·《国家航天局推进商业航天高质量安全发展行动计划（2025—2027年）》印发到2027年基本实现商业 航天高质量发展 ·国家数据局：支持数据交易所探索建立全链条服务体系 ·乌克兰原则同意美国提出的和平协议俄方表示不排除俄美就和平计划接触可能性 ·国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025—2027年）》，其中提 出，到2027年，商业航天产业生态高效协同，科研生产安全有序，产业规模显著壮大，创新创造活力显 著增强，资源能力实现统筹建设和高效利用，行业治理能力显著提升，基本实现商业航天高质量发展。 （新华财经） ·商务部25日发布公告，公布再次延长对进口牛肉保障措施调查期限的决定。公告称，根据《中华人民 共和国保障措施条例》的规定，2024年12月27日，商务部发布2024年第60号公告，决定对进口牛肉进行 保障措施立案调查。2025年8月6日，商务部发布2025年第38号公告，决定将本案的调查期限延长至2025 年11月26日。鉴于本案情况复杂，商务部决定将本案的调查期限再次延长至2026年1月26日。（新华 社） ·国家数据局25日表示，支持数据交易所（中心）加快探索建立数据流 ...

【重点关注】 ·商务部：再次延长对进口牛肉保障措施调查期限 ·10月民航运输规模增势良好国际客货运量同比增速均超20% ·国家能源局：1—10月全国电力市场交易电量同比增长7.9% 【国内要闻】 ·商务部公布再次延长对进口牛肉保障措施调查期限的决定，根据《中华人民共和国保障措施条例》的 规定，2024年12月27日，商务部发布2024年第60号公告，决定对进口牛肉进行保障措施立案调查。2025 年8月6日，商务部发布2025年第38号公告，决定将本案的调查期限延长至2025年11月26日。鉴于本案情 况复杂，商务部决定将本案的调查期限再次延长至2026年1月26日。 ·国家能源局发布数据显示，今年前10个月，我国共计核发绿证24.78亿个，其中可交易绿证15.92亿个。 10月当月核发绿证3.70亿个，涉及可再生能源发电项目37.41万个。 ·据中国民航报消息，记者从民航局了解到，10月，我国民航运输规模增势良好，共完成运输总周转量 146.0亿吨公里、旅客运输量6783.5万人次、货邮运输量91.7万吨，分别同比增长10.8%、5.8%、13.4%。 国际航线旅客运输量、货邮运输量同比增速均超过20%，货邮 ...

美国航天局商业载人航天计划主管史蒂夫·斯蒂克表示，美国航天局和波音正在继续对"星际客机"飞船 的推进系统进行严格测试，为明年可能执行的两次飞行做准备。这名官员表示，此次合同调整旨在确保 双方对未来任务的规划与国际空间站运营至2030年的需求保持一致。 美国宇航员威尔莫尔和威廉姆斯去年6月搭乘波音"星际客机"飞赴国际空间站，执行该飞船首次载人试 飞任务，但因飞船推进系统故障在空间站滞留超过9个月。威尔莫尔在今年3月底举行的返回地球后首次 记者会上表示，对于"星际客机"首次载人试飞失败，自己、波音公司和美国航天局都有责任。（完） 公报介绍，下一次的"星际客机-1"任务将不载人飞行，用于向空间站运送物资并验证系统升级。此次任 务最早于2026年4月执行，在成功完成该任务后，"星际客机"还将最多执行3次载人轮换任务。 新华社洛杉矶11月24日电 美国航天局24日发布公报说，该机构与美国波音公司已同意调整双方的商业 载人运输合同，将"星际客机"飞往国际空间站的任务次数从6次减至4次。 美国航天局和波音公司于2014年签署一项商业载人运输合同，使用波音"星际客机"飞船执行往返空间站 的宇航员运输任务。原合同中包含最多6次 ...

Group 1 - President Trump denies rumors of undermining Elon Musk's businesses, expressing hope for their success [1] - Recent tensions between Trump and Musk have arisen over tax and spending legislation, leading to public disputes [2] - Tesla's Q2 revenue decreased by 12% year-over-year, with net profit down 16%, attributed to reduced government support for electric vehicle manufacturers [2] Group 2 - Following the breakdown in relations, the Trump administration is reviewing contracts between Musk's SpaceX and federal agencies [2] - Trump suggested that terminating contracts with Musk's companies could be a way to save federal spending [2] - Musk argues that SpaceX's competitive pricing and quality service are essential for NASA contracts, which would be significantly more expensive if awarded to other companies [2]

Group 1 - The core issue is the U.S. government's and NASA's urgent search for alternatives to SpaceX due to the recent conflict between President Trump and Elon Musk, which has raised concerns about the dependency on SpaceX for U.S. space missions [1][3] - Following the fallout, Trump threatened to cancel SpaceX's government contracts, while Musk responded by threatening to retire the Dragon spacecraft, indicating a volatile relationship that poses risks to NASA's operations [3] - SpaceX currently dominates U.S. space launches, having conducted 134 orbital launches last year, which is more than the total of all other companies combined, and is projected to account for 84% of the global satellite launches in 2024 [3][4] Group 2 - The U.S. government and NASA have reached out to at least three commercial space companies—Rocket Lab, Stoke Space, and Blue Origin—to assess their rocket development progress and potential launch capabilities for government missions [3] - However, these companies' launch capabilities are still in the early stages and cannot match the reliability and cost-effectiveness of SpaceX's reusable rockets, making SpaceX the only viable option for high-value military launches [4] - SpaceX's Crew Dragon spacecraft is currently the only vehicle capable of transporting astronauts to the International Space Station, filling a critical gap since the retirement of the Space Shuttle in 2011 [5]

Core Viewpoint - The relationship between President Trump and billionaire Elon Musk has soured, leading to threats regarding SpaceX's government contracts and the potential retirement of the Dragon spacecraft, raising concerns within NASA and the Pentagon about reliance on SpaceX for critical missions [1][2][4]. Group 1: Government Dependence on SpaceX - The U.S. government heavily relies on SpaceX for key tasks, including transporting personnel and cargo to the International Space Station (ISS) and launching sensitive satellites for the Pentagon, with contracts worth billions of dollars [2][9]. - NASA and the Pentagon officials have contacted at least three commercial space companies to expedite the development of alternative spacecraft and rockets due to concerns over SpaceX's reliability [5][6]. - The potential retirement of the Dragon spacecraft would hinder NASA's ability to send astronauts to the ISS, which has caused alarm among government officials [1][4]. Group 2: Reactions from NASA and the Pentagon - NASA officials expressed serious concerns after Musk's threats, indicating that such impulsive behavior poses a risk given the agency's reliance on SpaceX [4][6]. - The Pentagon's reaction mirrored NASA's, with officials realizing the gravity of the situation and acknowledging that it is not merely a matter of entertainment [4][6]. - A former NASA official highlighted that Musk's threats crossed a line, emphasizing the dangers of depending on a single individual for critical space operations [4][6]. Group 3: Alternative Solutions and Industry Response - Companies like Sierra Space, Rocket Lab, Stoke Space, and Blue Origin have been contacted by government officials to assess their readiness to support government missions [5][6]. - Sierra Space's CEO stated that the company is prepared to provide uninterrupted support to the ISS and is working closely with NASA to diversify its supply options [5]. - The development of Boeing's Starliner spacecraft has faced significant delays, raising questions about its readiness to support NASA's astronaut transport needs [6][9]. Group 4: Broader Implications for National Security - The situation has raised alarms within Congress regarding the implications of Musk's threats on national security, particularly concerning the reliability of SpaceX in defense-related missions [6][7]. - Experts have warned that terminating contracts with SpaceX could lead to significant disruptions in critical government functions, especially for the Pentagon and NASA [9][10]. - The U.S. military is actively seeking to reduce dependence on a single supplier in the aerospace sector to foster competition and innovation [9].

Group 1: Relationship Between Trump and Musk - The relationship between Trump and Musk remains strained, with Trump indicating he has no intention of contacting Musk and is considering canceling government contracts with him [1][3] - Trump has expressed that terminating Musk's government subsidies and contracts could save billions, highlighting the significant financial ties between Musk's companies and the U.S. government [3][5] - Musk's companies, particularly SpaceX and Starlink, have heavily relied on federal contracts and subsidies, with SpaceX reportedly receiving over $22 billion in undisclosed contracts since 2000 [1][3] Group 2: Impact on SpaceX and NASA - SpaceX has a dominant position in the satellite launch market, with its Falcon 9 rocket handling 84% of U.S. satellite launches last year, and Starlink satellites making up 65% of operational satellites in orbit [4][5] - The potential severance of ties between the U.S. government and Musk could lead to significant delays in military satellite launches and halt NASA's operations, as there are currently no reliable alternatives to SpaceX for missions to the International Space Station [5][6] - The loss of SpaceX could jeopardize strategic projects like the "Iron Dome" missile defense system, which may rely on contracts for missile detection satellites [5][6] Group 3: Political Dynamics and Financial Contributions - Musk has previously been a significant financial supporter of Trump, contributing $277 million through his PAC, but is now exploring the formation of a new political party, indicating a shift in his political strategy [7][8] - Recent polls show a decline in Musk's support compared to Trump, with only 8% of voters choosing Musk over Trump when forced to pick between the two [8] - There are growing concerns among Republican lawmakers regarding Musk's financial influence, as his contributions have not translated into significant electoral success for the candidates he supported [8][9]

Core Insights - NASA is currently assessing the next flight of Boeing's Starliner spacecraft, determining whether it will be a crewed or uncrewed mission [1] Group 1 - NASA has provided an update on the progress of Boeing's Starliner spacecraft [1] - The evaluation of the next flight's nature (crewed or cargo) is ongoing [1]

Core Points - The collaboration between Tesla CEO Elon Musk and Republican candidate Donald Trump during the 2024 U.S. presidential election marked a significant political-business alliance, with Musk donating nearly $300 million to Trump's campaign and actively supporting him in key swing states [1] - Tensions escalated between Musk and Trump following the passage of a controversial tax reform bill, leading to public attacks and significant stock market impacts for Tesla and SpaceX [2][3] - The fallout from their partnership highlights structural contradictions in their interests, power dynamics, and ideological conflicts, particularly regarding fiscal policies and government spending [5][6][7] Group 1: Financial Impact - Tesla's stock plummeted by 14.26% on June 5, 2025, resulting in a market value loss exceeding $150 billion, marking the largest single-day drop in its history [3] - SpaceX's stock also fell by 9.3%, with its $4 billion collaboration with NASA facing potential suspension due to the escalating tensions [3] Group 2: Political Dynamics - The Republican Party experienced internal divisions, with some members advocating for Musk's fiscal conservatism, while Democrats criticized Trump's unsustainable policies [4] - Musk's initiative to form a centrist political party garnered over 3 million support votes, indicating his significant political influence despite the breakdown of his collaboration with Trump [4] Group 3: Industry Changes - If Trump follows through on threats to terminate contracts, NASA may lose its only reliable manned spaceflight capability, potentially relying on Russian spacecraft for International Space Station operations [9] - The cancellation of electric vehicle consumer tax credits is projected to reduce Tesla's 2025 sales by 120,000 units, allowing competitors like BYD and Ford to capture market share [10] - Musk's political endeavors may have failed, but his centrist movement could lead to the emergence of new political forces, while Trump must repair relations with tech capital to maintain voter support [11]

Core Viewpoint - The deteriorating relationship between Trump and Musk poses significant risks to NASA and the Pentagon, as they heavily rely on SpaceX for various space and defense projects [1][2][7] Group 1: SpaceX's Role and Contracts - SpaceX has received over $22 billion in non-classified contracts from the U.S. Department of Defense and NASA since 2000 [1] - Currently, SpaceX is the only U.S. spacecraft capable of transporting astronauts and supplies to the International Space Station (ISS) [2] - NASA has awarded SpaceX contracts totaling over $15 billion, making it a core supplier for the agency [1][2] Group 2: Impact of Trump-Musk Conflict - Trump's threat to terminate all government contracts with Musk's companies could severely impact NASA's operations, particularly its ability to send astronauts to the ISS [2][6] - The conflict may lead to significant adjustments in U.S. space policy and budget allocations, potentially favoring other contractors like Boeing, which has faced delays and budget overruns [5][6] - Analysts suggest that if Trump prioritizes political retaliation, it could delay the development of U.S. space programs and affect military space capabilities [6][7] Group 3: Future Implications - The White House's proposed budget initially aimed to cut funding for costly projects like the Space Launch System (SLS) and Orion spacecraft, which would benefit SpaceX and other commercial space companies [6] - However, due to the conflict, a modified proposal may restore funding for these projects, particularly benefiting Boeing [6] - Experts warn that terminating contracts with SpaceX could lead to a significant loss of capabilities for the Pentagon and NASA, as no other company currently matches SpaceX's capabilities [7]