明日主题前瞻 1、银发经济 | 据新华社，在24日举行的国务院常务会议上，研究推进银发经济和养老服务发展有关工作。会议指出，我国银发经济潜力很大，要完善支持 举措，强化政策落实，促进养老事业和养老产业发展，为应对人口老龄化提供有力支撑。要进一步释放银发消费需求，提升消费能力发挥消费补贴等政策牵 引作用，打造一批银发消费新场景新业态。 点评：研究机构认为，2023年中国养老产业市场规模约为12万亿元，预计到2027中国养老产业市场规模有望超过20万亿元。其中，养老服务业涵盖着老年人 衣食住行，医疗服务，生活照料和学习娱乐，具有涉及面广，产业链长和贴近老年人需求等特点，是中国养老产业市场重要细分市场，具有广阔的发展前 景。在政策与市场双轮驱动下，养老服务业面临全新机遇。 2、航天 | 据新华社，为更便捷部署专用于人工智能(AI)的数据中心卫星网络，美国太空探索技术公司首席执行官埃隆。马斯克设想，从月球用电磁弹射方式 向地球轨道发射卫星。据法国未来科学网站报道，马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，由前者发射卫星进入地球轨道。未来科 学网站的报道认为，从理论上说，马斯克从月球发射卫星的设想并非全 ...

公司在2025年第三季度业绩会议中重申了全年营收预期(2.6-2.85亿美元)和调整后EBITDA利润率目标(约 50%)。 以上内容基于公开资料整理，不构成投资建议。 经济观察网全球星近期与SpaceX签署了发射服务协议，预计下一次卫星发射将于2026年进行，旨在发 射获得联邦通信委员会批准的新卫星，以增强现有星座服务。 业绩经营情况 ...

Core Viewpoint - The global commercial space industry is experiencing rapid growth, driven by the explosive demand for AI computing power, with space photovoltaic technology emerging as a promising investment opportunity due to its cost-effectiveness and advantages over terrestrial solar power [5][10]. Group 1: Industry Growth and Policy Support - The commercial space sector is entering a high-growth phase, with the number of satellites in orbit expected to exceed 11,605 by the end of 2024, dominated by the US at 76% and China at around 9% [6]. - In the first half of 2025, China's satellite launches are projected to increase by 92% year-on-year, significantly outpacing the global average, supported by government policies that emphasize the importance of commercial space [8]. - The Chinese government has included commercial space in its "new quality productivity" category and has committed to developing space energy technologies, providing clear policy support for space photovoltaic technology [8][10]. Group 2: Advantages of Space Photovoltaics - Space photovoltaics have significant advantages over terrestrial solar power, including better sunlight conditions, with solar intensity in space being 36% higher, and the ability to generate power continuously without the need for energy storage systems [12]. - The technology for space photovoltaics is evolving, with three main types of solar cells: gallium arsenide, crystalline silicon, and perovskite, each with distinct advantages and challenges [14]. Group 3: Market Potential and Economic Viability - The current market for space photovoltaics is limited due to high launch costs, but it is expected to grow steadily, with projections indicating a market space of approximately 3 billion yuan from 2026 to 2030, increasing to 12 billion yuan from 2030 to 2035, and further to 25 billion yuan from 2035 to 2040 [17]. - A significant factor for the future market potential of space photovoltaics is the reduction in launch costs, which currently stand at $3,600 per kilogram. If costs can be reduced to $200-$300 per kilogram, the demand for space photovoltaics could see explosive growth, potentially reaching a market size of 500 billion yuan annually [19]. Group 4: Investment Opportunities - The growth of space photovoltaics is directly linked to the high demand in the commercial space sector, with photovoltaic equipment manufacturers, particularly those specializing in HJT and perovskite technologies, expected to be the biggest beneficiaries [21]. - Companies involved in the production of HJT and perovskite battery equipment, as well as ultra-thin silicon wafer cutting, are recommended for investment as the industry demand continues to rise [21].

北京时间2026年2月12日14时37分，我国太原卫星发射中心在广东阳江附近海域使用捷龙三号运载火 箭，成功将巴基斯坦 PRSC-EO2卫星、港中大一号卫星、电力红外卫星A星、数天宇星03~05星、空间 环境监测卫星共7颗卫星发射升空，卫星顺利进入预定轨道，发射任务取得圆满成功。 此次任务是捷龙三号运载火箭的第9次飞行。 （总台记者 杨弘杨 刘鑫蕊 郝明鑫 李宸 王麒翔） ...

Core Viewpoint - SpaceX, led by Elon Musk, has submitted an application to the Federal Communications Commission to deploy a system of up to 1 million satellites in low Earth orbit to create an orbital data center network to support high-performance computing needs such as artificial intelligence (AI) [1][3] Group 1: Satellite Deployment and Technology - The proposed satellites will operate at altitudes between 500 to 2000 kilometers, powered by solar energy, and will communicate with each other via lasers and connect to SpaceX's Starlink satellite internet for high-speed data transmission [1][3] - The feasibility of deploying 1 million satellites is questioned, as currently, there are about 15,000 satellites in orbit globally, making such a large-scale deployment seem unlikely [4] - The success of this satellite deployment largely depends on the new generation of reusable heavy-lift rocket, Starship, which is currently under development [6] Group 2: Challenges and Concerns - Experts highlight multiple challenges related to satellite operation and maintenance, orbital congestion, space debris risks, and regulatory scrutiny that could hinder the deployment of such a large number of satellites [6] - Significant issues remain unresolved, including the need for large solar panels for energy supply, heat dissipation for massive chip production, and the impact of cosmic radiation on chips and computing [6] Group 3: Strategic Moves and Financial Aspects - SpaceX has acquired xAI, an AI startup also owned by Musk, to integrate innovative resources across AI, rockets, and space internet sectors, which is aimed at building the orbital data center more effectively [8] - SpaceX's main business includes the manufacturing and launching of rockets and satellites, while xAI operates the chatbot Grok and is expected to complete its integration with the social platform X by 2025 [8] - Musk plans to push for SpaceX's initial public offering in mid-June, with an expected fundraising of $50 billion, which could provide a significant funding pathway for the company's ambitious projects [8]

大象新闻2026-02-01 10:39:51 主编 | 彭丹 编辑 | 蒋黎明 据美国《个人电脑杂志》网站1月31日报道，马斯克旗下的太空探索技术公司（SpaceX）申请发射多达 100万颗卫星，以建立一个环绕地球的轨道数据中心网络。 马斯克在社交平台X上转发了关于SpaceX申请发射多达100万颗卫星的报道。 来源 | 参考消息、智通财经 1月30日，SpaceX向美国联邦通信委员会提交了申请，将该项目描述为"一个拥有前所未有的计算能力 的卫星星座，可为先进的人工智能（AI）模型及其相关应用提供支持"。 报道称，该计划规模惊人，远超马斯克现有的"星链"星座，后者目前在地球轨道上拥有超过9600颗卫 星。 ...

财政部、税务总局发布《关于出口业务增值税和消费税政策的公告》、《关于增值税法施行后增值税优惠政策衔接事项的公告》、《关于增值税征税具体范 围有关事项的公告》，对出口货物和跨境销售服务、无形资产适用增值税和消费税退（免）税、免税或者征税政策等有关事项做出说明。（新华财经） 2026年春运将于2月2日开启，至3月13日结束，为期40天。这是有着9天"超长"春节假期的春运，返乡探亲与旅游出行需求叠加释放，预计春运期间全社会跨 区域人员流动量将达到95亿人次，创下历史新高。其中，自驾出行仍将是主体方式，占比约八成。铁路、民航客运量预计分别达到5.4亿人次和9500万人 次，整体规模和单日客流峰值均有望超过历史同期水平。 1月份我国制造业PMI为49.3% 农副食品加工、铁路船舶航空航天设备等行业产需释放较快 财政部、税务总局发布公告明确增值税应税交易销售额计算口径 2026年春运2月2日开启预计春运期间全社会跨区域人员流动量将达到95亿人次 国家统计局服务业调查中心、中国物流与采购联合会31日发布数据显示，1月份，制造业采购经理指数（PMI）为49.3%，比上月下降0.8个百分点。1月份， 生产指数为50.6%，高于 ...

央广网北京2月1日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，1月31日，国家主 席习近平同阿尔及利亚总统特本互致贺电，祝贺阿尔及利亚遥感三号卫星在酒泉发射成功。 特本表示，阿尔及利亚遥感三号卫星成功发射是阿中两国航天合作取得的又一实质性成果，是双边 关系发展进程中的又一座丰碑，有助于双方拓展合作前景。阿方愿同中方一道继续深化两国全面战略伙 伴关系。 习近平指出，阿尔及利亚遥感三号卫星项目是继阿尔及利亚一号通信卫星之后，中阿双方在航天领 域的又一成功合作，是中阿全面战略伙伴关系的重要体现。近年来，中阿关系取得长足进展，两国政治 互信持续巩固，务实合作成果丰硕。我高度重视中阿关系发展，愿同特本总统一道努力，不断丰富中阿 全面战略伙伴关系内涵，更好造福两国人民。 ...

申请文件显示，这100万颗卫星将利用太阳能供电，轨道高度计划为500至2000公里之间。文件重点强 调，这个"轨道数据中心"是满足对人工智能（AI）计算能力日益增长需求的最高效方式，建成后可满足 全球数十亿用户的大规模AI和数据中心需求。 于泽淼 据美媒报道，当地时间30日晚，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射100万颗卫 星，构建一个环绕地球的"轨道数据中心"。 SpaceX申请发射100万颗卫星，计划构建环地球数据中心 ...

最新消息，马斯克旗下的SpaceX申请部署100万颗卫星。 据美国《个人电脑杂志》网站1月31日报道，马斯克旗下的太空探索技术公司（SpaceX）申请发射多达 100万颗卫星，以建立一个环绕地球的轨道数据中心网络。 报道称，该计划规模惊人，远超马斯克现有的"星链"星座，后者目前在地球轨道上拥有超过9600颗卫 星。 马斯克在社交平台X上转发了关于SpaceX申请发射多达100万颗卫星的报道。 来源：参考消息 责编：梁秋燕 1月30日，SpaceX向美国联邦通信委员会提交了申请，将该项目描述为"一个拥有前所未有的计算能力 的卫星星座，可为先进的人工智能（AI）模型及其相关应用提供支持"。 ...