中新网北京9月8日电(记者 吴涛)记者获悉，近日，工业和信息化部向中国联合网络通信集团有限公司 (以下简称中国联通)颁发卫星移动通信业务经营许可。 下一步，工业和信息化部将进一步优化卫星通信市场准入，强化全链条监管与安全保障，促进我国卫星 通信产业高质量发展，有力支撑网络强国、航天强国、数字中国建设。(完) 中国联通可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富 通信服务与产品供给。 8日，A股中国联通盘中一度涨超6%。 工信部表示，随着我国卫星移动通信产业链商业化进程不断加速，将有利于形成适度竞争、良性互动的 市场格局，推动卫星移动通信服务更易触达普通用户。同时，基础电信企业与卫星移动通信产业链上下 游主体的协同联动将更加紧密，有利于推动产业转型升级，增强产业链供应链韧性和安全水平。 ...

【#中国联通将依法开展手机直连卫星等业务#】近日，工业和信息化部向中国联合网络通信集团有限公 司（中国联通）颁发卫星移动通信业务经营许可。9月8日，中国联通发文表示，将按照《关于优化业务 准入促进卫星通信产业发展的指导意见》有关部署，依法开展手机直连卫星等业务，深化应急通信、海 事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。下一步，中国联通将深入贯彻落实党中 央、国务院决策部署，按照工信部要求，统筹发展和安全，促进我国卫星通信产业高质量发展，有力支 撑网络强国、航天强国、数字中国建设。（每经） ...

【#联通获卫星移动通信业务经营许可#】近日，工业和信息化部向中国联合网络通信集团有限公司（以 下简称中国联通）颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业务，深化应 急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。下一步，工业和信息化部将 统筹发展和安全，进一步优化卫星通信市场准入，强化全链条监管与安全保障，促进我国卫星通信产业 高质量发展，有力支撑网络强国、航天强国、数字中国建设。 ...

沪深京三市全天成交额24631亿元，较上日放量1148亿元。全市场3955只个股上涨。 板块题材上，多板块轮动活跃，PEEK材料、能源金属、猪肉、化工、机器人、港口航运、影视院线板块涨幅居前；旅游酒店、证券、CPO、零售板块表 现落后。盘面上，机器人、PEEK材料概念股集体爆发，鸣志电器、三花智控、江特电机、新瀚新材、天赐材料多股封板涨停。猪肉板块高位震荡，傲农 生物、天域生物涨停。化学化工板块午后震荡走高，氟化工方向领涨，多氟多、中欣氟材、永太科技等股涨停。此外、港口航运、影视院线、游戏、卫星 导航等板块盘中均有所异动。多只算力硬件股今日大幅调整，新易盛、中际旭创、胜宏科技、天孚通信、源杰科技盘中跌超10%，工业富联、寒武纪、生 益电子跌幅居前。 卫星互联网突发利好 午后中国卫星拉升触及涨停。 中国联通一度涨近7%。 卫星互联网概念再度走强， 上海沪工回封涨停，多股跟涨。 A股今日涨跌不一，截至收盘，上证指数涨0.38%，深证成指涨0.61%，创业板指跌0.84%，北证50涨1.78%。 卫星互联网指数(8841289) < W 09-08 15:00:05 2684.7 2597.77 成交额 260.8 ...

Market Overview - The A-share market showed mixed results, with the Shanghai Composite Index rising by 0.38%, the Shenzhen Component Index increasing by 0.61%, while the ChiNext Index fell by 0.84%. The North Stock 50 Index rose by 1.78% [1] Trading Activity - The total trading volume in the Shanghai and Shenzhen markets reached 24,631 billion yuan, an increase of 1,148 billion yuan compared to the previous day. A total of 3,955 stocks rose in the market [2] Sector Performance - Various sectors experienced active rotation, with PEEK materials, energy metals, pork, chemicals, robotics, port shipping, and film and television sectors leading in gains. Conversely, tourism and hotels, securities, CPO, and retail sectors lagged behind [2] - Notable stocks included Mingzhi Electric, Sanhua Intelligent Control, Jiangte Motor, Xinhan New Materials, and Tianci Materials, which all hit the daily limit up. The pork sector saw high volatility with stocks like Aonong Biological and Tianyu Biological also hitting the limit up [2] - The chemical sector saw a rebound in the afternoon, particularly in the fluorochemical segment, with stocks like Duofu Duo, Zhongxin Fluorine Materials, and Yongtai Technology hitting the limit up. Other sectors such as port shipping, film and television, gaming, and satellite navigation also showed intraday movements [2] - Several computing hardware stocks experienced significant declines, with New Yisheng, Zhongji Xuchuang, Shenghong Technology, Tianfu Communication, and Yuanjie Technology dropping over 10% [2] Satellite Internet Sector - The satellite internet sector received a sudden boost, with China Satellite's stock hitting the daily limit up [4] - China Unicom's stock rose nearly 7% following the announcement that the Ministry of Industry and Information Technology granted it a license for satellite mobile communication services, allowing it to conduct direct satellite communication for mobile phones and enhance services in emergency communication, maritime communication, and remote area communication [5][6] - The Ministry plans to further optimize market access for satellite communication and strengthen regulatory measures to support the high-quality development of China's satellite communication industry [6] ETF Performance - Food and Beverage ETF (Product Code: 515170) saw a decline of 1.47% over the past five days, with a PE ratio of 21.05 and a net outflow of 18.947 million yuan [9] - Gaming ETF (Product Code: 159869) decreased by 4.00% in the last five days, with a PE ratio of 41.04 and a net inflow of 68.378 million yuan [9] - Semiconductor ETF (Product Code: 588170) dropped by 4.80%, with a recent net inflow of 397,000 yuan [10] - Cloud Computing ETF (Product Code: 516630) fell by 5.24%, with a PE ratio of 112.33 and a net inflow of 300,500 yuan [10]

近日，工业和信息化部向中国联合网络通信集团有限公司（中国联通）颁发卫星移动通信业务经营许 可。9月8日，中国联通发文表示，将按照《关于优化业务准入促进卫星通信产业发展的指导意见》有关 部署，依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信 服务与产品供给。下一步，中国联通将深入贯彻落实党中央、国务院决策部署，按照工信部要求，统筹 发展和安全，促进我国卫星通信产业高质量发展，有力支撑网络强国、航天强国、数字中国建设。 ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) has issued a satellite mobile communication business license to China Unicom, marking a significant step towards commercial operation of satellite internet in China [1][2] - The MIIT aims to enhance competition and collaboration within the satellite mobile communication industry, promoting high-quality development and supporting national strategies for a strong digital and aerospace nation [1][4] Industry Developments - The MIIT's guidance suggests that by 2030, the satellite communication management system will be further improved, with over 10 million satellite communication users expected [4] - The rapid development of satellite internet in China is characterized by the integration of satellite and terrestrial communication technologies, which is anticipated to create new economic growth points [4] - The launch frequency of low Earth orbit satellites has significantly increased, with China Star Network successfully sending five groups of satellites into space within a short period, indicating a shift towards a more aggressive launch strategy [4] Competitive Landscape - The trend of mobile direct satellite connectivity is gaining traction, with both the U.S. and China making strides in this area [5][6] - SpaceX is actively working on deploying satellites that support mobile direct connectivity, with plans to launch a significant number of satellites by 2025 [5] - Chinese companies, including China Mobile and ZTE, are also advancing in mobile direct satellite technology, with successful tests and future plans for commercial services [5][6]

据工信部8日消息，近日，工业和信息化部向中国联合网络通信集团有限公司（以下简称中国联通）颁 发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业务，深化应急通信、海事通信、 偏远地区通信等场景应用，丰富通信服务与产品供给。下一步，工业和信息化部将统筹发展和安全，进 一步优化卫星通信市场准入，强化全链条监管与安全保障，促进我国卫星通信产业高质量发展，有力支 撑网络强国、航天强国、数字中国建设。 长江证券指出，卫星互联网在商业领域除了可对现有地面网络进行补充外，亦可衍生出诸多全新应用场 景，如智能驾驶、星际通信与太空探索、全球卫星算力集群等，应用潜力巨大。中国卫星互联网正逐步 从传统航天的任务式发展迈向商业化发展，产业链开放度大幅提升，卫星生产成本显著降低，新技术亦 在持续突破中。 相关ETF方面，据Wind数据，卫星ETF（159206）是全市场首只且同类规模最大的卫星ETF，其联接基 金A类024194，C类024195。卫星ETF（159206）成立日期为2025年3月6日，截至2025年9月5日，卫星 ETF（159206）基金规模为7.47亿元。 （本文机构观点来自持牌证券机构，不构成任何投资 ...

记者丨李益文 黎雨桐 编辑丨叶映橙 吴桂兴 卫星互联网突发利好 午后中国卫星拉升触及涨停。 A股今日涨跌不一，截至收盘，上证指数涨0.38%，深证成指涨0.61%，创业板指跌0.84%，北证50涨 1.78%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3826.84 | 12666.84 | 1647.01 | | +14.33 +0.38% | +76.28 +0.61% | +28.83 +1.78% | | 科创50 | 创业板指 | 万得全A | | 1275.87 | 2933.25 | 6133.77 | | +7.32 +0.58% | -24.93 -0.84% | +42.84 +0.70% | | 沪深300 | 中证500 | 中证A500 | | 4467.57 | 6992.12 | 5358.70 | | +7.25 +0.16% +78.16 +1.13% | | +25.63 +0.48% | 沪深京三市全天成交额24631亿元，较上日放量1148亿元。全市场3955只个股上涨。 板块题材上，多板块轮动活跃，PEEK材料、能源金 ...

近日，按照《关于优化业务准入促进卫星通信产业发展的指导意见》有关部署，工业和信息化部向中国 联合网络通信集团有限公司（以下简称"中国联通"）颁发卫星移动通信业务经营许可。中国联通可依法 开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品 供给。 随着我国卫星移动通信产业链商业化进程不断加速，将有利于形成适度竞争、良性互动的市场格局，推 动卫星移动通信服务更易触达普通用户。同时，基础电信企业与卫星移动通信产业链上下游主体的协同 联动将更加紧密，有利于推动产业转型升级，增强产业链供应链韧性和安全水平。 下一步，工业和信息化部将深入贯彻落实党中央、国务院决策部署，统筹发展和安全，进一步优化卫星 通信市场准入，强化全链条监管与安全保障，促进我国卫星通信产业高质量发展，有力支撑网络强国、 航天强国、数字中国建设。 据工信部网站消息，9月8日，工业和信息化部向中国联通颁发卫星移动通信业务经营许可。 午后卫星互联网概念再度走强，中国卫星拉升触及涨停，中国联通一度涨超5%，上海沪工回封涨停， 创远信科、超捷股份、航天宏图、三维通信、上海瀚讯等跟涨。 工信部发布的全文如下： ...