格隆汇12月26日丨信息发展(300469.SZ)在投资者互动平台表示，商业航天作为国家战略性新兴产业， 是指以市场为主导、具有商业盈利模式的航天活动，其核心目的在于通过市场化方式推动航天技术研发 与服务的广泛应用。公司长期以来在北斗、大数据、区块链、人工智能等前沿技术领域进行了深耕，这 些技术不仅适用于智慧交通、智慧城市等地面应用场景，同时也具有空天信息产业所需的高精度定位、 数据处理和智能分析能力。北斗精准定位技术和数据处理平台可以在空天信息的采集、传输、分析等方 面发挥重要作用，为卫星导航、空间测绘、无人机遥感等空天信息领域提供支持。公司的技术可以实现 厘米级的定位精度，适用于复杂环境下的空天信息采集和处理。此外，公司的大数据分析技术也能够对 大量的空天数据进行实时分析和智能处理，从而为空天信息产业提供全方位的技术支持。公司目前暂无 相关合作。 ...

Group 1 - The core viewpoint of the article is that the commercial aerospace industry is entering a new era due to national policy support and technological breakthroughs [1] - The commercial aerospace industry encompasses key segments including remote sensing and its applications, satellite measurement and control systems, CAE simulation/satellite testing, interstellar transmission processing modules, communication modules, and data processing platforms [1] - There is a focus on expanding new scenarios, particularly in space computing power [1] Group 2 - The report suggests that the current development of commercial aerospace is characterized by a resonance cycle between state-owned enterprises and private companies [1] - It is recommended to pay attention to state-owned enterprises such as Electric Science and Technology, electronics, and aerospace sectors, as well as companies that support private enterprises like Blue Arrow and Galaxy Aerospace [1]

Core Viewpoint - The commercial aerospace industry is expected to enter a new era driven by national policy support and technological breakthroughs, with a focus on various segments including remote sensing, satellite control systems, and space computing capabilities [1] Group 1: Industry Development - The goal of building a strong aerospace nation accelerates the development of the commercial aerospace industry, with China emphasizing the creation of a globally covered, efficient communication, navigation, and remote sensing infrastructure during the 14th Five-Year Plan [1] - The Chinese government is expected to evolve its policy support for commercial aerospace from infrastructure construction and market cultivation to rule-making and guiding exploration in frontier fields by the 15th Five-Year Plan [1] - The establishment of the Commercial Aerospace Department by the National Space Administration in November 2025 aims to enhance the scale, ecological collaboration, and safety regulation of the commercial aerospace industry by 2027 [1] Group 2: Information Technology in Aerospace - The remote sensing industry is a major area of development within commercial aerospace due to its wide application scenarios and direct economic value [2] - The demand for satellite intelligent flight control technology is expected to increase significantly as low-orbit satellite constellations become more densely deployed, ensuring the safe and efficient operation of the industry [2] - CAE technology plays a crucial role throughout the lifecycle of satellites, rockets, and probes, particularly in the design and testing phases [2] Group 3: New Application Scenarios - Space computing is anticipated to become a new application scenario, complementing ground computing, with Elon Musk proposing a 100 GW space AI data center as a cost-effective solution for large-scale AI operations [3] - Google's Project Suncatcher aims to launch satellites equipped with TPUs for on-orbit experiments, addressing challenges related to power consumption, land resources, and cooling in large-scale ground computing centers [3]

Group 1 - The mayor emphasizes the importance of enhancing resource development and utilization, promoting compliant and efficient circulation of data resources, and exploring paths for data elementization, resourceization, and assetization [1] - Integer Intelligent Information Technology (Hangzhou) provides professional intelligent data engineering platforms and data set construction services for the AI industry, with applications in smart driving and smart healthcare [1] - The mayor encourages companies to focus on cutting-edge fields, quickly address market demands, accelerate key technology breakthroughs, and diversify application scenarios to drive development in the industry [1] Group 2 - Hangzhou Jinglian Cultural Technology Company builds a self-developed data processing platform, creating a "data kitchen" model to provide high-quality data products for large model manufacturers [2] - Zhejiang Fulian Technology Company is one of the first enterprises in the "reform sandbox" for data elements, with products applied in financial fraud prevention and power operation [2] - The mayor highlights the need for leading enterprises to leverage their technological advantages, continuously innovate and optimize data service products, and explore new models and scenarios for data asset operation and circulation [2] Group 3 - Hangzhou Data Exchange focuses on a compliance system, infrastructure, application scenarios, and ecological construction to explore a compliant transformation path from data resourceization to data value realization [3] - The mayor stresses the importance of top-level design, focusing on key aspects of data resourceization, and enhancing data mining and utilization capabilities [3] - There is a call to strengthen the data element industry ecosystem, innovate systems and mechanisms for data resourceization, productization, and assetization, and promote compliant and orderly data flow [3]

Group 1 - The core event is the signing of seven low-altitude projects with a total investment of approximately 430 million yuan, aimed at enhancing the low-altitude economy and cultural tourism integration in Chongqing [1][3] - The projects include strategic cooperation, aviation training, flight camps, and digital economy demonstrations, contributing to the economic growth and job creation in the region [3][4] - Specific projects include a 10 million yuan investment in an aviation training base, which will create at least 200 jobs, and other projects with investments of 100 million, 120 million, and approximately 180 million yuan, covering various sectors from infrastructure to high-end technology [3] Group 2 - Chongqing is one of the first cities in China to pilot low-altitude reforms, continuously promoting the deep integration of low-altitude economy and cultural tourism consumption [4] - Future plans include further deepening reforms in the low-altitude sector, expanding consumption scenarios, and enhancing service capabilities to provide a safer and more efficient low-altitude experience for citizens and tourists [4]