1月28日，中国航天科技集团商业火箭有限公司（以下简称"中国商火"）消息显示，中国商火近期召开 2026年度工作会议。会议强调，2026年是"十五五"开局之年，也是中国商火夯实基础、全面发力的关键 之年。中国商火将深化资源统筹，誓保首飞和回收成功。 此前，中国航天科技集团有限公司于1月15日召开的2026年度工作会议提出，2026年要统筹宇航重大工 程实施与产业化转型，深入推进载人登月、深空探测等重大工程，全力突破重复使用火箭技术，加速推 动航天强国建设。 2025年以来，已有两枚国产可重复使用火箭实现首飞入轨，预计2026年，多枚火箭将陆续首飞并尝试回 收。 技术攻坚合力形成 在发力重复使用火箭技术突破的队列中，既有国有企业，也有民营企业。 同时，多枚国产可重复使用火箭即将首飞。2026年，双曲线三号以及星云一号等国产可重复使用火箭亦 有望陆续首飞并尝试回收。北京星河动力航天科技股份有限公司相关负责人告诉《证券日报》记者， 2026年，智神星一号完成首飞后，公司也将对其开展回收尝试。 新机遇将持续涌现 可重复使用火箭技术突破是商业航天降本的关键，能大幅压缩发射成本，进而催生卫星组网、太空基建 等多元应用场景 ...

当前，国内"算力上天"的发展步伐持续加快。太空算力的本质，是将数据中心和计算能力部署到太空轨 道，推动传统的"天感地算"模式向"天数天算"模式转型，直接在太空完成数据的运算处理。 AI产业迅速扩张，数据中心建设火热，产业核心瓶颈已经转向能源约束，而"算力上天"是打破这一瓶颈 的重要路径，正成为全球科技竞争的新焦点。 据国盛证券研报，晨昏轨道等特殊轨道可实现近乎全天候太阳能获取，且不受土地、环保及电网接入限 制，具备稳定可持续的能源供给能力；同时，太空环境下通过辐射方式散热，显著降低对水资源的依 赖。 "在太空算力方面，我国正处于从'天感地算'向'天数天算'过渡的关键阶段，已启动'三体计算星座''星算 计划'等项目，但整体仍处于技术验证与小规模组网阶段，天地协同算力网络、大规模在轨数据中心等 尚在布局中。"巨丰投顾高级投资顾问丁臻宇对《证券日报》记者表示。 向"天数天算"转型 "目前，我国已形成了'国家队主导、商业航天跟进、产学研深度绑定'的立体化攻坚模式，并在多维度 取得了令全球侧目的突破性进展。"中关村物联网产业联盟副秘书长袁帅对记者说。 国内相关行业公司也在积极对外披露太空算力领域的布局与进展。1月26日 ...

Group 1 - China Electric Power Construction Group Co., Ltd. emphasizes its role in national development, executing nearly 4,000 projects in 139 countries, contributing to local economic growth and improving livelihoods [2] - The company has over 50 million kilowatts of installed capacity in renewable energy projects and actively participates in global energy governance, having developed 13 international standards and translated over 1,100 advanced standards [2] - China Electric Power integrates innovation with responsibility, overcoming key technical challenges in major projects and developing advanced technologies such as laser 3D scanning and underwater robots [2] Group 2 - Kweichow Moutai focuses on high-quality development through industrial transformation, leveraging its unique brewing ecosystem and exploring high-value utilization of by-products [3][4] - The company has invested over 400 million yuan in watershed protection and has achieved a vegetation coverage rate of 49.7% in the Chishui River basin, promoting a positive cycle of ecological protection and industrial development [4] - Moutai has contributed over 500 million yuan to social welfare projects, benefiting more than 5 million people through various initiatives [4] Group 3 - Lenovo Holdings integrates social responsibility into its overall strategy, focusing on innovation to overcome development bottlenecks and drive industrial upgrades [5] - The company has supported over 3,000 students from underdeveloped areas through its "Lenovo Progress Class" project and has helped over 400 rural women start their own businesses [5] - Lenovo promotes green development through its green carbon reduction system, contributing to the low-carbon transition in the industry [5] Group 4 - 3D printing technology is becoming a key driver of innovation in modern manufacturing, significantly shortening product development cycles and enabling low-cost production of complex structures [6] - The technology is widely applied in various sectors, including aerospace, military, and automotive, enhancing manufacturing precision and performance [6] - Companies are encouraged to focus on integrating technology development with industrial innovation to maintain a competitive edge in the global additive manufacturing landscape [6] Group 5 - Shaanxi Yanchang Petroleum Group has maintained stable oil production for 19 years, with a natural gas output exceeding 12 billion cubic meters, aiming for an oil and gas equivalent of over 20 million tons in 2024 [9] - The company achieved a profit of 60 billion yuan during the 14th Five-Year Plan period, marking a sixfold increase compared to the previous period [9] - Yanchang Petroleum has built over 50 high-quality projects, contributing to infrastructure improvement and industrial transformation in the Shaanxi region [10] Group 6 - Shaanxi Construction Holding Group integrates social responsibility into its development strategy, establishing local companies across the country to support national strategic initiatives [12] - The group has invested over 41 million yuan in skill training for farmers and has completed numerous projects in healthcare, education, and housing, benefiting over 2.3 million people [12] - The company is committed to high-quality development while addressing national strategic needs and enhancing industrial upgrades [12] Group 7 - China Copper Corporation emphasizes high standards in social responsibility, integrating it into its development framework [13][14] - The company has established 12 national and 13 provincial-level green factories, focusing on sustainable resource supply and low-carbon upgrades in its operations [14] - China Copper is involved in rural revitalization projects, supporting collective economies and education in various regions [14] Group 8 - Samsung has been committed to sharing its business success with society, focusing on rural development, technology education, and environmental protection [16] - The company has launched initiatives to support rural revitalization and has provided technology training to over 70,000 young people [16] - Samsung integrates low-carbon principles into its product lifecycle management and collaborates with nearly 3,000 supply chain partners to promote green development [16] Group 9 - JD.com prioritizes employee welfare, providing comprehensive benefits and investing in housing for delivery personnel [18] - The company emphasizes customer trust and community growth, sharing profits with employees and partners [18] - JD.com has initiated green logistics and supply chain projects to promote environmental sustainability [18] Group 10 - Gu Yu Biotechnology Group combines technology and culture to drive brand vitality and high-quality development [19] - The company has established a research center and is expanding its raw material library to enhance innovation capabilities [19] - Gu Yu is committed to sustainable practices, including eco-friendly production methods and community engagement through environmental initiatives [19]

Core Viewpoint - The successful launch of China's first energy engineering dedicated satellite, "Dianjian No. 1," marks a significant advancement in geological disaster monitoring and safety warning systems, transitioning from traditional ground-based methods to an integrated "sky-ground" collaborative model [1]. Group 1: Satellite Overview - "Dianjian No. 1" is a high-performance radar remote sensing satellite equipped with X-band synthetic aperture radar (SAR) payload, capable of all-weather and all-time observation [1]. - The satellite was jointly developed by China Power Construction Group's Chengdu Survey and Design Research Institute and China University of Geosciences (Wuhan) [1]. Group 2: Monitoring Capabilities - The satellite can detect millimeter-level subtle deformations of the Earth's surface and structures from a space orbit 500 kilometers away, effectively monitoring slow displacements and settlements of critical energy infrastructure such as mountain slopes, dams, and power plants [1]. - It provides high-precision and high-frequency space monitoring support for engineering safety [1]. Group 3: Strategic Importance - The launch of "Dianjian No. 1" is a crucial step in the strategic layout of China Power Construction Group's integrated perception system, which combines sky, ground, and water elements, and is essential for developing new productive forces in the engineering sector [1].