（原标题：中科星图(688568.SH)：已深入论证规划了太空算力星座、太空感知星座等特色商业卫星星 座） 格隆汇12月9日丨中科星图(688568.SH)在互动平台表示，公司已深入论证规划了太空算力星座、太空感 知星座等特色商业卫星星座，夯实地球多圈层数据感知能力。公司与中科曙光将合作建设开放普惠的太 空算网。该算网将构建覆盖"用户（端）-星上（边缘）-天基（云）-地基（云）"的"天地一体化"协同智 能计算架构，以实现算力资源的互联调度与数据实时处理，并接入国家级算力服务平台，共同推动"太 空计算"技术创新与应用落地。2025年7月8日，公司与中科曙光签署《合作开发框架协议》，以共同推 进先进计算在太空领域的技术创新、应用落地、产业发展。 fund ...

推进新型基础设施建设，要聚焦集约高效与自主可控。超前不是盲目扩张，各方要优化空间布局，推动 形成天地协同、全国一体的算力网络，避免重复建设。同时，各方要精准把握技术演进方向，以新一轮 科技革命和产业变革为导向，聚焦基础性、战略性、引领性的重大项目进行前瞻布局，围绕航天系统、 核心软件等关键环节，强化创新链与产业链融合，筑牢安全底座。 推进新型基础设施建设，要求各方不仅要"建好"，更要"用好"，不断探索太空算力、天地协同、AI+等 融合应用场景，催生新产业、新业态、新模式。 因此，适度超前推进新型基础设施建设，不仅关乎我国在全球竞争中的主动权，也事关产业链的韧性与 升级。笔者认为，各方需将这种前瞻视野转化为切实行动，在布局思维、资源配置与创新突破上协同发 力，牢牢掌握未来发展的主动权。 推进新型基础设施建设，要树立"算大账、算长远账、算整体账"的战略思维。这类项目投资规模大、回 报周期长，其效益更多体现在产业赋能、社会效率提升等层面。各方需要保持战略定力，敢于在关键领 域前瞻投入，勇于承担探索阶段的必要成本。 ■贾丽 近日，北京提出拟在700公里至800公里晨昏轨道建设运营超过千兆瓦(GW)功率的集中式大型数据 ...

Core Insights - Zhongke Xingtou Co., Ltd. reported a strong performance in the first half of 2025, with revenue of 1.348 billion yuan, a year-on-year increase of 22.03%, and a net profit of 78 million yuan, up 22.82% [1] - The company's "one body, two wings" strategy, focusing on geographic information as the foundation and commercial aerospace and low-altitude economy as the wings, has shown significant growth, particularly in the emerging sectors of low-altitude economy and commercial aerospace [1][2] Financial Performance - The company achieved an operating profit of 124 million yuan, reflecting a 42.67% increase year-on-year [1] - The low-altitude economy segment generated 64 million yuan in revenue, accounting for 4.73% of total revenue, while the commercial aerospace segment brought in 193 million yuan, representing 14.34% of total revenue and a remarkable growth of 137.51% [1] Business Segments - The geographic information segment remains the largest, contributing 1.091 billion yuan, or 80.93% of total revenue, with a growth of 6.60% [1] - The low-altitude economy has seen a breakthrough, establishing a comprehensive product system that spans planning, safety assurance, collaborative regulation, flight services, and application scenarios [2] Industry Trends - The low-altitude economy is rapidly developing, with over 60 provinces and cities in China releasing action plans to promote its growth, indicating a significant market potential [2] - The commercial aerospace sector is also maturing, with the company planning to expand its capabilities in satellite constellation construction and operation, as well as satellite application services [3] Strategic Initiatives - Zhongke Xingtou is integrating over 10 subsidiaries to enhance its collaborative advantages and accelerate the implementation of diversified low-altitude applications [3] - The company is also focusing on building a comprehensive ground station network for satellite control and communication, enhancing its competitive edge in the aerospace measurement and control sector [4] Market Opportunities - Recent government policies are expected to boost the satellite communication industry, supporting the development of low-orbit satellite internet and fostering innovation across the industry chain [5] - The commercial aerospace industry is entering a critical phase of technological breakthroughs and scale expansion, driven by policy support, technological innovation, and capital investment [5] Technological Capabilities - Zhongke Xingtou is enhancing its technological capabilities by building a space-based and ground-based service system that integrates data, computing, and applications [6] - The company has established a "data engineering" service capability that covers global observation networks and has aggregated satellite data resources from over 350 satellites [6][7] Data and Computing Resources - The company has developed a comprehensive data foundation for low-altitude flight services, integrating various core datasets to support urban low-altitude operations [7] - Zhongke Xingtou has built a digital earth supercomputer and established connections with national-level computing nodes to enhance its computational capabilities [7]