下一片“新大陆”：马斯克用万颗卫星占轨道，中国如何后发制人？

Core Insights - The competition for low Earth orbit (LEO) resources is intensifying, with the U.S. and China racing to deploy satellites at an unprecedented rate [1][5][10] - SpaceX's Starlink program has established a significant lead in satellite deployment, with over 8,000 satellites launched, while China's satellite count remains significantly lower at approximately 951 [2][4][6] Group 1: Satellite Deployment and Market Dynamics - As of July 2025, there are over 12,000 active satellites in orbit globally, with the U.S. dominating with about 10,490 satellites [2] - SpaceX's industrialized approach has allowed it to reduce satellite manufacturing costs to below $500,000 and launch costs to approximately $62 million per Falcon 9 rocket [5][7] - China's space program is transitioning from custom satellite production to a more industrialized model, with plans to deploy around 13,000 satellites under the National Star Network (GW) initiative and over 15,000 under the Shanghai Yanjin Satellite's "Thousand Sails Constellation" [8][9] Group 2: Strategic Implications and Future Outlook - The competition for satellite resources is not just about quantity but also involves communication sovereignty, digital economy, and national security [10] - The global satellite industry is projected to reach revenues of $293.3 billion by 2024, with significant growth in satellite manufacturing and launch sectors, providing opportunities for latecomers like China [10] - China aims to complete a portion of its satellite launches by 2027-2030 to secure its position in the competitive landscape, driven by regulatory pressures from the International Telecommunication Union [10]