智通财经网·2025-09-01 03:55Group 1 - The strategic position of the satellite communication industry is highlighted, with clear policy guidance indicating that satellite internet has significant strategic value in global coverage, 6G communication, and special communications, becoming a new battleground for global competition [1][2] - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to optimize market access for satellite communication, which is expected to accelerate the issuance of licenses, providing institutional support for the commercialization of satellite internet applications [2][4] - The industry is approaching a turning point, with expectations that issues related to rocket capacity and launch costs will be resolved by the second half of 2025, enabling private companies to develop reusable medium-lift rockets [3][4] Group 2 - There is a recommendation to prioritize attention on satellite operators with potential for obtaining business licenses, as well as companies involved in satellite manufacturing, launch, and ground equipment [4] - The MIIT's guidelines emphasize the orderly promotion of satellite communication business openings, with expectations that relevant business license issuance will be completed within the year [4]