中国卫星通信建设进入“加速跑”模式

Core Insights - The global satellite communication industry is expected to enter a new expansion cycle by 2025, with China accelerating its satellite communication construction [1] - China is projected to account for 26% of the over 300 orbital rocket launches globally in 2025, with 86 launches, second only to the United States [1] - China's investment in satellite communication will represent 21% of the global total [1] Industry Policy Environment - Since 2025, China's Ministry of Industry and Information Technology and other departments have introduced multiple policies to support the development of the satellite communication industry across various dimensions, including emergency communication, business access, and commercial testing [1] Industry Chain Collaboration - The advantages of China's satellite communication industry chain are becoming more prominent, with breakthroughs in mass production and low-cost launches in satellite manufacturing and launching [1] - The "national team" is leading the construction of two major satellite constellations, while companies are driving technological advancements in ground equipment [1] - Operators are spearheading satellite services that allow direct mobile connections [1] Future Trends - The integration of satellite and ground networks is expected to accelerate, with low Earth orbit satellite constellations and ground 5G-A/6G networks being deployed in coordination [2] - The "mobile phone, car + satellite" model is anticipated to continue innovating, leading to rapid growth in user scale [2] - A new development pattern characterized by "central-local collaboration, dual-core leadership, and multi-polar interaction" is expected to emerge, with Beijing and Shanghai as core regions [2] - Low Earth orbit satellite internet and satellite IoT are entering a new phase of large-scale commercial use, with applications in aviation, maritime, cross-border logistics, and communication in remote areas [2]