消息面上，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我国卫星物联网业务商用试验，此次商用试验期为两年，目标通过开 展卫星物联网业务商用试验，丰富卫星通信市场供给，支撑商业航天、低空经济等新兴产业安全健康发展。 华西证券指出，工信部于2025年11月22日正式启动卫星物联网业务商用试验，标志着我国卫星互联网商业运营迈出关键一步。随着牌照发放预期升温，全产 业链有望加速向规模化发展迈进，通信容量提升与时延降低将推动手机直连卫星、低轨卫星网联智能驾驶等应用快速落地。 航空航天、低空经济都是十五五规划建议中明确提出加快打造的战略性新兴产业集群，预计未来将催生出数个万亿级甚至更大规模的市场，板块投资价值凸 显！ 今日，受重磅消息提振，商业航天、卫星互联网、卫星导航等板块领涨市场。截至10：37，聚焦商业航天+卫星通信的卫星ETF（159206）涨2.07%，成分股 光库科技涨超14%，海格通信、乾照光电、华曙高科、航天智装等跟涨。聚焦低空经济的通用航空ETF（159378）涨1.92%，成分股晨曦航空、航天彩虹涨 超6%，莱斯信息、天和防务等跟涨。 通用航空ETF（159206）聚焦 ...

11月的武汉又热闹起来——2025中国5G+工业互联网大会在这里举行。 万物互联，智能领航。记者在会场里听会采访，发现会名里写着"5G"，可场内场外聊得最起劲的，却是6G。 6G能做到这些，靠的是三项底层突破：太赫兹通信、智能超表面、空天地一体化网络架构。其中，"空天地一体化"是武汉在全国起步 早、基础硬、优势最突出的方向。它的作用是为6G解决覆盖盲区，实现全域互联，支撑6G的"广度"。 就像一场提前"剧透未来"的发布会，武汉不声不响地布局在前沿。 展会现场 "'5G兼容、6G融合'的技术发展路径，是抢占未来技术制高点、实现全球引领的必然选择。"会上，中国信科集团副总工程师、中信科 移动通信技术股份有限公司首席科学家孙韶辉开门见山：卫星与地面网络不再是两条平行线，而要织成一张空天地一体化的大网。 这样的趋势早已有迹可循。数据显示，我国6G专利申请量占全球约40.3%，位居全球第一；第一阶段6G技术试验已完成，积累了超过 300项关键技术储备，这套系统化试验已经连续推进四年。 不过，数字背后，人们更关心6G到底能带来怎样的变化。 先来搞清楚一个问题：什么是6G？它有啥用？ 这次会上，多位专家学者介绍，6G最牛的 ...

Core Points - The establishment of Chongqing's first national emergency communication class support team marks its formal inclusion in the national specialized, standardized, and practical main force sequence for emergency communication support [1] - The team aims to provide national-level communication support for major emergencies such as flood control and geological disaster rescue in the upper reaches of the Yangtze River [1] Group 1 - The Ministry of Industry and Information Technology and 14 other departments have set a goal to achieve significant breakthroughs in key technologies for emergency communication by 2027, enhancing capabilities for extreme scenarios [1] - The national emergency communication class support team is required to quickly restore communication in extreme scenarios of "power outage, network disconnection, and road blockage" [1] - The team, formed by China Mobile Chongqing, consists of over a thousand personnel and a multi-dimensional support system that can restore core area communication within 4 hours and basic communication needs for affected individuals within 10 hours after a disaster [1] Group 2 - The team is equipped with various advanced technologies, including off-road satellite communication vehicles, integrated satellite portable stations, super base stations, and emergency cabins on the ground [1] - Aerial equipment includes 5G-A integrated drone high-altitude base stations and emergency drones, while portable terminals are equipped with "Beidou + Tiantong" satellite terminals, enabling rapid networking within 15 minutes in extreme scenarios [1] - The drone high-altitude base station can reach a height of 200 to 300 meters, covering a radius of approximately 3 kilometers and supporting the internet needs of 2,000 to 3,000 users [2]

长光卫星三颗"吉星"出征：稳定、可靠、智能 中新网长春11月17日电 (记者 郭佳)17日，长光卫星技术股份有限公司(下称"长光卫星")在吉林省航天信 息产业园举行"瑶海科创号"卫星、"电力工程号B星"、"吉星"高分07B01星的出征仪式。 据长光卫星介绍，"瑶海科创号"卫星("吉星"高分07C01星)是长光卫星与信和航遥信息技术(安徽)有限责 任公司联合打造的高精度、高分辨光学遥感卫星。该星是双方深化"空天地一体化"合作的重要里程碑， 旨在推动国产卫星遥感数据在瑶海区的规模化应用，进而支撑新型城市管理和瑶海数字化转型。 广告等商务合作，请点击这里 卫星出征仪式。(长光卫星技术股份有限公司供图) 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 "吉星"高分07系列卫星作为长光卫星研发的新型业务卫星，可适应热点成像、立体成像、空间目标成像 等多类型任务的快速响应需求。该系列卫星基于星载深度融合理念研制，采用了新一代多核处理器和星 上AI架构，引入精密定 ...

Core Insights - The 6G development landscape is becoming clearer, with a focus on the integration of 6G and AI, multi-technology fusion, and specific application scenarios [2][3][4] - The 6G industry is expected to empower various sectors and consumer markets, becoming a new economic growth point during the 14th Five-Year Plan period [1][2] - Continuous testing and validation are essential for the maturation of 6G technology, which must meet high performance, low cost, and compatibility with existing networks [7][8] Industry Developments - The 6G Development Conference is recognized as the most comprehensive and influential international event in the domestic 6G field, guiding the transition from technical vision to industrial reality [1] - China has completed the first phase of 6G technology testing, accumulating over 300 key technology reserves [2] - The integration of AI with 6G is expected to enhance user experiences and drive the development of new terminal innovations [2][3] Technological Integration - The trend of deep multi-technology integration is evident, with a shift from mere connectivity to intelligent connectivity, requiring collaboration with AI and satellite internet [4][5] - Companies like XinKe Mobile and Yinxing Aerospace are actively developing equipment and solutions that support the "space-ground integration" concept essential for 6G [5][6] Market Opportunities - Major telecom operators and companies like XinKe Mobile and AsiaInfo Technology are already investing in 6G, indicating a growing market interest [8] - As 6G standards are established, companies involved in network planning, infrastructure construction, and core component manufacturing are expected to benefit significantly [8] Future Outlook - The year 2026 is anticipated to be a pivotal year for the integration of 6G and AI, with more innovative technologies expected to emerge [3] - The complexity and collaborative nature of the 6G industry necessitate a comprehensive ecosystem that spans the entire value chain, from technology development to commercial application [7][8]

Core Viewpoint - The announcement highlights a strategic cooperation agreement between the company's wholly-owned subsidiary, Honghang Technology (Shenzhen) Co., Ltd., and Quanzhou Zhongke Star Bridge Aerospace Technology Co., Ltd., aimed at advancing integrated aerospace projects [1] Group 1: Strategic Cooperation Agreement - The agreement involves collaboration on various projects, including the global commercial space-ground link network, satellite ground receiving stations, and an integrated aerospace industrial park [1] - Additional projects include high-resolution remote sensing satellite constellation plans, aerospace education and tourism bases, big data AI applications, drone and low-altitude control platforms, next-generation communication technologies, robotics, and intelligent computing centers [1] Group 2: Business Expansion - The company anticipates that the successful implementation of the cooperation projects and the establishment of a joint venture will further expand its existing aerospace business [1] - The terms of the strategic cooperation agreement are considered fair and reasonable, aligning with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company has entered into a strategic cooperation agreement with Zhongke Star Bridge to jointly advance integrated aerospace projects, which is expected to expand its existing aerospace business [1] Group 1: Strategic Cooperation Agreement - The agreement involves collaboration on various projects, including a global commercial space-ground link network, satellite ground receiving stations, and an integrated aerospace industrial park [1] - The projects also encompass high-resolution remote sensing satellite constellations, aerospace technology research and education bases, and applications of big data and artificial intelligence in aerospace [1] - The company believes that the terms of the strategic cooperation agreement are fair and reasonable, aligning with the overall interests of the company and its shareholders [1] Group 2: Expected Outcomes - If the cooperative projects and the establishment of a joint venture are realized, it is anticipated that the company's aerospace business will further expand [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 USPACE Technology Group Limited 洲 際 航 天 科 技 集 團 有 限 公 司 （ 於開曼群島註冊成立之有限公司） （股份代號：1725） 戰略合作協議之 日期： 2025年11月11日 訂約方： (i) 港航科（ 深圳 ）空間技術有限公司（ 為本公司之全資附屬 公司 ）；及 (ii) 泉州中科星橋空天技術有限公司 合作背景與內容 根據戰略合作協議，港航科與中科星橋擬合作開展（ 包括但不限於 ）中科星橋所屬 的全球商業天地鏈路網路基地暨全球商業遙感衛星地面接收站網項目、空天科技 和空天地一體化產業園、空天大數據科創中心、高分辨率遙感衛星「星座計畫」、 空天科技研學文旅基地、空天大數據人工智能應用項目、無人機與智能低空管控 平臺、新一代通信技術、機器人、智算中心及智算專網等商業航天、數字經濟、 低空經濟產業項目（「合作項目」）。 合作模式 自願性公告 本公告由洲際航天科技集 ...

Core Viewpoint - The establishment of China Space-Time Information Group represents a significant advancement in the integration of space and terrestrial technologies, aiming to enhance the application of the BeiDou system and promote digital economy development [2][5][11]. Group 1: Company Development - China Space-Time Information Group, formed by three major state-owned enterprises, has achieved rapid development within 18 months, transitioning from organizational setup to leading the BeiDou ecosystem [2][3]. - The company has a registered capital of 4 billion yuan and has made significant strides in the industrialization of the BeiDou system, moving from conceptualization to large-scale application [2][5]. - The first holding subsidiary is set to be established in Chongqing by September 2024, marking a key step in the construction of a national space-time big data center [5]. Group 2: Technological Integration - The integration of space and terrestrial technologies is becoming an industry trend, with the China Space-Time Information Group positioned to support this development [5][6]. - The company is focused on creating a comprehensive service network that combines BeiDou short messages and high-precision positioning to form a unified data infrastructure [5][6]. Group 3: Market Expansion - The BeiDou system is increasingly being adopted in various sectors such as transportation, agriculture, and disaster prevention, indicating a robust domestic market acceptance [9][11]. - The system is projected to cover over 200 countries and regions, with a complete industrial chain established, contributing to a total industry output value of 575.8 billion yuan in 2024, reflecting a year-on-year growth of 7.39% [11]. Group 4: Future Outlook - The company aims to balance "independent control" with "global adaptation" by promoting core component localization and establishing international cooperation platforms [12]. - The future growth of the BeiDou industry is expected to be driven by high-precision positioning services and emerging applications in smart driving, low-altitude logistics, and digital agriculture [12].

Core Viewpoint - Tongyu Communication has launched its Macro WiFi product, integrating WiFi and satellite communication technologies, and aims to capitalize on the growing satellite communication market [1][2][4] Company Developments - The Macro WiFi product enables connectivity between satellite networks and ground communications, covering a range of two kilometers and supporting over 200 users simultaneously [1] - The product has already secured large-scale orders in markets such as Australia and Southeast Asia, showcasing its commercial value and potential to drive overseas business growth [2] - The company plans to enhance its market expansion efforts for this product [2] Strategic Focus - The release event highlighted the company's strategy in satellite communication, showcasing its product layout in three categories: ground station terminals, satellite communication payloads, and satellite communication terminal applications [2] - Tongyu Communication is committed to advancing its satellite communication business through a combination of technology research and capital investment, with a satellite communication headquarters set to be established in Wuhan by mid-2025 [2][3] - The company is investing in key industry players like Blue Arrow Hongqing and Jingji Communication to build a comprehensive satellite communication ecosystem [2][3] Industry Context - The global low Earth orbit satellite industry is experiencing rapid growth, with satellite communication being a core component of the emerging 6G technology [4] - The national strategy for "new infrastructure" and strengthening aerospace capabilities is providing unprecedented support for the satellite communication sector [4] - Tongyu Communication aims to leverage its technological expertise and strategic planning to contribute to the construction of an integrated air-ground information network in China [4]