据悉，与其他地区采取加挂牌子、设立事业单位等模式不同，海珠区人工智能发展局独立履行政府工作 职责，配套专门行政与事业编制，旨在解决人工智能产业发展中可能存在的多头管理、资源分散、战略 协同不足等问题。 广州市海珠区人工智能发展局28日挂牌成立，成为全国首个独立设置、实体化运作、列入党政机构序 列、专责人工智能发展的区级政府工作部门。这为当地系统化、整体性推进"人工智能+"行动提供了体 制机制保障。 "新机构成立后将前瞻性布局以AI超级个体为代表的新质生产力单元，全力引育一批掌握关键核心技术 的龙头企业与专精特新企业。"海珠区人工智能发展局党组书记余丽慧介绍说，围绕时尚设计、低空经 济、智能网联汽车等特色领域，海珠还将开放一批高价值应用场景，以场景创新带动产业及科技创新。 海珠区人工智能发展局成立当天，海珠区还发布了琶洲太空智算中心计划。太空计算是一种将计算能力 部署到太空轨道卫星上的技术，通过卫星及其搭载的智能硬件实现在轨数据处理与协同计算。该太空智 算中心第一阶段计划建成100P规模算力集群，为企业创新研发提供算力底座支撑。（据新华社电） ...

行业研究丨点评报告丨软件与服务 [Table_Title] 国内首个太空计算实验室成立，关注我国太空算 力产业进展 报告要点 丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Summary] 12 月 12 日，上海交通大学与国星宇航举行签约仪式，共同建设国内首个太空计算联合实验室。 此次合作将充分发挥上海交通大学在人工智能等前沿领域的创新优势，以及国星宇航率先完成 AI 智算星座组网的探索优势，致力于打造技术领先、自主可控的太空计算网络，推动形成具有 全球影响力的太空计算产业集群。建议关注：1）卫星制造商以及发射服务提供商；2）耐空间 环境的算力硬件供应商；3）太空算力运营商。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 软件与服务 cjzqdt11111 [Table_Title 国内首个太空计算实验室成立，关注我国太空 2] 算力产业进展 [Table_Summary2] 事件描述 12 月 12 日，上海交通 ...

Core Viewpoint - Shanghai Jiao Tong University and Guoxing Aerospace have signed an agreement to establish the first domestic Space Computing Joint Laboratory, focusing on advanced research in space computing technologies [1][2] Group 1: Collaboration Details - The collaboration aims to leverage Shanghai Jiao Tong University's strengths in artificial intelligence and Guoxing Aerospace's expertise in AI satellite constellation networking [1] - The laboratory will focus on the development of autonomous and controllable space computing chips, robotic satellites, and in-orbit additive manufacturing [1] Group 2: Industrialization and Innovation - The signing ceremony also marked the establishment of Dongfang Tiancan Technology Co., Ltd. as an industrialization platform for the Space Computing Joint Laboratory, aimed at exploring new models for industry-academia-research integration [2] - Shanghai Jiao Tong University has a strong foundation in artificial intelligence and is one of the earliest institutions in China to train talent in this field [2] - Guoxing Aerospace is recognized as a national-level key specialized and innovative "little giant" enterprise, focusing on building space computing infrastructure to serve artificial intelligence [2]

Group 1 - The event "2025 Foreign Investment Institutions Chengdu Tour" was held on December 9, featuring over 40 foreign investment institutions and local enterprises, with 12 high-tech companies presenting their financing needs totaling nearly 1 billion yuan [1][21] - The participating companies span various sectors including biomedicine, satellite communication, artificial intelligence, advanced manufacturing, and new energy, representing the growth status of Chengdu's tech enterprises [3][19] - Chengdu Guoxing Aerospace Technology Co., Ltd. focuses on building AI-enabled space computing infrastructure and offers global services in space computing and AI technology [3] - Chengdu Olin Biotech Co., Ltd. is a national high-tech enterprise specializing in the research, development, production, and commercialization of human vaccines, successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in June 2021 [5] - Chengdu Jin Xin Kang Yang Industry Group Co., Ltd. has been a pioneer in integrating medical and elderly care services in China, focusing on comprehensive urban elderly care solutions [7] Group 2 - Chengdu Boen Medical Robotics Co., Ltd. has developed AI-controlled surgical robots that automate laparoscopic surgeries, achieving multiple industry firsts [8] - Sichuan Zhishan Weixin Biotechnology Co., Ltd. specializes in gene therapy for genetic diseases and aging, being the first in China to have innovative gene drugs for hemophilia and Fabry disease approved for clinical trials, seeking 250-300 million yuan in financing [10] - Chengdu Weijin Bai Ao Biopharmaceutical Technology Co., Ltd. has a unique drug VG712 that can reset the immune system for cancer patients, with a financing demand of 70 million yuan [12] - Chengdu Lu Jia Isotope Technology Co., Ltd. focuses on the innovation and localization of medical isotopes, with a financing requirement of 20 million yuan [14] - Chengdu Wabo Technology Co., Ltd. is developing brain-computer interface technology and aims to target the consumer market, seeking 12 million yuan for 10% equity [16] Group 3 - Chengdu Ximeng Zhijian Technology Co., Ltd. provides one-stop scientific computing and intelligent simulation solutions, enhancing innovation efficiency through AI-driven research [17] - Sichuan Jinding Group Co., Ltd. focuses on the integration of AI and green energy technologies, with a financing need of 50 million yuan for its logistics and mining sectors [19] - The event facilitated in-depth communication between foreign investment institutions and local companies, with several firms expressing interest in establishing connections for future collaboration [21][23] - Chengdu Weijin Bai Ao Biopharmaceutical Technology Co., Ltd. secured a million-level equity investment intention after the roadshow, highlighting the potential of its core project VG712 [25]

Group 1 - The conference highlighted the theme "Space and Sky Integration, Nebula Symbiosis," emphasizing that computing power is a major bottleneck in the development of China's commercial space industry [2] - Experts predict that future global satellite launch plans will reach a scale of tens of thousands, leading to significant data and computing demands due to increasing satellite payloads and resolutions [2][4] - The industry is exploring new models for space computing constellations, shifting from "ground computing" to "space computing," which aims to analyze data in space to improve timeliness [2][3] Group 2 - The harsh conditions of space, such as cosmic radiation and extreme temperatures, pose significant challenges for the reliability of core components, with the cost of equivalent computing power in space being 1000 times that on Earth [3] - Leading companies in the industry, such as Zhongke Shuguang and Zhongke Xingtou, have signed cooperation agreements to develop high-performance, low-power, and highly reliable core components for space computing [4] - The long-term applications of space computing networks are extensive, including providing high-speed internet access to remote areas and enhancing smart city capabilities [5]