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再下一城,洲際航天科技(1725.HK)加深中東佈局,攜手阿聯酋打造航天城
格隆匯 01-10 08:38

去年12月,在中央經濟工作會議中,重點指出要打造商業航天等未來產業新賽道。作為戰略性新興產業,商業航天的重要性也引起了全球其他國家的重視,例如中東地區,正在通過與該行業領先企業進行合作,實現自己的“航空夢”。

1月10日,香港首家商業衞星上市公司洲際航天科技(1725.HK)發佈公吿稱, 公司與 Abu Dhabi Ports Company PJSC (以下簡稱為“阿布扎比港務局”)簽訂關於阿布扎比航天城的條款書。

據悉,在此次條款書中,洲際航天科技計劃將以大型航天城樞紐為概念,在阿拉伯聯合酋長國阿布扎比打造國際航天科技創新及太空貿易中心的全球航天生態鏈,為全球提供商業航天服務。

再落一子,公司中東地區佈局頻現高光時刻

此次洲際航天科技集團在阿布扎比打造航天城,無論是對於近些年來一直在推進本國航天領域事業“中東土豪”,還是對於接連簽下在中東建設衞星製造工廠及航天城協議的公司本身來説,無疑皆是一個重磅利好消息。

對於阿聯酋而言,能夠進一步提升本國在太空領域的競爭實力,推動國家向高科技、可持續、知識型經濟轉變的經濟多元化改革。對於公司而言,不僅能夠強化公司在中東市場的佈局,推動公司加速走向全球化,還能有望在其衞星製造方面進行降本增效,加快對本土訂單的轉化,進而實現業績的兑現。

值得一提的是,這不是洲際航天科技在中東地區第一次建設航天城的計劃。近幾年來,公司在中東地區加深佈局的大動作不斷。

去年11月份,洲際航天科技旗下的衞星技術公司ASPACE與沙特達成價值約2.67億美元的協議,計劃建造沙特首家衞星製造工廠,並將在五年內建成中東乃至世界最大的航天工業生態集羣——沙特航天城。同月,公司董事會更是新納入了包括迪拜王室成員謝赫•穆罕默德等多位來自中東地區並在國際航天領域有所建樹的新成員,為公司在中東的業務開展奠定了基礎。

由此看來,中東儼然已經成為洲際航天科技出海佈局的重要一步。為了更順利融入中東,以充分調動該地區資源,洲際航天科技於去年12月發公吿稱,決定在中東證券交易所進行潛在雙重上市。

強者恒強,洲際航天科技迎來收穫期

眼下隨着中東地區各國家大力投入太空探索、利好航天領域的政策不斷出台,帶來的市場空間也是可觀的。伴隨着該項目的進一步落地,洲際航天科技有望憑藉自身不斷擴張的業務版圖和商業化落地,迎來業績的收穫期。

此外,公司針對中東地區持續進行技術、基礎設施、管理層以及金融等方面的佈局,無一不彰顯出洲際航天科技藉助中東新興市場,進一步推動其全球化戰略的雄心。對於洲際航天科技而言,有望持續提升自己在商業航天領域的品牌力,更好的鞏固自身的行業地位地位。面對這樣的公司,市場不妨給予多點期待。

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