卫星物联网、核电领域均有利好消息传出！ 工业和信息化部11月22日宣布，我国卫星物联网业务商用试验正式启动。同日，全球最大"华龙一号"核电基地 ——福建漳州核电2号机组首次并网成功。 我国启动卫星物联网业务商用试验 据人民邮电报消息，11月22日，在2025中国5G+工业互联网大会上，工业和信息化部正式启动卫星物联网业务 商用试验。 作为新型基础设施的重要组成部分，今年以来，我国卫星通信发展步入快车道。今年8月，工业和信息化部发 布《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称《指导意见》），对卫星通信业务开放 工作进行统筹布局和系统谋划。开展卫星物联网业务商用试验，是落实《指导意见》工作部署，顺应科技创新 和产业变革大势，积极探索新型卫星通信业务的重要举措。 此次开展卫星物联网商用试验，支持符合要求的企业依法依规开展卫星物联网业务，旨在进一步激发民营经济 活力，支持商业航天安全健康发展，促进实体经济和数字经济深度融合，服务制造强国、航天强国、网络强 国、数字中国建设。 银河证券近日表示，卫星物联网商用试验将推动我国商业航天产业链从上游制造向下游应用端延伸，这意味着 商业卫星产业即将进入需求侧牵 ...

Core Viewpoint - The 2025 China 5G+ Industrial Internet Conference has officially launched a commercial trial for satellite IoT services, aimed at enhancing the satellite communication market and supporting the development of emerging industries such as commercial aerospace and low-altitude economy [1] Industry Developments - China's satellite communication sector has entered a rapid development phase this year, with the Ministry of Industry and Information Technology releasing guidelines to optimize business access and promote the satellite communication industry [1] - The commercial trial will allow eligible enterprises to conduct satellite IoT business in accordance with laws and regulations, aiming to stimulate private sector vitality and support the healthy development of commercial aerospace [1] Market Opportunities - The satellite IoT technology connects a vast array of devices across land, sea, and air, providing data collection and transmission services, with applications in marine fisheries, transportation logistics, energy and water resources, emergency communications, low-altitude economy, and industrial internet [1] - The two-year trial period aims to enrich the satellite communication market supply, enhance industry service capabilities, establish a safety supervision system, and create replicable and promotable experiences and models [1]

Core Viewpoint - The article highlights the official launch of satellite IoT business commercial trials by the Ministry of Industry and Information Technology in China, marking a significant step in the development of satellite communication as a new infrastructure component [1] Summary by Relevant Sections Satellite Communication Development - In 2023, China's satellite communication development has accelerated, with the release of the "Guiding Opinions on Optimizing Business Access to Promote Satellite Communication Industry Development" in August [1] - The commercial trials for satellite IoT are part of the implementation of these guiding opinions, aiming to align with technological innovation and industrial transformation trends [1] Objectives of Satellite IoT Trials - The trials are designed to support eligible enterprises in legally conducting satellite IoT business, with the goal of stimulating private sector vitality and promoting the healthy development of commercial aerospace [1] - The initiative aims to facilitate the deep integration of the real economy and digital economy, contributing to the construction of a manufacturing powerhouse, aerospace powerhouse, cyber powerhouse, and digital China [1] Applications of Satellite IoT - Satellite IoT utilizes satellite communication technology to connect a vast number of devices across land, sea, and air, providing data collection and transmission services [1] - Its application scenarios include marine fisheries, transportation logistics, energy and water resources, emergency communications, low-altitude economy, and industrial internet [1]

Core Viewpoint - The Ministry of Industry and Information Technology has officially launched the commercial trial of satellite IoT services in China, aiming to enhance the satellite communication market and support emerging industries [1] Group 1: Satellite IoT Business - Satellite IoT services connect various IoT devices through satellite communication technology, providing wide-area connectivity for data collection terminals, wearable devices, handheld terminals, and transportation tools such as cars, ships, and aircraft [1] - The commercial trial period for satellite IoT services is set for two years [1] Group 2: Market Impact - The initiative aims to enrich the supply in the satellite communication market, stimulate market vitality, and improve industry service capabilities [1] - The project will establish a safety supervision system and create replicable and promotable experiences and models to support the safe and healthy development of commercial aerospace and low-altitude economy [1]

Core Viewpoint - The 2025 China 5G + Industrial Internet Conference was inaugurated in Wuhan, marking a significant step in the development of satellite IoT business trials, which will enhance the satellite communication market supply and support the growth of emerging industries such as commercial aerospace and low-altitude economy [1] Group 1 - The Ministry of Industry and Information Technology officially launched commercial trials for satellite IoT services during the conference [1] - The commercial trials aim to enrich the supply in the satellite communication market and support the safe and healthy development of new industries [1] - A cooperation memorandum was signed between the Hubei Provincial Government and major telecom companies including China Telecom, China Unicom, China Mobile, China Information Communication Technologies, and China Tower [1] Group 2 - The industrial and information technology departments of Jiangxi, Hubei, and Hunan provinces signed a memorandum for collaborative development of the industrial internet in the Yangtze River Middle Reaches urban agglomeration [1]

Core Viewpoint - The Ministry of Industry and Information Technology of China announced the official launch of commercial trials for satellite IoT services, aiming to enhance the satellite communication market and support the development of emerging industries [1] Group 1 - The commercial trial period is set for two years [1] - The initiative aims to enrich the supply in the satellite communication market and stimulate market vitality [1] - The project will enhance industry service capabilities and establish a safety supervision system [1] Group 2 - The goal is to create replicable and promotable experiences and models [1] - The initiative supports the safe and healthy development of commercial aerospace and low-altitude economy [1] - It aims to serve the construction of a new development pattern [1]

（封图由AI生成） 11月22日，在2025中国"5G+"工业互联网大会上，工业和信息化部对外宣布，我国卫星物联网业务 商用试验正式启动。此次商用试验期为两年。目标通过开展商用试验，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。 ...

卫星物联网已成为物联网的一个重要分支，近年来卫星物联网产业链不断完善，市场需求持续释放，让这一领域成为 热议话题。各类组织对于卫星物联网也开展深入调研，给出新的研究结论。 近日，市场研究机构Transforma Insights与美国全球星公司Globalstar联合发布了一份名为《重新思考卫星物联网》的报 告，从频谱战略、网络架构和技术演进等因素分析卫星物联网的市场机会和局限性。今年6月，物联网研究机构IoT Analytics也发布了一份《2025-2030年卫星物联网市场报告》，对100多家卫星物联网相关供应商进行调研，分析卫星 物联网市场格局。这些研究成果均表达了一个观点，即卫星物联网虽然备受关注，但落地并非一帆风顺，需要考虑的 因素也非常复杂。 卫星物联网的需求和技术选择 从目前应用需求来看，卫星物联网支持的场景相对集中，主要包括几个方面，一是在农业和环境监测中应用，尤其是 为部署在偏远农田或森林中的传感器非常有效，这些传感器测量土壤湿度、作物健康状况、水位或野生动物状况等。 二是海事和物流应用，依靠卫星物联网跟踪穿越海洋和人口稀少地区的船舶、集装箱以及各类资产。三是能源和公用 事业应用，通过卫星连 ...

Core Insights - The emergence of satellite IoT fills a critical gap in the IoT industry chain, requiring both ground and space networks for comprehensive connectivity [1] - The demand for AI and IoT integration on the satellite side is significantly greater than on the ground side, indicating a shift in focus for technological development [1][3] Group 1: Satellite IoT Developments - Penghu Wuyu launched four small, low-power, and cost-effective 5G NTN satellite IoT chips, along with seven communication modules and eight miniaturized satellite data transmission terminals [1] - The technology path for Penghu Wuyu is to implement 5G NTN, allowing ground IoT chips to be adapted for satellite communication, which will enable 100% data return and device monitoring within the next 3 to 5 years [3] Group 2: AI and IoT Integration - The relationship between AI and IoT is evolving from a one-way empowerment to a two-way empowerment, driven by model lightweighting, democratization of computing power, and the establishment of business closed loops [2] - Edge computing has become viable, achieving accuracy rates of 99.7% to 99.9% at lower costs compared to cloud computing, which is facilitating the practical application of AI in IoT [2] Group 3: Application Cases - Typical applications of satellite IoT include infrared camera animal recognition, where AI is used to identify rare animals before sending images for further analysis [3][4] - Asset monitoring is another application, where AI detects faults locally and sends encoded problem data back to the cloud for maintenance instructions [4] Group 4: Market Potential and Recommendations - The integration of satellite and IoT is expected to drive a new wave of upgrades in the traditional IoT industry, addressing the remaining 90% of areas without ground network connectivity, representing a trillion-dollar market opportunity [5] - Recommendations for enhancing the integration of AI and IoT include fostering deep collaboration between companies in both fields, developing low-cost standardized products, and matching scenarios with models to solve real-world problems [5][6]

Group 1 - The 2025 World Internet of Things Expo opened in Wuxi, showcasing the profound impact of IoT and its associated technologies like AI and big data on daily life and production [1] - The expo featured various innovative products such as smart home appliances, wearable devices, and AI health monitoring tools, highlighting the close relationship between IoT technology and everyday life [1][2] - Major companies and organizations participated, including nearly 400 domestic and foreign enterprises, showcasing advancements in smart sensors, communication technologies, and IoT operating systems [1][3] Group 2 - A series of significant achievements were announced during the opening ceremony, including the release of the "Top 10 Global IoT Trends 2025" report by leading industry organizations [3] - The establishment of the Jiangsu Industrial Internet Platform Empowerment Center aims to accelerate the integration of industrial internet platforms, supporting the high-end, intelligent, and green development of Jiangsu's manufacturing sector [3] - The event also highlighted the launch of the 5G-A "Four Integrations" urban-level vehicle-road-cloud integration practice results and the unveiling of the global satellite IoT experimental network [3] Group 3 - Experts and entrepreneurs in the IoT field participated in discussions on core topics such as AI, satellite IoT, and brain-computer interfaces, contributing to the future development of the global IoT landscape [4] - Wuxi has been recognized as a key area for IoT development in China, with significant revenue growth projected for 2024, exceeding 250 billion yuan from regulated enterprises [4]