Beijing Space Computing Innovation Center Releases Space-Ground Integrated Space Computing Cloud Platform
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The Beijing Space Computing Innovation Center has released a space-ground integrated space computing cloud platform, which has completed core function development and covers computing resources of more than 40 satellites. The platform achieves unified management and pooled scheduling with ground-based computing power such as CPU, GPU, and NPU, and supports space-ground integrated collaborative scheduling for large-model inference services. A CITIC Securities research report believes that the timeliness of satellite remote sensing data has improved from the hour level to the ten-minute level, and the accelerated networking of remote sensing constellations is driving the realization of fundamentals across the industry chain.
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The platform uniformly manages satellite computing power together with ground-based CPU, GPU, and NPU resources, allowing readers to understand one engineering path for implementing space computing.
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日前，北京太空算力创新中心发布全球首个天地一体化太空算力云平台。
平台已完成核心功能建设，覆盖40余颗卫星算力资源，并与CPU、GPU、NPU等地面算力实现了统一纳管与池化调度，支持大模型推理业务的天地一体化协同调度。
中信证券发布研报认为，卫星遥感方向的应用逐步增加，数据时效性已逐步由小时级向十分钟级提升，遥感星座组网加速带动产业链基本面兑现。
随着运力不断突破，4月以来组网进度显著加速，下游应用端市场有望逐步打开，产业链或将加速业绩兑现。
中信证券还提到，尽管由于火箭运力的客观特点，国内可回收等发射节奏时有波动，但更需看到可回收技术突破后产业能够实现指数级别增长的潜力，以及太空算力更广阔的产业空间，并建议聚焦“核心资产”及“通胀环节”。