深化卫星通信准入制度改革，我国卫星产业有望进入发展快车道

Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The Ministry of Industry and Information Technology released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for a significant improvement in the management system and policy regulations by 2030 [2][5] - The guidelines propose 19 measures across six areas to enhance the high-quality development of the satellite communication industry, including expanding market access and optimizing telecommunications resource supply [5] - The satellite communication market in China has grown from 46 billion yuan in 2015 to 79.4 billion yuan in 2021, with a CAGR of 8.7%, and is projected to reach 89.6 billion yuan by 2024 [5] Summary by Sections Event Description - The guidelines emphasize the need for a more open market and the encouragement of private enterprises to utilize satellite resources, which is expected to activate the satellite market and accelerate commercialization [5] - The support for low-orbit satellite internet aims to provide high-speed services to various users and expand application scenarios, transitioning satellite communication into a public infrastructure [5] Market Outlook - The guidelines support international cooperation in satellite services, encouraging Chinese companies to expand their global market presence [5] - The satellite internet industry chain in China is expected to benefit from these developments, particularly in satellite manufacturing and launch segments [5]