太空从未如此热闹，一道道耀眼的光芒划破苍穹。 满载、抢位，中国卫星发射场十分忙碌，提前半年就得预约排位。据笔者不完全统计，2025年上半年，国内已完成超50次发射，频率约为去年同期的两 倍。 坐上火箭的不只卫星，还有卫星股。8月末、9月初的A股市场，卫星通信板块掀起涨停潮：三维通信、航天环宇、万通发展、博通集成齐齐封板，中国卫 星、上海沪工等纷纷涨停或触及涨停。 卫星发射按下"加速键"的背后，是"拐点"来临。2025年，卫星通信迎来政策和技术的"双重拐点"。 《IT时报》曾独家获悉，卫星互联网牌照发放已经进入倒计时。 近期，工信部印发《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"卫星通信十九条"），明确提出要简化卫星通信业务准入流程，优 化设备进网许可审批，为产业链松绑。同时支持探索新型卫星通信业务，组织开展卫星物联网商用试验。这为电信运营商与民营商业航天企业快速进入卫 星通信市场提供了制度保障。 太空从未离我们这么近。卫星通信逐渐从"奢侈品"变为"日用品"。 首先要感谢马斯克做了一拨又一拨卫星通信领域的用户教育，再次感谢华为Mate 60开启了国内消费级手机直连卫星时代，此后，吉利、比亚迪等 ...

Core Insights - The successful launch of the sixth orbital plane of the Geely constellation marks a significant milestone in China's commercial space industry, achieving a total of 64 satellites in orbit by 2025, enabling global real-time communication coverage except for the polar regions [1][2][4]. Group 1: Geely Constellation Overview - The Geely constellation is designed, developed, and operated by Time Space Path, focusing on low Earth orbit satellite IoT communication, with a capacity to support 20 million global users and 340 million communications daily [2][11]. - The constellation's communication capabilities include a single communication capacity of 1900 Bytes, supporting various data types with strong anti-interference and anti-eavesdropping capabilities [2][3]. Group 2: Applications and Impact - The completion of the constellation's first phase enables practical applications in various sectors, including smart vehicles, low-altitude economy, deep-sea fishing, emergency management, and energy infrastructure [5][6][7][8][9]. - Geely's satellite communication technology is integrated into its vehicle models, ensuring continuous connectivity for safety and operational efficiency [10]. Group 3: Global Expansion and Market Strategy - Time Space Path is actively expanding its satellite IoT communication services globally, focusing on regions like the Middle East, Southeast Asia, Central Asia, Africa, and Latin America, with partnerships established in over 20 countries [11][12]. - The company aims to leverage the demand for stable and efficient connectivity in developing regions, where traditional communication networks are lacking [11]. Group 4: Manufacturing and Cost Efficiency - Geely's satellite manufacturing is conducted at a state-of-the-art facility in Taizhou, Zhejiang, which integrates aerospace and automotive manufacturing techniques, significantly reducing production time to under 28 days per satellite and achieving an annual production capacity of 500 satellites [13][14]. - The industrialized approach to satellite production is expected to enhance the efficiency and cost-effectiveness of deploying low Earth orbit satellite constellations [13][14].

Core Insights - The successful launch of the fourth satellite of the Geely constellation marks a significant milestone in China's low Earth orbit satellite communication capabilities [1][4] - The Geely constellation, developed by Zhejiang Space-Time Daoyu Technology Co., aims to create a global satellite IoT communication network, enhancing coverage in remote areas [3][4] Group 1: Industry Development - Low Earth orbit satellite communication technology is becoming a crucial infrastructure for new industrialization and digital transformation, especially in areas where traditional networks are inadequate [3] - The Geely constellation is positioned to support various sectors, including smart transportation, marine fisheries, emergency communication, and energy management, providing reliable satellite IoT communication services [6][10] Group 2: Global Expansion - The Geely constellation is actively expanding its satellite IoT communication services globally, with partnerships established in over 20 countries, focusing on regions like the Middle East, Southeast Asia, Africa, and Latin America [7] - Successful overseas tests have shown a communication success rate of 99.15% and network availability exceeding 99.97%, indicating strong performance in challenging environments [7] Group 3: Manufacturing Efficiency - The Geely constellation's satellites are manufactured at a state-of-the-art facility in Taizhou Bay, which integrates automotive manufacturing techniques to enhance production efficiency [8] - The production cycle for each satellite has been reduced to under 28 days, with an annual capacity of 500 satellites, significantly improving manufacturing efficiency and cost control [8] Group 4: Strategic Importance - The ongoing development of the Geely constellation serves as a model for the construction of China's low Earth orbit satellite IoT communication industry, contributing to a new aerospace innovation system [10] - This project is a key representative of China's commercial space initiatives, supporting the construction of next-generation information infrastructure and advancing satellite IoT and integrated communication fields [10]