当下，全球仍然有超过20亿人尚未接入网络。主要原因在于农村偏远地区的覆盖存在技术和成本难题。 因此，低轨卫星通信可以充分利用其优势，弥补地面蜂窝通信局限，完善全球半数人口的移动互联，实现网络的全球覆盖，完善全球互联生态。 年后第二个交易日，市场延续强势表现，早盘沪指成功突破4050点，刷新2015年7月底以来的新高。在政策扶持、技术驱动以及市场做多情绪的共同助推 下，卫星产业ETF（159218）盘中再创历史新高，达到1.853，技术上维持多头排列，行情有望延续。 前几大权重股方面，中国卫星、中国卫通纷纷续创历史新高，资金热度不减。 卫星通信作为一项新兴的技术，对比传统蜂窝通信基站具有较好的网络覆盖经济性。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> | 股票名称 | 持仓市值(元) | 持仓数量 | 相对上期增减 | 占股票同值比 | 日産実済値比 | 旨流通股本比 | | --- | --- | --- | --- | --- | --- | --- | | 航天电子 | 39,928,905.00 | 3,421,500 | | 10.44% | 10.34% | 0.10% | | 中国口营 ...

格隆汇12月22日丨唯捷创芯(688153.SH)在互动平台表示，公司的卫星通信产品已实现规模化应用。作 为国内最早推出相关解决方案的公司之一，该产品已实现批量出货，并成功应用于智能手机等移动终 端，为用户提供了可靠的卫星通信服务。目前，公司正积极推动该技术在更多领域的融合与拓展：一方 面，与多家汽车制造商开展深度合作，将卫星通信功能集成至车载系统，以提升车辆在偏远地区的通信 能力；另一方面，也在加速布局与卫星通信相关的新兴产品及应用。未来，公司将继续深耕卫星通信技 术，持续探索其在各类终端与垂直行业的创新应用，致力于为6G空天地一体化的通信网络建设贡献力 量。 ...

通信技术试验卫星二十三号由航天科技集团五院抓总研制，主要用于开展多频段、高速率卫星通信技术验证。 长征五号运载火箭由中国航天科技集团一院抓总研制。本发火箭采用直径5.2米、高度18.5米的整流罩，该构型能够更好地适应我国大型卫星平台 的发展需求，进一步提升火箭执行多样化任务的能力。 这是长征系列运载火箭第618次飞行。责任编辑：王倩 相关稿件： 科技日报记者 付毅飞 记者从中国航天科技集团获悉，2025年12月20日20时30分，长征五号运载火箭在中国文昌航天发射场点火起飞，随后成功将通信技术试验卫星二 十三号顺利送入预定轨道，发射任务取得圆满成功。 ...

Core Viewpoint - Dongzhu Ecological (603359) provided insights into its subsidiary, Kairuixing Information Technology (Nanjing) Co., Ltd., which specializes in satellite communication technology and systems design, research, and production [1] Company Overview - Kairuixing focuses on the development and innovation of domestic satellite communication technologies and systems [1] - The company has developed key hardware and software products for satellite communication, including baseband products, terminal products, network management systems, and application systems [1] Applications and Projects - Kairuixing's products are widely used in emergency response, firefighting, and maritime communication sectors [1] - The company has participated in several major national aerospace and satellite communication projects, including the Shenzhou series spacecraft rescue operations, lunar space infrastructure construction, and the China Star Network low-orbit satellite constellation system [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，中国铁塔股份有限公司申请一项名为"数据优先级和冗余的优化方法、系 统、设备及存储介质"的专利，公开号CN121036837A，申请日期为2025年10月。专利摘要显示，本发 明属于卫星通信技术领域，尤其涉及一种数据优先级和冗余的优化方法、系统、设备及存储介质。方法 包括：接收待压缩的数据，根据数据特性进行动态压缩，得到数据包；基于数据包的属性确定优先级， 根据优先级确定对应数据包的传输策略进行传输；进行冗余内容自适应分析，对所述数据包进行增量缓 存并合并，得到实时完整数据；动态优化传输链路，若当前传输链路的信号强度低，则对当前传输的数 据进行所述冗余内容自适应分析。本发明通过结合动态压缩算法、事件驱动优先级管理、冗余内容分 析、分块传输以及链路优化策略，实现了短报文高效、可靠的传输。 作者：情报员 天眼查资料显示，中国铁塔股份有限公司，成立于2014年，位于北京市，是一家以从事土木工程建筑业 为主的企业。企业注册资本1760084.7102万人民币。通过天眼查大数据分析，中国 ...

Core Viewpoint - Nanjing Panda (600775.SH) is conducting research on next-generation satellite communication terminal technology, which can be applied in mobile phones, vehicle-mounted, ship-mounted, and aircraft-mounted systems [1] Group 1 - The company is focusing on the development of advanced satellite communication technology [1] - The technology has versatile applications across various platforms including mobile devices and transportation [1]

Core Viewpoint - Nanjing Panda (600775.SH) is conducting research on next-generation satellite communication terminal technology, which can be applied in mobile phones, vehicle-mounted, ship-mounted, and aircraft-mounted systems [1] Group 1 - The company is actively engaged in technological research related to satellite communication terminals [1] - The technology developed by the company has versatile applications across various platforms including mobile devices and transportation [1]

Core Insights - The low Earth orbit (LEO) satellite sector has become a new market hotspot, driven by significant developments in satellite communication technology and supportive government policies [2][3][6] Group 1: Market Dynamics - The LEO satellite industry chain has seen a collective surge, with notable performance from key players: China Satellite (up 57%), Holleywo (up 32%), and Shanghai Hantong (up 17%) [2] - Major policy support includes the "14th Five-Year Plan," which emphasizes accelerating the construction of LEO satellite constellations and prioritizing space resource development [3][6] - The successful launch of 12 LEO communication satellites by the Long March 6 rocket on October 26 has further ignited market enthusiasm, with China Satellite hitting the daily limit on stock price increase [3][6] Group 2: Competitive Landscape - The global LEO satellite race is dominated by the U.S. and China, with SpaceX's Starlink leading with 8,371 satellites in orbit, accounting for 89.6% of the global total [4][6][11] - China's GW constellation and Qianfan constellation plan to deploy a total of 25,000 satellites by 2027, positioning China as a key competitor in the LEO satellite space [6][11] Group 3: Technological Advancements - Recent technological breakthroughs have transformed LEO satellites from a distant concept to a practical necessity, with significant cost reductions in satellite launches and the introduction of satellite communication features in high-end smartphones by Huawei and Apple [7][10] - The market for LEO satellites is projected to reach $300 billion by 2025 and $1.79 trillion by 2035, with China's market expected to exceed 350 billion yuan by 2025 [8][10] Group 4: Investment Opportunities - Companies involved in satellite manufacturing and launch services are positioned as key beneficiaries of the LEO satellite deployment, with China Satellite holding over 50 billion yuan in orders [13][14] - The demand for core components and testing equipment is expected to grow significantly, driven by the increasing number of satellites in orbit and the commercialization of satellite communication [14][16] - The consumer market for satellite communication is expanding, with potential growth in applications such as emergency communication and maritime connectivity [14][16]

Core Viewpoint - The company, Kexin Technology (300565.SZ), has stated that it is currently not involved in the satellite communication technology sector [1] Company Summary - Kexin Technology has clarified its position regarding satellite communication, indicating no current engagement in this field [1]

Core Viewpoint - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the development of the satellite communication industry, aiming for significant advancements by 2030, including improved management systems, enhanced infrastructure, and the integration of satellite communication into the new development framework [1][2]. Group 1: Industry Development Goals - By 2030, the satellite communication management system and policies will be further improved, with a significant increase in the number of satellite communication users exceeding ten million [1]. - The guidelines emphasize the support for low Earth orbit (LEO) satellite internet development, aiming for high-quality growth and global broadband network coverage [1][2]. Group 2: Technological Advancements - The guidelines call for accelerated efforts in tackling key core technologies and product development in satellite communication, enhancing the supply of essential components, chips, and terminal devices [2]. - There is a focus on integrating satellite communication with 5G/6G and artificial intelligence technologies, promoting innovation in non-terrestrial networks (NTN) [2]. Group 3: Application and Service Expansion - The guidelines support the direct connection of terminal devices to satellites, encouraging telecom operators to explore the potential of high-orbit satellites like Tiantong and Beidou [1]. - Telecom operators are encouraged to expand high-speed data services based on satellite internet, enhancing voice and messaging services for ground mobile communication users [1].