据了解，"星链"卫星是马斯克太空探索技术公司旗下的"全球卫星宽带"项目，该项目计划为包括偏远地 区在内的全球"任何地方"提供卫星宽带。由于SpaceX研发出的猎鹰火箭的相对低成本和强大运力，"星 链"卫星可以频繁发射，一次发射可以将几十颗卫星送上太空。在升空后，有不少"星链"卫星会主动进 行升轨操作，这是因为火箭发射升空后，星箭分离的轨道高度较低，所以需要卫星自主升轨。 不过，数量过多的"星链"卫星也引起了一些麻烦，如2021年我国天宫空间站曾为了躲避马斯克的"星 链"卫星进行两次紧急避碰，而英国One Web公司旗下卫星也曾险些和"星链"卫星发生碰撞事件。因 此，有天文学家批评称，由于地球外层空间有限，数目繁多的"星链"卫星也更易增加碰撞事件发生的概 率，形成更多的太空碎片，危害宇航员的生命安全。 SpaceX官网称，这批"星链"卫星已经设计为跌入大气层时会自动销毁，这意味着不会产生轨道碎片，也 不会有卫星部件撞击地面，"'星链'团队为减少轨道碎片做出了巨大努力"。 太阳风暴活动日益频繁，正在影响地球卫星，尤其是马斯克旗下太空探索技术公司（SpaceX）的"星 链"卫星一段时间来接连坠落。美国国家航空航天局 ...

本报记者 李万晨曦 "又一低轨卫星发射成功标志着我国卫星互联网行业发展按下'加速键'，伴随卫星制造、火箭发射、地面设备、运营服务各 环节相继取得突破，我国商业航天将迈入快速发展阶段。"广州眺远营销咨询管理有限公司总监高承飞在接受《证券日报》记 者采访时表示。 近日，我国在太原卫星发射中心使用长征六号改运载火箭，成功将卫星互联网低轨04组卫星发射升空，卫星顺利进入预定 轨道，发射任务获得圆满成功。 商业航天产业化进程加快 "作为商业航天领域的一个重要细分市场，卫星互联网是商业航天产业化关键场景，其快速发展将催生对火箭发射、卫星 制造、地面设备等环节的海量需求。"广东村创科技有限公司总经理何基永在接受《证券日报》记者采访时表示，现阶段，我 国商业化卫星互联网主要以低轨宽带卫星星座为主。 "与传统卫星网络不同，卫星互联网除提供基本通信服务之外，还具有广覆盖、低时延、高带宽、低成本等特点。其可以 为地面和空中终端提供宽带互联网接入服务，已应用于物联网、智慧城市、应急通信等领域。"浙大城市学院文化创意产业研 究所秘书长、副教授林先平在接受《证券日报》记者采访时表示。 在卫星入轨应用领域的进展方面，除本次04组卫星顺利发 ...

Group 1 - The recent large-scale fall of "Starlink" satellites has brought attention to the potential dangers associated with SpaceX's satellite internet service [1][11] - From 2020 to 2024, a total of 583 Starlink satellites have been launched, with a significant increase in the number of satellites falling, reaching 316 in 2024 [1][5] - The deployment of Starlink satellites is expected to revolutionize communication methods, enhancing internet access globally [3][5] Group 2 - The current loss rate of Starlink satellites is within normal limits, but increased solar activity has contributed to satellite falls [5][7] - The average lifespan of low Earth orbit satellites is approaching five years, leading to a gradual decline in service as older satellites age [5][7] - Solar activity is expected to peak by July 2025, which may further impact satellite operations due to increased atmospheric density [7][9] Group 3 - A significant incident occurred in February 2022 when 40 Starlink satellites fell due to a geomagnetic storm, highlighting the vulnerability of satellites to solar activity [9][11] - The recent explosion of a satellite in Guangxi, China, has raised concerns about satellite safety and the risks associated with space debris [11] - The challenges of managing space debris and ensuring the safety of future space activities are becoming increasingly critical as space exploration expands [11]

如果您希望可以时常见面，欢迎标星收藏哦~ 太阳活动的周期约为11年。当太阳表面出现许多黑子时，会发生强烈的爆炸和太阳耀斑。太阳风 通过日冕洞向外喷发，其中一部分物质会朝地球方向飞去，引发磁暴。当太阳等离子体到达地球并 引发磁暴时，还会产生另一种效应——一种对上层大气的加热现象。大气层被加热后会膨胀，卫星 会感受到更大的飞行阻力，从而脱离轨道，最终坠落。 来源：内容由 每日经济新闻综 合自 参考消息、新华社、新京报、界面新闻，谢谢 。 据 参 考 消 息 援 引 俄 罗 斯 《 共 青 团 真 理 报 》 网 站 6 月 8 日 报 道 ， 埃 隆 · 马 斯 克 的 太 空 探 索 技 术 公 司 （SpaceX）发射的"星链"卫星接连坠落。由美国国家航空航天局（NASA）戈达德航天中心的物 理学家丹尼·奥利维拉领导的研究小组对"卫星雨"进行了研究。 研究小组将卫星坠落的时间与各种自然现象进行对比，发现卫星坠落与太阳活动存在明确的关联。 研究报告指出："我们清楚地发现，当前太阳活跃度的增强对'星链'卫星坠入大气层产生了显著影 响。这是一个研究卫星轨道阻力的绝佳时期，因为在本轮太阳活动高峰期，地球低轨卫星的数量 ...

Market Overview - On June 9, the A-share market experienced a rebound, with the Shanghai Composite Index returning to 3400 points, closing up 0.43% [1] - The Shenzhen Component Index rose by 0.65%, and the ChiNext Index increased by 1.07%, with over 4100 stocks in the market rising [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,864.11 billion RMB, showing an increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market showed strong performance, with the Hang Seng Technology Index rising by 2.78%, and southbound funds net buying 717 million HKD throughout the day [4] - In terms of sector performance, the pharmaceutical and biological sector led with a 2.30% increase, followed by agriculture, forestry, animal husbandry, and fishery at 1.72%, and textiles and apparel at 1.61%. The food and beverage sector saw a decline of 0.43% [6] Industry Highlights - The Chinese innovative drug sector performed better than market expectations at the 2025 American Society of Clinical Oncology (ASCO) annual meeting, with domestic pharmaceutical companies securing significant global licensing deals, supporting the strength of innovative drug concept stocks [7] - The domestic pharmaceutical industry is entering a phase of innovation results realization after over a decade of substantial capital investment, transitioning from rapid following to becoming a global supplier of innovative therapies [7] - The defense and military industry is expected to see new growth opportunities due to the evolving global political landscape, with increased defense spending being a necessity in the current era [8] Investment Opportunities - The pharmaceutical sector is viewed positively for its high-quality development driven by innovation, with a recommendation to focus on data disclosures from the June ADA conference [7] - The defense industry is recommended for investment in companies closely related to exports, as domestic demand and foreign trade are expected to drive high growth in this sector [8]

确实，去年有不少次太阳活动引发了大地磁暴，使得我国国内北方高纬度地区出现了往年看不到的极光。 而磁暴会对大气层产生加热效应，会使得大气层膨胀。星链卫星的轨道并不是真空环境，其多数卫星离地 仅有550km，仍在大气层内。在大气层膨胀后，卫星飞行受到阻力变大，破坏了原有的受力平衡，导致卫 星受地心引力影响而坠向地球。 虽然这个说法可以大概解释为什么星链卫星去年掉了这么多颗，但还是有很多问题没有解决，比如70%的 卫星都不是在强磁暴期间掉的。而且根据估计，与星链卫星同轨道上的通信卫星平均寿命为5年，所以掉 卫星很可能也跟预估寿命到了有关，反正也用了5年，是时候该更新换代了。但随着在轨卫星的数量越来 越多，以后或许能看到一年掉几千颗卫星的情况。 据俄罗斯《共青团真理报》昨日报道，马斯克的SpaceX星链卫星去年出现坠落数量剧增的情况。虽然星链 卫星也存在计划性报废的说法，但去年的坠落数据大大超过了往年的范围。 SpaceX从2019年开始向天上发射星链卫星，截至2025年5月10日，他们总共发射了8514颗星链卫星，其中 有7395颗在轨。而随后的5月16日，SpaceX达成了今年发射第1000颗星链卫星的成就，可以 ...

Core Insights - SpaceX's Starlink satellites have experienced a significant increase in the number of satellites falling from orbit, with 583 satellites lost to date, approximately one in every fifteen satellites launched [1][3] - The increase in satellite falls is correlated with heightened solar activity, which affects atmospheric conditions and increases drag on low Earth orbit satellites [1] - Starlink aims to provide global high-speed internet access through a large constellation of satellites, with a manufacturing cost of $250,000 to $500,000 per satellite and launch costs of approximately $60 million per mission [2] Group 1 - The number of Starlink satellites that fell in 2021 surged to 78, with 99 in 2022 and 88 in 2023, while 316 satellites burned up in the atmosphere last year [1] - The current solar activity peak has led to increased atmospheric heating, causing the atmosphere to expand and increasing drag on satellites, resulting in more frequent falls [1] - Starlink's business model integrates satellite manufacturing, launching, and operational services, creating a comprehensive commercial ecosystem [2] Group 2 - Starlink satellites are designed for low orbits with an average lifespan of five years, and the user base is projected to exceed 5 million by 2025, covering various sectors including aviation and maritime [3] - The launch of direct mobile connectivity services in 2023 aims to expand Starlink's offerings, including SMS, voice calls, internet access, and IoT functionalities [3] - The increase in satellite falls contributes to space debris, posing risks to other spacecraft and requiring significant investment for satellite maintenance and replacement [3]

Core Viewpoint - The article discusses the increasing number of Starlink satellites falling from orbit, linking this phenomenon to heightened solar activity, which affects satellite drag and leads to their descent into the atmosphere [1][2]. Group 1: Satellite Performance and Loss - SpaceX's Starlink program has launched 2,091 satellites since its inception in 2015, achieving only 5% of its total goal of 42,000 satellites [5]. - The number of satellites lost has escalated, with 583 satellites reported lost to date, including 316 that burned up in the atmosphere last year [1][4]. - The average lifespan of satellites in low Earth orbit is estimated to be around 5 years, necessitating frequent replacements [2][5]. Group 2: Solar Activity Impact - Research indicates a clear correlation between satellite falls and solar activity, particularly during periods of increased solar intensity [1][2]. - Approximately 70% of satellite losses occurred during moderate to weak geomagnetic storms, suggesting that prolonged exposure to these conditions may gradually degrade satellite orbits [2]. Group 3: Business Model and Market Potential - Starlink aims to provide global satellite broadband, particularly targeting remote areas, with a monthly user fee of $99 and a terminal cost of $499 [5]. - Despite the large scale of the Starlink project, the profit margins are reportedly low, raising questions about the long-term viability of its business model [5]. Group 4: Military Applications - The true value of Starlink may lie in its military applications, potentially serving as a replacement for GPS with superior speed and accuracy [7]. - Starlink satellites can support advanced military operations by providing low-latency communication and extensive reconnaissance capabilities [7][8].

Trade Negotiations - The US trade negotiation team has extended its stay in India, indicating progress in discussions aimed at finalizing a limited trade agreement that may lead to the cancellation of a 26% "reciprocal tariff" on Indian goods imposed by the Trump administration [1][2] - The negotiations are focused on reaching consensus on tariff reductions in the agriculture and automotive sectors before a July 9 deadline, with an emphasis on enhancing market access and reducing trade barriers [2][3] - India's exports to the US increased by nearly 28% year-on-year from January to April, reaching $37.7 billion, while imports rose to $14.4 billion, resulting in a trade surplus [2] Impact of Tariff Policies - The tariff policies of the Trump administration have significantly suppressed cargo shipments to the US, leading to a 25% decrease in cargo volume at the Port of Los Angeles in May [4] - The decline in cargo volume has broader implications for the logistics economy in Los Angeles, with a 1% drop in port cargo volume potentially resulting in the loss of 2,769 jobs and threatening an additional 4,000 jobs [4] Starlink's Progress in India - India has granted a key license to Elon Musk's Starlink, moving the satellite service provider closer to launching commercial internet services in the country [5][6] - The approval comes amid public disputes between Musk and Trump, which could jeopardize Starlink's contracts worth billions with the US government [5] - Starlink faces challenges in pricing, as mobile data costs in India are among the lowest globally, and it must also secure additional approvals and demonstrate compliance with local regulations [6]

北交所策略专题报告 2025 年 06 月 08 日 多批重要卫星近期成功发射，关注星图测控等北证航空航天稀缺标的 ——北交所策略专题报告 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 多批重要卫星近期成功发射，关注北证航空航天稀缺标的 近期我国在卫星发射领域实现较多成果。2025 年 6 月 6 日，我国成功将卫星互 联网低轨 04 组卫星发射升空，发射任务获得圆满成功。5 月 14 日下午，我国成 功将太空计算卫星星座首批一轨 12 颗卫星发射升空。目前北交所在航空航天/ 军工方向标的共有 15 家标的，总市值达到 642.57 亿元，涵盖航天测控、碳纤维 原丝、射频同轴连接器等产品。星图测控（920116.BJ）是围绕航天器在轨管理 与服务，专业从事航天测控管理、航天数字仿真的国家级专精特新"小巨人"企 业。2024 全年实现营收 2.88 亿元+25.90%，归母净利润 8497.44 万元+35.68%。 2025Q1 实现营收 0.44 亿元+34.49%，归母净利润 1340.27 万元+10.35%。 北证行业：本周五大行业平均 ...