SpaceX宣布:降轨!此前曾危险抵近中国空间站
证券时报·2026-01-02 08:41

Core Viewpoint - The article discusses the significant developments in the global commercial space industry, particularly focusing on SpaceX's Starlink project and its plans to lower satellite orbits to enhance space safety, while also highlighting the rapid growth and competitive landscape of the commercial space sector in China and the U.S. [1][2][6] Group 1: Starlink's Actions and Impact - SpaceX plans to lower the orbits of approximately 4,400 Starlink satellites from about 550 kilometers to around 480 kilometers by 2026 to reduce collision risks and space debris [1][4] - The initiative is described as the largest satellite deorbiting operation in SpaceX's history, aimed at improving space safety [1][4] - Starlink has over 10,000 satellites in orbit and accounted for 85% of U.S. orbital launches in 2025, breaking its own annual rocket launch record for the sixth consecutive year [4] Group 2: Global Commercial Space Industry Trends - The global commercial space industry is entering a "golden age," characterized by technological integration and collaborative innovation across the entire industry chain, with the U.S. and China as the primary launch leaders [6][7] - As of December 2025, there have been 325 space launches globally, with China conducting 87 launches, including 23 by private commercial rocket companies [7] - The rapid expansion of commercial satellite constellations, such as Starlink, has raised concerns about space safety due to increased congestion in low Earth orbit [5][6] Group 3: Future of China's Commercial Space Sector - In the next 1-2 years, China's commercial space sector is expected to experience accelerated technological breakthroughs and explosive market growth, with advancements in reusable rocket technology and satellite production capabilities [8] - The commercial space market's growth will benefit upstream satellite manufacturing and core components, while downstream application services are anticipated to become the largest value pool [8] - Increased competition between China and the U.S. is expected, with China likely to lead in certain areas like satellite mass production, although challenges remain in heavy rockets and high-reliability reusable technologies [9]