Core Insights - Sceye, a leading aerospace company specializing in High Altitude Platform Systems (HAPS), has secured a $15 million investment from SoftBank, raising its valuation to $580 million [1][2] - The company designs large, helium-filled balloons that float in the stratosphere to monitor climate data and provide connectivity to hard-to-reach areas [1][2] Investment and Valuation - The recent funding round has increased Sceye's valuation to $580 million, with other investors including Mawarid Holding Company from Saudi Arabia [1] - The investment from SoftBank is expected to establish a strategic partnership, leveraging SoftBank's expertise in telecommunications [1] Technology and Operations - Sceye has manufactured over 20 airships in a 41,600 square foot facility in New Mexico, with each airship measuring 214 feet in length [1] - The airships are designed to hover for extended periods, collecting real-time data on wildfires, floods, and greenhouse gases, while also providing wireless services during large-scale disasters [1][2] Future Plans - With the new funding and partnership with SoftBank, Sceye plans to launch a stratospheric platform to Japan next year to provide broadband services for several weeks [2] - This demonstration is seen as a crucial step before the company moves towards commercial sales of its services [2] Strategic Importance - SoftBank's president, Masayoshi Son, highlighted the significance of HAPS technology in expanding network coverage to areas that are difficult to reach, especially during large-scale disasters [2] - Sceye has previously collaborated with NASA and the US Geological Survey to provide climate and environmental imaging services [2]

证券研究报告 2025 年 06 月 18 日 湘财证券研究所 行业研究 机械行业事件点评 5 月叉车销量同比增长 12%，起重机械&高空平台销量 表现较弱 相关研究： 1《. 20250606湘财证券-机械行业： 5月工程机械市场指数发布，开工 率与开工小时均有所走弱》 2.《20250615湘财证券-机械行业： 关注可控核聚变、油气设备、工程 机械》 行业评级：买入（维持） 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 -2.4 -6.2 15.0 绝对收益 -2.9 -9.4 24.4 -20% -10% 0% 10% 20% 30% 40% 24/06 24/08 24/10 24/12 25/02 25/04 25/06 机械设备(申万) 沪深300 注：相对收益与沪深 300 相比 分析师：轩鹏程 证书编号：S0500521070003 Tel：(8621) 50295321 Email：xuanpc@xcsc.com 地址：上海市浦东新区银城路88号 中国人寿金融中心10楼 核心要点： ❑ 5 月叉车内外销量均保持增长，下游景气度逐渐回升 据工程机械协会统计，2025 年 5 ...