从"国家队"到"产业赋能者" 中国航天科技集团此次参展，不仅是尖端科技成果的集中亮相，更标志着其从传统航天系统向新质生产 力核心引擎的转型。深圳作为全国科技创新的前沿阵地，拥有完整的电子信息、新能源、智能制造产业 集群，而宝安凭借临空区位、低空经济基础设施与产业配套优势，成为航天技术 "下凡" 的理想承载 地。通过高交会这一国际化平台，航天科技将进一步深度链接深圳的市场活力、资本资源与产业基础， 推动 "航天 +" 生态在大湾区加速成型。 核心看点：硬核科技与产业融合并举 本届高交会，中国航天科技集团集结旗下多家院所与企业，推出一系列航天科技成果，重点呈现多领域 创新突破：在商业航天领域，聚焦长征系列火箭、柔性太阳翼、激光通信终端等系统级产品，展现中国 航天的商业化探索与太空经济布局；低空经济板块推出彩虹系列无人机、YH-1000 无人机、低空空管 系统、高低温特种传感器等，推动低空安防与智能感知技术落地；机器人与外骨骼方面展示人形机器人 直线执行器、ECMO 高端医疗设备等，体现航天技术在医疗康复与高端装备领域的跨界应用；电子信 息与器件领域涵盖集成电路制造、激光器、传感器、卫星电源控制等技术，夯实航天电子 ...

鸿蒙系统、麒麟芯片、昇腾AI、海思半导体……这些代表中国科技创新硬实力的成果，将首次在第二十七 届高交会上集体亮相。而航天科技集团也将在高交会上全球首发中国太空游项目。 11月5日，在深圳市召开的第二十七届高交会新闻发布会上，证券时报记者了解到，本届高交会预计展览总面 积达40万平方米，将设置国之重器、重大装备、人工智能与机器人、半导体与集成电路、消费电子、低空经济 与商业航天等22个专业展区，预计专业观众超过45万人次。 深圳市科技创新局局长张林表示，对于"十五五"聚焦的ICT和软件领域，以鸿蒙生态服务公司、光明实验室为 代表的企业和科研机构，将重点展示鸿蒙操作系统、麒麟芯片等体系的最新成果，展示开源鸿蒙技术的创新场 景及昇腾芯片、国产人工智能开源生态、自主可控技术等产业生态。 责编：万健祎 校对： 刘榕枝 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 从产业来看，第二十七届高交会将结合深圳"20+8"产业集群，聚焦人工智能、半导体与集成电路、低空 ...

Group 1 - The 27th High-Tech Fair will showcase significant Chinese technological innovations, including Harmony OS, Kirin chips, Ascend AI, and HiSilicon semiconductors, marking their first collective appearance [1] - The exhibition area is expected to reach 400,000 square meters, with over 450,000 professional visitors anticipated [1] - Key sectors highlighted include artificial intelligence, semiconductors, low-altitude economy, and commercial aerospace, with companies like Honor, Yingshi Innovation, and Kobot participating [1] Group 2 - The Aerospace Science and Technology Group will globally launch China's space tourism project at the fair, focusing on commercial space exploration and economic layout [2] - Approximately 5,000 enterprises are expected to showcase their latest technologies and products, with over 90% being physical products [2] - The fair will implement a "136" plan to enhance transaction facilitation, with international buyers making up 10%, provincial buyers 30%, and out-of-province buyers 60% [2] - An international investment negotiation area and an international buyer matching area will be established, inviting renowned investment institutions like Morgan Stanley and Goldman Sachs to connect with enterprises [2]

Core Insights - The newly launched aerospace education base at Xi'an Lintian Airport aims to cultivate talent for the aviation manufacturing and low-altitude industry in Shaanxi Province, aligning with the provincial plan to build a trillion-level innovation cluster by 2025 with an annual output value exceeding 200 billion yuan [1][5] Summary by Sections Educational Programs - The base features a dual-track teaching content structure that integrates aerospace and aviation knowledge, including hands-on experiences with key national projects like BeiDou Navigation and Mars exploration [3] - It offers immersive experiences through flight simulators covering a full spectrum of aircraft, from Cessna 172 to the domestic J-20 fighter jet, enhancing practical learning [3][4] Practical Training - A comprehensive training chain is established, covering basic understanding, design development, and result transformation, with facilities for drone technology, metal forging, and rocket construction [4] - The base collaborates with over ten aviation companies for real aircraft visits and model performances, enhancing the immersive learning experience [4] Industry Collaboration and Future Plans - Since its trial operation, the base has hosted over 30 educational groups, receiving positive feedback for its integrated approach of industry scenarios, theoretical teaching, and practical experiences [5] - Future plans include developing an "One-Day Pilot" immersive project and digital learning courses, further linking to the aviation industry chain to promote aviation knowledge and talent cultivation [5]

Core Viewpoint - The recent tender announcement for rocket launch services by China is a significant event in the commercial space industry, with expectations for substantial opportunities and market activity leading up to 2025 [1][2]. Summary by Sections Tender Details - On July 21, a tender was announced for the procurement of rocket launch services, aiming to launch 94 satellites over 7 missions with a total budget of 1.336 billion yuan (1336 million) [2][4]. Market Dynamics - The tender is exclusively for commercial rocket companies, with the Long March series not participating, indicating a shift towards commercial players in the market [4][9]. - The tender's structure, separating it into two packages, reflects an invitation for commercial rocket companies to engage in large-scale satellite networks [4]. Pricing Insights - The tender sets a price cap of 55,000 yuan/kg for 950 km orbit and 50,000 yuan/kg for 800 km orbit, leading to a bid price of 154 million yuan for the ten-satellite launch and 240 million yuan for the eighteen-satellite launch [6][11]. - The high costs associated with commercial launch insurance, which can be 15%-20% of satellite value, may impact the feasibility of bids from commercial rocket companies [7][10]. Technical Requirements - The two packages have different requirements: the first package only allows rockets with prior successful launches, while the second package permits rockets that can commit to a successful first flight by 2025 [12][15]. - Specific rockets like Zhuque-2E and YL-1 are potential candidates for the first package, while Zhuque-3, Lijian-2, and Tianlong-3 are contenders for the second package [13][14]. Strategic Implications - The tender emphasizes reliability and delivery capability, pushing companies to prioritize technological maturity over aggressive innovation [17][19]. - Cost management is crucial for commercial viability, with the tender prices setting a benchmark for industry standards [19]. - The mixed launch model proposed in the tender may establish a collaborative framework for future satellite network deployments, highlighting the importance of both state and private sector contributions [19].

Core Insights - China's rapid development in space exploration is not only a scientific milestone but also a strategic geopolitical action that is redefining the global aerospace and satellite industry landscape [1] - The competition for orbital dominance is intensifying, requiring investors to navigate a complex environment of technological innovation, geopolitical rivalry, and commercial opportunities [1] Company Insights - China Aerospace Science and Technology Corporation (CASC) has seen a significant budget increase, indicating that Beijing prioritizes space as a strategic asset [1] - CASC's "Long March" series rockets aim to build launch infrastructure comparable to SpaceX, presenting dual opportunities for investors through government backing and emerging market growth potential [1] Industry Insights - The strategic value of orbital infrastructure, including constellations, space stations, and navigation networks, is significant, with China's "National Network Constellation" and "Thousand Sails Constellation" competing with SpaceX's "Starlink" [2] - China is establishing long-term dependencies with partner countries by combining space infrastructure with development aid, embedding its technology standards and data agreements into global systems [2] - Chinese state-owned enterprises remain core holdings for investors optimistic about China's long-term dominance in space, while private companies like Blue Arrow Aerospace could see explosive growth if they successfully scale [2] - China's advancements in space are part of a strategic adjustment in the global power landscape, with investors needing to identify companies that can leverage this transition [2]