近日，美国企业家马斯克的太空探索技术公司（SpaceX）发射的星链（Starlink）卫星接连坠落，引发外界关注。分析认为，太阳活动或是主要原因。 星链卫星（图片来源：星链官网） 星链卫星大批坠落 最近，一份由美国马里兰大学和美国航空航天局（NASA）戈达德航天中心联合发布的一项研究指出，由于当前太阳活动加剧，星链卫星正在比预期更快地坠入地 球大气层。 研究团队通过分析2020年至2024年间523颗星链卫星的轨道数据，发现了一个令人担忧的趋势：在强烈的地磁风暴期间，这些卫星坠落地球大气层的速度远超预 期。研究人员表示："我们的结果无可争议地表明，地磁活动越强，卫星坠落的速度就越快。" 针对这一现象，由美国国家航空航天局（NASA）戈达德航天中心的物理学家丹尼·奥利维拉领导的研究小组分析认为，卫星坠落与太阳活动存在明确关联。 研究报告指出："我们清楚地发现，当前太阳活跃度的增强对星链卫星坠入大气层产生了显著影响。这是一个研究卫星轨道阻力的绝佳时期，因为在本轮太阳活动高 峰期，地球低轨卫星的数量达到了人类历史上的最高水平。" 星链卫星的发射始于2019年，当时处于太阳活动的低谷期。NASA的统计显示，去年是太阳 ...

马斯克："希望很快"星链能进入泰国。 ...

据参考消息援引外媒报道，埃隆·马斯克的太空探索技术公司（ SpaceX ） 发射的"星链"卫星接连 坠落。 30多个小时之前，SpaceX的火箭猎鹰九号将29颗星链卫星送入了轨道。至此，超过7000颗卫星被 马斯克送入了太空之中。尽管这一数量和他设想的4.2万颗仍有所差距，但依旧难以阻挡星链成为当 前全球规模最大的商业卫星网络。 ▲ 猎鹰九号将29颗星链卫星送入轨道。图片来源：SpaceX视频截图 不过，在马斯克"高举高打"星链卫星的另一边，那些已经在轨的商业卫星，如今运转状况如何，也 同样值得关注：有多少卫星坠落？坠落的商业卫星有风险吗？ 近日，美国国家航空航天局（NASA）下属航天研究中心戈达德太空飞行中心的物理学家Denny M. Oliveira在国际学术期刊Frontiers中发表了名为《在第25太阳活动周期上升阶段追踪星链卫星的再 入过程》的论文。 2025.06. 10 本文字数：1329，阅读时长大约2分钟 作者 | 第一财经 乔心怡 这意味着，近地轨道的卫星数量与太阳活动强度都达到了人类观测历史中的最高水平。随之而来的， 也许是越来越大的风险。 风险来自于那些坠落或是退役脱轨卫星的"不确定性 ...

Group 1 - Apple announced a new software design at WWDC 25, utilizing a new material called "Liquid Glass" that enhances the visual experience across multiple platforms including iOS 26, iPadOS 26, macOS Tahoe 26, and watchOS 26 [2] Group 2 - SpaceX's Starlink satellites have experienced a significant increase in the number of satellites falling from the sky, with 316 satellites burning up in the atmosphere last year, leading to a total loss of 583 satellites since the program's inception [3] Group 3 - WeChat has taken action against nearly 100 micro-short dramas for containing inappropriate content, in compliance with national laws and regulations [4] - Gree Electric reported that several individuals involved in defaming the company and its executives on social media have been administratively punished [4] Group 4 - SHEIN denied reports of plans to increase the number of Indian suppliers from 150 to 1000 within a year, stating that the information is inaccurate [5] Group 5 - Qualcomm announced an agreement to acquire UK-listed company Alphawave for approximately $2.4 billion, with the deal expected to enhance Qualcomm's capabilities in the data center sector [6] - Dongfang Zhenxuan has officially launched its first self-operated sanitary napkin product, which will be available for sale on June 16 [6] Group 6 - Haiguang Information is planning a major asset restructuring and will resume trading on June 10 after a suspension [7] - Gree Electric reported that its self-developed chips are now widely used in home air conditioning products, with self-developed applications accounting for about 30% [7]

1. 苹果WWDC聚焦AI革新 Siri升级推迟引发股价下跌。 2. 我国成功发射卫星互联网低轨卫星。 3. 亚马逊计划在宾夕法尼亚州投资200亿美元，用于扩展云计算基础设施和推动人工智能创新。 4. 亚马逊采用Deepseek和阿里通义千问进行机器人操控. 5. 美团无人机香港首条运营航线开航. 6. 字节跳动发布图像编辑模型SeedEdit 3。 7. 比亚迪董秘李黔：我们不打价格战，而是通过技术创新、规模与效率提升反馈用户。 8. 越南汽车制造商VinFast：目标在2025年将全球交付车辆数量至少翻一番。 金十数据整理：每日科技要闻速递（6月10日） ...

本报记者 李万晨曦 "又一低轨卫星发射成功标志着我国卫星互联网行业发展按下'加速键'，伴随卫星制造、火箭发射、地面设备、运营服务各 环节相继取得突破，我国商业航天将迈入快速发展阶段。"广州眺远营销咨询管理有限公司总监高承飞在接受《证券日报》记 者采访时表示。 近日，我国在太原卫星发射中心使用长征六号改运载火箭，成功将卫星互联网低轨04组卫星发射升空，卫星顺利进入预定 轨道，发射任务获得圆满成功。 商业航天产业化进程加快 "作为商业航天领域的一个重要细分市场，卫星互联网是商业航天产业化关键场景，其快速发展将催生对火箭发射、卫星 制造、地面设备等环节的海量需求。"广东村创科技有限公司总经理何基永在接受《证券日报》记者采访时表示，现阶段，我 国商业化卫星互联网主要以低轨宽带卫星星座为主。 "与传统卫星网络不同，卫星互联网除提供基本通信服务之外，还具有广覆盖、低时延、高带宽、低成本等特点。其可以 为地面和空中终端提供宽带互联网接入服务，已应用于物联网、智慧城市、应急通信等领域。"浙大城市学院文化创意产业研 究所秘书长、副教授林先平在接受《证券日报》记者采访时表示。 在卫星入轨应用领域的进展方面，除本次04组卫星顺利发 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 太阳活动的周期约为11年。当太阳表面出现许多黑子时，会发生强烈的爆炸和太阳耀斑。太阳风 通过日冕洞向外喷发，其中一部分物质会朝地球方向飞去，引发磁暴。当太阳等离子体到达地球并 引发磁暴时，还会产生另一种效应——一种对上层大气的加热现象。大气层被加热后会膨胀，卫星 会感受到更大的飞行阻力，从而脱离轨道，最终坠落。 来源：内容由 每日经济新闻综 合自 参考消息、新华社、新京报、界面新闻，谢谢 。 据 参 考 消 息 援 引 俄 罗 斯 《 共 青 团 真 理 报 》 网 站 6 月 8 日 报 道 ， 埃 隆 · 马 斯 克 的 太 空 探 索 技 术 公 司 （SpaceX）发射的"星链"卫星接连坠落。由美国国家航空航天局（NASA）戈达德航天中心的物 理学家丹尼·奥利维拉领导的研究小组对"卫星雨"进行了研究。 研究小组将卫星坠落的时间与各种自然现象进行对比，发现卫星坠落与太阳活动存在明确的关联。 研究报告指出："我们清楚地发现，当前太阳活跃度的增强对'星链'卫星坠入大气层产生了显著影 响。这是一个研究卫星轨道阻力的绝佳时期，因为在本轮太阳活动高峰期，地球低轨卫星的数量 ...

Market Overview - On June 9, the A-share market experienced a rebound, with the Shanghai Composite Index returning to 3400 points, closing up 0.43% [1] - The Shenzhen Component Index rose by 0.65%, and the ChiNext Index increased by 1.07%, with over 4100 stocks in the market rising [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,864.11 billion RMB, showing an increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market showed strong performance, with the Hang Seng Technology Index rising by 2.78%, and southbound funds net buying 717 million HKD throughout the day [4] - In terms of sector performance, the pharmaceutical and biological sector led with a 2.30% increase, followed by agriculture, forestry, animal husbandry, and fishery at 1.72%, and textiles and apparel at 1.61%. The food and beverage sector saw a decline of 0.43% [6] Industry Highlights - The Chinese innovative drug sector performed better than market expectations at the 2025 American Society of Clinical Oncology (ASCO) annual meeting, with domestic pharmaceutical companies securing significant global licensing deals, supporting the strength of innovative drug concept stocks [7] - The domestic pharmaceutical industry is entering a phase of innovation results realization after over a decade of substantial capital investment, transitioning from rapid following to becoming a global supplier of innovative therapies [7] - The defense and military industry is expected to see new growth opportunities due to the evolving global political landscape, with increased defense spending being a necessity in the current era [8] Investment Opportunities - The pharmaceutical sector is viewed positively for its high-quality development driven by innovation, with a recommendation to focus on data disclosures from the June ADA conference [7] - The defense industry is recommended for investment in companies closely related to exports, as domestic demand and foreign trade are expected to drive high growth in this sector [8]

优于大市（维持） 证券分析师 [Table_Main] 证券研究报告 | 行业周报 通信 李宏涛 资格编号：S0120524070003 邮箱：liht＠tebon.com.cn 研究助理 市场表现 -20% -10% 0% 10% 20% 29% 39% 49% 59% 2024-06 2024-10 2025-02 通信 沪深300 资料来源：德邦研究所，聚源数据 相关研究 1.《算力卫星与金穹系统，低轨卫星 基础设施加速落地》，2025.6.3 2.《美国对昇腾禁用遭反制，生态竞 赛掀开帷幕》，2025.5.26 3.《美国 BIS 加强 AI 芯片出口管制， 算力供需将向国内回归》，2025.5.19 4.《中美将开始接触，出海产业链预 期向好》，2025.5.10 5.《国内需求回归，国产算力深度布 局》，2025.5.5 通信 2025 年 06 月 09 日 美国推出稳定币，中国数字货币已应 用推广 [Table_Summary] 投资要点： 1. 投资策略 请务必阅读正文之后的信息披露和法律声明 1.1 美国、中国香港更新稳定币政策，加密货币向"正规军"转化。美国推进稳定 币法案，中国香港也随 ...

Core Insights - SpaceX's Starlink satellites have experienced a significant increase in the number of satellites falling from orbit, with 583 satellites lost to date, approximately one in every fifteen satellites launched [1][3] - The increase in satellite falls is correlated with heightened solar activity, which affects atmospheric conditions and increases drag on low Earth orbit satellites [1] - Starlink aims to provide global high-speed internet access through a large constellation of satellites, with a manufacturing cost of $250,000 to $500,000 per satellite and launch costs of approximately $60 million per mission [2] Group 1 - The number of Starlink satellites that fell in 2021 surged to 78, with 99 in 2022 and 88 in 2023, while 316 satellites burned up in the atmosphere last year [1] - The current solar activity peak has led to increased atmospheric heating, causing the atmosphere to expand and increasing drag on satellites, resulting in more frequent falls [1] - Starlink's business model integrates satellite manufacturing, launching, and operational services, creating a comprehensive commercial ecosystem [2] Group 2 - Starlink satellites are designed for low orbits with an average lifespan of five years, and the user base is projected to exceed 5 million by 2025, covering various sectors including aviation and maritime [3] - The launch of direct mobile connectivity services in 2023 aims to expand Starlink's offerings, including SMS, voice calls, internet access, and IoT functionalities [3] - The increase in satellite falls contributes to space debris, posing risks to other spacecraft and requiring significant investment for satellite maintenance and replacement [3]