卫星物联网业务启动商用试验 产业链上下游迎机遇

Core Insights - The launch of commercial trials for satellite IoT in China marks a significant transition from technology validation to large-scale commercialization, providing new momentum for emerging industries such as commercial space and low-altitude economy [1][2] Industry Overview - Satellite IoT connects various IoT devices through satellite communication technology, offering wide-area IoT connectivity for data collection terminals, wearable devices, handheld terminals, and transportation tools like cars, ships, and aircraft [2] - The commercial trial period for satellite IoT in China is set for two years, aiming to enrich the satellite communication market supply, stimulate operational vitality, enhance industry service capabilities, and establish a safety regulatory system [2] Applications and Benefits - Satellite IoT is expected to overcome the limitations of ground network coverage, with typical applications including precise scheduling for drones and flying cars, stable communication services for vast oceans and remote areas, and remote data collection and transmission for smart agriculture and energy [2] - The industry is entering an accelerated development phase, supported by precise government policies, such as the guidance issued by the Ministry of Industry and Information Technology in August [2] Industry Chain and Companies - The satellite IoT industry chain includes upstream commercial space, satellite constellation construction, and ground station construction; midstream satellite network operation and data processing; and downstream applications in low-altitude economy, smart agriculture, and power inspection [4] - Several companies are actively positioning themselves in the satellite IoT sector, such as: - Chaojie Fastener Systems (Shanghai) Co., Ltd., focusing on commercial rocket body structure manufacturing, has completed production line construction in 2024 [5] - Shenzhen Zhenyou Technology Co., Ltd. is investing in core network systems to support satellite communication's safe and stable operation [5] - Guangdong Tongyu Communication Co., Ltd. has established a product system covering ground station terminals, satellite communication payloads, and satellite communication terminal applications, aiming for a new growth cycle through technological investment [5]