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Space X公司最大的挑战有哪些

Space X公司最大的挑战有哪些

Clay Dillow 2014年09月02日
埃隆•穆斯克的Space X公司2014年风光无限,但对这家新兴私人航空企业来说,真正的考验还在后头。Space X公司必须解决可靠性、规模化和重复使用能力等方面的问题。

    2013年3月,一枚Space X鹰隼9号火箭(Falcon 9)被拖出机库。

    所有人都觉得,Space X公司正在经历一个非常不错的年景。过去几个月来,该公司已经4次将卫星送上轨道(计划于本周进行第5次发射因故延期)。在这几次发射中,它成功将不同的商用卫星送入轨道,并按美国宇航局(NASA)的要求为国际空间站重新补给。该公司与英国卫星巨头Inmarsat公司签订了新合同,推出了全新的载人飞船龙V2号(Dragon V2),在一次实际发射中成功测试了3D打印的火箭零部件——此举有望降低发射成本,并打入利润丰厚的国防卫星发射市场。此外,它还开始测试一款可重复使用的一级火箭,并取得了一定成功,这将显著降低公司的发射成本,并进一步巩固其作为最廉价火箭发射供应商的市场地位。

    上周二,《财富》杂志(Fortune)刊发了一篇文章,意在深入剖析围绕Space X公司的种种传闻——尤其是该公司犹如天文数字的100亿美元估值。这篇文章检视了该公司在商业航空发射市场的竞争对手,以及一些公司在在试图跟Space X进行交易时所表现出来的危机感。Space X对手众多,包括法国阿利安太空公司【Arianespace,空中客车公司(Airbus)持有该公司部分股份)、国际发射服务公司(International Launch Services,一家采用俄罗斯发射技术的俄美合资企业)和联合发射联盟公司【United Launch Alliance,波音公司(Boeing)和洛克希德马丁公司(Lockheed Martin)的合资企业)。和它们相比,Space X的初创公司文化似乎占据上风。

    仅凭这些素材足以撰写一篇精彩的报道,但上百亿美元的估值是怎么回事呢?Space X公司能否把这些神乎其神的吹捧变成硬邦邦的利润?毕竟,商用航天是一个竞争激烈、资本高度密集的产业,长期以来一直由全球最大也最受尊敬的传奇航空航天公司所把持。正是出于这种原因,Space X未来还将面临巨大挑战。下面就让我们逐一分析这些挑战:

    机遇。最迟到九月底,美国宇航局就将从三种不同飞船中选择一种,也可能是两种,作为这家联邦机构的新型载人飞行器,这些飞行器将把宇航员送往国际空间站这样的轨道目的地。赢得这份合同的公司将获得8亿美元预付款,用于飞船的前期研发,到2017年飞船交付使用时,还将获得数十亿美元的收益。Space X、波音公司及内华达山脉公司(Sierra Nevada Corp)都有机会赢得这份合同。如果Space X胜出,就能确保从美国宇航局获得稳定收入,也会让它的研发投入不至于付诸东流。这也是全球顶级航空机构对其实力的又一次意义重大的背书。

    可靠性。迄今为止,就可靠性而言,Space X一直设法保持着良好的记录,甚至还在几次发射过程中纠正了即将发生的事故。但上周末,该公司却在其德克萨斯州试验基地损失了一枚试验火箭(公司辩解称,这正是试验火箭的用途),同时出于多一份谨慎的原则,推迟了本定于周二进行的火箭发射。这远不是Space X第一次推迟发射了。航空和国防咨询公司金牛座集团(Tauri Group)的行业分析师凯特•马丽嘉表示:“我认为,如果Space X表示自己准备发射,实际上却没能成功发射,它就将损失市场份额。卫星的大部分价值在于它提供的服务,所以必须让卫星始终在轨道上运行才能挣钱。这就是最大的风险所在。”管理好这一风险并保持有规律的发射计划至关重要。

    All said, SpaceX is having a really good year. Over the past several months the company has been to orbit four times (a fifth visit was scheduled for this week, but it was postponed). During those visits, it has successfully placed various commercial satellites in orbit and resupplied the International Space Station at NASA’s behest. The company inked new deals with British satellite giant Inmarsat, unveiled its new crew-capable Dragon V2 space vehicle, successfully tested 3-D printed rocket parts during a live launch—which has the potential to reduce costs—made inroads into the lucrative national defense satellite launch market, and began testing, with some degree of success, a reusable first rocket stage that could drive down the company’s launch costs by an order of magnitude and further solidify its role as the least expensive launch provider in the market.

    On Tuesday, Fortune published an article intended to cut through the hype surrounding SpaceX—in particular rumors of an astronomical $10 billion valuation—by looking at its commercial space launch competitors and the crisis posture some have assumed as they attempt to deal with SpaceX. Next to those competitors, which include France’s Arianespace (partially owned by Airbus), International Launch Services (a Russian-American joint venture using Russian launch technology), and United Launch Alliance (a Boeing-Lockheed Martin joint venture), SpaceX and its nimble, startup-like culture seem to have the upper hand.

    This all makes for a good story, but what about that multimillion-dollar valuation? Can SpaceX turn the hype into cold, hard profit? The commercial spaceflight industry is a highly competitive, immensely capital-intensive environment saturated by the world’s largest and most respected legacy aerospace firms. For that reason, SpaceX’s biggest challenges lay ahead. Here’s a look at what the firm faces.

    Opportunity. Before September is over, NASA will make a decision on which one, possibly two, of three different spacecraft it will select to be the federal agency’s new crew vehicle for ferrying astronauts to destinations in orbit such as the International Space Station. The winner of that contract is looking at $800 million for spacecraft development up front and an accumulated award of billions of dollars by the time the spacecraft enter service sometime in 2017. SpaceX is in the hunt alongside Boeing and Sierra Nevada Corp. A win for SpaceX would guarantee SpaceX a revenue stream from NASA and certainly wouldn’t hurt its R&D efforts. It would also be another big endorsement from the world’s premier space agency.

    Reliability. SpaceX has thus far managed to retain a strong record of reliability, even correcting near-mishaps mid-mission in some cases. However, over the weekend it lost a test rocket (which, in SpaceX’s defense, is what test rockets are for) at its test facility in Texas and delayed a rocket launch scheduled for Tuesday in the interest of extra caution. It’s far from the first time SpaceX has delayed a launch. “I think one thing that could tilt the market away from SpaceX is if it can’t launch when it says it’s going to launch,” says Kate Maliga, an industry analyst at aerospace and defense consultancy Tauri Group. “Most of the money in satellites is in the services they provide, so you need your satellite up there to make money. That’s the biggest risk.” Managing that risk and maintaining a regular launch schedule is imperative.

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