（文章来源：人民日报） 卫星物联网利用卫星通信技术，连接地面、海洋、空中的海量设备，提供数据采集和传输服务，其应用 场景覆盖海洋渔业、交通物流、能源水利、应急通信、低空经济、工业互联网等。今年8月，工业和信 息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》，对卫星通信业务开放工作进行统 筹布局和系统谋划。 本报北京11月23日电 （记者刘温馨、范昊天）2025中国5G+工业互联网大会日前在湖北武汉举行。会 上，我国卫星物联网业务商用试验启动。 此次商用试验期为两年，支持符合要求的企业开展卫星物联网业务，将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。 ...

在11月22日开幕的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。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示，卫星物联网业务启动商用试验，标志 着我国卫星物联网正从技术验证迈入规模化商用的关键阶段，将为商业航天、低空经济等新兴产业注入 新动能。 串联商业航天与低空经济 中国银河（601881）证券股份有限公司发布研报称，卫星物联网已成为串联商业航天与低空经济两大新 质生产力的关键纽带，推动二者实现深度耦合与协同发力，产业链上下游相关参与企业将迎来广阔的发 展空间。 产业链上市公司积极布局 卫星物联网产业链包括上游的商业航天、卫星星座建设、地面站建设等环节，中游的卫星网络运营、数 据获取与处理，下游的低空经济、智慧农业、电力巡检等应用。 截至目前，我国已有多家企业正在积极布局卫星物联网相关产业，加快探索、共同推动产业发展。 例如，在商业航天领域，超捷紧固系统(上海)股份有限公司目前主要业务为商业火箭箭体结构件制造， 包括箭体大部段、整流罩、燃料贮箱、发动机阀门等。该公司在2024年已完成产线建设，客户涵盖国内 多家头部民营火箭公司。 在地面设备 ...

我国空天地一体化网络建设迈出商业化关键一步。11月22日，工业和信息化部在2025中国5G+工业互联 网大会上正式宣布，启动为期两年的卫星物联网业务商用试验。此举旨在通过大规模、真实场景的应用 验证，丰富卫星通信市场供给，为蓬勃发展的商业航天与低空经济等战略性新兴产业铺平道路，标志着 我国卫星通信应用从"试验探索"正式步入"商用前夜"。 商用试验启动 近日，工业和信息化部在2025中国5G+工业互联网大会中正式启动卫星物联网业务商用试验。据悉，此 次商用试验期为两年，将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，激发经营主体活 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。 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。 此次商用试验的启动，是对前期政策蓝图的具体落实。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》），提出到2030年，卫星通信管理制 ...

Core Viewpoint - The launch of the satellite IoT business commercial trial marks a significant step towards the commercialization of satellite communication in China, paving the way for the development of commercial aerospace and low-altitude economy sectors [1][2]. Group 1: Commercial Trial Launch - The Ministry of Industry and Information Technology has officially initiated a two-year commercial trial for satellite IoT services, aiming to enhance the supply in the satellite communication market and stimulate the vitality of business entities [2][3]. - The satellite IoT service connects various IoT devices through satellite communication technology, providing wide-area connectivity for data collection terminals, wearable devices, and transportation tools [2][3]. Group 2: Policy Framework - The commercial trial aligns with the earlier released "Guiding Opinions" aimed at optimizing business access and promoting the satellite communication industry, with a vision for significant improvements by 2030 [3]. - The "Guiding Opinions" detail 19 specific measures across six areas to support the healthy development of satellite IoT services [3]. Group 3: Market Potential - The satellite internet market in China is projected to reach a scale of hundreds of billions in the coming years, with global market estimates suggesting a potential of trillions by 2040 [4]. - The current landscape includes approximately 1 billion ground IoT connections, with 5% in blind spots, indicating a substantial revenue opportunity if satellite services are effectively integrated [4]. Group 4: Application Scenarios - Key application scenarios for satellite IoT include smart agriculture, energy digitalization, emergency communication, and low-altitude economic applications, which will benefit from reliable wide-area communication [5][6]. - The successful implementation of satellite IoT services could transform various industries by enabling efficient data transmission and management [5][6]. Group 5: Challenges Ahead - Four main challenges need to be addressed for successful implementation: spectrum compatibility, terminal power consumption, data sovereignty, and rocket launch capacity [6]. - Overcoming these challenges is crucial for transforming satellite internet capabilities into tangible economic benefits [6].

Group 1 - The core viewpoint is that the launch of satellite IoT commercial trials is a key link connecting commercial aerospace and low-altitude economy, aiming to enhance service capabilities and establish a regulatory framework for emerging industries [1][2] - The Ministry of Industry and Information Technology (MIIT) announced the official start of satellite IoT commercial trials, which will last for two years, to stimulate market vitality and support the healthy development of new industries [1][4] - Satellite IoT is expected to enable real-time tracking and data transmission for low-altitude vehicles, addressing communication gaps in the low-altitude economy and fostering deep integration between commercial aerospace and low-altitude sectors [2][3] Group 2 - The satellite IoT business connects various IoT devices through satellite communication technology, providing wide-area IoT connectivity in regions where terrestrial networks are unavailable [3][4] - The MIIT has proposed 19 specific measures to promote the development of the satellite communication industry, including organizing satellite IoT commercial trials and expanding market access for private enterprises [4][5] - Major telecommunications companies like China Telecom, China Mobile, and China Unicom are actively expanding their satellite communication services, enhancing applications in emergency communication and remote area connectivity [5][6] Group 3 - The integration of satellite IoT technology is expected to attract more capital and resources into the low-altitude sector, promoting collaborative development across various industry segments such as drone manufacturing and airspace management [3][5] - The commercial trials are anticipated to create opportunities for upstream and downstream enterprises in the satellite IoT industry chain, leading to a more complete industrial ecosystem [2][5] - The MIIT aims to enhance the synergy between industrial internet and artificial intelligence, promoting the development of smart manufacturing and digital infrastructure [6][7]

11月21日，广汽集团(601238)董事长冯兴亚在广州车展上透露，广汽全固态电池中试产线已经建成试 产，率先具备了60Ah以上车规级全固态电池批量制造条件，向小批量装车搭载的目标迈出了关键一 步。 11月22日，央视新闻重点报道了"国内首条大容量全固态电池产线建成"的消息。据悉，这块"无液"电池 的优势，其实源于生产线的两大关键革新。在负极制造环节，传统液态电池需要经过原浆、涂布、滚压 三道独立工序，而这里采用的干法工艺则直接将原有工序"三合一"，既降低能耗又提升了效率。 卫星通信产业发展已到临界点。 国内首条大容量全固态电池产线建成 中信证券研报认为，卫星通信产业战略地位凸显，政策导向明确。国内行业层面，高频发射已至，产业 拐点在即。 除了生产工艺的优化，另一个核心突破就是电解质的改变。在这里，他们已经摒弃传统的液态电解液， 改用自主研发的固态电解质材料，帮助产品的耐热性和安全性大幅提升。 （图片来源：央视新闻） 工信部启动卫星物联网业务商用试验 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 ...

Group 1: Industry News - The first large-capacity all-solid-state battery production line in China has been completed, capable of mass production of automotive-grade all-solid-state batteries with a capacity of over 60Ah, with energy density nearly double that of existing batteries, enabling over 1000 km range for vehicles after usage [1] - The Ministry of Industry and Information Technology announced the official launch of commercial trials for satellite IoT services, which connect various IoT devices through satellite communication technology, providing wide-area IoT connectivity for data collection terminals and transportation tools [1] - The National Internet Information Office and the Ministry of Public Security have drafted regulations for personal information protection on large online platforms, aimed at standardizing personal information processing activities and promoting healthy development of the platform economy [2] Group 2: Company News - Aerospace Electric has reported that its focus on expanding into semiconductor testing and data center sectors is progressing as expected, with related products already receiving bulk orders [3] - Changying Precision has indicated that its early engagement in the robotics sector has been primarily with overseas brands, contributing 35 million yuan in revenue from two overseas brands in the first half of the year, with total deliveries of humanoid robot components exceeding 80 million yuan by the end of August [3] - The company is actively expanding production in response to accelerating new orders for humanoid robots from overseas, while also establishing connections with over 30 domestic clients, with revenue expected to be released gradually starting from Q1 next year [3]

Group 1 - The core viewpoint emphasizes the importance of energy security and guarantees for national economy and people's livelihood, highlighting the ongoing construction of ultra-high voltage power transmission projects during the 14th Five-Year Plan period [2][1] - The construction of a super grid covering all regions of China is accelerating, significantly enhancing the capacity for cross-province and cross-region electricity transmission, thereby solidifying the foundation for energy security [2][1] Group 2 - Jiangsu and Hubei provinces are actively expanding institutional openness to promote reform and development, in line with the spirit of the 20th Central Committee's Fourth Plenary Session [7] - The number of newly established foreign-funded enterprises in China increased by 14.7% year-on-year from January to October [10]

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]