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“深空经济”蓄势待发 耐心资本成破局关键
Jin Rong Shi Bao· 2025-09-15 02:03
Core Viewpoint - China's deep space exploration has become a critical point in technological competition, with the "deep space economy" rapidly evolving into a new economic landscape potentially worth trillions of dollars [1][2]. Group 1: Global Deep Space Economy - The global "deep space economy" is projected to reach a scale of one trillion dollars by 2040, driven by the increasing importance of commercial space in national strategic planning [2]. - In 2024 and 2025, "commercial space" was included in China's government work reports, emphasizing the development of emerging industries such as commercial space and low-altitude economy [2]. - The rapid development of commercial space has significantly reduced the cost of entering space, lowering barriers for investment and fostering a complete industrial ecosystem for the "deep space economy" [2][3]. Group 2: Key Industries in Deep Space Economy - The "deep space economy" encompasses various emerging economic activities that support deep space exploration, including technology research and development, product manufacturing, facility construction, scientific exploration, resource development, and related services [4]. - Ten key industries have been identified for the deep space economy, including deep space resource development, deep space internet, deep space energy, deep space biology, deep space transportation, deep space intelligence, deep space construction, deep space tourism, deep space security, and deep space culture [4]. Group 3: Industry Development Initiatives - The deep space exploration laboratory has established a committee for the transformation and industrialization of deep space economy results, focusing on priority development areas [5]. - A collaborative ecosystem has been created, involving investment and financial institutions to establish a deep space industry fund to support industry growth [5]. - An innovation alliance has been formed to facilitate rapid transformation of technological achievements and to connect various stakeholders in the industry [5]. Group 4: Challenges and Support Needs - Despite the high technological content and long-term potential of the deep space industry, there is a significant financing gap that requires more patient capital support [7]. - The deep space industry requires a collaborative approach involving government, industry, research institutions, and financial capital to drive innovation and build a sustainable economic ecosystem [7][8]. - Current policies are improving, with the National Space Administration implementing regulations to support commercial space activities, although there is still a gap in support for long-term capital compared to international standards [8].