SpaceX serious about building factories on the moon: 'It’s going to happen,' Elon Musk says
SpaceX认真对待在月球上建造工厂：埃隆·马斯克称“这将会实现”
As usual, SpaceX is dreaming big.
像往常一样，SpaceX 正在梦想远大。
The company plans to build factories on the moon, using robots to do much of the heavy lifting, Elon Musk said on Tuesday (Aug. 4) during SpaceX's first-ever quarterly earnings call.
SpaceX计划在月球上建造工厂，并利用机器人承担大部分繁重工作，埃隆·马斯克在周二（8月4日）SpaceX首次季度财报电话会议上表示。
"We are going to land a lot of tonnage on the moon," he said. "We're going to build the factories on the moon. The robots will be helpful with that."
“我们要把大量吨位送上月球，”他说。“我们将在月球上建造工厂。机器人会在这方面帮上忙。”
This is not a newly revealed vision; Musk first laid it out in February, in a blog post that announced SpaceX's purchase of xAI, a company that the billionaire entrepreneur founded in 2023. But Musk doubled down on it this week, showing investors that off-Earth manufacturing is very much front-of-mind for SpaceX.
这并非一个新近才披露的构想；马斯克早在2月份就曾在一篇博文中阐述过，该博文宣布SpaceX收购了xAI——这家公司由这位亿万富翁企业家于2023年创立。但本周马斯克又加倍强调了这一构想，向投资者表明，地外制造绝对是SpaceX当前重点考虑的事项。
The factories in question will build SpaceX's Starmind AI satellites, if all goes according to plan. The company aims to operate a million-strong Starmind constellation in Earth orbit in the coming years, and then go farther afield with the craft after that.
如果一切按计划进行，这些工厂将制造SpaceX的Starmind AI卫星。该公司计划在未来几年在地球轨道上运营一个由百万颗卫星组成的Starmind星座，此后还将让这些航天器前往更遥远的地方。
Eventually, SpaceX wants to launch locally made Starmind satellites off the lunar surface using electromagnetic mass drivers — basically, extremely powerful rail guns.
最终，SpaceX希望利用电磁质量驱动器——基本上就是极其强大的轨道炮——将月球本地制造的Starmind卫星从月球表面发射出去。
"Using robots on the moon to scale up manufacturing on the moon — which, I know it sounds, like, super sci-fi right now, but it's going to happen — will enable us to build the mass accelerator on the moon," Musk said.
“在月球上使用机器人来扩大月球上的制造业规模——我知道现在这听起来像是超级科幻小说，但它将会发生——将使我们能够在月球上建造质量加速器，”马斯克说。
"And if you have a mass accelerator on the moon, and you have solar and radiator production on the moon, you can — I know this sounds totally nuts — but you can you can probably scale to 1,000 times the economy of Earth in terms of intelligence launched to space, but probably, you know, maybe even a million times," he added.
“而且，如果你在月球上拥有质量加速器，并且在月球上具备太阳能和散热器的生产能力，那么——我知道这听起来完全疯了——但就发射到太空的智能而言，你或许能把规模扩大到地球经济的1000倍，甚至，你知道，也许100万倍，”他补充说。
"Solar and radiator production" refers to the manufacture of key Starmind satellite components: solar panels to power them and radiators to dump the large amounts of heat they'll produce into the vacuum of space.
“太阳能和散热器生产”指的是制造Starmind卫星的关键组件：为卫星供电的太阳能电池板，以及将卫星产生的大量热量排放到太空真空中的散热器。
Musk didn't provide details about the robotic lunar labor force. But he's presumably counting on Optimus, a humanoid robot built by another one of his companies, the carmaker Tesla. Musk has previously said that SpaceX will launch some Optimus units to Mars in the near future, to help pave the way for human settlement of the Red Planet.
马斯克没有提供有关机器人月球劳动力的详细信息。但他可能指望的是擎天柱，这是一款由他的另一家公司汽车制造商特斯拉制造的人形机器人。马斯克此前曾表示，SpaceX将在不久的将来向火星发射一些擎天柱装置，为人类定居这颗红色星球铺平道路。
Those robots will fly on Starship, SpaceX's fully reusable next-gen megarocket, which is currently gearing up for its 14th test flight. Indeed, Starship is key to most of the company's plan's both in Earth orbit and beyond.
这些机器人将在 SpaceX 的完全可重复使用的下一代巨型火箭 Starship 上飞行，该火箭目前正在为第 14 次试飞做准备。事实上，星际飞船是该公司在地球轨道内外大多数计划的关键。
"Starship aims to quadruple payload capacity and reduce launch costs by 10 times compared to our Falcon 9 rocket, unlocking significant capabilities across all of our business segments," SpaceX Chief Financial Officer Bret Johnsen said during Tuesday's earnings call.
SpaceX首席财务官布雷特·约翰森在周二的财报电话会议上表示：“与我们的猎鹰9号火箭相比，星舰的目标是将有效载荷能力提高至四倍，并将发射成本降低至十分之一，从而为我们所有业务板块释放出巨大的能力。”
"We continue to make progress building the infrastructure required to support thousands of Starship launches per year, including accelerating Raptor and launch vehicle production, the buildout of our gigabays, and making significant progress towards activating multiple launch pads at Starbase and in Cape Canaveral at Pad 39A and Pad 37," he added. (Raptor is the engine that powers Starship, and Starbase is SpaceX's South Texas site, which serves as the current hub of Starship manufacturing, testing and launch activities.)
SpaceX首席财务官布雷特·约翰森在周二的财报电话会议上表示：“与我们的猎鹰9号火箭相比，星舰的目标是将有效载荷能力提高至四倍，并将发射成本降低至十分之一，从而为我们所有业务板块释放出巨大的能力。” 他补充说：“我们继续在建设所需基础设施方面取得进展，以支持每年数千次星舰发射，包括加速猛禽发动机和运载火箭的生产、扩建我们的巨型车间，并在星基地以及卡纳维拉尔角的39A发射台和37号发射台启用多个发射台方面取得重大进展。”（猛禽是为星舰提供动力的发动机，而星基地是SpaceX位于得克萨斯州南部的场地，目前是星舰制造、测试和发射活动的中心。）
Tuesday's call was a landmark for SpaceX — its first as a publicly traded company. Musk founded SpaceX as a private concern in March 2022 and took it public this past June, via the richest IPO in history.
周二的电话会议对于 SpaceX 来说是一个里程碑——这是它作为上市公司的第一家公司。马斯克于2022年3月将SpaceX创立为一家私营公司，并在今年6月通过史上规模最大的IPO将其上市。
The IPO raised $86 billion and valued SpaceX at $1.77 trillion. Only six American companies had higher market capitalizations at the time — NVIDIA, Apple, Alphabet (Google), Microsoft, Amazon and the semiconductor manufacturer Broadcom. (Market caps fluctuate all the time, going up and down with companies' stock prices.)
此次IPO筹集了860亿美元，对SpaceX的估值为1.77万亿美元。当时只有六家美国公司的市值较高——英伟达、苹果、Alphabet（谷歌）、微软、亚马逊和半导体制造商博通。（市值一直在波动，随着公司股价的上下波动。）
The main point of Tuesday's call was to discuss SpaceX's first-ever earnings report, which covered the second quarter of this year. The company's revenue over that stretch was $7.8 billion, a 92% increase over the same period in 2025, according to the report. SpaceX lost more money than it made during Q2 2026, but the shortfall was considerably smaller than in Q2 2025 — $541 million versus $1.0 billion.
周二电话会议的主要目的是讨论SpaceX的首份财报，该财报涵盖今年第二季度。报告显示，公司该季度营收为78亿美元，较2025年同期增长92%。SpaceX在2026年第二季度出现亏损，但亏损额远小于2025年第二季度——5.41亿美元对10亿美元。
