春节刚过，昊盛科技集团副总裁林海峰就打点行李准备奔赴安徽合肥。"我们与当地的高频轨卫星合作 项目正在加紧推进当中。"手握珍贵高频轨资源的昊盛科技集团，决定将项目落地合肥，春节前后的一 段时间，林海峰多次往来合肥。 然而，合肥没有选择当时被热捧的火箭制造，而是走了一条看似迂回但更稳健的路：从有明确付费意愿 的下游应用切入，以应用养研发，以市场育制造。 "我们关注的不只是技术有多前沿，而是商业运营模式。离开政府输血后，让企业自己能活得下去。"李 青山说，"那时还没有这么多的卫星发射需求，庞大的生产基地如何消化未来的产能？"经过对头部火箭 企业的深度调研，他们发现大型可回收火箭的商业逻辑并不清晰。 遥感数据应用成为理想的起点。合肥把目光瞄向国土监测、环保督察、农业估产、应急救灾——这些政 府与行业的需求真实且持续，能为数据服务公司带来稳定的现金流。 2021年11月，中国科学院空天信息创新研究院与合肥市政府签署全面合作协议，中科星图"GEOVIS数 字地球全球总部项目"落地合肥。 "我们从下游的应用做起，逐步感知到数据获取、处理环节的痛点，再向卫星测控乃至卫星制造延 伸。"中科星图副总裁李会丹说。 2025年，商业 ...

中信建投研报称，近期，算力板块走势比较纠结。中信建投预计一是因为市场对2027年的需求展望仍存 分歧，二是板块持仓较重。中信建投认为调整是机会。目前，AI大模型仍在持续迭代升级，算力需求 旺盛，站在中期视角中信建投仍建议持续重视AI板块。一方面，中信建投持续推荐AI算力板块，包括 北美算力产业链与国内算力产业链的核心公司；另一方面，中信建投也建议关注AI应用板块，特别是 端侧AI Agent的进展。此外，中信建投也建议关注未来可能边际改善的海缆及光纤光缆板块、军工通信 及商业航天板块，国内外巨头纷纷加码的量子科技板块。 ...

010 10 10 10 19181 e E t l E ting C / 1 LATE LEA H ● M □四川日报全媒体记者 祖明远科学布局构建"箭星器数"产业生态。目前已集聚九洲北斗、星际荣耀等商业航天产 业链重点企业及关联企业近30家，产业规模超30亿元。预计到2030年，实现商业航天产业规模超200亿元的目标完 善机制将商业航天产业纳入"587+"产业体系，由市级领导担任产业链链长，绵阳科技城管理委员会分管领导担任 执行链长明晰方向制定航空航天产业链图谱，明确上中下游发展的重点领域和细分行业。确定打造以涪城为火箭 发动机、游仙为载人航天器、北川为通航产业、科技城新区为卫星应用、经开区为航空电子元器件的重点产业承 载地在四川星际荣耀航天动力有限责任公司（下称星际荣耀）火箭发动机厂区，工人们正忙着调试设备，为接下 来的大规模组装生产做准备；在绵阳科技城科技创新和产业创新融合发展三处，工作人员忙着走访调研火箭发动 机企业，谋划建设火箭发动机、整箭试车共享平台……2月24日，春节假期后上班首日，绵阳多个商业航天企业与 相关部门又进入了忙碌状态。2026年初，国际电信联盟（ITU）官网公布的信息显示，我国提 ...

Group 1 - The core viewpoint of the news is that securities firms are advancing their spring strategy meetings, reflecting a shift in the industry competition landscape and a transition from a traditional "research for commission" model to a "service for income" model [1][4][5] Group 2 - Securities firms are focusing on emerging sectors such as AI technology and non-ferrous metals, establishing specialized forums to discuss these areas [2] - Analysts predict significant growth in the semiconductor equipment market, with sales expected to reach $145 billion in 2026 and $156 billion in 2027, highlighting China's position as the largest semiconductor equipment market [2] - The commercial aerospace sector is anticipated to undergo transformative changes driven by technological advancements and new applications [2] Group 3 - Investment opportunities for 2026 are emerging, with a clear focus on technology sectors, particularly AI, which is seen as a core driver of market growth [3] - Analysts recommend attention to cyclical and value sectors, including non-ferrous metals and chemicals, due to ongoing geopolitical tensions affecting supply [3] - Predictions indicate a potential super cycle for oil prices in 2026, benefiting the refining sector, with recommendations to focus on oil and chemical sectors in the first half of the year [3] Group 4 - The early scheduling of strategy meetings is a response to intensified market competition and the need for securities firms to enhance their visibility and influence [4][5] - The shift from a one-way research output to a more interactive service model is driven by the pressure of reduced commissions in the public fund sector [5] - The "early bird" strategy in hosting meetings presents both opportunities and challenges, requiring firms to improve their research responsiveness and service value [5]

北京10号线"青创村"纪家庙双创产业园的拓普原素咖啡厅里，几台小型3D打印机正在创作宛平城特色 文创，几名大学生忙着在平板上调整设计参数——这是他们从学校带来的工业设计课的课题，那些原本 只存在于图纸和屏幕中的想法，在这里变成了可以触摸的实物。 咖啡厅正对面的"梦工场"中，一台大型机械臂正利用3D打印技术生成一把近一人高的椅子。"咖啡厅的 小型打印机是热身，让年轻人完成从创意到样品的第一步；'梦工场'里的大型设备是进阶，把想法做成 真正可用的产品。发现好的项目可以交给园区孵化，成熟以后就可以带着团队去雄安。"纪家庙双创产 业园负责人唐西京说。 年轻人去雄安发展，需要什么条件？北京容积视觉科技有限公司总经理郭松杰的故事是最好的注脚。 2019年，容积视觉落户北京10号线"青创村"时，还是个稚嫩的小团队。如今，他们的技术登上央视春 晚，成长为国家级高新技术企业。"这里上下游企业互相连接，我们不是一个人在战斗。"郭松杰说。 人才储备，是"北京—雄安人才科创走廊"先行区的第一个关键词。"青创村"为青年创业者提供了茁壮成 长的土壤，从学校的创意实验，到"梦工场"的产品打样，再到园区的孵化加速……等到羽翼丰满，这些 年轻 ...

据上证报报道，据中科宇航透露，该公司可回收液体运载火箭力箭二号计划于今年3月下旬首飞，将搭 载我国轻舟一号货运飞船初样实施发射。中科宇航已向主管部门申报2026年发射计划，全年计划执行13 次发射，并力争追加1一2次任务，发射频次与任务密度再创新高。 蓝箭航天近日宣布，我国重复使用火箭朱雀三号计划今年第二季度再次开展回收试验。据介绍，朱雀三 号研制团队目前正在对火箭着陆流程进行优化，计划于2026年第二季度再次开展回收试验，并根据回收 试验情况争取于今年第四季度尝试首次回收复用飞行。 公司方面，据上证报表示， 西测测试：积极布局商业航天检测业务。 西部材料：主营钛合金产品，广泛应用于航空航天领域。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 中泰证券认为，今年是中国商业火箭首飞+回收验证密集期，产业从"技术攻关"向规模化，可复用，低 成本落地迈进，太空算力，卫星互联网，太空旅游，深空探测等应用爆发直接拉动火箭需求。 ...

证券代码：301005 证券简称：超捷股份 超捷紧固系统(上海)股份有限公司 | | 应商数量有限，主要集中在京津冀、成渝及山东等区域。该领域 | | --- | --- | | | 技术门槛较高，核心团队多由具备"国家队"背景的专业人才组 | | | 成，同时存在显著的人才壁垒和工程经验壁垒。 | | | 公司在过去一年已实现对民营火箭公司的稳定、小批量产品 | | | 交付，积累了扎实的研发及生产制造经验。相较同行，公司具备 | | | 两方面突出优势：①人才优势，公司有专门商业航天业务团队， | | | 其中部分核心技术人员、生产制造人员、业务人员在该领域深耕 | | | 多年，经验丰富；同时公司已经实现小批量交付客户产品，积累 | | | 了丰富的研发及生产经验；②资源优势，可以依靠上市公司的资 | | | 金优势根据市场情况进行设备购买，产线建设。 | | | 8、一枚商业航天火箭中结构件产品价值量有多少？ | | | 目前市场上主流尺寸的一枚商业火箭成本中结构件占比在 | | | 25%以上。 | | | 9、公司的火箭结构件产品有使用到 3D 打印技术吗？ | | | 公司目前的火箭结构件产品属 ...

AI Programming - Huawei Cloud's CodeArts code intelligent agent public beta was released on February 26, integrating code generation, research knowledge Q&A, unit test case generation, and more, enhancing developer efficiency [1] - Cinda Securities believes AI programming is reshaping core productivity, with large model technology empowering programming tools, and expects the AI code tool market to reach $26 billion by 2030 [1] Commercial Space - China Aerospace Science and Technology Corporation announced that its reusable liquid rocket, the LQ-2, is set for its maiden flight in late March, aiming for 13 launches in 2026 [2] - Blue Arrow Aerospace plans to conduct recovery tests for its reusable rocket, ZQ-3, in the second quarter of this year, with a goal of achieving its first recovery flight by the end of 2026 [2] - Zhongtai Securities notes that 2026 will be a pivotal year for China's commercial rockets, transitioning from technology breakthroughs to scalable, low-cost implementations [2] Artificial Intelligence - OpenRouter data shows that from February 9 to 15, 2026, China's AI model call volume reached 4.12 trillion tokens, surpassing the US for the first time [3] - The growth momentum of Chinese AI models is attributed to a cluster of manufacturers rather than a single product, with four Chinese models ranking among the top five globally [3] - Research institutions predict that enterprise-level large model call volumes will continue to rise, with a focus on head manufacturers capable of handling high concurrency and long-term scenarios [3] Computing Power - DeepSeek announced the upcoming launch of V4 "Sea Lion Lite," which supports a 1M ultra-long context window, significantly enhancing AI model application boundaries [4] - The new version is deeply adapted to Huawei's Ascend platform, achieving over 35 times speed improvement, marking a key step towards a closed-loop domestic AI industry chain [4] PCB - NVIDIA's CEO Jensen Huang revealed a non-exclusive technology licensing agreement with AI startup Groq, aiming to enhance NVIDIA's AI infrastructure [5] - Groq's LPU chip, with a speed advantage of 5-10 times over GPUs, is expected to play a crucial role in NVIDIA's strategy to capture the inference market [5] HBF - SK Hynix and SanDisk announced the launch of the "HBF Specification Standardization Alliance," introducing the next-generation storage solution HBF for AI inference [6] - HBF technology aims to bridge the gap between HBM and SSD, expected to be integrated into products from major companies by 2027-2028, with a market size projected to exceed HBM by 2038 [6] Photovoltaics - A research team from the Qingdao Institute of Bioenergy and Process Research achieved over 15% photoelectric conversion efficiency with a new solar cell material, CZTSSe, which has been internationally certified [7] - CZTSSe is considered a promising next-generation solar cell technology due to its abundant material sources, low cost, and environmental safety [7]

2月15日，从广东省徐闻港驶出高速，汇入通往港口的过海通道时，已是晚上十点半。 半个月前，社交媒体上关于自驾过港拥堵的推送曾让我心有余悸，甚至定下了凌晨四点的船票以备不 测。但眼前的景象让我释然：9个汽车过海通道全部开放，车流如织却井然有序。 2月15日晚，徐闻港9个汽车过海通道全部开放，车流如织却井然有序。曹丹 摄 (新春走基层)记者手记：封关运作后首个春节，海南的"热度"在哪里？ 中新网杭州2月26日电(曹丹)2026年的春节，是海南自贸港封关运作后的第一个春节假期。带着对"封关 元年"与"团圆佳节"会碰撞出怎样火花的期待，我决定和家人一起从杭州自驾南下，感受海南岛的别样 新春。 海风为证，24小时坚守的"温度" 车辆缓慢前行，我摇下车窗，港口的海风吹进车内，吹散了长途驾驶的疲惫。前方不时有人探出身子张 望——透过车窗，我看见一辆辆满载行李的车辆里，藏着的是一份份奔赴海南感受暖冬的热切期待。 为何选择自驾？于我而言，风景在路上，家人在身边。这方寸空间里的难得畅谈，让长途不再漫长。或 许，这也是许多自驾者的共同心境。交通运输部的数据印证了这份选择的普遍性：今年春节假期，有 26.5亿人次选择公路出行，其中自 ...

Group 1 - The core viewpoint of the articles indicates that the commercial aerospace industry in China is entering an accelerated phase due to continuous support from policies and capital, with a significant transition expected around 2026 from "technology validation" to "scale industrialization" [1] - The China Satellite Industry Index rose by 1.6% and the National General Aviation Industry Index increased by 1.2%, reflecting positive market sentiment towards the aerospace sector [1] - The launch of large-capacity, low-cost trends driven by the mass launches of China Star Network and the G60 Tianfan Constellation, along with the operationalization of Hainan Commercial Launch and commercial launch vehicles, is expected to open new opportunities in the industry [1]