（文章来源：期货日报网） 本报讯 "工信微报"官方公众号27日消息，工业和信息化部近日印发《关于优化业务准入促进卫星通信 产业发展的指导意见》（下称《指导意见》），提出到2030年，卫星通信管理制度及政策法规进一步完 善，产业发展环境持续优化，各类经营主体创新活力充分迸发，基础设施、产业供给、技术标准、国际 合作等综合发展水平显著提升，手机直连卫星等新模式新业态规模应用，发展卫星通信用户超千万，推 动卫星通信充分融入新发展格局，有力服务经济社会高质量发展。 《指导意见》围绕促进卫星通信产业高质量发展，从有序扩大市场开放、持续拓展应用场景、培育壮大 产业生态、优化电信资源供给、加强卫星通信监管、提升协同推进合力等六方面提出19条思路举措。 （齐宣） ...

三是组织开展卫星物联网商用试验，研究设立新型卫星通信业务，进一步扩大向民营企业开放。 近年来，卫星通信技术快速发展普及。27日下午，工业和信息化部对外发布了《关于优化业务准入促进卫星通信产业发 展的指导意见》，从有序扩大市场开放、持续拓展应用场景、培育壮大产业生态等方面，提出19条举措。 总台央视记者宁坤：手机上的这一功能，可以让我们日常使用的手机，直接连上天上的通信卫星进行语音通话。而这样 的功能，现在要加快推广普及了。根据工信部最新印发的指导意见，到2030年，我国要发展卫星通信用户超千万。 工信部相关负责人介绍，我国将分业务、分阶段、分步骤有序推进卫星通信业务开放。改革举措主要体现在三个方面： 一是支持低轨卫星互联网加快发展，带动产业链上下游协同创新，实现全球范围内宽带网络覆盖； 二是支持电信运营商开展终端设备直连卫星业务，通过共建共享等方式充分利用高低轨卫星资源，加快推动卫星通信应 用由专业领域向大众领域普及延伸； （文章来源：央视新闻客户端） 业内专家介绍，当前我国卫星通信技术水平和应用能力已稳步提升。 中国信通院技术与标准研究所所长张海懿：低轨卫星互联网进入规模组网阶段，高轨高通量卫星单星容量已超 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines aimed at optimizing business access and promoting the development of the satellite communication industry, with a target of over 10 million satellite communication users by 2030, enhancing the integration of satellite communication into the new development pattern to support high-quality economic and social development [1][2][3] Group 1: Market Expansion and Application Scenarios - The guidelines emphasize orderly market expansion and the continuous exploration of application scenarios, including the promotion of satellite internet system construction and application services, and the initiation of commercial trials for low-orbit satellite communication [1][2] - The guidelines also highlight the importance of satellite communication in emergency communication, prioritizing national emergency needs and utilizing various satellite resources for efficient service provision during natural disasters and other emergencies [2] Group 2: Industry Ecosystem and Technological Development - The guidelines call for the cultivation and expansion of the satellite communication industry ecosystem, focusing on key technology breakthroughs and product development to enhance supply levels of core components, chips, and terminal devices [2] - The integration of satellite communication with emerging technologies such as 5G/6G and artificial intelligence is encouraged to accelerate innovation in satellite communication technologies [2][3]

Group 1 - The core viewpoint of the news is the issuance of guidelines by the Ministry of Industry and Information Technology to promote the development of the satellite communication industry, aiming for high-quality growth and innovation in commercial aerospace [1][2] - By 2030, the satellite communication management system and policies are expected to be further improved, with a significant increase in the number of satellite communication users exceeding ten million, and new business models like direct satellite connections for mobile phones being widely applied [1] - The guidelines encourage market openness, including commercial trials for low-orbit satellite communications, and support for telecom operators and satellite companies to collaborate and share resources [1] Group 2 - The rapid development of satellite internet is highlighted, with the integration of terrestrial and satellite technologies becoming a significant trend in the information and communication technology industry [2] - Innovations such as direct satellite connections for mobile phones, cars, and drones are actively being explored, indicating a shift of satellite communication from specialized fields to mainstream applications [2] - This shift is expected to create new economic growth points, enhancing the overall market for satellite communications [2]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for high-quality growth by 2030 [4][11]. Group 1: Goals and Objectives - 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 [4][12]. - The guidelines emphasize the integration of satellite communication into the new development pattern, supporting high-quality economic and social development [4][12]. Group 2: Key Measures - The guidelines propose 19 measures across six areas to promote high-quality development in the satellite communication industry [4]. - Measures include expanding market access, enhancing application scenarios, nurturing the industry ecosystem, optimizing telecom resource supply, strengthening regulation, and improving collaborative efforts [4][5][6]. Group 3: Support for Operators and New Business Models - Support for telecom operators to develop terminal devices that connect directly to satellites, leveraging high-orbit satellite applications [5][14]. - Encouragement for private enterprises to explore new satellite communication services and utilize various satellite resources through commercial partnerships [6][15]. Group 4: Technological Development and Innovation - Promotion of low Earth orbit (LEO) satellite internet development and timely commercial trials for LEO satellite applications [7][13]. - Encouragement for the integration of satellite communication with 5G/6G and artificial intelligence technologies, fostering innovation in non-terrestrial networks (NTN) [8][19]. Group 5: Application Expansion - Emphasis on the application of satellite communication in emergency situations and digital services for underserved areas [16][17]. - Encouragement for innovative applications across various sectors, including industry, agriculture, and urban governance [18]. Group 6: Industry Ecosystem and Standards - Focus on accelerating core technology development and establishing an open, shared standard system for satellite communication [19][20]. - Promotion of a mutually beneficial industry ecosystem that leverages the strengths of ground mobile communication technologies [21]. Group 7: Resource Optimization and Regulation - Scientific planning of satellite communication code resources and innovative management of frequency resources to support high-quality development [22][23]. - Strengthening of regulatory frameworks to ensure fair competition and enhance user experience in satellite communication services [25][26]. Group 8: Collaborative Efforts and Funding - Emphasis on enhancing organizational coordination and securing funding for satellite communication research and technology development [29][30]. - Promotion of international cooperation to expand global service capabilities and market reach [32].

Core Viewpoint - The Ministry of Industry and Information Technology of China has released guidelines to optimize business access and promote the development of the satellite communication industry, indicating a significant shift towards enhanced connectivity through satellite technology [1] Group 1: Impact on Consumers - The introduction of mobile direct satellite communication will enable "communication without dead zones" for ordinary users [1] - The price of smartphones supporting satellite communication has dropped to the 3000 yuan range, with expectations of a further cost reduction of over 30% in the next two years as technology matures and production scales up [1] - Current service fees for industry-focused satellite communication packages are around several hundred yuan per month, but costs for civilian satellite communication services may decrease to 50-100 yuan per month with increased scale [1] Group 2: Impact on Aviation - The deployment of low-orbit satellite internet will standardize high-speed internet access on airplanes, potentially eliminating the need for flight mode on mobile devices [1]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) released guidelines to optimize business access and promote the development of the satellite communication industry in China, aiming to enhance the competitive advantage and leading position of the information and communication sector by 2030 [1]. Group 1: Objectives and Development Goals - By 2030, the guidelines aim for improved management systems and policies, a better industrial environment, and significant advancements in infrastructure, supply, technical standards, and international cooperation, with over 10 million satellite communication users [1][2]. - The guidelines emphasize five aspects for high-quality development: orderly development, innovative development, large-scale development, collaborative development, and compliant development [1]. Group 2: Innovation and Technology - The guidelines call for accelerated breakthroughs in core technologies and the promotion of various innovative technologies, including NTN [2]. - An open and shared standard system is to be established to encourage the gradual unification of standards in satellite communication systems [2][4]. Group 3: Market Expansion and Applications - The guidelines support the application of satellite communication in traditional fields such as emergency communication and digital benefits, while also promoting innovative applications across various industries [2]. - The focus is on developing large-scale satellite communication applications, including direct satellite connections for mobile phones, vehicles, and aircraft, to ensure equitable access to modern development benefits [2][3]. Group 4: Commercial Space and Private Sector Involvement - Since 2024, commercial space has been included in government work reports, highlighting its role in advancing the satellite communication industry [2]. - The guidelines encourage private enterprises to utilize satellite resources through various commercial cooperation methods, enhancing market vitality and diversifying service offerings [3]. Group 5: Mobile Direct Satellite Connection - The guidelines outline plans to support telecom operators in exploring high-orbit satellite applications and promoting mobile direct satellite connections [3][4]. - Efforts will be made to optimize business access, accelerate technological breakthroughs, and strengthen regulatory oversight in the mobile direct satellite sector [4].

Core Viewpoint - The Ministry of Industry and Information Technology released guidelines to optimize business access and promote the development of the satellite communication industry, emphasizing the expansion of private sector participation and the establishment of new satellite communication services [1][2]. Group 1: Policy and Development Goals - The guidelines aim to enhance the satellite communication management system and regulatory framework by 2030, fostering an environment conducive to innovation and growth in the industry [1]. - The target is to achieve over 10 million satellite communication users and integrate satellite communication into the new development framework, supporting high-quality economic and social development [1]. Group 2: Market Expansion and Application - The guidelines propose to accelerate the development of low Earth orbit satellite internet to achieve global broadband coverage and support direct satellite connections for mobile devices [2]. - There is a focus on organizing commercial trials for satellite IoT and expanding business opportunities for private enterprises in the satellite communication sector [2]. Group 3: Industry Integration and Technological Advancement - The integration of satellite communication with next-generation information infrastructure, including 5G/6G and artificial intelligence, is highlighted as a key trend, aiming to provide comprehensive and reliable communication capabilities [2]. - The guidelines emphasize the importance of leveraging satellite communication in traditional fields such as emergency communication and digital inclusion [2].

·财政部：自2025年9月1日起，吉林省实施境外旅客购物离境退税政策 ·我国建成5G基站459.8万个实现"县县通千兆、乡乡通5G" 【重点关注】 ·商务部：下半年我国服务贸易发展将迎来诸多机遇和有利条件 ·国家统计局：1-7月份全国规模以上工业企业实现利润总额40203.5亿元 【国内要闻】 ·灵活就业和新就业形态劳动者权益保障座谈会27日在京召开，全国人大常委会副委员长王东明出席并 讲话。王东明指出，要立足部门职责扎实做好关心关爱灵活就业和新就业形态劳动者工作。要突出问题 导向推动解决急难愁盼，增强监督实效，深入基层一线做深做实调查研究，推动完善体制机制和法律制 度。 ·工业和信息化部近日印发《关于优化业务准入促进卫星通信产业发展的指导意见》，提出到2030年， 卫星通信管理制度及政策法规进一步完善，产业发展环境持续优化，各类经营主体创新活力充分迸发， 基础设施、产业供给、技术标准、国际合作等综合发展水平显著提升，手机直连卫星等新模式新业态规 模应用，发展卫星通信用户超千万，推动卫星通信充分融入新发展格局，有力服务经济社会高质量发 展。《指导意见》围绕促进卫星通信产业高质量发展，从有序扩大市场开放、持续拓 ...

Group 1: Satellite Communication Industry - The Ministry of Industry and Information Technology issued guidelines to promote the high-quality development of the satellite communication industry, focusing on six areas including market expansion and application scenarios [1] Group 2: Urban Village Renovation - The Shanghai Municipal Government released implementation opinions to accelerate the renovation of urban villages through various methods such as overall project renovation and planning [2] Group 3: Biopharmaceutical Innovation - The Ministry of Commerce and Jiangsu Provincial Government launched a plan to support biopharmaceutical and medical device technology innovation, aiming to break through key core technologies [3] Group 4: Individual Business Support - The State Administration for Market Regulation held a meeting to discuss support measures for individual businesses, emphasizing the role of platform companies and financial institutions in enhancing operational capabilities [4] Group 5: Huawei AI SSD Products - Huawei launched three new AI SSD products, achieving the industry's largest single-disk capacity of up to 245 TB [5] Group 6: QFII Holdings in A-shares - As of August 26, QFII held significant positions in several A-share companies, with the largest holding in Shengyi Technology at 9.55 billion yuan [9][10] Group 7: U.S.-India Tariff Impact - The U.S. imposed a 50% tariff on Indian imports, which may reduce India's annual economic growth rate by 0.6 to 0.8 percentage points [12] Group 8: OpenAI Restructuring Delays - OpenAI's restructuring plan is facing delays due to unresolved disputes with major shareholder Microsoft [13] Group 9: Real Estate Market Recovery - Recent policy relaxations in cities like Suzhou are expected to accelerate the recovery of the real estate market, with a focus on core cities and reputable developers [14]