"Only China and the United States"

"With the improvement of the business model, in 2025, China is expected to start traveling in Asian orbit, with the fare of about 2 million to 3 million yuan."

"China's commercial aerospace has ushered in the best development opportunities. The 1.0 era of basic manufacturing and product development has entered the 2.0 era dominated by application traction, market -led, and will catch up with the development level of the United States within 10 years." "Long March 11th "The rocket's first chief commander Yang Yiqiang said in an interview with the Global Times reporter recently. Yang Yiqiang is currently the director of the China Academy of Sciences Air Flying Technology Center. Not long ago, the successful first flight of China's largest solid carrier rocket "Lie Jian No. 1" allowed the company to participate in the development of the company, China Science and Technology, "surfaced", and Yang Yiqiang was founded as the founding of China Science and Technology Aerospace. Another identity of a person is well known to everyone.

"Lie Jian No. 1" carrier rocket was successful.

A few days ago, the news of a variety of mobile phones with satellite communication technology caused people to discuss limited and renewable space resources such as satellite orbit. In fact, the global competition in the field of commercial aerospace has already begun. On September 9, US Vice President Harris appealed at the National Space Commission conference that relevant agencies need to submit proposals to regulate emerging commercial aerospace activities within 6 months to maintain the absolute advantage of the United States in the space field.

Only China and the United States

Global Times: From the perspective of the development level of global commercial aerospace, what kind of development of Chinese commercial aerospace is in? What is the market size?

Yang Yiqiang: In the field of commercial aerospace, China and the United States have formed a certain market size. When the United States began to promote the commercialization of aerospace in the 1980s. When Musk established the Space Exploration Technology Company (SPACEX), the industry has developed more mature in the United States. Although China's commercial aerospace started late, under the policy support, capital blessings, and market demand traction, the development trend was in full swing. 2015 is the first year of commercialization of China Aerospace. A report in 2021 shows that there are more than 370 registered companies in commercial aerospace. In the past 7 years, head companies have appeared in the fields of launch vehicles, satellite applications and other fields, and have formed a complementary pattern of national teams and private factions. The number of launch, launch load quality, and the size of the orbit satellite ranks among the forefront of the world.

At present, China's commercial aerospace has entered the 2.0 era from the 1.0 era, and is expected to enter the 3.0 era within 5 years. cost. Another data shows that from 2015 to 2020, the compound annual growth rate of China's commercial aerospace market reached 22.09%, which is related to China's complete independent intellectual property rights and talent hematopoietic mechanisms, and the support of the country. However, from the perspective of the economic scale and overall corporate valuation of commercial aerospace, the volume is relatively small, and there are fewer companies that really rely on rockets and satellite profits. At present, Chinese commercial aerospace companies are still in the "accumulation" stage.

Global Times: In recent years, China's commercial aerospace track has attracted capital "swarming in." At present, which areas are investment hotspots of commercial aerospace?

Yang Yiqiang: Investment hotspots are rockets and satellites. But in fact, the number of companies related to rockets and satellites is enough, and head companies have already appeared. The continuous influx of capital will cause internal consumption of these companies. Therefore, I suggest that the capital party can focus more on the upstream on the upstream ones. Supply chain (such as engines, components, etc.) and downstream satellite applications (such as navigation, remote sensing, etc.). Because there will be no good system integration products without excellent supply chain products.

China is expected to start space travel in 2025, the fare is 2 million to 3 million yuan

Global Times: Is the "spring" of Chinese commercial aerospaces that have arrived? Earlier, the space travel plan launched by American space exploration technology companies and blue origin has aroused global attention. So is the timing of China's development of space tourism mature?

Yang Yiqiang: In 2027, the "spring" of Chinese commercial aerospace will come. The "spring" of commercial aerospace can be judged based on the following signs: First, the satellite constellation is established on a large scale, the carrier rocket enters the high -density launch stage to achieve the recovery and reuse of low -cost large -scale liquid rockets; second, it is unique to commercial aerospace commercial business Models, such as space tourism, are realized; third, navigation positioning, navigation enhancement, low -orbit Internet and high -time resolution remote sensing constellations can provide services to the public and enterprises.

Yang Yiqiang's total installation site at the "Lie Jian No. 1" carrier rocket.

Specific travel to space can be divided into three types. The first is to enter the space station, which has strict requirements for the physical and psychological quality of tourists; the second is to bring the tourists into space through the double body airborne aircraft with the "white knight" represented by the Virgin Galaxy, but This model is poor and safe; the third is the current sub -rail travel with relatively mature technology, which is suitable for most people. With the improvement of the business model, in 2025, China is expected to start a sub -rail trip with fares about 2 million to 3 million yuan.

Global Times: Please analyze the "monetization" path and underlying logic of China's commercial aerospace. What development opportunities and barriers to Chinese commercial aerospace companies are facing?

Yang Yiqiang: China's aerospace commercialization requires double -wheel drive -market demand and technological innovation. The business direction of aerospace is not complicated. For example, commercial rockets are essentially carrier tools. The main profit model in the future is to charged at kg and develop advertising naming and cultural tourism. Accurate data, such as satellite navigation, and the combination of remote sensing satellites and environmental monitoring, urban and rural planning, etc. In my opinion, the key to the development of Chinese commercial aerospace is not rockets or satellites, but applications. The closer to the business income of ordinary people and end users, the higher the business income of ordinary people and end users. We must let commercial aerospace go deep into ordinary people's lives. For commercial aerospace companies, the bad tendency at the current level of public opinion is that the company claims to be a "Musk" in China. It is hoped that the story is favored by the market and capital, but reliable products are the cornerstone of development. Secondly, traditional aerospace re -launch but light service. Related enterprises should strengthen their awareness of service and form the concept of "rockets to serve satellites and satellites to serve their applied". In addition, enterprises should also avoid the "horse race circle", but to build a public experimental platform and revitalize their respective assets. Finally, it is very important that in the future, commercial aerospace will evolve towards globalization. Relevant Chinese companies should also strengthen their sensitivity to the international market, take on the "Belt and Road" initiative to lead international industry standards, and build the "Belt and Road" initiative and "go global" The heavy responsibility.

Commercial aerospace input production ratio: 1: 20?

Global Times: How do you think of the transformation of identity from the "eleven eleven" chief commander to commercial aerospace entrepreneurs?

Yang Yiqiang: The transformation is always accompanied by the pain. After starting a business, we seem to be able to "fly ourselves", but all platforms, including the R & D system, need to be re -built. Secondly, as a commercial aerospace practitioner, we need to comply with business rules and logic. In addition to considering how to do projects, we must also create products and business models from the country to society, especially the market identity.

Global Times: With the comprehensive development of space tourism, space resources, etc., what aspects of commercial aerospace's engine effect on global economic growth?

Yang Yiqiang: This problem can be analyzed from the two levels of "tradition" and "new state". In traditional concepts, many research reports have analyzed the input and output ratio of commercial aerospace. The United States also has "commercial aerospace investment 1 US dollars, which will get 7 times, 10 times, or even 20 times the return." However, this statement mostly refers to some major projects related to the national economy and people's livelihood. Such projects can convert the results formed in the development of large rockets, satellites and other development processes into the national economy. Positioning, navigation and timing services. On the other hand, the advancement of commercial aerospace technology will also bring an inestimable economic benefits. These technologies will be transformed into consumer -level application scenarios, such as global users who order the "Star Chain" satellite Internet service of the American Space Exploration Technology Company. Over 450,000; for example, the construction of smart cities in China, China's large logistics construction, etc., these technical informationization makes the social and economic operation of human beings more efficient; in addition, remote sensing technology, navigation enhancement, and unmanned technology can not only bring greater economic economy, but also bring greater economic economy Benefits are also boosters for the progress of human civilization.

Source: Global Times-Global Network/Zhao Qiankun

- END -