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2024-2025 CONTENTS 01 03 04 2 Importance 02 Development Status Industry Evolution To be Solved Importance 01 2020 50 3 2023 223 211 11 1 94.6%10 2934 1481 116 67 2023 4%116 94.0%1244.46 1 6 67 98.5%123.38 1 19 100%79.77 7 100%14.34 3 100%13.68 3 66.7%4.90 1 3 33.3%0.20 2 2 100%0.32 2 50%0.02 1 1 100%0.30 44 51 87 116 22 18 39 34 39 56 64 67 19 21 20 25 17 25 22 19 6 5 6 5 13 9 12 9 13 8 10 9 8 8 22 30 34 27 2016 2017 2018 2019 2020 2021 2022 2023 SpaceX 2016-2023 18 3 SpaceX 96 Rocket Lab 9 47 7 5 2023 2337 236 205 50 2020 2023 1984 132 40 2030 2337 236 205 71 50 46 26 16 9 8 2023 1984 132 255 6 2023 SpaceX CLPS 2028 26 14 2024 2 Astrobotic CLPS iSpace JAXA SLIM-25 2016 2019 2006 2019 13 2010 2016 6-2014 2023 9 SLS 2010 2022 12 2018 2020 2 2017 2018 2023 6 5 2002 2008 2010 2015 8 2 2008 2024e 16e Nova-C 2013 2024*8*2016 2024*13*7 2018 2018 2017 2008 SpaceX 10 1955 70 8 9 Development Status 02 200 3000 3000 50%2.5%40.3%1200 51.5%40.3%5.6%2.5%0.1%data service 10 3000 25.7%25.4%23.8%29.4%21.5%19.6%0.3%0.5%24.8%29.0%11 70 60 50-60 40-50 30-40 20-30 20 2024 30 80%70%4 12 70 300=2023 10 2023 7 20 70-300 200 40%=20 200 40%=1600 13 3 150 2016 5 50 230 900 10 5.89 40=3 150 150 316.55+459.87=18.26%15%6000=459.87 18.26%15%6000=7.56 2022 2023 316.55 459.87 3 1 14 B2B2C B2C=+20 P13 40-100 70 20%=20 70 20%=280 15 2023 206 10 100 10%10 100 10%=100 A 500-800 B 300 8K C 200 LED 16 25 350 200-300 50/10%-20%250+200+50/+=550+50/+2000 4-6 1 17 800 50%=1600 5000 SpaceX 2022 97%100+2000+1=1.2 1600+5000=6600 80/800 6 15 50%BE-4 90 6600 9074 80 18 03 Industry Evolution Depend O I Cooperate n ndependence 19 3-5 8-12 3-5 2015 2016 2023 5 5 LP LP 5 8-10 20 2023 10 20-30 SpaceX Rocket Lab 2 120 833 989 1722 2018-2023 1984 2018 2019 2020 2021 2022 2023 21 15 2024 ULA BE-4 RL-10C(X)GEM-63XL 22 23 04 T o be Solved 38.5%4.9%3 16.9%9.4%0.3%23.96%18.54%16.45%?14.16%11.93%7.24%6.68%1.03%24 BLTCE B Legal Talent reak Capital Exit 38.1%20.9%18.4%16.3%6.3%25 3D 26 BP THANKS
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