当火箭升空时,整个海滩爆发出热烈的欢呼声和掌声。来自济南的摄影爱好者张先生一边快速按动快门, 一边激动地说:"这是我今年在日照拍的第三次发射,每次都有不同的美。" 本次发射的捷龙三号遥八运载火箭搭载了12颗吉利星座卫星,采用一箭十二星的方式成功将卫星送入预 定轨道,此次发射标志着吉利星座一期组网正式完成,实现除南北极外全球覆盖的实时通信能力。 捷龙三号作为中国商业航天领域的"明星箭型",500公里太阳同步轨道运载能力达1.5吨,迄今八次海上发 射全部成功。 文/片 记者 张宏磊 邹慧 张倩 日照报道 9月24日下午,海天之间,火箭尾焰划破长空,日照再次成为航天爱好者瞩目的焦点。捷龙三号运载火箭成 功将吉利星座06组卫星发射升空,卫星顺利进入预定轨道,发射任务获得圆满成功。 临近国庆假期,日照这座美丽的海滨城市,市民、游客、"航天迷"一起因火箭和卫星发射让爱国情怀在海 天间升腾。 秋日午后,日照灯塔广场景区附近的海滩上人头攒动。尽管离发射还有两个多小时,最佳观测点早已被三 脚架和相机占据。来自全国各地的航天爱好者、游客和市民,或坐或立,所有人的目光都投向远方的海上 发射平台。 15时56分,倒计时结束。"点火" ...

本报讯（记者刘苏雅）昨天15时56分，我国太原卫星发射中心在山东日照附近海域使用捷龙三号运载火 箭，成功将吉利星座06组卫星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。 2022年至2025年，通过连续6次成功发射，吉利星座一期组网部署完成。截至目前，连同前序轨道面级 部署的试验星在内，64颗卫星在轨可靠性100%，网络可靠性100%，已实现除南北极外，全球地表任一 地点实时通信覆盖，具备为用户提供卫星物联网通信的全球服务能力。 卫星物联通信服务的用户资费仅为传统卫星通信的百分之一，吉利星座在南北纬60度区域内，可实现一 至两重卫星通信实时覆盖，支持全球2000万用户，具备每天3.4亿次通信能力。 ...

9月24日下午，海天之间，火箭尾焰划破长空，日照再次成为航天爱好者瞩目的焦点。捷龙三号运载火 箭成功将吉利星座06组卫星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。 临近国庆假期，日照这座美丽的海滨城市，市民、游客、"航天迷"一起因火箭和卫星发射让爱国情怀在 海天间升腾。 日照近海再次完成火箭发射 吉利星座06组卫星升空 齐鲁晚报·齐鲁壹点记者 张宏磊 邹慧 张倩 这一系列发射始于2024年5月29日16时12分，谷神星一号海射型遥二运载火箭成功将"天启星座"25星-28 星送入太空。随后在2024年12月19日18时18分，谷神星一号海射型遥四运载火箭再次发射"天启星座"33 星-36星。 2025年，日照海域的发射活动更加密集。5月19日15时38分，谷神星一号海射型遥五运载火箭执行"天启 星座"05组卫星发射任务；8月9日00时31分，捷龙三号遥六运载火箭成功发射吉利星座04组卫星；9月9 日03时48分，捷龙三号遥七运载火箭将吉利星座05组卫星送入太空。 这六次发射涵盖了通信、物联网、遥感观测等多个技术领域。其中"天启星座"作为中国低轨卫星物联网 星座，可广泛应用于自然环境监测、应急通信、电 ...

初秋午后，阳光洒在灯塔广场海域，数千名市民与游客早早聚集在海岸线最佳观测点。尽管不是夜间发射，但火箭升空瞬间的壮观景象同样令人震撼。随 着点火指令下达，捷龙三号喷薄而出，在湛蓝晴空划出壮美弧线，白色尾烟与蓝色海天形成鲜明对比，引发岸边阵阵欢呼。 本次发射是捷龙三号火箭今年在日照海域的第四次任务，也是吉利星座在一个半月内的第三次组网发射。此次成功入轨的12颗卫星，使吉利星座在轨卫星 数量增至64颗，将为极氪、领克等品牌车型提供高精定位、卫星通信及自动驾驶支持，实现"永不失联"的出行体验。 作为中国商业航天领域的"明星箭型"，捷龙三号运载火箭由中国运载火箭技术研究院抓总研制，500公里太阳同步轨道运载能力达1.5吨，迄今八次海上发 射全部成功。本次任务继续由山东海上商业航天发射服务有限公司提供全流程保障。 随着此次发射成功，日照作为全国少数可近距离观看火箭发射的城市，已成功完成本年度第六次海上发射任务，"航天+文旅"产业新模式正加速成型，为 中国商业航天发展注入持续动力。 转自：大众报业·齐鲁壹点 齐鲁晚报·齐鲁壹点 邹慧 9月24日15时56分，我国太原卫星发射中心在山东日照附近海域使用捷龙三号运载火箭，成功将 ...

Group 1: Trade and Economic Growth - In the first eight months of 2025, Shandong's import and export reached 2.32 trillion yuan, a year-on-year increase of 5.8% [1] - Exports amounted to 1.42 trillion yuan, growing by 5.4%, while imports were 904.62 billion yuan, increasing by 6.4% [1] - Shandong ranked first in import and export growth among the top five foreign trade provinces in China [1] Group 2: Employment Stability Measures - Shandong introduced 13 measures to enhance employment stability, including social security subsidies and skill training [2] - For eligible small and medium-sized enterprises, a subsidy of 25% of individual social security contributions will be provided [2] - The unemployment insurance rebate for large enterprises will be raised to 50% of their previous year's contributions, while for small and medium-sized enterprises, it will be 90% [2] Group 3: Marine Economy and AI Integration - The 2025 Marine Cooperation Development Forum was held in Qingdao, focusing on the integration of marine and AI technologies [3] - The establishment of the Qingdao Marine AI Big Model Industry Alliance includes 70 member units, aiming to enhance marine technology innovation [3] - An "AI + Marine" industry map was released, outlining eight industry demand maps to support the transformation of traditional marine industries [3] Group 4: Renewable Energy Pricing - Shandong's 2025 renewable energy mechanism price bidding results showed wind power selected volume at 5.967 billion kWh with a bid price of 0.319 yuan/kWh, and solar power at 1.248 billion kWh with a bid price of 0.225 yuan/kWh [4] - The total scale of the bidding was 9.467 billion kWh, with 1,200 projects selected from over 3,000 participants [4] - As of July 2023, Shandong had a total renewable energy installed capacity of 119 million kW, leading the nation in solar power capacity [4] Group 5: Commercial Space Launches - The Jielong-3 Yao-7 rocket successfully launched from the sea near Shandong, delivering 11 satellites into orbit [5] - This launch was the second in a month for the Jielong-3 rocket, demonstrating its rapid response capability for commercial launches [5] - Shandong has established a robust sea launch support system, having successfully completed 18 sea launch missions [5]

Core Viewpoint - The successful launch of the Jielong-3 Yao-7 rocket from the Dongfang Spaceport marks China's 18th maritime launch, demonstrating the growing efficiency and capability of the country's commercial space industry [2][8]. Group 1: Launch Achievements - The Jielong-3 Yao-7 rocket successfully placed 11 satellites into orbit, contributing to a total of 115 satellites launched from the Dongfang Spaceport [2]. - The Dongfang Spaceport achieved a record of "one month, multiple launches" with consecutive launches in August and September [2]. Group 2: Efficiency Improvements - The launch team optimized the rocket's measurement and launch control processes, enhancing automation and efficiency while improving safety and cost-effectiveness [3][6]. - The preparation time for maritime launches has been reduced by half, with the entire operational process taking only 17.5 hours [4]. Group 3: Economic and Strategic Implications - Shortened preparation times indicate increased precision and efficiency in launch procedures, moving closer to the goals of "multiple launches at once" and "weekly launches" [5]. - The reduction in time also leads to lower economic costs, paving the way for more frequent commercial maritime launches [6]. Group 4: Integrated Industry Chain - The Dongfang Spaceport has established a comprehensive industry chain, connecting rocket assembly, testing, and launch facilities within a 15-minute drive [7]. - The local assembly of various rocket models and the establishment of satellite operations in Shandong enhance the region's commercial space capabilities [7]. Group 5: Future Prospects - With the maturation of rocket launch technology, the frequency of maritime launches is expected to increase significantly, with plans for multiple launches of different rocket types within the year [8].

Core Viewpoint - The article outlines significant events in the commercial space sector in both China and the United States since 2025, highlighting advancements, launch plans, and collaborations in the industry [4]. Group 1: China's Commercial Space Milestones - On January 25, 2025, the second phase of the Hainan commercial space launch site began construction, with plans for new liquid rocket launch pads capable of at least 32 launches per year per pad [5]. - The first successful mission from the Hainan launch site occurred on March 12, 2025, marking the operational status of China's first commercial space launch site [5]. - The fifth batch of satellites for the Qianfan constellation was launched on March 12, 2025, deploying 18 satellites in a single launch [5]. - The "Hainan Free Trade Port Satellite Constellation" project was officially launched on April 24, 2025, with a completion target within three years [5]. - On May 14, 2025, the world's first space computing constellation was launched, with 12 satellites sent into orbit by the Long March 2D rocket [5]. - The first batch of low Earth orbit satellites for the "Hainan Free Trade Port" was successfully launched on July 30 and August 4, 2025 [6]. - By October 2025, the Jili constellation is expected to have 64 satellites in orbit, forming a global satellite IoT communication network [7]. Group 2: United States Commercial Space Milestones - On February 5, 2025, Maxar Intelligence launched two Earth observation satellites, marking the deployment of the first batch of the "WorldView Legion" satellite constellation [9]. - Firefly's "Blue Ghost" lunar lander successfully soft-landed on March 2, 2025, making it the first commercial company to achieve a complete lunar landing [9]. - NASA awarded contracts worth $278.5 million to six companies, including SpaceX and Viasat, on April 21, 2025, to develop near-Earth orbit satellite communication services [9]. - On July 17, 2025, the U.S. Space Force released principles for resource allocation, indicating a shift towards opening government resources to the commercial sector [10]. - Firefly Aerospace went public on August 7, 2025, with a valuation exceeding $7 billion [10].

Core Insights - The successful launch of the "Jili Galaxy" painted Jielong-3 rocket on August 9, 2023, marked the deployment of the fourth satellite in the Jili constellation, which includes the "Qianli Haohan" satellite [2] - The Jili constellation, developed by Jili's subsidiary, focuses on building a global low-orbit satellite communication system for various applications, including smart connectivity, marine fisheries, and emergency communications [2][3] - Jili has strategically invested in the satellite industry, becoming the second global automaker after Tesla to develop both vehicles and satellites, initiating the Jili Future Mobility Constellation project [3] Industry Developments - During the Winter Asian Games, Jili's low-orbit satellites provided essential communication support for vehicle management, enhancing safety and operational efficiency [3] - The Jili constellation aims to expand its satellite communication services in emerging markets with weak communication infrastructure, establishing partnerships with telecom operators in over 20 countries [3][4] - The planned increase of in-orbit satellites to 64 within two months will enable global seamless coverage, excluding the polar regions, facilitating advanced autonomous driving technologies [4]

Investment Rating - The report maintains an "Accumulate" rating for the defense and military industry [5] Core Views - The report is optimistic about the gradual improvement of fundamentals and the upward trend in new domains and new quality combat capabilities, particularly in satellite internet construction [8][24] - The defense index has risen by 24.04% since May 6, driven by military trade and parade sentiments, indicating strong market performance [8][23] Summary by Sections Industry Overview - The defense and military industry comprises 143 listed companies with a total market value of 30,365.12 billion and a circulating market value of 25,995.20 billion [2] Market Performance - The defense and military index increased by 5.93% this week, outperforming other major indices [7][37] - The current PE(TTM) for the defense and military sector is 75.6 times, with sub-sectors showing varying valuations [7][43] Key Improvement Tracks - **Missile and Military Electronics**: Anticipated growth in demand for precision-guided munitions is expected to lead to a surge in military electronics orders starting from Q4 2024 [8][23] - **Aerospace Engine Supply Chain**: Recovery in military engine procurement and improvements in profitability are expected due to new model introductions and maintenance business growth [9][10][23] Focus Areas for Development - **New Generation Manned and Unmanned Aircraft**: The J-35 is expected to drive a new wave of growth in the aerospace supply chain [11][23] - **Satellite Internet**: The successful launch of the seventh batch of satellites for the GW constellation marks significant progress in satellite internet capabilities [12][24] - **Commercial Space Industry**: The report highlights the acceleration of commercial space activities, with plans for significant satellite launches in 2025 [14][24] Suggested Companies to Watch - **Missile and Military Electronics**: Companies like Zhenhua Technology, Hongyuan Electronics, and Torch Electronics are highlighted [19][25] - **Aerospace Engines**: Focus on Aviation Power and its supporting companies [26] - **New Generation Unmanned Aircraft**: Companies such as AVIC Shenyang Aircraft and AVIC Chengfei are recommended [27] Key Developments - **Nuclear Fusion**: The "Spark One" project aims to complete construction by the end of 2029, with a goal to demonstrate power generation by 2030 [15][28] - **Low-altitude Economy**: The successful flight of a 2-ton eVTOL for offshore oil platform logistics marks a significant milestone [16][29]

Group 1 - The U.S. government has begun issuing H20 chip licenses to Nvidia after a delay, following a meeting between Nvidia's CEO Jensen Huang and President Trump [2] - The global industrial robot market is facing challenges, with a 3% decline in new installations last year, totaling approximately 523,000 units. However, China is expected to see a 5% increase in new installations in 2024, raising its global market share from 51% in 2023 to 54% [2][3] - Geely's satellite constellation project aims to deploy 64 satellites within the next two months, achieving global coverage for satellite IoT communication, with a total of 41 satellites already in orbit [4] Group 2 - Zhongchuang Innovation and GAC High Domain have signed a strategic cooperation agreement in the eVTOL sector, focusing on the standardization of power products. The GOVY AirCab, equipped with a high-energy battery from Zhongchuang Innovation, is currently in the certification phase and is expected to enter mass production in the second half of 2026 [4]