According to the BOC Securities Research Report, the construction of space data centers is expected to accelerate, spawning new application scenarios. Reducing launch costs and achieving large-scale, high-frequency launches through new technologies such as rocket recyclable technology is the key to speeding up the deployment of satellite constellations. As satellites evolve into computing platforms, demand for space-borne computing chips, storage devices, and high-bandwidth laser communication terminals is expected to increase rapidly. The development of space computing power is expected to create new application scenarios and business models, and the construction of space data centers also places higher demands on energy security. It is recommended to focus on Jiayuan Technology, Shanghai Hanxun, Star Map Measurement and Control, Zhongke Star Map, Aerospace Hongtu, Chaotu Software, Shengbang Security, Cape Cloud, etc.

According to the BOC Securities Research Report, the construction of space data centers is expected to accelerate, spawning new application scenarios. Reducing launch costs and achieving large-scale, high-frequency launches through new technologies such as rocket recyclable technology is the key to speeding up the deployment of satellite constellations. As satellites evolve into computing platforms, demand for space-borne computing chips, storage devices, and high-bandwidth laser communication terminals is expected to increase rapidly. The development of space computing power is expected to create new application scenarios and business models, and the construction of space data centers also places higher demands on energy security. It is recommended to focus on Jiayuan Technology, Shanghai Hanxun, Star Map Measurement and Control, Zhongke Star Map, Aerospace Hongtu, Chaotu Software, Shengbang Security, Cape Cloud, etc.