3D 打印行业系列专家会议 - 3D 打印在商业航天的发展现 状与未来展望 20260108 摘要 3D 打印在液体火箭发动机制造中作用显著，尤其在可重复使用发动机的 复杂结构（如冷却流道）制造上，能提高材料利用率并缩短生产周期， 降低对传统高端工艺和大国工匠的依赖。 液体火箭发动机中 3D 打印零件的价值占比接近一半，国外先进发动机 甚至高达 80%-90%，表明 3D 打印在火箭制造中具有巨大的成本和效 率优势，并可能进一步提升。 国内商业航天企业在火箭和发动机制造中广泛采用 3D 打印技术，渗透 率高，尤其是在发动机制造领域，约 90%的企业考虑使用，以应对传统 工艺难以实现的设计。 当前主流火箭发动机制造采用选择性激光熔融（SLM）工艺，能提供较 好的表面质量，简化后处理流程，主要使用高温合金、不锈钢和铜合金 等材料。 火箭发动机和储箱是火箭制造中成本最高的部件，3D 打印在发动机制造 中的成本占比可达一半左右，随着技术成熟和批量化生产，成本有望进 一步降低。 Q&A 3D 打印技术在商业航天中的应用现状及未来展望如何？ 目前，3D 打印技术在商业航天领域的应用主要集中在液体火箭发动机的生产上。 由于 ...

12月23日，山东省委经济工作会议在济南举行，总结2025年经济工作，分析当前经济形势，部署 2026年工作任务，为山东经济高质量发展把舵定向。全省广大党员干部群众第一时间学习领会会议精 神，表示将坚定信心、鼓足干劲，全力推动各项任务落到实处，确保"十五五"开好局、起好步，为全国 大局多作贡献。 "会议提到的'六个必须''四个更加注重'，为'十五五'开局之年落实各项工作提供了遵循。这是坚持 系统观念的体现。做好经济工作，必须从全局出发，统筹推进各项发展任务。只有将这些任务一体化落 实到位，才能实现经济质的有效提升和量的合理增长。"山东省宏观经济研究院战略规划所副所长许月 恒表示，"会议提出2026年工作目标，为全省推进具体任务提供了鲜明的导向。应将其置于整个'十五 五'规划大局中把握，实现短期目标与中长期规划的有效衔接与平衡，为'十五五'时期经济社会高质量发 展奠定坚实基础。" 在东方航天港空天运载动力试验中心，1座130吨级试车台和1座150吨级试车台正在建设。"该区域 占地1200亩，围堰填海而成，与陆地保持安全距离，现已投用70吨级试车台。"东方航天港集团副总经 理张华说，2026年将新增2座百吨级试车 ...

近日，在备受瞩目的2025企业科技创新发展论坛上，长城战略咨询正式发布《GEI中国潜在独角兽企业榜 单2025》。其中，西安高新区表现亮眼，共有奇点能源、北极雄芯、领充新能源、天回航天、星源博锐等 五家企业强势登榜。 独角兽企业代表新经济业态，通过颠覆性创新推动新质生产力发展，在推动科技进步、创造就业和社会变 革方面发挥重要作用。作为独角兽企业的"后备军"，潜在独角兽企业在引领科技创新、开拓新领域新赛道 等方面发挥着重要作用。此次上榜的五家企业，不仅彰显了西安高新区在培育高成长性创新企业方面的强 劲动能，也印证了区域创新生态对前沿科技赛道的精准布局与孵化能力正加速转化为产业竞争优势。 据了解，本次发布的榜单全国累计上榜816家企业，西安市9家，高新区5家企业上榜。作为潜在独角兽企 业，它们的创新不仅体现在技术上，更在于对产业模式的重新定义和对市场趋势的前瞻布局。 其中，奇点能源通过电力高效存储及变换技术，致力于先进储能系统中核心装备的技术研究和产品开发。 作为分布式储能领域的引领者，其自主研发的智慧能量块产品eBlock将长寿命电芯、高效均衡BMS、高性 能多功能PCS、主动安全系统和高效热管理系统融于单个机 ...

Core Points - A 1 billion RMB aerospace project has officially landed in Hohhot, Inner Mongolia [1] - The project is a collaboration between Beijing Aerospace Propulsion Technology Co., Ltd. and the Hohhot Aerospace Economic Development Zone Management Committee [1] - The focus of the project is on the research and production of reusable liquid rocket engines, aiming to establish an intelligent manufacturing base for aerospace propulsion [1] Investment Details - The total planned investment for the project is 1 billion RMB, which includes the construction of an aerospace propulsion manufacturing center and a fluid testing center [1] - The project plans to produce 200 liquid rocket engines annually, implemented in two phases [1] - The first phase has a total investment of 300 million RMB, which will establish a production line for 50 liquid rocket engines and an aerospace propulsion fluid testing center, with all investments expected to be completed within three years [1] Industry Impact - This project marks the second commercial aerospace initiative introduced in Hohhot, highlighting its significance in fostering the development of the liquid rocket engine industry [1] - The establishment of a rocket propulsion production base is expected to promote the growth of the aerospace industry in Hohhot [1]

Group 1: Stock Market Activity - On the institutional trading list, 32 stocks were featured, with 14 experiencing net buying and 18 facing net selling [1] - The top three stocks with the highest institutional buying were: Dazhong Mining (130 million), Delijia (129 million), and Huanrui Century (80.25 million) [1] - Huanrui Century entered a strategic partnership with Shanghai Jieyue Xingchen Intelligent Technology Co., aiming to establish the "Linyue" AI Joint Laboratory, integrating AI models for film content production [1] Group 2: Aerospace and Defense Industry - The commercial aerospace sector is witnessing a significant shift with the upcoming first flights of several reusable rockets, including Zhuque-3 and others, expected between late 2025 and early 2026 [4] - The Chinese government has initiated the commercial satellite IoT business trial, marking a step forward in the satellite internet sector [2] - The military industry is seeing companies like Jianglong Shipbuilding and Beifang Changlong gaining qualifications for producing military vessels and equipment, indicating growth in defense capabilities [4]

Core Insights - Hainan is emerging as a strong magnet for attracting global high-quality resources, particularly in the context of its upcoming customs closure and the opportunities it presents for investment and cooperation [1][6] Group 1: Investment Opportunities - Over 90 companies participated in the "Enterprise Navigation" action in Hainan, with 70 listed companies involved, collectively valued at over 1.6 trillion yuan, focusing on sectors like healthcare, finance, information technology, and electronics [1] - Companies are eager to establish a presence in Hainan ahead of its customs closure, aiming to seize new opportunities for openness and investment [1] - The Wenchang International Aerospace City and other key zones are being explored for their industrial planning and policy advantages, with local authorities actively promoting investment opportunities [3] Group 2: Specific Projects and Initiatives - Wenchang has developed a "4+1" industrial system focusing on high-tech industries, tourism, modern services, and tropical agriculture, with a project list for 2025 that includes 62 projects with a total planned investment of approximately 48.8 billion yuan [3] - A fund of 1 billion yuan is planned to be established in Hainan, targeting key areas such as liquid rocket engine manufacturing and commercial satellite research [3] Group 3: Healthcare Sector Developments - The Boao Lecheng International Medical Tourism Pilot Zone has become a significant entry point for international innovative medical products, benefiting from policies that facilitate rapid clinical application and reduce production costs [5] - An investment of 160 million yuan has been made by Antu Bioengineering in the Haikou National High-tech Zone Innovation Fund, marking the company's initial steps in Hainan [5] - The customs closure is expected to enhance the export capabilities of diagnostic reagents, providing a cost advantage for "Hainan-made" products in Southeast Asian markets [5] Group 4: Talent Development and Policy Expectations - Companies are increasingly focused on the need for skilled talent to support their operations in Hainan, with initiatives aimed at integrating vocational education with key industries [6] - The anticipation of policy benefits related to trade and investment liberalization, cross-border capital flow, and talent mobility is growing among enterprises [6]

Core Insights - Shaanxi Province has 268 vocational schools with an enrollment of 800,000 students, ensuring at least one secondary vocational school in each county and one higher vocational school in each city, contributing to a skilled workforce in various industries [1][6] Group 1: Educational Achievements - Graduates from Shaanxi's vocational schools, like He Xiaohu, have made significant contributions to key aerospace projects, showcasing the effectiveness of vocational education in producing skilled professionals [2][3] - The integration of competitions into the educational framework has led to notable achievements, with Shaanxi's representatives winning 28 gold, 44 silver, and 95 bronze medals at the 2025 World Vocational College Skills Competition [3][4] Group 2: Curriculum and Training Innovations - The "岗课赛深度融合" (deep integration of work, courses, and competitions) policy has been implemented to enhance practical skills among students, ensuring they meet industry standards [3][7] - New vocational bachelor's programs have been introduced to elevate skill training levels, allowing award-winning students from vocational schools to enter higher education without exams [4][8] Group 3: Industry Collaboration - Shaanxi's vocational education system emphasizes industry collaboration, with schools like Xi'an Aviation Vocational Technical College closely aligning their training programs with the needs of local industries, particularly in aerospace [7][8] - The establishment of industry-education integration platforms has led to the creation of 245 technical innovation platforms, enhancing the adaptability of vocational programs to regional industrial clusters [8]

Core Insights - The liquid rocket engine is a crucial component of space propulsion systems, offering high specific impulse, adjustable thrust, and reusability, making it widely used in launch vehicles, deep space exploration, and manned spaceflight [1][2][5] - The Chinese liquid rocket engine market reached 8.76 billion yuan in 2023, with liquid engines accounting for approximately 65%. The market is expected to exceed 18 billion yuan by 2025, with the share of liquid engines rising to about 70% [1][13] - The demand for commercial launches is significantly increasing, with 43 commercial space launches planned for 2024, representing 63.2% of the total launches in China [1][7] Industry Overview - Liquid rocket engines (LRE) generate thrust by burning liquid fuel and oxidizer, providing a wide thrust adjustment range and high efficiency, making them the preferred power source for mainstream space equipment [2][5] - The industry has seen rapid development, with multiple companies advancing liquid oxygen kerosene and liquid oxygen methane engine technologies, achieving breakthroughs in thrust, thrust-to-weight ratio, and reusability [1][8] Policy Environment - The Chinese government has implemented various policies to promote the development of commercial space, focusing on technology breakthroughs and optimizing approval processes [1][6] - Local governments, such as Guangdong, have introduced specific measures to support the research and development of reusable engines and the construction of industrial clusters [1][6] Market Dynamics - The liquid rocket engine industry is characterized by a clear and interconnected supply chain, with upstream focusing on core materials and components, midstream on engine assembly and rocket manufacturing, and downstream on launch services and applications [1][6] - The commercial space industry in China is experiencing rapid growth, with a significant increase in launch activities and a strategic acknowledgment of its importance in government reports [1][7] Technological Innovations - The industry is witnessing diverse technological paths and rapid iterations, with a focus on liquid oxygen kerosene and liquid oxygen methane as primary propellants [1][8][9] - Companies are making significant advancements in engine performance, with notable models achieving high thrust and efficiency, such as Tianbing Technology's Tianhuo-12 and Blue Arrow Aerospace's Tianque series [1][9] Future Trends - The future of the liquid rocket engine industry is expected to see breakthroughs in reusability and large thrust technologies, with a focus on cost control as a core competitive advantage [1][14] - Liquid oxygen methane is anticipated to become the mainstream propellant due to its environmental benefits and cost-effectiveness, with both private and state-owned enterprises increasing their focus on this technology [1][15] - A collaborative ecosystem is emerging, where state-owned enterprises focus on high-end technology, private companies capture commercial markets, and academic institutions provide foundational support [1][16]

Group 1 - The Guangdong Provincial Government has issued policies to promote high-quality development in commercial aerospace from 2025 to 2028, focusing on encouraging enterprises to develop core technologies in reusable liquid rocket engines [1] - The provincial government will provide up to 50% matching funding support for national major science and technology projects that meet specific conditions, and will implement a 100% pre-tax deduction policy for corporate R&D expenditures [1] - Liquid fuel rockets are becoming the mainstream choice for the next generation of reusable rockets due to their adjustable thrust, strong restart capability, and high system adaptability [1] Group 2 - Guotai Junan Securities indicates that the current insufficient rocket capacity in China is a core bottleneck for low Earth orbit satellite networking, and developing reusable rockets and liquid fuel technologies is key to enhancing capacity [1] - It is estimated that by 2030, an average of 64 rockets per year will be needed to meet the planned networking requirements, with the rocket market expected to reach a scale of 100 billion by 2030 [1] - CITIC Securities points out that several large-capacity private liquid rockets, such as Zhuque-3 from Blue Arrow Aerospace and Tianlong-3 from Tianbing Technology, are set to make their maiden flights in the second half of 2025, marking a breakthrough in the commercialization of private liquid rockets [1] Group 3 - Srey New Materials has initiated the construction of a project for the industrialization of materials, parts, and components for liquid rocket engine thrust chambers [2] - Taisheng Wind Power's rocket storage tank is a key pressure vessel used for storing liquid rocket propellants, including fuel and oxidizers, and is one of the core components of launch vehicles [2]

Core Points - The 2025 Shanghai Cooperation Organization (SCO) Global Innovation and Entrepreneurship Competition was officially launched on July 28, 2023, in Jiaozhou, aiming to attract innovative projects globally [1][3] - The competition has attracted 459 top teams since its inception in 2021, resulting in 11 quality projects landing in Jiaozhou and securing over 40 million yuan in equity investment [3][4] Group 1: Competition Structure and Incentives - The entrepreneurship competition will feature 10 gold award projects, each eligible for a phased prize of 100,000 yuan, three years of free use of 500 square meters of space, and up to 10 million yuan in equity investment [1][3] - All participating teams will receive a travel subsidy of 5,000 yuan [1][3] - The innovation competition introduces a new model of "government platform, enterprise questions, expert solutions," facilitating precise matching between experts and enterprises to tackle industrial technology bottlenecks [3][4] Group 2: Collaboration and Talent Development - A series of school-local enterprise cooperation activities will be launched during the finals, including strategic agreements with key universities to form the SCO Skilled Talent Training Alliance [4] - The competition aims to create a chain linkage of "research resources - technology tackling - talent supply" to promote the direct transition of skilled youth from schools to enterprises [4] - Previous award-winning projects have demonstrated significant economic impact, such as a liquid rocket engine project generating 7.71 million yuan in technical development revenue [4]