Core Insights - KBR successfully supported the launch and execution of Axiom Mission 4 (Ax-4), marking a significant milestone in the company's role in commercial spaceflight [1][4] - The company provided comprehensive training for the Ax-4 crew, enabling them to live and work aboard the International Space Station for two weeks [2] - KBR embedded four flight controllers into Axiom Space's mission control center for real-time operational support during the mission [3] Company Contributions - KBR has supported four private astronaut missions through its agreements with NASA, leveraging its experience from previous contracts [2] - The company has a long history of working with U.S. astronauts since 1968, covering various aspects of space missions [5] - KBR's President highlighted the company's growing footprint in the private space sector and its reputation as a trusted partner in human spaceflight operations [4] Operational Scope - KBR employs approximately 38,000 people globally and operates in over 29 countries, providing technology and engineering solutions to various clients [6] - The company is committed to delivering consistent results and value-added services to its customers worldwide [6]

Core Points - Maritime Launch Services Inc. has received approval for approximately $10.5 million under the Capital Investment Tax Credit (CITC) from the Province of Nova Scotia to support the construction of a dedicated launch pad for small launch vehicles [1][2] - The CITC is a refundable corporate tax credit aimed at encouraging capital investment in Nova Scotia, with a total of approximately $30.7 million authorized for qualified infrastructure projects at Spaceport Nova Scotia [2][5] - The dedicated launch pad will include specialized infrastructure for safe and efficient orbital launch operations, enhancing Canada's sovereign space capabilities and supporting the company's growing customer base [3][4] Company Overview - Maritime Launch Services Inc. is a Canadian-owned commercial space company based in Nova Scotia, developing Spaceport Nova Scotia to provide satellite delivery services [6][8] - The spaceport will allow small and medium-sized launch vehicles to place satellites into low-earth orbit, marking it as Canada's first commercial orbital launch complex [8] Economic Impact - The CITC-supported infrastructure is expected to create up to 30 jobs in the local area, driving demand across local construction, hospitality, and service sectors [7] - The project aims to anchor a new high-tech sector in the region, diversifying the local economy and positioning Nova Scotia as a global destination for space and satellite companies [7]

海南国际商业航天发射有限公司董事长杨天梁表示，将以"万无一失"为准则，坚决打赢高密度发射 攻坚战；以"提升能力"为目标，全速推进发射场二期建设；以"补齐短板"为导向，构建全航区测控保障 能力；以"回收复用"为突破口，抢占火箭回收技术制高点。"在广袤的宇宙间上下求索，共同书写商业 航天这篇大文章。" 海南日报讯（海南日报全媒体记者 刘冀冀 通讯员 程楠）4月24日，由国家航天局倡议发起的商业 航天创新联合体在上海举办的第十个"中国航天日"主场活动启动仪式上成立。 据了解，商业航天创新联合体作为"政府智库"的重要组成部分，将在破解当前商业航天领域资源分 散、标准体系缺失、创新协同效能不足等发展瓶颈，强化行业自律自治，在统筹推动商业航天高水平安 全和高质量发展方面发挥重要作用。 商业航天创新联合体将在国家航天局指导下，秉持"政府引导、企业主体，协同创新、产业促进， 开放合作、规范有序"的原则，携手商业航天企业在政策宣贯、标准制定、科技创新、供需对接、成果 转化、产业融合、国际合作、舆论治理等关键领域务实开展工作，打造协同创新的产业生态，助力航天 强国建设。 现场，国家航天局对地观测与数据中心、国家航天局新闻宣传中心 ...

1 、 《 OpenAI与DeepSeek引领行业生态重构》 摘要 ■ AI产业链覆盖多个层级，包括基础设施层（硬件和软件）、模型层（通用大模型和行业大模型）、 平台层、应用层和服务层。关键领域包括芯片、计算、存储、网络和软件。 ■ DeepSeek通过创新的训练方法和架构实现了较低的模型训练成本，并在大模型的训练和推理中取 得了显著的性能提升。 ■ DeepSeek-R1等模型在强化学习和MLA机制的帮助下，能够实现比行业平均水平更低的训练成本和 定价。 ■ OpenAI发布的GPT系列（包括GPT-4和O1系列模型）推动了AI行业的发展，特别是在利用预训练原 则（如ScalingLaw）方面。 ■ 随着AI算力需求的高速增长，半导体、存储、服务器、光模块、PCB板和电源等相关产业链将受 益。 ■ 云端AI芯片板块关注寒武纪、海光信息、龙芯中科等；端侧AI芯片板块关注恒玄科技、乐鑫科技、 中科蓝讯、晶晨股份、瑞芯微、全志科技、炬芯科技、国科微等。 2、 《 风格轮动与家电板块投资机会分析 》摘 要 ■ 自2月以来，AI、Deepseek、人形机器人等热点引发了科技板块的关注，资金持续流入，但科技板 块短期走 ...