以下文章来源于底线思维 ，作者白玉京 底线思维 . 观察者网时评专栏 本文来自微信公众号： 底线思维 ，作者：白玉京，题图来自：视觉中国 当中国航天科技集团正式提出"天工开物"太空资源开发专项，并将"太空挖矿"推上重大专项论证日程 时，这一话题迅速成为国内外热议的焦点。 再联系此前央视新闻展示的太空采矿机器人相关内容，人们第一次以直观画面感受到这一设想的现实 轮廓，震撼感随之被放大：过去只被当作科幻的场景，如今已经被郑重地摆上工程规划桌面，中国显 然是动真格了，准备把科幻一步步变成现实。 太空采矿机器人 很多人对"太空挖矿"的理解，仍停留在去小行星挖矿石、再把金子运回地球的想象中。但中国正在推 进的这套方案，目标远不止于此。它的核心落脚点，在于水冰等关键资源的原位利用，用于支撑深空 探测、长期驻留以及空间基础设施的持续运行；远不是去挖能卖高价的贵金属。 正因如此，这项计划已不再只是概念展示，而是被当成一项现实工程来系统规划和推进。从这个意义 上说，太空挖矿看起来极具科幻色彩，却并不虚幻—— 它并非建立在想象之上，而是建立在深空活 动规模不断放大的现实需求之上。 三轮足三爪足，适应太空微重力环境 灵活的小爪爪 ...

【文/观察者网专栏作者 白玉京】 当中国航天科技集团正式提出"天工开物"太空资源开发专项，并将"太空挖矿"推上重大专项论证日程 时，这一话题迅速成为国内外热议的焦点。 再联系此前央视新闻展示的太空采矿机器人相关内容，人们第一次以直观画面感受到这一设想的现实轮 廓，震撼感随之被放大：过去只被当作科幻的场景，如今已经被郑重地摆上工程规划桌面，中国显然是 动真格了，准备把科幻一步步变成现实。 太空采矿机器人 很多人对"太空挖矿"的理解，仍停留在去小行星挖矿石、再把金子运回地球的想象中。但中国正在推进 的这套方案，目标远不止于此。它的核心落脚点，在于水冰等关键资源的原位利用，用于支撑深空探 测、长期驻留以及空间基础设施的持续运行；远不是去挖能卖高价的贵金属。 三轮足三爪足，适应太空微重力环境 灵活的小爪爪 太空挖矿不是"淘金"而是"降本" 围绕太空挖矿的争议，最大的误会，是把它理解成去小行星"淘金"，把矿石运回地球卖钱。中国航天科 技集团研究发展部部长王巍院士在论文里讨论的重点，其实完全不是这条路。他把太空资源开发的第一 性目标，落在深空活动最昂贵、也最卡脖子的环节——推进剂与补给上。说得直白一点：太空挖矿首先 要解 ...

机械设备 机械设备 2026 年 02 月 01 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% 0% 14% 29% 43% 58% 2025-02 2025-06 2025-10 机械设备 沪深300 相关研究报告 《马斯克表示 2026 年底或 2027 年向 公众出售人形机器人，魔法原子机器 人将首秀春晚—行业周报》-2026.1.25 《聚氨酯 TPU 结构件：防护减震理想 选择，人形机器人量产落地的"安全 垫"—行业周报》-2026.1.18 《新剑传动启动上市辅导，特斯拉供 应链核心资产有望迎来价值重估 — 行业周报》-2026.1.11 太空采矿开启新篇章，人形机器人和商业航天有望双 向奔赴 ——行业周报 孟鹏飞（分析师） 欧阳蕤（分析师） mengpengfei@kysec.cn 证书编号：S0790522060001 ouyangrui@kysec.cn 证书编号：S0790525060002 板块整体回调，情绪冰点重视机器人布局机会 近期人形机器人板块指数在前一周震荡后，本周出现较大幅度下跌，结构上个股 呈现分化。本周（1 月 26 日-1 月 30 日，全文同）沪深 ...

机械设备 机械设备 2026 年 02 月 01 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% 0% 14% 29% 43% 58% 2025-02 2025-06 2025-10 机械设备 沪深300 相关研究报告 《马斯克表示 2026 年底或 2027 年向 公众出售人形机器人，魔法原子机器 人将首秀春晚—行业周报》-2026.1.25 《聚氨酯 TPU 结构件：防护减震理想 选择，人形机器人量产落地的"安全 垫"—行业周报》-2026.1.18 《新剑传动启动上市辅导，特斯拉供 应链核心资产有望迎来价值重估 — 行业周报》-2026.1.11 太空采矿开启新篇章，人形机器人和商业航天有望双 近期人形机器人板块指数在前一周震荡后，本周出现较大幅度下跌，结构上个股 呈现分化。本周（1 月 26 日-1 月 30 日，全文同）沪深 300 指数上涨 0.08%，科 创 50 指数下跌 2.85%；人形机器人行业核心公司指数下跌 8.73%，跑输沪深 300 指数。周涨跌幅榜排名前五的是：绿的谐波（5.92%）、安培龙（4.37%）、北特 科技（3.75%）、三花智控（-5.74%）、汉威 ...

Core Insights - The article emphasizes the innovation in mineral resource exploration technology as a reflection of the need for resources through technology [1][2] - New technologies are becoming crucial for breakthroughs in mineral exploration due to the decreasing availability of shallow mineral deposits and increasing demand for sustainable resources [2] Group 1: Technological Innovations - The Shandong Provincial Geological Bureau's Sixth Geological Team utilizes 3D visualization technology to construct multi-scale models, enabling insights into geological structures up to 3000 meters deep [2] - The "Kaituo No. 2" deep-sea exploration has successfully tested at depths exceeding 4000 meters, collecting numerous samples of polymetallic nodules and crusts, laying the groundwork for future deep-sea mineral resource development [2] - The first space mining robot in China has achieved walking, anchoring, and sampling in a simulated lunar environment, expanding the possibilities for mining resources from near-Earth celestial bodies [2] Group 2: Implications for Resource Development - The new exploration technologies and equipment enhance the efficiency and accuracy of mineral exploration, further promoting the development and utilization of mineral resources [2] - The commitment of geological workers in China to leverage technology for resource acquisition is expected to yield significant results in the new round of mineral exploration strategic actions [2]

Group 1: Event Overview - The 11th China (Shanghai) International Technology Import and Export Fair was held from June 11 to June 13, focusing on "hard technology" and future industries, showcasing nearly a hundred breakthrough achievements in fields like brain-machine interfaces, embodied intelligence, quantum technology, and synthetic biology [1][2] - The event highlighted significant innovations such as the world's first sound tweezers single-cell sorting technology and the debut of self-developed lunar soil fiber technology and equipment, indicating a promising future for the technology industry [1][2] Group 2: Innovations in Lunar Technology - East China University of Science and Technology showcased the "in-situ preparation of lunar soil fiber modular equipment," which is included in China's lunar base construction plan, utilizing lunar soil from the Chang'e 5 mission to create fibers for lunar base construction [2] - The technology aims to convert lunar soil into high-performance fibers, enabling local resource utilization and meeting the material performance needs for lunar base construction [2] Group 3: Advancements in Biotechnology - The Soundpen CB system developed by Oubino Biotechnology employs non-contact, label-free acoustic tweezers to manipulate cells with precision, significantly enhancing experimental efficiency by minimizing cell damage [3] - The event also featured brain-machine interface technologies that allow patients with central nervous system injuries to control exoskeletons for rehabilitation, demonstrating practical applications in hospitals and rehabilitation centers [5][6] Group 4: Robotics and Automation - The fair showcased various robots, including a six-legged robot designed for Antarctic research, which can assist in transporting materials and ensuring safety by detecting cracks in the ice [3][4] - Nanjing University presented a multimodal interactive robot capable of intelligent dialogue and music synchronization, which is already in mass production and available in North America [4] Group 5: 3D Printing in Pharmaceuticals - The company San Diego demonstrated its 3D printing technology for pharmaceuticals, achieving continuous and large-scale production of printed drugs, with an annual capacity of 75 million to 300 million tablets [6] - Lepu Medical introduced the MemoSorb biodegradable occluder series, the first of its kind globally, providing innovative treatment solutions for congenital heart disease and stroke prevention [6]

Group 1 - The 11th China (Shanghai) International Technology Import and Export Fair has commenced, showcasing 258 innovative achievements from 39 universities in the Yangtze River Delta region, including 23 "Double First-Class" universities [2][4] - East China University of Science and Technology presented a mixed reality brain-computer interface system that allows users to control quadruped robots in real-time using lightweight MR headsets and EEG devices [2] - A significant exhibit is the lunar regolith in-situ basalt fiber modular equipment developed by East China University, which successfully produced ultra-fine fibers with diameters of 10 to 20 micrometers, simulating lunar conditions [2] Group 2 - China University of Mining and Technology showcased a space mining robot inspired by the movement mechanisms of insects and origami, designed for asteroid exploration [3] - Southeast University introduced the "Kuanpeng No. 1," a distributed electric flying car capable of seamless transitions between ground and aerial travel, with a maximum takeoff weight of 500 kg and a flight endurance of over 20 minutes [3] - Shanghai Ocean University presented intelligent soft-bodied bionic fish, which are fully domestically produced and designed for underwater fish monitoring and interaction, meeting various operational demands [3]

Core Viewpoint - The development of space mining technology, exemplified by China's first space mining robot, highlights the growing interest in extraterrestrial resource extraction to address potential resource depletion on Earth [1][2]. Group 1: Reasons for Space Mining - Space mining aims to acquire extraterrestrial resources to mitigate the potential depletion of Earth's mineral resources [2]. - The Moon and asteroids in the solar system are rich in resources, including Helium-3, thorium, rare earth elements, and various metals, which are scarce on Earth [2][3]. - Near-Earth asteroids are particularly attractive due to their concentrated resources and lower technical barriers for extraction [2]. Group 2: Challenges in Space Mining - Space mining presents significant challenges, including operating in microgravity environments, which complicates the stability and efficiency of traditional mining equipment [4][5]. - Other challenges include resource utilization technology, extreme radiation, deep space communication, energy supply, and transportation logistics [4][5]. - The high fuel costs associated with transporting mined resources back to Earth and the need for sustainable energy sources for long-term missions are critical hurdles [5]. Group 3: Current Research and Future Prospects - Research in space mining is still in its early stages, focusing on resource exploration, drilling technology, and in-situ resource utilization [6]. - International efforts are advancing in areas such as autonomous robotics, efficient energy systems, and materials technology, with successful tests conducted by countries like Japan and the USA [6]. - The long-term vision for space mining includes supporting the establishment of lunar and Martian bases and fostering a space economy [6][8]. Group 4: Future of Space Mining Robots - Future space mining robots are envisioned to be fully autonomous "space factories" with self-repair capabilities and adaptability across celestial bodies, relying on advancements in AI, materials science, and energy technology [6][7].