联席总裁张哲宇先生介绍太空算力业务背景： 过去几年以 GPT 为代表的大模型浪潮已席卷全球的背景下，算力需求 井喷式爆发。很多企业做了各类尝试，如可控核聚变，海底数据中心 和太空算力等。在航天领域，空间太阳能电站已经不是一件新鲜事。 NASA 和中国航天五院研究论证了 20 多年，但苦于太空发电回传地面 有较大损耗。太空算力只要把很小的芯片或板卡发射到太空上，形成 空点消耗，整个能源闭环即可实现。 基于此，在 2024 年初，我们就认为是在太空建数据中心最好的时点， 利用晨昏轨道 24 小时无遮挡太阳能和零下 270 度极寒的条件，部署算 力卫星，进行在轨推理和 AI 训练。 2024 年初，团队进行初步测算，如以全生命周期计，太空数据中心成 本仅是地面三倍左右（地面费用还包括征地、土建、电费、散热等）。 而根据第一性原理，卫星发射成本会逐年下降，如大型可回收火箭的 使用可迅速降低运载成本，太空数据中心经济性在未来变得可行。 对比美国，中国有更强大的电网，所以其实能源问题在中国并不是解 决算力的最核心痛点。核心逻辑是： 证券代码：002565 证券简称：顺灏股份 上海顺灏新材料科技股份有限公司投资者关系活动记 ...

Group 1 - The core viewpoint of the news is that Beijing Orbit Chuangguang Technology Co., Ltd. has completed a financing round totaling 140 million RMB for its giant computing satellite constellation project, with investments from listed company Shunhao Co. and Lenovo Ventures [1][2] - The funding will be used for key technology research and development, experimental satellite launches, and network operations for the computing satellite constellation [1][2] - The project aims to deploy computing satellites in the Earth's dawn-dusk orbit to create a space data center, providing global users with space-based computing services [1][2] Group 2 - The rapid development of commercial aerospace and artificial intelligence has led to an increasing demand for space computing, prompting countries to consider relocating computing centers to space [2] - The company has made significant progress in key technology research, including the development of new gallium arsenide solar cells to significantly increase satellite power density compared to traditional satellites [2] - The first computing experimental satellite is expected to be launched by the end of this year, which will help address the limitations of ground computing centers and provide computing support for users globally [2]

Group 1 - The core theme of the forum is the rapid integration of artificial intelligence (AI) into everyday life, transforming it from a futuristic concept to a present reality [1][2] - AI is becoming a crucial variable in various sectors such as manufacturing, automotive, and robotics, enhancing productivity and innovation [2][3] - The forum showcased advancements in AI applications, including a robot that can make coffee and a financial AI fraud prevention product that can intercept deepfake scams in milliseconds [1][2] Group 2 - The concept of "new quality productivity" was a focal point, with various technologies and innovations being presented that exemplify its development [3] - The establishment of research institutions and the introduction of new biomanufacturing technologies indicate a significant shift towards sustainable and innovative production methods [3] - The forum emphasized cross-industry collaboration, highlighting the potential for breakthroughs when different technologies and sectors intersect [3] Group 3 - The forum served as a global platform for innovation, featuring participants from 34 countries and showcasing over 70 projects, demonstrating the international nature of technological advancement [4][5] - The growth of patent applications in generative AI, which increased by over 800% since 2017, underscores the competitive landscape in digital technology innovation [4] - Major scientific facilities in China are now open to global researchers, providing extensive resources for various fields, which enhances international collaboration in scientific research [5]