卫星物联网商用试验启动 产业链公司迎机遇

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a draft notice for public consultation regarding the commercial trial of satellite IoT services, aiming to promote the commercialization of satellite IoT technology and support emerging industries such as low-altitude economy and commercial space [1] Group 1: Commercial Trial Details - The commercial trial period is set for two years, indicating a significant step towards the practical application of low-orbit satellite communication [1] - This initiative marks a substantial advancement in the scaling of satellite communication applications in China [1] Group 2: Industry Implications - According to Galaxy Securities, the satellite IoT commercial trial will extend China's commercial space industry chain from upstream manufacturing to downstream applications, indicating a new phase of dual-driven growth from both demand and supply sides [1] - The satellite IoT, leveraging space-based networks, enables global real-time tracking and data transmission for low-altitude vehicles, effectively addressing communication gaps in the low-altitude economy [1] - Satellite IoT has become a crucial link connecting commercial space and low-altitude economy, facilitating deep integration and collaborative development between the two sectors, thus creating vast growth opportunities for related enterprises in the industry chain [1]