民营商业火箭首次扛起“千帆”组网重任产业链加速走向商业闭环

同花顺09-15

企业供图9月15日14时26分，朱雀二号改进型遥七运载火箭在东风商业航天（886078）创新试验区点火升空，将10颗上海垣信卫星科技有限公司千帆极轨19组卫星送入预定轨道，飞行试验任务取得圆满成功。这是我国民营商业航天（886078）企业首次承担大型卫星互联网星座组网任务。伴随民营火箭从单次技术验证逐步走向大型星座批量组网，国内商业航天（886078）产业正从“能力验证”加速迈向“规模化运营”。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2667617668?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-15 15:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2667617668","market":"sh","top_or_hot":-1,"title":"民营商业火箭首次扛起“千帆”组网重任 产业链加速走向商业闭环","media":"同花顺","content":"<div>\n<p>企业供图9月15日14时26分，朱雀二号改进型遥七运载火箭在东风商业航天（886078）创新试验区点火升空，将10颗上海垣信卫星科技有限公司千帆极轨19组卫星送入预定轨道，飞行试验任务取得圆满成功。这是我国民营商业航天（886078）企业首次承担大型卫星互联网星座组网任务。伴随民营火箭从单次技术验证逐步走向大型星座批量组网，国内商业航天（886078）产业正从“能力验证”加速迈向“规模化运营”。...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260915/c679920935.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>民营商业火箭首次扛起“千帆”组网重任 产业链加速走向商业闭环</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n民营商业火箭首次扛起“千帆”组网重任 产业链加速走向商业闭环\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-15 15:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20260915/c679920935.shtml><strong>同花顺</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业供图9月15日14时26分，朱雀二号改进型遥七运载火箭在东风商业航天（886078）创新试验区点火升空，将10颗上海垣信卫星科技有限公司千帆极轨19组卫星送入预定轨道，飞行试验任务取得圆满成功。这是我国民营商业航天（886078）企业首次承担大型卫星互联网星座组网任务。伴随民营火箭从单次技术验证逐步走向大型星座批量组网，国内商业航天（886078）产业正从“能力验证”加速迈向“规模化运营”。...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260915/c679920935.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WAR","symbol_name":"U.S. Global Technology and Aerospace & Defense ETF","start_time":0,"source_url":"http://news.10jqka.com.cn/20260915/c679920935.shtml","article_id":"2667617668","we_media_id":null,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260915/c679920935.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2667617668","pubTimestamp":1789459020,"columns":[],"sourceInfo":{"source_id":"tonghuashun_highlight","name":"同花顺"},"weMediaInfo":null,"summary":"企业供图9月15日14时26分，朱雀二号改进型遥七运载火箭在东风商业航天创新试验区点火升空，将10颗上海垣信卫星科技有限公司千帆极轨19组卫星送入预定轨道，飞行试验任务取得圆满成功。这是 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"WAR":"U.S. Global Technology and Aerospace & Defense ETF","BK4564":"太空概念","LOFD":"Direxion Daily SpaceX Bear 2X ETF","WSPC":"WisdomTree Space Economy UCITS ETF","ASTN":"Defiance Daily Target 2X Short ASTS ETF","WARP":"VanEck Space ETF","RKX":"Corgi RKLB 2x Daily ETF","XSPC":"VegaShares SpaceX & Beyond Earth ETF","LOFF":"2倍做多SpaceX ETF-Direxion","ASTT":"Corgi ASTS 2x Daily ETF","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","ASTX":"2倍做多ASTS ETF-Tradr","ASTY":"Defiance Daily Target 2X Long ASTS ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","DIPR":"Corgi Space & Satellite Communications ETF","UFO":"Procure Space ETF","ORBX":"Global X Space Tech ETF","ASUP":"T-REX 2X LONG ASTS DAILY TARGET ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","ROKT":"SPDR S&P Kensho Final Frontiers ETF","XSHP":"Kurv SpaceX Enhanced Income ETF","FSPC":"First Trust Bloomberg Space Economy ETF","SPAL":"2倍做多Space X ETF-GraniteShares","RKLX":"2倍做多RKLB ETF-Defiance","SPCF":"2倍做多SpaceX ETF-ProShares","DSPC":"1倍做空SPCX ETF-Leverage Shares","MARS":"Roundhill Space & Technology ETF","RKLZ":"2倍做空RKLB ETF-Defiance","YSPC":"YieldMax SPCX Option Income Strategy ETF","SPCG":"2倍做空SpaceX ETF-Tradr","GALX":"VistaShares Space Supercycle ETF","ASTG":"Leverage Shares 2X Long ASTS Daily ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCI":"Tuttle Capital Space Industry Income Blast ETF"},"translate_title":"For the first time, a private commercial rocket company has taken on the heavy responsibility of building a \"thousand sails\" network, accelerating the industrial chain towards a closed commercial loop.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNK":0.6,"SPAL":0.6,"SPCI":0.9,"WSPC":0.9,"ASTT":0.6,"RKLZ":0.6,"ROKT":0.62,"ASTY":0.62,"ELOL":0.6,"XSPC":0.9,"LOFD":0.6,"SPCF":0.6,"ASTG":0.6,"ORBX":0.9,"LOFF":0.6,"SPCU":0.6,"YSPC":0.6,"XSHP":0.9,"ASTN":0.6,"RKLX":0.6,"SPAX":0.9,"SPCQ":0.6,"SSPC":0.6,"DIPR":0.9,"ASUP":0.62,"RKX":0.62,"UFO":0.62,"GALX":0.9,"WAR":0.72,"SPCM":0.6,"ASTX":0.6,"SPCG":0.6,"WARP":0.72,"DSPC":0.6,"SPCH":0.6,"FSPC":0.9,"MARS":0.9},"content_text":"企业供图9月15日14时26分，朱雀二号改进型遥七运载火箭在东风商业航天（886078）创新试验区点火升空，将10颗上海垣信卫星科技有限公司千帆极轨19组卫星送入预定轨道，飞行试验任务取得圆满成功。这是我国民营商业航天（886078）企业首次承担大型卫星互联网星座组网任务。伴随民营火箭从单次技术验证逐步走向大型星座批量组网，国内商业航天（886078）产业正从“能力验证”加速迈向“规模化运营”。民营火箭提速商业化此次任务是朱雀二号系列运载火箭的第9次飞行，首次执行规模化卫星互联网星座组网任务。与一般的单星发射相比，卫星互联网组网任务对火箭、卫星以及整个任务组织体系提出了更高要求。蓝箭航天市场营销部总经理马海静表示，本次任务不是简单地把更多卫星堆叠到火箭上，而是涉及多星适配、星箭协同、批量部署、轨道控制以及末级钝化离轨等一整套工程流程，对任务全过程的协同和精细化管理要求都更高。“可以说，蓝箭正在从以重大技术和工程能力建设为主，进一步向规模化商业运营发展。”马海静说。从朱雀二号改进型近期的任务节奏来看，这一变化尤为明显。2026年5月，朱雀二号改进型遥五任务首次验证了该型号设计运载能力和复杂任务高轨道部署能力；遥六在遥五发射26天后再次承接大型任务，证明了该型号具备高密度发射的组织能力和工程实现能力；遥七则开启了星座组网新业务范式。据蓝箭航天介绍，朱雀二号改进型是公司主力载具之一，与朱雀三号重复使用运载火箭同步发展。其中，朱雀二号改进型近地轨道最大运力为6吨，朱雀三号在回收状态下的最大设计运力为18吨。马海静表示，朱雀二号改进型是蓝箭目前承担常态化商业发射任务的重要型号，主要面向当前市场和客户的实际发射需求；朱雀三号则面向未来更大运力、更高频次的发射需求。未来一段时期，两型火箭将根据不同客户、载荷和任务需求协同发展，共同构成蓝箭商业发射服务能力。同时，马海静强调，商业航天（886078）的规模化并不由某一次任务决定。它最终体现在产品是否能够持续生产、任务是否能够稳定执行、客户需求是否能够持续满足，以及企业能否建立与高频发射相匹配的制造、供应链和运营体系。“公司接下来的重点仍然是把已经形成的技术和工程能力逐步转化为更加稳定、持续的商业运力。”竞争转向产业化能力从行业层面看，卫星互联网正在成为商业航天（886078）产业规模化发展的重要牵引。按照千帆星座规划，其一期目标1296颗，2027年完成；二期新增约1万颗，2030年完成超万星组网；三期终态超过1.5万颗，支持多媒体与遥感一体化，融入6G生态。作为千帆星座建设与运营主体，垣信卫星近年来加速推进组网。此次发射完成后，千帆星座在轨卫星数量将增至248颗。公开报道显示，千帆星座计划于2026年底完成一阶段324星全球组网，正式面向全球提供服务并启动商业化运营。2026年年中，垣信卫星在5天内完成三次组网发射，其发射的高频次可见一斑。据《每日经济新闻》记者了解，蓝箭航天并非唯一接到千帆星座订单的民营航天企业，多款商业火箭正蓄势待发。与此同时，庞大的部署需求也吸引了资本市场的高度关注。8月，垣信卫星完成69.76亿元增资，共引入18家投资方，继2024年初完成67亿元A轮融资后，再次刷新中国卫星（600118）互联网领域单笔融资最高纪录。根据增资情况推算，垣信卫星本轮投后估值达到500亿元左右。从火箭到卫星，再到通信服务（881162），国内商业航天（886078）产业链正在形成更加清晰的商业化闭环。行业的竞争重点或将从单一型号的首飞成功，进一步转向火箭可靠性、发射频次、生产制造能力和综合服务能力等更具产业化属性的指标。马海静认为，面向未来，卫星互联网需要的是持续、规模化的运力供给。对火箭企业来说，常态化发射首先要建立在安全、可靠的基础上，再逐步提升生产效率、测试效率和任务组织效率，“公司将持续做好朱雀二号改进型商业发射，同时推进制造、供应链、测试和发射保障体系建设”。每日经济新闻","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.0","shortVersion":"4.50.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2667617668","isCrawlerRequest":true}

民营商业火箭首次扛起“千帆”组网重任 产业链加速走向商业闭环

精彩评论

民营商业火箭首次扛起“千帆”组网重任产业链加速走向商业闭环