SpaceX 宣布卫星降轨行动，太空资源日趋紧张

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - SpaceX announced a reduction in the orbital altitude of thousands of Starlink satellites to mitigate collision risks, highlighting the increasing competition for limited space resources [2][5] - The adjustment will involve approximately 4,400 Starlink satellites moving from an altitude of 550 kilometers to about 480 kilometers, aiming to reduce space debris and enhance safety [10] - The report emphasizes that the competition for low Earth orbit resources is intensifying, which may accelerate the development of China's commercial space industry, particularly with advancements in reusable rocket technology [10] Summary by Relevant Sections - Event Description: SpaceX's decision to lower the altitude of its Starlink satellites is a response to the growing congestion in low Earth orbit, which has become a focal point for international discussions on space resource allocation [5][10] - Market Dynamics: The report notes that the number of low Earth orbit satellites is expected to increase by 190% over the next decade, further complicating resource distribution [10] - China's Commercial Space Development: China's commercial space sector is projected to enter a rapid growth phase, driven by the competition for orbital resources and advancements in technology, with a focus on key suppliers in the industry [10]