国家国防科工局成立商业航天司；中国半导体行业协会张立：半导体产业正迎来新一轮变革

Group 1 - The establishment of the Commercial Space Administration by the National Defense Science and Technology Industry Bureau indicates a significant government focus on the regulated development of the commercial space industry, which is expected to enhance the efficiency of satellite industry development and key processes such as launch approvals and satellite operation licensing [1] - The integration of functions across multiple departments is anticipated to break down barriers and promote collaboration across the entire value chain, positioning China to gain a competitive edge in the global space arena, particularly with the rise of low Earth orbit satellite constellations and the space economy [1] - The move is seen as a strong boost for the industry, with future attention needed on the implementation of supporting regulations and their effectiveness [1] Group 2 - The semiconductor industry is undergoing a new wave of transformation driven by markets such as artificial intelligence, embodied intelligence, smart connected vehicles, and quantum computing, which demand higher performance, energy efficiency, and reliability from chips [2] - The Chinese semiconductor industry is encouraged to adopt a systematic approach to build an innovative ecosystem across the entire value chain, leveraging applications to seize opportunities presented by industry changes and expanding collaborative development spaces [2] - The emphasis on "open cooperation" reflects China's commitment to global development in the semiconductor sector amidst intensifying global technological competition, highlighting the importance for investors to focus on companies with technological accumulation in specific application scenarios [2] Group 3 - Unisoc has launched a new generation of eSIM chips, THC9E, which support satellite internet applications and provide a high-reliability connection capability that integrates operator eSIM, satellite communication eSIM, and Wi-Fi [3] - The trend towards "integrated space and ground" is becoming a direction for 6G evolution, with eSIM technology expected to accelerate the deployment of IoT and emergency communication scenarios, although the technology's iteration cycle should be approached with caution [3] - This technological advancement has the potential to address communication challenges in remote areas, but considerations regarding costs and pricing are necessary, alongside reflections on how Chinese companies can assert influence in satellite communication standard-setting [3]