工信部再发文，卫星互联网政策开始密集推出，推动手机直连卫星

Industry Overview - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to optimize business access and promote the development of the satellite communication industry, encouraging telecom operators to collaborate with satellite companies to explore the potential of high-orbit satellite applications like Tiantong and Beidou [1] - The issuance of satellite internet licenses marks a significant step towards commercial operations in China's satellite internet sector, with China Star Network planning to complete its first-generation satellite constellation consisting of over 100 satellites by the end of this year [1][2] - The traditional telecom operators in China, including China Telecom, China Unicom, and China Mobile, have launched satellite communication services since 2025, while traditional satellite service provider China Satcom has introduced consumer-grade satellite internet products [1] Market Growth - The satellite internet market in China was valued at 29.3 billion yuan in 2021 and is projected to reach 44.7 billion yuan by 2025, with a compound annual growth rate (CAGR) of 11.2% from 2021 to 2025 [2] - The limited availability of satellite orbital and frequency resources poses challenges, as the near-Earth orbit can only accommodate approximately 60,000 satellites, and the Ku and Ka frequency bands are nearing saturation [2] Company Developments - Haige Communications has developed products based on chips that are applied in various fields, including satellite direct connection for mobile phones, low-altitude economy, aerospace, intelligent transportation, and energy [3] - Zhenlei Technology provides chips that support low-orbit communication satellite applications, specifically for mobile direct connection scenarios [4]