馬斯克一直是熱門話題人物,不管是特斯拉還是SpaceX,都發展得風生水起。特別是SpaceX,每隔幾個月,我們就會收到關於火箭發射,載人航天,衛星發射,太空探索等新聞頭條。馬斯克創建SpaceX的終極目標就是把人類送上火星,甚至超越夢想。
然而,像藍色起源Blue Origin、維珍軌道Virgin Orbit、SpaceX 和 Astra 這樣的公司是否能夠成為屹立不倒的航空企業,還是它們只是滿足創始人夢想的存在?今天讓我們走進SpaceX的發展歷程。


👈掃描二維碼了解
SpaceX 投資詳情

私營太空時代

提及太空探索,我們會想到1970年代的太空競賽。那個時候,不管是俄羅斯,還是美國都在舉全國之力探索外太空,仍記得那時將宇航員送往國際太空站(ISS)時的民族自豪感。然而今天,太空領域變得越來越私有商業化。
在世界航天領域,SpaceX 占據絕對優勢地位。目前SpaceX已經超越中國,將更多的人運送到太空,按照這個勢頭,很快也要超越美國。最近都是SpaceX負責運送物資跟宇航員到國際空間站,而非美國宇航局(NASA)。
現在非政府的太空探索模式勢頭正盛,值得一問,這些企業能否在在數年或者數十年後長久不衰?

SpaceX Falcon Heavy Landing (Photo credit:SpaceXFeb 6, 2018)

太空探索,誰來買單?

許多政府都是張開雙臂迎接那些致力於太空創新研發的企業,SpaceX 負責國際空間站運輸以及發射衛星就是其中的例子。值得一提的是,SpaceX在其官網上發布「低於110萬美元的太空專用拼車服務「---這似乎將實現太空旅行就像打Uber一樣輕鬆簡單。
在技術上,SpaceX都力爭做到重複使用零部件甚至整個系統,這將大大降低成本。所以打個Uber上太空在未來將可能不是夢;太空發射是否會得到市場回報答案似乎是肯定的。
火箭發射後重複使用,出色的成本控制為SpaceX帶來大量的投資。也意味這些企業多樣化它們的資金來源,而不僅僅只等待着政府的下一個訂單。
另外,最近國際軍事衝突也意味着,以前使用俄羅斯航天局服務的國家,有可能會尋求像SpaceX這樣的私營公司來完成國際空間站的運輸和火箭發射。


👈掃描二維碼了解
SpaceX 投資詳情

走進星鏈

作為 SpaceX 的子公司,Starlink 是一家衛星互聯網公司,可以提供「全球高速、低延遲的寬帶互聯網」。
過去的一年裡,Starlink的用戶量從10萬增長到40多萬,分布在全球30多個國家。以前接收器因為造價比較貴限制了擴展用戶量,現在SpaceX的發射技術以及成本控制大大降低製造Starlink接收器的成本,用戶註冊第一個月就可以回本造價變盈利,減少了新用戶的盈利時間。
Starlink還計劃從Starship基礎上部署Starlink衛星第二代,新衛星將會更先進,有更大的傳輸寬帶,可以能容納大量的用戶且速度飛快。目前第一版的容量為18gbps,等Starship能發射以後,每顆衛星的容量高達80gbps。而這將會是SpaceX的一個重要里程碑。
此外,SpaceX極有可能將Starlink拆分出來上市。在2021年2月,馬斯克曾說過:"一旦我們能夠合理地預測現金流,Starlink將會上市"
Starlink新增「便攜模式」功能,用戶每月花費25美元,就可以將衛星寬帶天線帶到任何地方。這業務不僅可能增加收入,也可能增加現金流的可預測性。
上圖突出了主融資輪次,不包括內部員工、早期投資者或基金在二級市場上出售其股票的二級融資。SpaceX 的投資者包括 Founders Fund、Craft Ventures、Alphabet 等。
特斯拉早期(並且非常成功)的投資者分享了他對 SpaceX 未來發展的看法:

加入我們的討論群

您認為SpaceX今天的估值應該是多少?
十年後會怎樣?
是趨向於零嗎?
它會繼續跟隨上圖的近指數增長嗎?
如果您有興趣投資太空探索的未來
UpMarket另類投資平台
現在有SpaceX未上市股權投資份額
可供合格投資者投資
💪💪💪
感興趣請加入討論群
或添加Upmarket投資代表了解更多詳情
掃描二維碼 加入SpaceX 討論群

掃描二維碼了解更多詳情


關於UpMarket

· 未上市獨角獸私募股權:
曾交易的公司包括Space X,Neuralink,ByteDance,OpenSea,Airbnb,Kraken等明星企業
· 全球獨角獸優選股權基金:20~30%
精選20-40家高成長階段的科技類公司加入投資組合
· 加密貨幣基金:50%+
對接知名加密風投巨頭,過去10年歷史回報率為57%~94%
· 保單貼現基金:10~15%
與市場相關性極低,穩健收益是市場避險對沖利器
· 房地產基金:14~15%
DMG Buffalo 學生公寓,目前出租率是90%+,季度8%分紅
· PE私募基金:30%
酒吧機會基金,抄底收購紐約地區酒吧,重新包裝運營
· 對沖基金
GEA指數調整策略基金,事件驅動型股票基金
UpMarket引領個人投資者解鎖私募市場提供精選的另類投資機會,實現多樣化資產配置

聯繫方式

官網:www.upmarket.co
電話:917-327-5809
微信:UpMarket_US
郵箱:invest@upmarket.co
Reference &Disclaimer
點此展開

Reference:
https://thehill.com/changing-america/3481856-the-privatization-of-space-is-taking-off-but-not-everyone-is-over-the-moon/
https://qz.com/2152383/after-axiom-1-spacex-has-flown-more-people-to-space-than-china/
https://www.washingtonpost.com/politics/2022/01/11/companies-are-commercializing-outer-space-do-government-programs-still-matter/
https://en.wikipedia.org/wiki/T%C3%BCrksat_5B
https://www.space.com/spacex-elon-musk-hint-replacing-russia-soyuz
https://www.starlink.com/
https://www.nasaspaceflight.com/2022/01/starship-gen2-starlink/
https://www.nextbigfuture.com/2021/09/version-2-starlink-with-lasers-and-gen-2-spacex-starlink-bigger-and-faster.html
https://twitter.com/elonmusk/status/1359027355851841536
https://www.theregister.com/2022/05/06/starlink_portability_satellite/
https://www.wsj.com/articles/high-frequency-traders-eye-satellites-for-ultimate-speed-boost-11617289217
https://s2.q4cdn.com/661678649/files/doc_financials/2022/q1/1Q22-Press-Release.pdf
https://news.sky.com/story/boeing-to-reattempt-starliner-launch-after-spacex-humiliation-12605277
Disclaimer
1) The document only contains summary information of the fund and the investment opportunities that the fund potentially provides. The document has its limitations and should be read together with the fund documents before consideration of an investment, to include the risk factors and potential conflicts of interest specified in the fund's documents. This document should not be used as the sole basis for deciding whether to invest in a fund. Any fund investment should be made through a formal confidential private placement memorandum and other fund documents. Potential investors should read the risk factors in the private placement memorandum of securities issuance. Potential investors may choose if necessary to consult with their own professional advisers, and receive advice on any investment, legal, tax or accounting issues related to fund investments.
2) Investments possess risk, to include the loss of principal. The dividends and potential earnings described in this document are expected revenues and are not guaranteed. This document contains "forward-looking statements." These statements are based on our current beliefs and expectations and are subject to significant risks and uncertainties. Past performance is not indicative of future performance.
3) The source and data of the material are considered to be reliable. However, there is no guarantee of its accuracy or completeness. The Company has no obligation to disclose or revise or modify this statement or any forward-looking statements as the circumstances change or as a result of subsequent events. Any statement in this document regarding the Partner does not mean that the Partner agrees and approves any content of the document. The information contained herein is strictly confidential and is intended for use by the recipient only and may not be reproduced, forwarded or shared without consent.
4) The information contained within this document is not investment advice and does not constitute a recommendation to buy or sell any securities, but is for informational purposes only. Any fund investment should be conducted through a formal confidential private placement memorandum and other fund documents. Potential investors should carefully read the risk factors in the private placement memorandum of securities issuance, and consult their own professional advisers, and receive advice on any investment, legal, tax or accounting issues related to fund investments.
5) The United States domestic sales of the fund's interests are exempt under Regulation D ofthe U.S. Securities Act of 1933; and are only applicable to potential investors who are eligible for "qualified investors" under Regulation D. Sales outside the United States are exempt under Regulation S of the U.S. Securities Act of 1933. In any jurisdiction, if it is not allowed to sell or solicit equity in the jurisdiction, or if such conduct is illegal in that jurisdiction, no fund equity offerings may be conducted in that jurisdiction.
6) Any securities described in the information contained herein are not recommended, approved or disapproved by the U.S. Securities and Exchange Commission or any state regulatory agency. Nor does the aforementioned authorities have any judgment as to the accuracy or adequacy of the information contained in this document. Private equity funds are sold through Upmarket Securities LLC. Upmarket Securities LLC is a U.S. registered broker-dealer, member of FINRA.

[END OF ARTICLE]