A new player in space computing power has arrived in Haikou.

The significance of the space computing power project lies in its attempt to extend Hainan's role towards the backend. Satellite launch is just the starting point. How data is processed, how computing power is scheduled, how energy technology is transformed, and how customer scenarios are accommodated determine whether the project can be transformed into industrial capabilities.

Haikou has welcomed another new commercial aerospace company.

Recently, Hainan Space Computing Technology Co., Ltd. has officially settled in Haikou and is collaborating with Hainan Tonghua Investment Co., Ltd. to promote the space computing power project. Public information shows that the total initial investment of the project is approximately 500 million yuan, and it plans to launch its first self - developed space computing power satellite next year.

This news is worthy of attention mainly because it combines perovskite photovoltaics, on - board computing, and Hainan's aerospace industry chain in the same project.

For a space computing power satellite, computing power is not the only issue. Energy, heat dissipation, communication, and on - orbit reliability will all determine how far it can go.

In the past year, the popularity of space computing power has significantly increased, but there are still not many projects that have entered on - orbit verification and commercial closed - loop operations.

A 500 - million - yuan project lands, adding a new variable to Hainan's commercial aerospace

Judging from public information, Hainan Space Computing is a newly established company.

The company was established on April 9, 2026, with a registered capital of 10 million yuan. It is located in Haikou, and its main business includes satellite communication services, satellite mobile communication terminal sales, satellite navigation services, etc.

This project is jointly promoted by Hainan Space Computing and Hainan Tonghua Investment Co., Ltd. The total initial investment is approximately 500 million yuan, targeting satellite development, space computing power services, and photovoltaic technology applications.

There are two signals in this set of information that are worth analyzing.

First, the industrial bearing capacity of Hainan's commercial aerospace is continuing to expand. In the past, when people mentioned Hainan's aerospace, they mostly thought of the Wenchang launch site and rocket launches.

Now, the focus of the local industrial chain is beginning to extend to satellites, data, computing power, energy, and application services. Launch resources remain the foundation, but the formation of more project companies, technology companies, and scenario - based companies around the launch site is the long - term highlight of local commercial aerospace development.

Second, the project positioning of Hainan Space Computing has obvious combined characteristics. It doesn't just focus on the satellite platform or computing power services alone. Instead, it binds space computing power with perovskite photovoltaics. This combination has practical logic.

If a space computing power satellite is to complete data processing, intelligent identification, and task distribution on - orbit, it will consume more power, placing higher requirements on the energy system. To some extent, the energy supply capacity will determine the upper limit of on - board computing power.

However, the project announcement is just the first step. For a new company, the 500 - million - yuan investment plan, the launch schedule of the first satellite, the maturity of perovskite technology, and subsequent commercial scenarios all need to be verified by more specific engineering milestones.

Perovskite in space: the energy system is the main highlight

The most easily overlooked part of this project is actually not space computing power, but perovskite photovoltaics.

According to public materials, Hainan Space Computing will use self - developed perovskite solar panels as one of its core technologies and plans to apply them to the first space computing power satellite to be launched next year.

This direction is not simply a conceptual combination. For a space computing power satellite, the energy system directly affects its mission capabilities.

The on - board computing unit, data storage, and high - speed communication links all require stable power supply. The stronger the computing power, the greater the power consumption pressure. If the satellite platform cannot provide continuous, reliable, and lightweight energy supply, the so - called on - orbit computing power will be difficult to unleash.

This is also the reason why perovskite has come to the forefront. Compared with traditional silicon - based batteries, perovskite materials have the advantages of light weight, flexibility, and room for efficiency improvement, which have certain potential in space scenarios.

For low - orbit satellites, weight is related to launch costs, deployment area is related to platform design, and radiation resistance and thermal stability are related to on - orbit lifespan. The energy system is no longer just a supporting module of the satellite platform; it has become one of the basic conditions for the viability of space computing power.

However, this path still needs to go through engineering verification. There is a significant gap between laboratory efficiency, environmental simulation tests, and real on - orbit operations.

Whether perovskite components can withstand the tests of space environments such as vacuum, temperature difference, radiation, and atomic oxygen, whether the encapsulation scheme can remain stable in the long term, and whether the attenuation curve is controllable all need to be verified by on - orbit data.

For Hainan Space Computing, the significance of the first satellite lies in verifying whether a stable closed - loop can be formed among the energy system, computing payload, and satellite platform.

The popularity of space computing power is rising, but the first batch of closed - loops won't be very broad

The popularity of space computing power has increased in the past two years. A very real problem is that as more and more satellites are launched into space, the pressure on data transmission back to Earth and ground - based processing is also increasing. Scenarios such as remote sensing, meteorology, ocean monitoring, and emergency management all hope to obtain usable results more quickly.

In the past, satellites collected data and then transmitted it back to the ground for processing. What space computing power aims to solve is to complete screening, compression, identification, and preliminary judgment on - orbit, transforming the transmission of raw data into the transmission of results.

This path is valuable, but its scope of application will not be expanded widely all at once. The computing power, power supply, heat dissipation, communication, and operation and maintenance conditions in the space environment are all different from those in ground - based data centers.

In the short term, space computing power is more suitable for processing aerospace data itself, such as pre - processing of remote sensing images, target identification, disaster monitoring, ocean vessel identification, low - altitude supervision, and meteorological data screening. Its value lies in being closer to the data source, which can reduce the transmission of invalid data and improve the response speed.

In contrast, extending space computing power directly to general computing power scenarios such as finance, AI training, and big - data analysis requires more caution. These scenarios have high requirements for computing power scale, network stability, unit cost, and continuous service capabilities, and ground - based data centers still have obvious advantages.

For Hainan Space Computing, the more realistic task of the first satellite is to prove that on - orbit computing power can work in specific aerospace scenarios, rather than immediately promoting it as a computing power network covering a wide range of industries.

Hainan's opportunities lie beyond the launch site

The settlement of Hainan Space Computing in Haikou also brings up a bigger question: What will Hainan rely on to build industrial depth in commercial aerospace in the future?

The Wenchang launch site is Hainan's most prominent aerospace resource. In the past, Hainan's role in commercial aerospace mainly revolved around launches. Rockets were launched from here, and satellites were put into orbit from here. Launch capabilities constituted the most direct industrial identifier.

However, if an aerospace industrial cluster only focuses on the launch end, the industrial chain is still relatively short. The parts that can bring continuous output value often lie in the links before and after the launch, such as satellite development, payload integration, ground - based monitoring and control, data processing, application services, and commercial operations.

The significance of the space computing power project lies in its attempt to extend Hainan's role towards the backend. Satellite launch is just the starting point. How data is processed, how computing power is scheduled, how energy technology is transformed, and how customer scenarios are accommodated determine whether the project can be transformed into industrial capabilities.

Especially for new directions like space computing power, they naturally require cooperation among launch resources, ground - based computing power, data applications, and industrial capital. It is difficult for a single company to complete a complete closed - loop independently.

This is also what makes Hainan worth observing. It has the Wenchang launch resources and is also promoting the construction of aerospace - related industrial platforms. If more enterprises can be introduced in satellite manufacturing, space energy, aerospace data services, and computing power applications in the future, Hainan's commercial aerospace may gradually shift from the launch window to an industrial node.

Whether Hainan Space Computing can become an effective example depends on whether it can transform the project plan into commercial orders.

This article is from the WeChat official account “Star Movement Infinite”. Author: UniLym. Republished by 36Kr with authorization.