重磅利好！20万颗卫星点燃市场！马斯克也获批第二代星链7500颗卫星！商业航天还能持续多久？

Group 1: Commercial Aerospace Developments - Chinese companies have submitted an application for 203,000 satellites to the International Telecommunication Union (ITU), focusing on 14 satellite constellations, with CTC-1 and CTC-2 being the main contributors, each applying for 96,714 satellites [4] - The application aims to support the satellite internet industry and enhance the utilization of spectrum resources, with a vision to create an innovation platform for radio frequency technology [4][5] - The ITU mandates that newly submitted satellite applications must launch their first satellite within seven years and complete deployment of the total number of satellites within 14 years, making satellite manufacturing and launching a critical focus for the industry [5] Group 2: SpaceX Developments - The U.S. Federal Communications Commission (FCC) has approved SpaceX's application to deploy an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [7] - The approval allows for technical upgrades and operation across five frequency bands, removing previous restrictions on signal overlap and network capacity [7] - SpaceX is required to launch 50% of the authorized satellites by December 1, 2028, and complete the deployment of the remaining satellites by December 2031 [7] Group 3: AI Developments - DeepSeek is reportedly planning to release its V4 version around the Chinese New Year in 2025, which is expected to surpass current leading models in programming capabilities [9] - The previous release of DeepSeek's large model R1 generated significant attention in both the AI industry and capital markets, indicating high expectations for the upcoming V4 release [9] Group 4: App Development - The "Is It Dead?" app, designed for solitary individuals, has gained popularity, reaching the top of the paid app charts, and requires a subscription fee of 8 yuan [13][14] - The app was developed quickly with a minimal initial investment of around 1,000 yuan and has already achieved profitability [16] - The app's founders estimate its valuation at 10 million yuan based on a proposed sale of 10% equity for 1 million yuan [16]