太空算力产业链拆解

Summary of Key Points from Conference Call Records Industry Overview - The space computing industry is emerging as a solution to the high energy consumption and heat dissipation challenges faced by ground data centers. The space environment offers continuous solar energy and low-temperature conditions, making space-based computing an attractive alternative [2][1]. Core Insights and Arguments - Zhejiang Laboratory's Tri-body Computing Constellation Plan: This initiative plans to launch 2,800 satellites with a total computing power of 1,000 POPS, currently in the demonstration verification phase [1][3]. - Beijing Tianji Computing Constellation Plan: Supported by the Beijing Municipal Science and Technology Commission, this plan aims to build a large-scale space data center in three phases, with the first phase targeting a computing capacity of 1,000 POPS and a total power of 200 kilowatts [1][4]. - Technological Dependencies: Space computing projects rely on flexible solar wings for energy, loop heat pipe systems for heat dissipation, and laser communication terminals for high-speed data exchange, benefiting related suppliers [1][5]. Key Technologies and Suppliers - Energy Systems: The need for high-power energy supply necessitates the use of flexible solar wings and flexible battery sheets, as traditional rigid solar wings are too heavy and space-consuming [6][5]. - Cooling Systems: Loop heat pipe systems are required to efficiently dissipate heat generated by high-power space computing, utilizing fluids like ammonia or nitrogen [6][5]. - Communication Systems: Laser communication terminals will be employed to enhance data exchange rates, as traditional microwave links do not meet the high-speed requirements [6][5]. Special Requirements for Tianji Constellation - The Tianji constellation will utilize a docking method similar to that of China's space station, requiring specific demands for docking mechanisms and propulsion systems to ensure precise control and maneuverability [7][5]. In-Orbit Management and Control - As the scale of space computing constellations increases, the demand for in-orbit management and control also rises. Commercial measurement and control companies like Aerospace Yuxing and Zhongke Tianta are expected to gain market opportunities [8][5]. Energy Management Challenges - The space computing constellation has high requirements for energy management, including stable high-power energy supply and effective thermal control systems to balance light and heat conditions [9][5]. Scalability through Satellite Docking - The constellation aims to achieve scalability through satellite docking, which involves technical challenges related to long-distance orbital maneuvers and precise docking operations [10][5].