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欧洲三巨头大动作,PK马斯克旗下星链!
Sou Hu Cai Jing·2025-10-26 10:44

Core Viewpoint - Europe is striving to establish a strong presence in the global satellite market to compete with the dominance of SpaceX's Starlink and aims to create a self-sufficient path amid US-China competition [1][2]. Group 1: Formation of New Company - Airbus, Leonardo, and Thales announced the integration of their satellite and aerospace businesses to form a new "European leading aerospace company" [1][2]. - The new joint venture will develop a complete product portfolio covering complementary technologies and end-to-end solutions, excluding the development of space launchers [2]. - Airbus will hold a 35% stake in the new company, while Leonardo and Thales will each hold 32.5% [2]. Group 2: Strategic Importance - The CEOs of the three companies stated that this joint venture is a "key milestone for the European aerospace industry," enhancing Europe's competitiveness and market presence in the increasingly active global aerospace market [2]. - The merger is expected to help Europe maintain control over its domestic aerospace business as governments plan to increase investments in aerospace and defense capabilities [2]. Group 3: Current Market Landscape - European companies have been competing internally against SpaceX's growing dominance, and this merger is seen as a positive step for the European aerospace industry to regain global influence [4]. - Eutelsat, Rivada Space Networks, and the EU-led "Iris 2" project are among the key players in the European satellite landscape [4]. Group 4: Competition with SpaceX - SpaceX has launched over 10,000 Starlink satellites, with a target of 42,000, significantly outpacing European efforts [5]. - The European Communication Satellite Company announced plans to raise €1.35 billion (approximately $1.5 billion) to expand its satellite fleet to compete with Starlink [4]. Group 5: Developments in China - China's low Earth orbit satellite initiatives are also advancing rapidly, with the successful launch of the Qianfan constellation, which aims to deploy over 15,000 satellites [6][7]. - The Qianfan constellation is part of a broader strategy by the Chinese government to establish a significant presence in satellite internet and communications [7].