According to the Dongwu Securities Research Report, the space computing power industry is evolving at an accelerated pace, and its strategic value is becoming more and more prominent as a core path to breaking the bottleneck in global computing power resources. Currently, technology routes and engineering plans are still in the stage of diversified exploration and rapid iteration. China and the US have formed various unique development patterns, and many technology giants and innovative enterprises have increased their investment and promoted key verification. We believe that space computing power is expected to become the fastest-growing, technical barrier, and most disruptive key area of computing power infrastructure in the next ten years. It is recommended to focus on those that have technical advantages in the core area and identify relevant targets for card slots.

According to the Dongwu Securities Research Report, the space computing power industry is evolving at an accelerated pace, and its strategic value is becoming more and more prominent as a core path to breaking the bottleneck in global computing power resources. Currently, technology routes and engineering plans are still in the stage of diversified exploration and rapid iteration. China and the US have formed various unique development patterns, and many technology giants and innovative enterprises have increased their investment and promoted key verification. We believe that space computing power is expected to become the fastest-growing, technical barrier, and most disruptive key area of computing power infrastructure in the next ten years. It is recommended to focus on those that have technical advantages in the core area and identify relevant targets for card slots.