The Central Economic Work Conference, held in Beijing from December 10 to 11, emphasized the need to adhere to the "dual carbon" goals and promote comprehensive green transformation. In the energy sector, the conference called for "formulating an outline for building a strong energy nation, accelerating the construction of a new energy system, and expanding the application of green electricity." China's energy development still faces significant challenges, including immense demand pressure, supply constraints, and the arduous task of green transition. By the end of June 2025, China's installed capacity of wind and solar power had exceeded 1.67 billion kilowatts, accounting for approximately 45.8% of the total power capacity and becoming the main source of new power generation. However, as the proportion of green electricity (wind, solar, etc.) increases, the pressure on grid integration has become more pronounced, making the acceleration of a new energy system construction urgent. The infrastructure for this new energy system encompasses multiple aspects, with energy storage being a critical component. According to forecasts by the China Electricity Council, by 2030, non-fossil energy power generation capacity in China will account for about 60% of the total, with non-fossil energy power generation nearing 50% and contributing to 90% of the incremental electricity demand.
One company at the forefront of this transformation is C STRATEGIC TEC (01725), a Hong Kong-listed commercial space firm based in the Greater Bay Area. Headquartered in Guangzhou, with branches in Beijing, Hong Kong, and Dubai, the company has established a business network spanning the Middle East, North Africa, and beyond. With a comprehensive global layout—from satellite development to end-user applications—C STRATEGIC TEC is recognized as China's first commercial space company expanding overseas. While focusing on the aerospace industry, the company is also venturing into energy storage and precision manufacturing.
The commercial space sector is entering a boom period. By the end of 2025, the National Space Administration released a three-year action plan for commercial space and established a dedicated department. The plan aims to achieve efficient collaboration in the commercial space ecosystem by 2027, with significant growth in industry scale, enhanced innovation, and optimized resource utilization. Key measures include fostering innovation, improving resource efficiency, expanding the industry, enhancing regulatory services, and strengthening safety oversight. The plan also encourages patient capital investment, proposing the establishment of a national commercial space development fund and urging local governments, financial institutions, and private capital to form investment platforms for long-term, strategic, and value-driven investments. Currently, China has over 600 commercial space companies, with gradual potential being unlocked under safety assurances.
C STRATEGIC TEC is advancing China's satellite constellation projects through low-Earth orbit satellite system design, manufacturing, testing, launch, and in-orbit delivery, securing its role in space infrastructure. The company has partnered with international leaders to build a full industrial chain—from satellite production and launch to operation and application. It is also exploring the integration of satellite and energy storage industries in Guangzhou, aiming to establish a high-tech industrial park under the "Made in China" initiative. After multiple assessments, C STRATEGIC TEC recognizes Guangzhou's potential in both commercial space and energy storage sectors.
Notably, the company is expanding from its core aerospace technology business—covering satellite communications, navigation, remote sensing, deep-space exploration, and satellite internet applications—to energy storage solutions for satellites and ground systems. Leveraging its expertise in energy management, thermal control materials, reliability design, and precision manufacturing from the aerospace sector, C STRATEGIC TEC is systematically transferring these capabilities to its energy storage division. Starting from the "high dimension" of satellite-based energy storage, the company provides secure, reliable, and customized solutions for global power grids and renewable energy, enhancing grid reliability, flexibility, efficiency, and sustainability. For instance, it is developing quasi-solid-state battery technology for grid-side storage systems, offering cutting-edge solutions with high safety and longevity—featuring 15,000+ charge cycles, 15–20-year operational lifespans, and superior grid stability and frequency regulation. By 2027, C STRATEGIC TEC aims to complete and connect all its energy storage projects, targeting a portfolio worth billions.
Under the "dual carbon" goals, the company is poised to lead China's new energy industry from "technological breakthroughs" to "industrial standards," supporting the modernization of power grids in Belt and Road countries and elevating China's energy storage sector to global prominence. Meanwhile, a new prospect emerges: satellites orbiting 700–800 kilometers above Earth could provide uninterrupted solar power, minimal cooling costs, and low-latency cross-continental coverage—attributes ideal for next-gen computing demands. This marks a new frontier in industrial competition. In the future, commercial space pioneers like C STRATEGIC TEC may transcend rockets and satellites, spearheading a "space-based information revolution." With its early-mover advantage in commercial space and energy storage, "computing in space" could become the industry's next game-changer.
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