regulations for distributed phase-shifting devices [7] Group 3 - The Ministry of Commerce is promoting summer consumption by integrating travel, culture, and sports, and organizing activities to enhance the supply of quality goods and services [8] - Liu Guozhong emphasized the need for innovation in the pharmaceutical sector to better support public health, advocating for policies that enhance financing and approval processes for innovative drugs [9] - The Shanghai Stock Exchange is developing a high-growth industrial bond market to address financing challenges for SMEs and private enterprises, with 53 bonds issued totaling 37.3 billion RMB [10]

Core Viewpoint - The forum on commercial aerospace industry development and innovation highlighted the importance of talent cultivation and the establishment of a talent alliance between universities and enterprises to support the sustainable growth of the industry [3][4][5]. Group 1: Industry Development - The commercial aerospace sector is increasingly integrated into daily life through technologies such as satellite navigation used in smartphones and vehicles [3]. - Anhui enterprises have established a closed-loop industrial chain covering satellite design, launch, and operation, enhancing their competitiveness in the international market [3][4]. - The forum emphasized that talent cultivation is crucial for the sustainable development of the aerospace industry, with a focus on building a talent pipeline [4]. Group 2: Talent Cultivation Initiatives - The "Aerospace Youth Scientist Cultivation Program" was launched by the China Astronautics Society Youth Scientist Club in collaboration with 12 leading commercial aerospace companies to create a talent cultivation alliance between universities and enterprises [4][5]. - This program aims to align academic research with industry needs, providing students with insights into the aerospace sector and facilitating their career choices [4]. - The initiative will offer more engineering application scenarios for young researchers and expand talent reserves for enterprises, ultimately fostering innovation and employment opportunities [5].

智通财经7月10日电，天眼查显示，7月7日，商业航天产业创新中心（海南）有限公司成立，注册资本1 亿人民币，经营范围含微小卫星测运控服务、进出口代理、火箭发射设备研发和制造、火箭发动机研发 与制造、微小卫星科研试验、航天器及运载火箭制造、卫星导航服务、大数据服务、人工智能公共数据 平台等。股东信息显示，该公司由文昌国际航天城管理局、星际荣耀航天科技集团股份有限公司、北京 天兵科技有限公司、东方空间（山东）科技有限公司等共同持股。 商业航天产业创新中心在海南文昌登记成立 注册资本1亿元 ...