★ 宏观动态 ★ 工信部征求意见：开展卫星物联网业务商用试验，丰富卫星通信市场供给 工信部公开征求对《工业和信息化部关于组织开展卫星物联网业务商用试验的通知（征求意见稿）》的意见。 意见提出，通过开展卫星物联网业务商用试验，丰富卫星通信市场供给，激发市场主体活力，提升行业服务能 力，建立安全监管体系，形成可复制可推广的经验和模式，支撑商业航天、低空经济等新兴产业安全健康发 展，服务构建新发展格局。 央行发布9月中央银行各项工具流动性投放情况 10月10日，上交所官网发布的新开户数据显示，今年9月上交所A股新开户数达到293.72万户，环比增长 10.83%，同比增长60.73%。至此，今年前三季度A股新开户数合计已达2014.89万户，较2024年前三季度新开 户数1346.46万户同比增长49.64%。 英国前首相苏纳克，赴硅谷任职 据环球网援引英国《卫报》、路透社等媒体报道，英国前首相苏纳克已加入美国微软公司和美国人工智能(AI) 初创企业Anthropic公司担任高级顾问。《卫报》称，"英国商业任命咨询委员会(ACOBA)"当地时间周四(9日) 发布了上述消息。 路透社称，苏纳克本人同日在美国职业社交网 ...

原文如下： 智通财经APP获悉，10月10日，工信部就《工业和信息化部关于组织开展卫星物联网业务商用试验的通 知(征求意见稿)》公开征求意见。其中提到，通过开展卫星物联网业务商用试验，丰富卫星通信市场供 给，激发市场主体活力，提升行业服务能力，建立安全监管体系，形成可复制可推广的经验和模式，支 撑商业航天、低空经济等新兴产业安全健康发展，服务构建新发展格局。 工业和信息化部关于组织开展卫星物联网业务商用试验的通知 (征求意见稿) 各省、自治区、直辖市通信管理局，各相关企业：发展卫星物联网是贯彻落实党中央、国务院决策部 署，支持商业航天发展的重要举措，对于进一步全面深化改革、培育打造新质生产力具有重要意义。按 照《工业和信息化部关于优化业务准入促进卫星通信产业发展的指导意见》有关要求，为支持卫星物联 网业务规范健康发展，现组织开展卫星物联网业务商用试验。有关事项通知如下。 一、商用试验目标 卫星物联网业务是指通过卫星通信技术连接各类物联网设备，为数据采集终端、穿戴设备、手持终端等 各类终端，以及汽车、船舶、飞机等交通工具提供广域物联网连接的一种低速数据业务。 1. 企业为依法设立的公司; 2. 有与开展经营活动 ...

每经AI快讯，10月10日，工信部就《工业和信息化部关于组织开展卫星物联网业务商用试验的通知 （征求意见稿）》公开征求意见。其中提出，商用试验期为两年。获得商用试验批复的企业每年定期梳 理汇总商用试验情况及问题，报工业和信息化部。工业和信息化部对商用试验情况进行评估，及时总结 商用试验的先进经验、模式、典型案例等并宣传推广。 ...

Core Viewpoint - Geely Holding Group's recent actions, including the successful launch of 12 satellites and strategic financing, indicate a significant advancement in its satellite communication project, positioning it as a key player in the commercial satellite industry in China [2][4][7]. Group 1: Satellite Launch and Network Development - Geely's subsidiary, Space-Time Daoyu, successfully launched 12 satellites into the "Geely Constellation," completing the first phase of its network [2]. - The company plans to deploy an additional 8 backup satellites, bringing the total to 72 operational satellites, enhancing communication capacity and reliability [4]. - The satellite launches have been characterized by a rapid and regular deployment schedule, indicating a strong operational capability [4]. Group 2: Strategic Partnerships and Financing - Space-Time Daoyu secured a strategic investment of 2 billion yuan from the Zhejiang New Energy Vehicle Industry Fund to support its global headquarters and business development [2]. - The company has established partnerships with various state-owned and private enterprises, enhancing its market position and resource access [5][8]. - The strategic financing reflects confidence from national entities in the potential of the commercial satellite industry [8]. Group 3: Market Potential and Growth - The global satellite IoT device market is projected to grow significantly, with an estimated 7.5 million connections by 2024 and a market size exceeding $4.7 billion by 2030 [7]. - The low Earth orbit satellite market is also experiencing rapid growth, with a current market size surpassing $5.5 billion and expected to reach $17.1 billion by 2030 [7]. - Space-Time Daoyu's satellite constellation aims to support real-time data communication globally, facilitating applications across various industries [7][9]. Group 4: International Expansion - Space-Time Daoyu is focusing on international markets, having signed agreements with operators in over 20 countries, with successful deployment tests in Oman [6]. - The company aims to enhance its global footprint, particularly in regions like the Middle East, Africa, Southeast Asia, Central Asia, and Latin America [6]. Group 5: Future Outlook - The completion of the first phase of the satellite network is seen as a clear signal to investors regarding the company's future commercial expansion opportunities [8]. - The ongoing support from Geely Group and strategic investors positions Space-Time Daoyu favorably for future growth and innovation in the satellite communication sector [8][9].

Core Viewpoint - The successful launch of the 吉利星座 satellite constellation marks a significant milestone for China's commercial aerospace sector, enabling global low-orbit satellite IoT communication and supporting the digital transformation of various industries, particularly the energy sector [2][8]. Group 1: Satellite Communication Capabilities - The 吉利星座 has achieved global real-time communication coverage, except for the polar regions, with 100% reliability in both network and satellite operations, providing stable, low-latency communication for the energy industry [4]. - The satellite system can handle 340 million communications daily, supporting 20 million global users, including 5 million high-frequency users, and is capable of adapting to various data transmission needs from minute to second levels [4][5]. Group 2: Applications in the Energy Sector - In the oil and gas industry, satellite IoT can enhance monitoring of long-distance pipelines by providing real-time data on pressure, temperature, and leak detection, significantly improving safety and operational response times compared to traditional methods [6]. - For electric grid systems, satellite communication can fill coverage gaps in public and private networks, enabling remote data transmission for voltage, current, and equipment status, which is crucial during natural disasters when ground communication may fail [6][7]. Group 3: Technological Advancements - The company has achieved full-chain independent research and production of satellite communication chips and terminal products, allowing for customized solutions that integrate with existing energy infrastructure without significant changes [5]. - The ongoing optimization of satellite services and reduction in terminal costs are expected to transition satellite communication from an emergency backup to a fundamental communication method in the energy sector [10]. Group 4: Future Prospects - The integration of satellite IoT in energy management is anticipated to enhance the digitalization and sustainability of the global energy industry, connecting various energy nodes seamlessly [10]. - The completion of the first phase of the 吉利星座 network represents a new starting point for collaboration between China's commercial aerospace and the energy sector, highlighting the potential for significant contributions to industrial upgrades and sustainable development [10].

Group 1 - The core viewpoint of the news is the successful launch of the sixth satellite of the Geely constellation, completing the first phase of the satellite network, which enables global real-time communication coverage except for the polar regions [1][2] - The satellite constellation system has a communication capacity of 340 million times per day, providing satellite IoT services to 20 million users globally [1] - The development of low Earth orbit satellite communication technology is becoming a crucial information infrastructure for new industrialization and digital transformation, especially in areas where ground networks are difficult to cover [1][2] Group 2 - Since 2022, the company has completed six satellite launches, with satellite design and development handled by a team in Shanghai and manufacturing taking place in Taizhou [2] - The Geely constellation offers stable and reliable communication capabilities, with a single communication capacity of 1900 bytes, supporting text, voice, and image messages [2] - The company has developed a strong anti-jamming capability with a self-adaptive algorithm, ensuring communication information security with a 50dB anti-jamming strength [2]

Core Points - China successfully launched the Jielong-3 rocket, deploying the 06 group of satellites for the Jieli constellation, marking a significant achievement in the country's commercial space endeavors [1][2] - The Jieli constellation aims to provide global satellite IoT communication services, with a focus on various sectors including smart connectivity, marine fisheries, emergency communications, and environmental monitoring [2] Group 1 - The Jielong-3 rocket, developed by China Aerospace Science and Technology Corporation, features a four-stage solid engine configuration and is designed for launching satellites into sun-synchronous and low Earth orbits, with a payload capacity of 1,500 kg to a 500 km sun-synchronous orbit [1] - This launch marks the 8th flight of the Jielong-3 rocket and the 3rd mission for the Jieli constellation's rapid networking, occurring just half a month after the previous launch [1] Group 2 - With the successful deployment of the 06 group of satellites, the total number of satellites in the Jieli constellation reaches 64, completing the first phase of its network deployment [2] - The constellation is capable of providing real-time communication coverage for any location on Earth, except for the polar regions, enhancing its global service capabilities [2]

Core Viewpoint - The successful launch of the sixth satellite of the Jili constellation marks a significant milestone in China's commercial space industry, showcasing its capabilities in building a global low-orbit satellite IoT network [1][3][4]. Group 1: Launch and Network Development - The Jili constellation, developed by Shikong Daoyu, has successfully launched 12 satellites, bringing the total number of satellites in orbit to 64, achieving 100% reliability in both satellite and network operations [1][3]. - This launch is the third maritime launch in two months, highlighting the efficiency and maturity of China's commercial space network capabilities [1][4]. Group 2: Market Position and Growth Potential - Compared to international counterparts, the Jili constellation has a significant application advantage, capable of supporting 200 million users with a daily communication capacity of 340 million times [5]. - The commercial space sector is recognized as a new growth engine, with government reports emphasizing the promotion of commercial space and satellite communication industries [5]. Group 3: Technological Advancements and Collaborations - Shikong Daoyu has achieved full-chain independent research and production, including satellite design, payload platform development, and satellite communication chip production, collaborating with major companies like China Unicom and Geely [5][6]. - The satellite IoT is becoming a strategic new infrastructure in the digital economy, with successful commercial validation in various sectors such as smart connected vehicles and emergency management [6]. Group 4: Global Expansion and Strategic Partnerships - The Jili constellation is expanding its global reach, establishing partnerships with over 20 countries, focusing on regions like the Middle East, Southeast Asia, and Africa [9]. - Collaborations with local telecom operators aim to enhance applications in smart transportation, marine fisheries, and emergency communications, contributing to global digital transformation [9][10].

Group 1 - The Zhejiang Shikong Daoyu global headquarters project has been launched with a strategic cooperation agreement signed with Zhejiang Jin Kong Investment Co., Ltd., Hangzhou State-owned Capital Investment Operation Co., Ltd., and Hangzhou High-tech Jin Investment Holding Group Co., Ltd., along with a 2 billion RMB investment from the Zhejiang New Energy Vehicle Industry Fund [1][3] - The project aims to leverage the strengths of each party involved to enhance industrial development and create a communication satellite high ground to better serve strategic emerging industries [3][4] - The first phase of the 吉利星座 (Geely Constellation) network construction is nearing completion, with a total of 64 satellites planned to provide real-time communication coverage globally, except for the polar regions, supporting 20 million users with a communication capacity of 340 million times per day [4][5] Group 2 - The constellation business has already been deployed in markets such as the Middle East, Africa, Southeast Asia, Central Asia, and Latin America, establishing partnerships with over 20 operators to lay a solid foundation for global commercial applications [5] - The constellation will empower various sectors including intelligent networking, marine fisheries, engineering machinery, low-altitude travel, emergency communication, transportation logistics, public facilities, energy and water resources, and agriculture [5] - The CEO of Shikong Daoyu stated the company will continue to deepen its focus on low-orbit satellite IoT communication and accelerate the global market expansion of the Geely Constellation [5]

Core Insights - Chinese private aerospace company Shikong Daoyu announced a cooperation agreement with South American satellite communication company Orbith to promote the deployment of the Jili constellation in South America [1] Group 1: Partnership Details - The agreement was signed in the Shandong Qingdao Shanghai Cooperation Organization Aerospace Industrial Park [1] - The collaboration will focus on policy access, technical cooperation, and market expansion for the Jili constellation in Argentina [1] - Orbith will assist in regulatory approvals, spectrum coordination, and obtaining licenses and permits for the Jili constellation in the region [1] Group 2: Market Strategy - Both companies will jointly develop a market strategy for satellite IoT services of the Jili constellation in Argentina and other South American countries [1] - Shikong Daoyu will provide necessary technical information and support, while Orbith will leverage its local compliance experience and market resources [1] Group 3: Jili Constellation Overview - The Jili constellation focuses on various applications including smart connectivity, marine fisheries, engineering machinery, low-altitude travel, emergency communication, transportation logistics, public facilities, energy, water conservancy, agriculture, forestry, and animal husbandry [1] - The constellation is also involved in ecological environment monitoring and ground remote sensing observation [1] - As of now, the number of satellites in orbit for the Jili constellation has reached 41 [1]