全球“追星”！我国新增超20万颗申请，马斯克也有大消息

Core Viewpoint - The global space race is intensifying, with significant developments in satellite deployment and frequency resource applications from both China and the United States [1][10]. Group 1: China's Satellite Plans - China has applied to the International Telecommunication Union (ITU) for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the Radio Innovation Institute [2][3]. - The application includes 14 satellite constellations, with the CTC-1 and CTC-2 constellations each applying for 96,714 satellites, making them the main contributors to this application [3]. - The Radio Innovation Institute, established in Xiong'an New Area, aims to serve the satellite internet industry and focus on spectrum resource development and technological innovation [4]. Group 2: ITU Regulations - The ITU, responsible for managing global radio frequency and satellite orbit resources, mandates that new satellite applications must launch their first satellite within seven years and complete deployment within 14 years [5]. - Failure to meet these deployment milestones will result in a proportional reduction of frequency rights based on the actual number of satellites launched [5][6]. Group 3: SpaceX Developments - On January 9, 2023, the U.S. Federal Communications Commission (FCC) approved SpaceX's plan to deploy an additional 7,500 second-generation Starlink satellites, bringing the total approved number to over 15,000 [7][9]. - The FCC's decision supports SpaceX's expansion in the global internet service market and allows for significant technological upgrades, including operations across five frequency bands [8][9]. - The new satellites are expected to enhance network performance, potentially achieving internet speeds of up to 1 Gbps, and will provide direct-to-cell services outside the U.S. [9]. Group 4: Global Satellite Landscape - As of May 12, 2025, there are approximately 10,824 satellites in low Earth orbit, with a utilization rate of about 18% of the theoretical capacity of 60,000 satellites [10]. - The U.S. currently leads in the number of operational spacecraft, accounting for 75.94% of the global total, while China holds about 9.43% [10]. - China's commercial satellite constellations are taking shape, with significant deployment deadlines set for various projects, indicating a future surge in satellite launches [10]. Group 5: Future Industry Outlook - The commercial space industry is expected to experience multiple catalysts in 2026, particularly with the introduction of reusable and high-capacity rockets, which will alleviate previous bottlenecks in satellite communication development [11]. - With ongoing policy support and technological advancements, China's rocket launch capacity and frequency are projected to see significant growth, further accelerating the development of the satellite internet sector [11].