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外汇交易员·2025-10-10 08:46

Regulatory Landscape - The Ministry of Industry and Information Technology (MIIT) issued a draft "Notice on Organizing and Carrying out Commercial Trials of Satellite IoT Business" [1] - Enterprises applying for commercial trials of satellite IoT business must have the credibility or ability to provide long-term services to users [1] - Requirements include network security, real-name registration, prevention of telecom fraud, and other security measures [1] - Companies must report business application scenarios and operational information to MIIT in a timely, complete, and accurate manner [1] - Relevant departments are expected to issue satellite internet licenses soon [1] Market Outlook - The issuance of licenses marks the first step in China's satellite internet commercial operation [1] - It will still take approximately 2-3 years to provide satellite internet services like Starlink [1] Market Reaction - A-share satellite navigation sector experienced an afternoon surge [1] - Tianyin Electromechanical rose over 15% [1] - China Satellite hit the daily limit [1]