本报记者 贺王娟 从"试验探索"走向"生态构建"，我国商业航天正迎来全新发展阶段。作为商业航天全产业链布局者，科 创板上市公司中科星图股份有限公司（以下简称"中科星图"）也迎来了黄金发展期。面对新的机遇，中 科星图将如何利用先发优势抢占市场？ "我们希望在'一体两翼'的战略指导下，未来在商业航天产业中占据重要位置。"中科星图副总裁、商业 航天战略部总经理郝雪涛日前在接受《证券日报》记者专访时表示，"太空计算星座作为产业新的发力 点，还处于起步阶段，对于中科星图而言，太空云计算将会是新的发展机遇，我们希望凭借在太空云星 座领域的自主技术优势，抢占太空算力赛道的有利地位。" 锚定太空算力新航道 太空计算是指将计算资源部署在空间平台上，通过卫星等太空基础设施实现数据的处理、分析和智能决 策，以减少地面依赖、降低信息时延，提升全球信息的获取与处理能力，特别是AI产业的全球服务能 力。 "将算力搬上天，分为集中式和分布式两种思路。"郝雪涛向《证券日报》记者介绍，"集中式是利用太 空中的能源、散热环境等天然优势，建设太空数据中心，将地面的数据处理和AI训练搬上太空，实 现'地数天算'。相较于地面数据中心，太空数据中心具备 ...

本报记者 贺王娟 从技术发展的角度来看，有业内专家认为，目前建设太空算力，还面临多项技术难点，包括能源利用、 高效散热、芯片抗辐射、数据稳定计算以及太空碎片躲避、在轨维护等。 对于国内企业而言，最大的难题还在于卫星发射成本。郝雪涛认为，国内商业航天发展要解决发射成本 问题，从火箭端来看，应集中研发资金投入，重点攻克火箭可回收复用技术，提升火箭发射的运载能 力；从卫星端来看，应形成统一的技术标准，加大卫星批量化生产的能力。同时，也应提升对商业航天 技术试验的容错率，推动产业向市场化方向发展。 从"试验探索"走向"生态构建"，我国商业航天正迎来全新发展阶段。作为商业航天全产业链布局者，科 创板上市公司中科星图股份有限公司（以下简称"中科星图"）也迎来了黄金发展期。面对新的机遇，中 科星图将如何利用先发优势抢占市场？ "我们希望在'一体两翼'的战略指导下，未来在商业航天产业中占据重要位置。"中科星图副总裁、商业 航天战略部总经理郝雪涛日前在接受《证券日报》记者专访时表示，"太空计算星座作为产业新的发力 点，还处于起步阶段，对于中科星图而言，太空云计算将会是新的发展机遇，我们希望凭借在太空云星 座领域的自主技术优势， ...

Core Viewpoint - The company has thoroughly planned and validated the development of specialized commercial satellite constellations, including space computing and sensing constellations, to enhance multi-layer data perception capabilities on Earth [1] Group 1: Company Developments - The company is collaborating with Zhongke Shuguang to build an open and inclusive space computing network [1] - This network aims to create an integrated intelligent computing architecture that covers "user (end) - satellite (edge) - space (cloud) - ground (cloud)" for interconnected resource scheduling and real-time data processing [1] - The company signed a "Cooperation Development Framework Agreement" with Zhongke Shuguang on July 8, 2025, to jointly promote technological innovation and application in advanced computing within the space sector [1] Group 2: Industry Implications - The initiative is expected to connect with national-level computing service platforms, driving innovation and application of "space computing" technologies [1] - The focus on space computing and sensing constellations indicates a strategic move towards enhancing capabilities in data processing and resource management in the aerospace industry [1]

Group 1 - Google CEO Sundar Pichai announced the launch of a project called "Suncatcher" aimed at exploring scalable machine learning computing systems in space [1] - SpaceX, led by Elon Musk, plans to build data centers in space, while Jeff Bezos has indicated that humans will be able to construct gigawatt-level data centers in space within the next 10 to 20 years [1] - The space computing network aims to create a global integrated computing network that extends computing power to remote areas in space and on Earth, facilitating advancements in AI and other cutting-edge technologies [1] Group 2 - Related concept stocks mentioned include Xinjiang Communications Construction and Shunhao Co., Ltd [2]

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to innovate and apply "space computing" technology, enhancing capabilities in various fields such as disaster monitoring, low-altitude tourism, and commercial aerospace [1][2][3]. Group 1: Collaboration Details - Zhongke Shuguang and Zhongke Xingtou signed a cooperation agreement to develop space computing technologies, focusing on space chip research and the construction of an open and inclusive space computing network [1][4]. - The partnership is expected to create a unified cloud computing system that integrates ground and space computing systems over the next three to five years [1][3]. Group 2: Industry Context - The space sector is entering a significant digital and intelligent transformation phase, leading to the emergence of new technologies and scenarios, with "space computing" being a crucial component [2][3]. - Satellites are essential for tasks such as remote sensing, satellite internet, and disaster warning, necessitating a deep integration of "space and computing" to build a new innovation chain [2][3]. Group 3: Technological Development - The two companies plan to jointly develop high-performance, low-power, and highly reliable specialized chips for space computing applications, creating a comprehensive innovation chain from chips to applications [4][5]. - Zhongke Xingtou will provide the requirements for space computing scenarios, while Zhongke Shuguang will leverage its advanced computing expertise to lead chip and system architecture design [4]. Group 4: Broader Impact - The collaboration aims to release the potential of "space computing" by promoting partnerships across various industries, creating replicable and scalable application benchmarks in areas like emergency rescue, meteorology, and agriculture [5][6]. - The initiative will also extend to emerging fields such as low-altitude airspace management and electromagnetic sensing, enhancing capabilities in communication, environmental monitoring, and smart transportation [6][7]. Group 5: Future Prospects - The open and inclusive "space computing network" is expected to expand application scenarios, providing high-speed internet access to remote areas and enabling real-time processing of remote sensing data [7]. - The network will support real-time positioning and path optimization for autonomous vehicles and drones, as well as offer low-cost computing services to commercial aerospace enterprises, further driving the commercialization of the aerospace industry [7].

Core Viewpoint - The collaboration between Zhongke Xingtou and Zhongke Shuguang aims to advance "space computing" technology innovation and application through a framework agreement signed at the "2025 Aerospace Information Conference" [1][3]. Group 1: Collaboration Details - The partnership will focus on developing core technologies, computing power, and data services for the aerospace information industry, supporting the intelligent and three-dimensional development of China's digital economy [3]. - Both companies will work together to create high-performance, low-power, and highly reliable core components for space computing scenarios, promoting full-chain technological innovation from "chip - complete machine - computing network - data - application - ecosystem" [3][4]. - An open and inclusive space computing network will be established, integrating a collaborative intelligent computing architecture that covers "user (end) - satellite (edge) - space-based (cloud) - ground (cloud)" [3][4]. Group 2: Application and Impact - The collaboration will promote a model of "on-orbit intelligent processing + ground deep application," creating replicable and scalable industry application benchmarks across various sectors, including emergency rescue, meteorology, marine, agriculture, and emerging fields like low-altitude airspace management and electromagnetic sensing [4]. - The partnership aims to empower multiple industries such as communication, environmental monitoring, intelligent transportation and navigation, edge computing, and the Internet of Things, unleashing the innovative potential of "aerospace × computing power" [4]. - The closed-loop system will be built using Zhongke Xingtou's aerospace information data resources combined with Zhongke Shuguang's supercomputing center and cloud computing platform [4][6]. Group 3: Company Background - Zhongke Xingtou, established in 2006 and listed on the Shanghai Stock Exchange in July 2020, focuses on the digital earth industry, integrating satellite remote sensing, geographic information, artificial intelligence, and cloud computing [6]. - Zhongke Shuguang, a national high-tech enterprise, specializes in high-end computers, storage, security, and data centers, possessing a complete industrial chain from server hardware to cloud computing services [6].

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou marks a significant step in China's space computing industry, focusing on technological innovation and application in the field of space information [1][3]. Industry Development - The Chinese government emphasizes the growth of future industries, including commercial aerospace and low-altitude economy, as part of national strategies [3]. - The space information industry is recognized as a strategic emerging industry within China's 14th Five-Year Plan [3]. Strategic Value of Space Computing - The global space information industry is rapidly evolving, with significant initiatives like SpaceX's Starlink and the EU's satellite constellation plans [4]. - There is a shift in satellite capabilities from data collection to integrated intelligent computing, leading to the emergence of space computing [4]. Technical Innovations - Traditional satellite data processing faces limitations such as bandwidth and latency issues, while space computing can reduce data transmission by over 90% and processing time from hours to minutes [5]. - The collaboration aims to develop high-performance, low-power components for space computing, focusing on specialized chip design, reliable satellite computing platforms, and integrated network protocols [6]. Ecosystem Development - The partnership will create a comprehensive ecosystem for space computing, involving various stakeholders from chip design to application integration [8]. - By 2030, the space computing market is projected to reach several hundred billion dollars, with significant opportunities for Chinese tech companies [8]. Application and Impact - Space computing will enhance capabilities in emergency response, weather forecasting, and agricultural monitoring, among other sectors [9]. - The initiative aims to address the global digital divide by providing space computing services to underserved populations [10][11].

Core Viewpoint - The collaboration between Zhongke Shuguang and Zhongke Xingtou aims to establish a new ecosystem for China's space computing industry, focusing on innovation and application of space computing technology [2][6]. Group 1: Industry Context - Space computing is emerging as a strategic new technology frontier, with the Chinese government emphasizing the development of future industries, including commercial aerospace and low-altitude economy [5]. - The development of space information industry and satellite internet has been integrated into national strategies, marking a significant digital and intelligent transformation in the aerospace sector [5]. Group 2: Company Profiles - Zhongke Shuguang provides innovative, efficient, and reliable IT products and solutions, holding a leading market share in high-end computing, storage, security, and data center sectors [6]. - Zhongke Xingtou is a leader in space information technology innovation and integrates the commercial aerospace industry chain, developing a comprehensive space information service system [6]. Group 3: Collaboration Details - The signed agreement will lead to joint development of high-performance, low-power, and highly reliable core components for space computing scenarios, promoting full-chain technological innovation [8]. - The collaboration aims to create an integrated intelligent computing architecture that connects users, edge satellites, space-based clouds, and ground clouds for real-time data processing and resource scheduling [8]. Group 4: Global Impact - The partnership seeks to couple computing technology with aerospace scenarios, aiming to provide inclusive space computing services globally, thereby reducing the global computing gap and promoting shared access to space information resources [9].