三体计算星座指挥大厅，科研团队在开展相关研究测试。 之江实验室供图 计算卫星星座发射现场。 汪江波摄 网友：不久前，看到之江实验室把"计算"送上太空的新闻，觉得很有意思。这些年，人工智能深度融入 社会发展和日常生活，也给科技创新带来了很大影响。我很好奇，这样的变革对创新来说意味着什么？ 人工智能时代，科学家应该怎么做科研？未来，人工智能有没有可能替代科学家甚至替代人类？ 今天科研中遇到的许多问题，如果不用人工智能，也是不可持续的。举个例子，如果按照过去做结构生 物学的方法来研究蛋白质结构，会花费大量时间。新药研发也是如此，如果按照传统的方法，难以在短 期内研发出成果。传统的方法论在科学研究上变得越来越不可行了。 因此，人工智能作为方法论，就变得非常通用，已成为科学、技术、工程等领域中绕不开的话题。如果 不掌握新的科研范式，不管科技创新还是工程创新，都将举步维艰。 不要把人工智能当作一个简单的工具。人工智能不是一次工具的革命，而是一种科学革命的工具——它 已经成为一种能够打破学科壁垒的通用语言，而不仅是对科学研究的简单"赋能"。 许多高度复杂的问题，人工智能都可以提供帮助。比如，围棋棋盘由纵横各19条直线交叉组 ...

网友：不久前，看到之江实验室把"计算"送上太空的新闻，觉得很有意思。这些年，人工智能深度融入 社会发展和日常生活，也给科技创新带来了很大影响。我很好奇，这样的变革对创新来说意味着什么？ 人工智能时代，科学家应该怎么做科研？未来，人工智能有没有可能替代科学家甚至替代人类？ 人工智能怎么影响科技创新 尽管人工智能历史很短，但对人类社会的影响很大。人工智能是技术发展到一定阶段产生的，与计算和 互联网密切相关。从某种意义讲，人工智能就是在互联网作为基础设施的条件下，集数据、模型、算力 为一体的产物。我们常说的数据大都是互联网上的数据，算力的出现则是因为半导体的发展。半导体和 互联网的发展，以及模型关键技术的突破，共同带动人工智能的革命性突破。 人工智能对于科技创新的影响是方方面面的。科研范式经历过几次重大变革，人工智能引领科研范式的 变革，使得科研的方法论发生变化。 大家都在说科技创新的引领和驱动作用，但往往容易忽视科技创新是最需要变革的一个领域。科学的发 展时常会遇到瓶颈。比如，发现新材料需要花费十几年乃至更长时间，成本也很高。能不能大幅缩减研 究的时间和成本？这不单是钱的问题，更事关科研范式的变革。任何一个科学发 ...

Group 1 - The Chinese government emphasizes the importance of private enterprises and entrepreneurs in contributing to national modernization and high-quality development [1][4] - Private enterprises account for over 92% of the total number of enterprises in China and contribute more than 70% of technological innovation results [4][5] - The "Three-body Computing Constellation" project aims to enhance satellite capabilities through AI and computing innovations, marking a significant step in China's space technology [2] Group 2 - Companies like Longi Green Energy and Spring Airlines demonstrate the importance of innovation and technology in achieving global competitiveness and operational efficiency [4][6] - The agricultural sector is being transformed through innovative practices, such as the "pig-raising and field-raising" model by Muyuan Foods, which promotes sustainable agriculture [7] - Entrepreneurs are increasingly integrating social responsibility into their business models, as seen in the initiatives by companies like Shengyuan Carpet Group and Good Doctor Pharmacy [8][9] Group 3 - The private sector is seen as a driving force for China's modernization, with a focus on high-quality development and social contributions [11] - The commitment to innovation and transformation is evident across various industries, from digital technology to green energy [5][10] - The entrepreneurial spirit is characterized by a strong sense of national responsibility and a commitment to societal well-being [9][11]

Summary of Conference Call on the First Space Computing Satellite Constellation Company and Industry Involved - The conference call discusses the launch of the world's first space computing satellite constellation by Hai Xing Guang Nian, a company involved in satellite technology and space computing. Core Points and Arguments 1. **Introduction of the Space Computing Constellation** The call introduces the successful launch of a groundbreaking space computing satellite constellation, which is expected to revolutionize the industry by integrating computing capabilities into space operations [1][2][3]. 2. **Concept of 3T Computing Constellation** The 3T computing constellation aims to establish a series of computing capabilities in space, moving ground-based design centers into the sky. This is seen as a disruptive innovation compared to traditional satellite systems [2][3]. 3. **Integration of Satellite Functions** The constellation will integrate various satellite functions, such as communication and navigation, into a unified platform, enhancing operational efficiency through laser connections between satellites [3][4]. 4. **Data Processing and Efficiency** The new system allows for real-time data processing and transmission, significantly improving the efficiency of high-resolution satellite data collection and reducing the need for extensive ground infrastructure [4][5]. 5. **Strategic Importance** The constellation is positioned as a strategic asset in the context of global competition, particularly between China and the US, with references to similar advancements by US companies like Black Sky [5][6]. 6. **Non-Military Focus** The constellation is primarily designed for non-military applications, focusing on scientific research and civilian use, although there is potential for future military applications [6][7]. 7. **Future Expansion Plans** The company plans to launch 1,000 satellites within five years, with an initial target of 100 operational satellites by 2027, indicating a significant scale of operations [12][13]. 8. **Support from Government and Institutions** The project has backing from the Zhejiang provincial government and various research institutions, which is crucial for its funding and operational success [13][14]. 9. **Commercialization Strategy** The constellation aims to develop a commercial model that allows for profit-sharing among various stakeholders involved in its development, indicating a shift towards a more business-oriented approach [19][20]. 10. **Technical Considerations** The call addresses technical challenges, such as thermal management in space, which have been resolved through innovative design solutions [20][21]. Other Important but Possibly Overlooked Content 1. **Comparison with US Initiatives** The discussion includes comparisons with US satellite initiatives, particularly the Starlink project, highlighting differences in focus and application between the two countries [16][17]. 2. **Potential for Ground Data Centers** The constellation may not completely replace ground data centers but will enhance their capabilities by integrating satellite data processing, suggesting a hybrid model for future operations [22][23]. 3. **Open Collaboration Model** The project promotes an open collaboration model, allowing various companies to participate in the development and operation of the satellite constellation, which could foster innovation and efficiency [24][25]. 4. **Future of Satellite Operations** The call emphasizes the need for continuous iteration and improvement of satellite technology, with a focus on long-term sustainability and operational effectiveness [13][14].

Investment Rating - The report maintains a "Recommended" rating for the communication industry [3] Core Insights - Space-based computing is transforming the traditional "ground-based computing" model into a new paradigm where data processing occurs in orbit, significantly enhancing efficiency and reducing data wastage [8][19] - The market for space computing is vast, with applications expanding from remote sensing to real-time scenarios like vehicle networking and drone clusters, potentially opening up a trillion-dollar market [5][19] - The report highlights the advantages of space computing, including energy efficiency, superior thermal management, and modular deployment, which collectively address the challenges of energy consumption, density, and scalability in AI infrastructure [19][25][26] Summary by Sections 1. Breakthrough in Space Infrastructure - Space-based computing allows satellites to evolve from mere sensing platforms to intelligent entities capable of data processing and storage [8] - Traditional models waste significant amounts of data due to bandwidth limitations, with only about 4% of data from solar monitoring satellites being utilized effectively [8][11] - The transition to "space-based computing" enhances real-time task capabilities and has broad strategic value [8][12] 2. Domestic and International Case Studies - Starcloud, a U.S. startup, plans to launch the first AI satellite equipped with NVIDIA H100 by 2025, aiming to create a gigawatt-scale orbital data center [5][39] - The "Three-Body Computing Constellation" in China, launched in May 2025, features 12 intelligent satellites with a total computing power of 5 POPS, marking a significant advancement in space computing capabilities [5][44][49] 3. Outlook for Ground Communication Operators - Putian Technology is transitioning to become a provider of space-based information infrastructure, focusing on low-orbit satellite communication and high-reliability satellite manufacturing [5][30] - The report suggests that space computing can provide new perspectives for industries like finance and disaster monitoring, with significant market potential [5][19] 4. Investment Recommendations - The report recommends focusing on satellite ground operators like Putian Technology, which show significant marginal improvements [5][19]

Group 1 - The "Three-body Computing Satellite" led by Zhijiang Laboratory successfully launched 12 satellites into orbit, providing services such as computing and remote sensing to the public [1] - Yuhang District has become the first county in Zhejiang Province to exceed 3,000 national high-tech enterprises, with a strong focus on high-energy scientific innovation platforms [1] - The government work report emphasizes "six major actions," with "innovation-driven" as the primary task, highlighting the layout of future scientific and technological industries [1] Group 2 - Yuhang will focus on five major directions: high-energy scientific innovation platforms, high-quality technology projects, high-level technology enterprises, high-level technology talent, and high-value technology finance [2] - The district aims to implement over 120 project transformations throughout the year and has established a nurturing system for technology-based SMEs and national high-tech enterprises [2] - Yuhang is promoting a comprehensive management reform for the entire lifecycle of technology achievement transformation, including the establishment of various support platforms [2] Group 3 - Yuhang plans to build an innovation ecosystem around the scientific innovation platform, including the completion of major scientific facilities and the acceleration of technology achievement transformation projects [3] - The district aims to create a distinctive industrial system supported by five industrial ecosystems and four future industries, implementing 68 measures for high-quality economic development [3] - The goal is to achieve a core digital economy industry added value of over 230 billion yuan [3]

Economic Development - The 2025 government work report of Yuhang District emphasizes "digital economy" and "common prosperity" as key themes, aiming to tackle complex challenges while enhancing technological and cultural strengths [12][17] - Yuhang has established itself as a hub for innovation, with significant achievements in technology and industry, including the launch of the "Three-body Computing Constellation" and the introduction of various innovative products [14][15][16] Innovation and Technology - The successful launch of the Long March 2D rocket carrying 12 satellites marks a significant milestone in China's space computing infrastructure, with a total computing power expected to reach 1000POPS [13][14] - Yuhang District leads in the number of newly established provincial-level R&D institutions and high-tech enterprises, showcasing its robust innovation ecosystem [16] Cultural and Tourism Development - Yuhang has been recognized for its rich cultural heritage, with the establishment of the Liangzhu Museum as a national first-class museum and the successful hosting of international cultural events [18][19] - The district's tourism economy is thriving, with significant revenue growth and the addition of new cultural and scenic spots, positioning Yuhang among the top districts in national tourism [19][20] Education and Social Welfare - Yuhang is enhancing its educational resources, with the approval of new international schools and the construction of additional educational facilities, aiming to improve educational quality [21][22] - The district is also focusing on social welfare initiatives, including the establishment of new support services for the elderly and the unemployed, reflecting a commitment to improving residents' quality of life [23]

Ground-based Perception and Computing Network - The breakthrough of 5G-A technology represents a significant leap in communication speed, latency, and positioning accuracy, with peak download rates reaching 10Gbps and latency reduced to milliseconds [2][4] - 5G-A technology supports various applications, including extended reality (XR), cloud gaming, and industrial internet, showcasing its transformative potential in sectors like autonomous driving and smart cities [4][5] - Major Chinese telecom operators are accelerating the deployment of 5G-A networks, with China Mobile planning to complete the smart transformation of 400,000 base stations by 2025, covering over 300 cities [4][5] AI-Driven Smart Traffic Practices - Companies like Mushroom Car Union are building AI-driven perception and computing networks for smart traffic, utilizing roadside intelligent units and cloud AI models for real-time traffic optimization [5][6] - The system enhances traffic efficiency by synchronizing vehicle intentions at intersections, improving traffic flow by over 30% [6][8] - The integration of AI perception networks significantly reduces traffic accident rates, demonstrating the technology's value in public safety [8] Space-based Perception and Computing Network - The recent launch of the "Three-body Computing Constellation" marks a major breakthrough in space-based perception and computing networks, enabling on-orbit data processing and real-time analysis [9][11] - The constellation consists of 12 satellites with a total computing power of 1000POPS, allowing for rapid disaster warning and environmental monitoring [11][12] - The integration of AI into space infrastructure enables autonomous scheduling and execution of multi-source data fusion tasks, enhancing the efficiency of various applications [12][14] Future Outlook: Integrated Perception and Computing Network - The complementary nature of ground-based and space-based networks allows for seamless integration, ensuring continuous navigation and communication in various scenarios [15][17] - Challenges such as standardization, resource allocation, and security need to be addressed, but they also present new opportunities in chip development and software innovation [17][18] - The true value of AI perception networks lies in driving technology integration through scenario-based approaches, enhancing capabilities in autonomous driving and other applications [18][20] Conclusion - The transition from ground-based 5G-A to the space-based "Three-body Constellation" signifies a shift towards an integrated AI perception and computing network, reshaping communication, perception, and computation boundaries [20][21] - China's strategic positioning in 5G-A and space computing networks places it at the forefront of this technological evolution, paving the way for a new era of digital civilization [20]

Core Insights - The successful launch of the "Three-body Computing Constellation" marks China's entry into space-based AI development, with the first batch of 12 satellites deployed, indicating the start of a new era in space computing infrastructure [1][2][3] Group 1: Satellite Launch and Capabilities - The "Three-body Computing Constellation" consists of 12 satellites, each with a maximum single-satellite computing power of 744 TOPS, contributing to an overall capability of 5 POPS and a storage capacity of 30 TB [1][3] - The constellation aims to achieve a total computing power of 1000 POPS once fully operational, positioning itself as a foundational infrastructure for space computing [1][3] Group 2: Technological Advancements - Unlike traditional satellites that rely on ground processing, the "Three-body Computing Constellation" processes data in space, significantly improving data handling efficiency and reducing the loss of satellite data [2][3] - The satellites are equipped with onboard intelligent computing systems and inter-satellite communication systems, enabling real-time data processing and model deployment in space [3] Group 3: Future Plans and Scale - Future plans for the "Three-body Computing Constellation" include expanding to approximately 1000 satellites, with over 50 satellites expected to be deployed by the end of this year and around 100 by 2027 [5] - The "Star Computing Plan" aims to deploy a total of 2800 computing satellites, creating an integrated computing network between space and over 100 ground computing centers [5] Group 4: Industry Context and Global Competition - The launch signifies China's strategic move in the global space computing race, with the global computing capacity growing by 40% year-on-year as of the end of 2023 [8][10] - While the U.S. focuses on commercial innovation and military applications, Europe and Japan are still in the planning and validation stages for their space computing initiatives [9][10] Group 5: Market Potential - The global market for in-orbit data centers is projected to reach $39.09 billion by 2035, with a compound annual growth rate of 67.4% over the next decade, highlighting the increasing importance of computing satellites in national space capabilities and digital sovereignty [10]

Core Viewpoint - The Zhijiang Laboratory has initiated the "Trinity Computing Constellation" project, aiming to deploy over 50 computing satellites this year and approximately 100 by 2027, addressing the significant barrier of computing power in the AI field [1] Group 1 - The "Trinity Computing Constellation" project is part of the Zhijiang Laboratory's efforts to build a space computing system [1] - The project aims to complete the layout of more than 50 computing satellites within this year [1] - The long-term goal is to achieve a scale of around 100 computing satellites by 2027 [1]