｜2025年11月26日星期三｜ NO.1 新加坡国家AI计划放弃Meta模型，转向阿里千问 11月25日，新加坡国家人工智能计划（AISG）正在进行一次重大战略调整，在其最新的东南亚语言大 模型项目中，放弃了Meta模型，转向阿里巴巴的通义千问Qwen开源架构，标志着中国开源AI模型在全 球影响力版图中的一次关键扩张。据悉，AISG于11月25日宣布推出的"Qwen-SEA-LION-v4"模型，在一 项衡量东南亚语言能力的开源榜单上迅速占据首位。此前以Meta为代表的开源模型，在处理印尼语、 泰语和马来语等区域性语言时表现不佳，严重制约了本地化AI应用的开发效率与性能。 NO.2 商业航天司正式成立，卫星产业迎职能整合 中信证券研报认为，近日，相关部门官网发布2026年度考试录用公务员公告，其中，招聘"商业航天司 航天监管岗"，意味着商业航天司这一关键职能机构已正式成立。在发射端，中型运载火箭即将首飞， 助力星座大规模组网。目前GW、千帆星座均超百星在轨，应用端落地在即。研报认为，商业航天司的 成立将有效整合多部门相关职能，卫星产业发展有望在更高层面实现统筹协调，商业航天发射审批、卫 星运营牌照发放等关键 ...

新华社快讯：神舟二十二号飞船与长征火箭成功分离并进入预定轨道，发射任务取得圆满成功。这 是中国载人航天工程第一次应急发射任务。 ...

格隆汇11月20日｜火箭实验室(Rocket Lab)盘前涨超4%。消息面上，Rocket Lab有望在一年内实现创纪 录的18次发射。 ...

Core Points - China successfully launched the Shijian-30 A, B, and C satellites on November 19, 2023, using the Long March 2C rocket from the Jiuquan Satellite Launch Center [1][3] - The satellites are primarily designed for space environment detection and related technology verification [1] Group 1 - The launch occurred at 12:01 PM Beijing time and marked the successful completion of the mission [1] - The Long March 2C rocket is a two-stage basic configuration with a 4.2-meter diameter fairing [3] - This mission represents the 608th flight of the Long March series of launch vehicles [3]

Core Points - The successful launch of the Practice-30 satellites A, B, and C was conducted using the Long March 2C rocket at the Jiuquan Satellite Launch Center [1] - This mission marks the 608th flight of the Long March series of launch vehicles [1] - The primary purpose of the Practice-30 satellites is for space environment detection and related technology verification [1]

Aviation Industry - China Southern Airlines' C919 aircraft successfully arrived at Dubai Al Maktoum International Airport on November 14, preparing for the Dubai Airshow from November 17 to 21, 2025. The C919 has received over 1,000 domestic and international orders, marking a significant milestone in China's aviation industry development [1] - Boeing predicts that the Middle East will require 3,000 new passenger aircraft over the next 20 years, valued at over $500 billion. China's fleet is expected to grow at an average annual rate of 4.4%, with a projected total of 9,323 jet aircraft by 2043, making it the largest single aviation market globally [1] Animation Industry - Bilibili held an online launch event for 40 domestic animation works for 2025-2026, including new titles and updates on various IP sequels. The return of "The King's Avatar" TV animation and the announcement of "Chinese Folktales 2" set for January 1, 2026, were highlighted [2] - Since 2018, Bilibili has launched over 3,000 domestic creations, with nearly 970 million hours of viewing time in the past year. The platform's user base reached 330 million, with a 104% year-on-year increase in viewing time for domestic content in Q3 [2] Robotics Industry - CITIC Securities reported the completion of the IPO guidance for Yushu Technology Co., which is positioned to strengthen its industry-leading status in humanoid robotics. The company is noted for its continuous technological and product iterations [3][7] - The demand for domestic production of key systems like aviation engines is expected to drive the expansion of the domestic aviation market and upgrade the industry chain [1] Commercial Space Industry - Blue Origin's "New Glenn" rocket successfully launched on November 13, marking its second flight and the first successful sea recovery of its first stage, making Blue Origin the second company globally to master orbital rocket recovery technology after SpaceX [4] Satellite Internet - The Chinese Academy of Sciences conducted a successful high-rate communication experiment, achieving data transmission rates of 6.0 Gbps in the X-band and 20 Gbps in the Ka-band, indicating significant technological advancements in satellite communication [5] - The satellite communication market is currently valued at approximately 40-50 billion yuan, with projections to exceed 200-400 billion yuan by 2030, reflecting a compound annual growth rate of 10%-28% [5] Quantum Technology - IBM announced significant progress towards achieving quantum advantage by the end of 2026 and fault-tolerant quantum computing by 2029, introducing its most advanced quantum processor, "Quantum Nighthawk," expected to be delivered by the end of 2025 [6] - China's "Zuchongzhi 3" superconducting quantum computer has successfully manipulated 105 qubits, becoming the highest-performing superconducting quantum computing prototype globally [6] Physical AI - Yushu Technology's founder emphasized that AI technology will enable robots to truly "understand the world" in the next decade, with their humanoid robots capable of performing most work actions through offline pre-learning and real-time imitation [7] - The emergence of Physical AI aims to enhance autonomous machines' capabilities in real-world physical interactions, bridging the gap between virtual and embodied intelligence [7]

Core Insights - Rocket Lab reported strong third-quarter earnings with revenue reaching a record $155 million, which represents a 48% year-over-year increase and aligns with the upper end of management's guidance [1] Financial Performance - Revenue for the third quarter was $155 million, marking a significant increase of 48% compared to the same period last year [1] - The reported revenue is in line with the upper end of the management's guidance, indicating effective operational performance [1]

Core Insights - Rocket Lab reported a strong earnings beat for Q3, with sales of $155 million exceeding analyst expectations of $152 million, and a loss of $0.03 per share compared to an anticipated loss of $0.10 per share [2][3] - Despite the positive earnings report, the stock declined by 3.7% following the announcement, indicating investor disappointment [1][12] Financial Performance - Rocket Lab achieved record sales of $155 million, representing a 48% year-over-year increase, with product revenue rising 31% and service revenue nearly doubling [3] - Operating expenses increased by 46%, but the operating loss margin improved from negative 49.5% to negative 38.2% [4] - The company reported a net loss of $18.2 million, which was less severe than previous losses, primarily due to recognized tax benefits; without these benefits, losses would have increased to $59.3 million [5] Cash Flow and Investment - Free cash flow showed significant cash consumption, with a total cash burn of $207.6 million year-to-date, up 125% from the previous year [6] - Heavy capital investments totaled $106.6 million, contributing to the cash burn [6] Neutron Rocket Development - Rocket Lab confirmed that the Neutron rocket will not be ready for launch until Q1 2026, a delay from earlier projections [10] - The delay in the Neutron rocket's development has contributed to investor concerns, as it was previously expected to launch by the end of 2025 [9][10] Investor Sentiment - The combination of rising revenue, shrinking losses, and the delay of the Neutron rocket has led to a 27% decline in stock price over the past month [12] - Analysts remain optimistic that once the Neutron rocket is operational, it could lead to profitability for Rocket Lab by 2027 [12][13]

探索浩瀚宇宙，是我们不懈追求的航天梦。"十五五"规划建议提出，建设现代化产业体系，加快建设航 天强国，这也是"航天强国"首次被写入国家五年规划重点任务。 从"嫦娥"揽月到"祝融"探火，从载人发射到常驻太空，中国航天事业实现了一次又一次历史性的跨越。 迈向下一个五年，航天强国的宏伟蓝图将如何指引筑梦苍穹的梦想？中国航天又将创造怎样的奇迹？跟 随镜头一起到火箭发射现场去看一看。 卫星组网需求的爆发为火箭的发射频次提出了更高的要求，除了火箭发射的性价比，发射场的发射能力 也在加速升级。 这枚遥五火箭的下一站就是海南商业航天发射场。这座发射场是"十四五"期间建成的我国首个专门面向 商业航天建设的发射场，如今已具备"双工位、多型号、高频次"的发射能力，成功完成7次发射任务。 在距离发射塔架一百米的位置，"95后"工程师荣淼鑫正在和同事部署发射场即将补齐的又一项能力—— 自主测控系统。 火箭点火后的姿态监测是安全评估的"生命线"。随着发射频次的不断增加，自主测控系统的建设也在提 速。在距离发射场3公里外的测控站，这台高7米多的机动遥测设备刚刚到位，测试完成后，整个系统将 于2026年6月投入使用。 在文昌的椰风海滨，发射 ...

美国东部时间周四接近16点(北京时间周五5点)，蓝色起源从佛罗里达州卡纳维拉尔角附近的一个发射 台发射了其"新格伦"(New Glenn)火箭。该火箭计划部署两颗美国宇航局(NASA)的科学卫星。这两颗卫 星将飞往火星，目标之一是研究这颗红色星球的大气层。 凤凰网科技讯 北京时间11月14日，据《华尔街日报》报道，杰夫·贝佐斯(Jeff Bezos)旗下蓝色起源周四 朝着其太空探索目标迈出了关键一步，该公司首次发射了携带货物的轨道级火箭，并实现了火箭助推器 的着陆。 在周四的发射之前，这次任务先因佛罗里达的天气状况被推迟，之后又因为太空中的一次太阳风暴而延 后。这次任务标志着新格伦首次为外部客户发射卫星。(作者/箫雨) 发射大约10分钟后，新格伦的助推器在大西洋上的一艘无人船上着陆。该公司在今年早些时候的首次火 箭发射中未能完成这一操作。直播画面显示，助推器在着陆前点燃引擎以减缓下降速度。 蓝色起源花了大约十年时间研发这枚高321英尺(约合98米)的新格伦火箭，并在今年1月首次将其送上 天。公司正努力让这枚火箭实现常态化飞行，以解决客户积压订单，并推进贝佐斯的宏大太空目标。 亚马逊创始人贝佐斯出现在直播画面中 ...