Lub foob pob hluav taws Falcon 9 tau tshaj tawm ib pawg ntawm Starlink satellites rau orbit rau lub Plaub Hlis 29, 2022.
SpaceX
Kev nqis peev ntiag tug hauv cov tuam txhab chaw lag luam tau poob qis hauv lub quarter thib ob - hnyav los ntawm kev lag luam dav dav thiab kev ua lag luam headwinds - tab sis tau txais kev cawmdim hauv ib feem los ntawm kev pab nyiaj txiag ntawm Elon Musk tus SpaceX, raws li a daim ntawv qhia Hnub Thursday los ntawm New York-based Space Capital.
Cov tuam txhab chaw tsim kho chaw tau coj $ 2.5 nphom ntawm kev nqis peev ntiag tug hauv lub quarter thib ob, suav nrog SpaceX tsis ntev los no $ 1.7 billion, feem ntau ntawm tag nrho. Daim duab peb hlis ntuj sawv cev rau 45% poob ntawm tib lub sijhawm nyob rau hauv 2021, ib xyoo ntawv rau qhov chaw nqis peev.
Space tuam txhab uas muag, tshwj xeeb tshaj yog cov uas nyuam qhuav mus rau pej xeem, tau raug mob rocky thawj ib nrab ntawm lub xyoo raws li cov tub ua lag luam tau tig rau cov cuab yeej technology thiab kev loj hlob. Kev lag luam chaw tsis tau raug zam los ntawm kev nce paj paj, kev nce nqi lossis kev cuam tshuam ntawm cov saw hlau.
Raws li tsab ntawv ceeb toom, peev feem ntau tau zaum ntawm ib sab thiab - tsawg kawg yog ib ntus.
"Thaum peb ntseeg tias ib puag ncig macro tseem yuav ua rau muaj kev kub ntxhov rau qee lub tuam txhab chaw, peb tsis ntseeg tias qhov chaw lag luam muaj kev pheej hmoo," Space Capital tswj tus khub Chad Anderson tau sau hauv tsab ntawv ceeb toom.
Anderson tau hais tias "Lub chaw thev naus laus zis yog cov thev naus laus zis thev naus laus zis thev naus laus zis, 'pob txha tsis pom' uas ua rau peb txoj kev lag luam thoob ntiaj teb," Anderson tau hais.
Satellite technologies xws li duab thiab kev sib txuas lus muaj txog li 90% ntawm tag nrho cov peev nyiaj txhua xyoo hauv kev lag luam chaw thiab "twb ua lub luag haujlwm tseem ceeb hauv kev lag luam loj feem ntau," Anderson sau. Qhov seem 10% ntws mus rau hauv cov tuam txhab uas tsim kho vajtse, xws li foob pob hluav taws thiab dav hlau.
Nyob rau hauv tag nrho, Space Capital taug qab 1,727 tuam txhab uas muag uas tau nce $ 264 nphom hauv kev nqis peev thoob ntiaj teb kev ncaj ncees txij li xyoo 2012.
Daim ntawv tshaj tawm kuj tseem hais txog kev nqis peev hauv "Kev Lag Luam Tshiab" - ua los ntawm cov tuam txhab ua haujlwm ntawm cov chaw nres tsheb thiab kev lag luam, chaw xa khoom thiab cov kev pabcuam lunar - raws li pom "kev loj hlob zoo ib yam hauv kaum xyoo dhau los," kos $ 2.7 billion nyob rau lub sijhawm ntawd.
Thaum lub subsector tseem nyob rau hauv nws "tus me nyuam mos," raws li tsab ntawv ceeb toom, SpaceX lub phiaj xwm mammoth foob pob hluav taws Starship sawv cev rau qhov tseem ceeb ua rau cov tuam txhab Emerging Industries, nrog rau lub peev xwm los txo tus nqi ntawm lub orbit.
Qhov tseem ceeb, SpaceX tseem "tawm tsam kev pom zoo," Anderson tau sau rau hauv tsab ntawv tshaj tawm, thiab yuav tsum muaj peev xwm nce nyiaj ntau hauv lub neej yav tom ntej "txawm hais tias muaj kev lag luam tam sim no," uas yuav txhawb nqa qhov kev lag luam tawm tshiab.
"Ib yam li Falcon 9 [ foob pob hluav taws] tau ua 10 xyoo dhau los, Starship yuav txo tus nqi ntxiv rau lub voj voog," Anderson sau.
Source: https://www.cnbc.com/2022/07/14/space-capital-q2-report-investors-put-2point5-billion-into-companies.html