国泰海通2026春季策略会 世代新能源 3月26日-深圳市福田区智格里拉大酒店 U 国泰海通 595-04-229 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 会议亮点 Z 世代新能源分会场联合军工、通信团队、燃动新质生产力,聚焦 核聚变终极能源探索、商业航天空天能源布局,解锁固态电池产业 新突破,联动 AIDC 算力能源协同,畅想Z世代新能源。 议程安排 | ● 13:30-14:30 商业航天：火箭、卫星 | | --- | | 特邀嘉宾 | | ● 14:30-15:30 商业航天与科研院所协同 | | 特邀嘉宾 | | ● 15:30-16:30 商业航天：相控阵雷达&卫星激光通信 | | 特邀嘉宾 | | ● 16:30-17:30 商业航天：大空算力 | 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请 ...

Group 1 - The core product "Golden Memo Library" is developed by Caixin News to provide comprehensive market and industry insights, along with professional analysis and interpretation [1] - The focus is on capturing the latest investment opportunities through real-time reporting by frontline journalists, professional organization by senior editors, and in-depth interviews with industry experts [1] Group 2 - Satellite data transmission capabilities have significantly improved, with Blue Origin's satellite laser communication transmission rate reaching 6 Tbps, which is much higher than existing satellites [1] - Space anti-jamming is crucial for the stable and safe operation of space systems, with an anti-jamming system valued at several million RMB; a specific company is a key supplier of anti-jamming equipment for the Aerospace Science and Technology Corporation [1] - One of the core technologies for anti-jamming is array antennas, which can suppress interference signals from specific directions; a domestic company is leading in this product area [1]

Core Insights - The "Trinity Computing Constellation" has successfully launched and is operational, enhancing satellite data processing efficiency through inter-satellite communication and advanced AI applications [1][2][3] Group 1: Satellite Operations - The "Trinity Computing Constellation" consists of 12 operational satellites that have been in orbit for over six months, with plans for a full constellation of 12 satellites to achieve complete interconnectivity [1] - The constellation has achieved "Earth-Space Networking" and is currently working on "Six-Star Networking" to enhance data processing capabilities [1] Group 2: Data Processing Efficiency - Traditional satellite operations had low efficiency, with less than 10% of effective satellite data returned to Earth; the new system allows for data processing in space, significantly improving efficiency to minutes or even seconds [2] - Seven models, including astronomical, meteorological, and road detection models, are currently being tested in space, promising substantial improvements in efficiency and accuracy for smart cities and environmental management [2] Group 3: Advanced Communication Technologies - The constellation supports laser communication, which can enhance data transmission rates by 10 to 100 times compared to traditional microwave methods, enabling real-time data processing and transmission back to Earth [3] - The "Trinity Computing Constellation" includes 24 laser communication terminals on its first satellite, facilitating in-orbit networking and computation [3] Group 4: Future Developments - Plans are in place to collaborate with multiple satellite companies to deploy over 50 additional computing satellites by 2026, further advancing the application of AI in space [3] - The initiative reflects a shift in China's AI industry from "technology catching up" to "model innovation," indicating a synchronization of technological breakthroughs with societal needs [3]

Group 1 - The company, Changxin Bochuang (300548.SZ), has stated that it is currently not involved in the field of satellite laser communication [1]