商业航天产业迎来黄金发展期，太空感知基础设施加快布局

Core Insights - China's commercial space industry is entering a golden development period with significant technological breakthroughs and industrial growth as it is included in the national space development plan [1][2] - The "Star Eye" space awareness constellation plan aims to provide innovative solutions for space traffic management and enhance satellite operation reliability [1][6] Industry Development - The commercial space sector has been included in government work reports for two consecutive years, indicating its importance as a new industry [2] - The market size of China's commercial space industry is projected to reach 2.3 trillion yuan in 2024, with estimates of 2.5 trillion to 2.8 trillion yuan in 2025 [2] - Total financing for the commercial space sector is expected to exceed 20 billion yuan in 2024, with projections of 25 billion to 28 billion yuan in 2025 [2] - The industry is anticipated to enter a significant acceleration phase by 2025, driven by advancements in reusable rocket technology and satellite manufacturing [2][3] Action Plan Highlights - The "Action Plan" outlines 22 key measures across five areas to promote high-quality development in the commercial space sector [3] - Emphasis is placed on optimizing the industrial structure, encouraging innovation, and enhancing collaboration between upstream and downstream players [3][5] - The plan aims to establish a support mechanism for commercial satellite operations, including policies for launch, tracking, and decommissioning [5] Space Traffic Management - The "Star Eye" constellation will consist of 156 satellites to monitor near-Earth orbits, track satellites, and analyze space debris [6] - The increasing number of satellites and debris poses significant risks, with over 50,000 pieces of debris larger than 10 cm and approximately 1.4 billion pieces between 1 mm and 1 cm [5][6] - The development of autonomous space awareness capabilities is crucial for safeguarding in-orbit assets and ensuring sustainable space operations [6]