太空创新企业 · 1
How to choose the next trillion-level investment opportunity in space innovation companies?

How to choose the next trillion-level investment opportunity in space innovation companies?

Currently, the world's largest listed companies with a market capitalization of around 7 trillion US dollars are all companies related to technology, especially the Internet. So what is the next trillion-dollar investment trend? The author believes that it is only possible in the following two industries: healthcare and space. After the COVID-19 outbreak this year, the importance of the healthcare industry has been recognized by investors in the Chinese and US stock markets, and there are broad prospects for the next development. The space industry, another trillion-dollar investment outlet, also surfaced this year. Of course, many development opportunities within it are still gradually being revealed. The author hopes to give you some ideas through this article. The space industry includes four segments: manned space travel, satellite launches, satellite communications, and data analysis. Currently, there are some innovative companies in these sectors that can pay attention to. 1. Personal space travel For modern human society, the ultimate travel adventure should be space travel. However, one space travel investment that investors in the US stock market can participate in is the listed company Virgin Galactic (Virgin Galactic) space travel company. Virgin Galactic is a space exploration company that went public in 2019 through a special purpose acquisition company (SPAC). The company's SPAC sponsor is a social capital (Social Capital) company founded by Parihaputaya, a former Facebook (Facebook) executive. Virgin Galactic focuses on space tourism (sending passengers into space) and hypersonic point-to-point travel (developing Mach 3 aircraft). Currently, the company is the only company engaged in suborbital space tourism and high-speed flights. Due to revolutionary growth opportunities for space travel, it can be said that there is huge room for growth. The founder of Virgin Galactic is Richard Branson, founder of Virgin Atlantic and Music Group. The company has a strong management team, which includes Chief Space Officer George Whitesides, who has worked for NASA for over 20 years, and is also an astronaut himself. The company's CEO is Michael Colglazier, who has worked at Disney for over 30 years, managing Disney's global amusement parks. It can be said that the company combines Silicon Valley innovation, NASA technology, Disney entertainment, and Wall Street capital. Virgin Galactic's competitive advantage lies in the company's ability to integrate vertically. The company completed everything on its own, from the design and manufacture of spacecraft to the New Mexico spaceport, to commercial operations. Of course, the company also has huge risks. For example, if an accident occurs during a space trip, it will have a big impact on the company's operations. Of course, for many space enthusiasts, experiencing a “planetary perspective” should be a lifelong dream! (Viking Bank Space Travel aircraft, photo credit: InceptiveMind) Similar to Virgin Galactic, there are also two space companies invested and built by billionaires: Blue Origin (Blue Origin) and Space Exploration (SpaceX). Of course, neither of these companies are listed companies yet, and secondary market stock investors are still unable to participate. Blue Origins is funded entirely by Bezos, the founder of Amazon. The company has developed a recyclable rocket for space tourists. The founder of space exploration company SpaceX is PayPal, Elon Musk, the founder of Tesla Motors. The company's Falcon rocket has been successfully launched 100 times and successfully recycled many times. SpaceX is currently planning to use its huge starship rocket as a means of transportation from Earth to Mars, a point-to-point space trip. Virgin Galactic has also received an investment from Boeing in a joint venture to study whether it can mature its space tourism technology and build rockets capable of point-to-point high-speed travel. SpaceX has become America's most active rocket launch vehicle, greatly reducing the cost of launching satellites, while also proving that it can reuse the most valuable part of the rocket by landing boosters. SpaceX has also been researching and producing the Dragon spacecraft capsule, and has successfully begun launching astronauts to the International Space Station for use by NASA. Although “Blue Origin” has yet to begin manned space flight, the company has applied what it has learned from space tourism programs to various ambitious space flight projects: developing powerful yet reusable rocket engines, building large new rockets, and using lunar lander to fly cargo and people to the moon for use by NASA. Lockheed Martin has also joined Blue Origin's lunar landing program and has been hunting for NASA's deep space missions...

2115d agoKevin Chen 陈凯丰#Space innovation enterprise #invests #Chen Kaifeng
No more