Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to optimize business access and promote the development of the satellite communication industry, encouraging innovative applications across various sectors [1] Industry Development - The guidelines advocate for the integration of satellite communication with industrial internet, vehicle networking, airborne communication, low-altitude intelligent networking, and computing power networks [1] - There is a strong push for direct satellite connections in automobiles, ships, and aircraft, aiming to develop mass-market and large-scale satellite communication applications [1] Specific Applications - The guidelines emphasize the interconnectivity and integrated application of Beidou short message services with public communication networks, enhancing service capabilities [1] - The aim is to cultivate and expand the ecosystem of the Beidou short message industry [1]

人民财讯8月27日电，工信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》，其中指 出，组织开展卫星物联网商用试验，支持符合条件的企业依托低轨卫星物联网星座，为天空、海洋、偏 远地区等地面网络无法覆盖的区域，提供广域物联网连接服务。研究设立新型卫星通信业务，进一步扩 大向民营企业开放。鼓励民营企业依法依规利用各类高低轨在轨卫星资源，通过租用卫星资源、开展增 值服务、分销代理业务等多种商业化合作方式，盘活存量卫星资源，丰富业务种类，繁荣卫星通信市 场。 ...

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, encouraging innovation across various sectors and applications [1] Group 1: Industry Development - The guidelines encourage the application of satellite communication in industries such as agriculture, transportation, energy, and urban governance [1] - There is a focus on strengthening the integration of satellite communication with new-generation information infrastructure, including industrial internet, vehicle networking, airborne communication, low-altitude intelligent networking, and computing power networks [1] Group 2: Technological Integration - The initiative promotes direct satellite connectivity for vehicles, ships, and aircraft, aiming for large-scale and popular satellite communication applications [1] - The guidelines also emphasize the interconnection and integrated application of Beidou short message services with public communication networks to enhance service capabilities [1] Group 3: Ecosystem Development - There is a goal to cultivate and expand the ecosystem of the Beidou short message industry, indicating a strategic move towards building a robust satellite communication infrastructure [1]

人民财讯8月27日电，工信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》，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。 ...

每经AI快讯，8月27日，工信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》，支持电 信运营商通过与卫星企业共建、共享等模式，深入挖掘天通、北斗等高轨卫星应用潜力，推动手机等终 端设备直连卫星加快推广应用，为广大地面移动通信用户提供基于卫星的话音、短消息业务。鼓励电信 运营商依托低轨卫星互联网，在话音、短消息业务基础上拓展高速数据服务，促进信息基础设施天地融 合发展。 ...

人民财讯8月27日电，企查查APP显示，近日，浙江吉利控股集团有限公司，浙江时空道宇科技有限公 司申请的"接入卫星的方法及装置、终端设备"专利公布。专利摘要显示，本申请披露了一种接入卫星的 方法及装置、终端设备，所述方法应用于终端设备，所述方法包括：根据所述终端设备与所述终端设备 周围的地面站之间的距离，确定候选地面站，所述候选地面站的覆盖范围包含所述终端设备的覆盖范 围；从所述候选地面站中选择目标地面站；将所述终端设备接入所述目标地面站连接的卫星。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601698 证券简称：中国卫通 公告编号：2025-045 触及1%刻度的提示性公告 控股股东及其一致行动人保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 中国卫通关于持股5%以上股东权益变动 二、权益变动触及1%刻度的基本情况 中国卫通集团股份有限公司（以下简称"公司"）控股股东中国航天科技集团有限公司（以下简称"航天 科技集团"）于2024年8月29日完成发行"中国航天科技集团有限公司2024年面向专业投资者非公开发行 科技创新可交换公司债券（第一期）"（以下简称"本期可交换债券"）。具体内容见公司于2024年8月30 日在上海证券交易所网站披露的《中国卫通关于控股股东非公开发行可交换公司债券发行完成的公告》 （公告编号：2024-031）。 公司于2025年8月26日收到控股股东航天科技集团的通知，自2025年7月24日至2025年8月25 ...

Group 1 - The Ministry of Industry and Information Technology (MIIT) is set to issue "satellite internet" licenses, which has generated significant interest and inquiries among the public [2] - A business license is a legal permit issued by the government or regulatory bodies that allows organizations or individuals to conduct specific commercial activities, ensuring market access and compliance with regulations [3] - The MIIT's role includes issuing licenses for telecommunications and internet services, ensuring that companies have the necessary technical capabilities and compliance qualifications to operate legally [3] Group 2 - The upcoming satellite internet licenses are expected to fill gaps in existing licenses for China Unicom and China Mobile, allowing them to legally conduct satellite-based mobile services [6] - Companies like Xingwang and Yuanshin are likely to obtain A13-1/2 operational licenses, which would significantly benefit their business development, especially for Yuanshin's focus on satellite internet services along the Belt and Road countries [6] - The rapid deployment of China's satellite constellation, particularly by Xingwang, is anticipated to enhance the country's satellite internet capabilities, with the issuance of operational licenses expected to accelerate the development of this sector [7][8]

[Table_Title] 研究报告 Research Report 26 Aug 2025 美国航空航天与国防 US Aerospace and National Defense 中国"国网"提速：点燃全球太空星座竞赛 China's "Guowang" Accelerates: Igniting the Global Constellation Race [Table_yemei1] 热点速评 Flash Analysis [(Table_summary] Please see APPENDIX 1 for English summary) 事件 2025 年 8 月 26 日，中国成功发射"国网星座"低轨 10 组卫星，标志着其国家级卫星互联网项目的建设显 著提速。此次任务由长征八号甲运载火箭在海南商业航天发射场执行。根据规划，"国网星座"计划在 2029 年前完成约 1300 颗卫星的部署，远期目标是构建一个拥有约 1.3 万颗卫星的全球卫星互联网。此举是 中国将卫星互联网纳入"新基建"范畴，并将其视为战略性新兴产业和新经济增长引擎的国家战略的直接 体现。该事件表明，中国正在全力构建一个独立自主的卫星 ...

Core Viewpoint - Dongzhu Ecological is planning to acquire a controlling stake in Kairuixingtong Information Technology (Nanjing) Co., Ltd., marking a significant asset restructuring and a move into the satellite communication sector [1][2][4]. Group 1: Company Overview - Dongzhu Ecological is an ecological restoration and governance service provider, but its performance has been declining in recent years [1][13]. - Kairuixingtong specializes in satellite communication technology and has established a strong product and technology advantage in various applications, including military and emergency services [13][14]. Group 2: Financial Performance - Dongzhu Ecological's net profit attributable to shareholders has significantly decreased from 34.72 million yuan in 2022 to -630.12 million yuan in 2024 [14][16]. - The company's revenue for 2024 was reported at approximately 375.93 million yuan, a decline of 54.64% compared to the previous year [14][15]. - In the first quarter of 2025, Dongzhu Ecological reported a net profit of -39.49 million yuan, a year-on-year decrease of 112.69% [16][17]. Group 3: Market Activity - On August 26, 2023, Dongzhu Ecological's stock price surged by 7.85%, reaching a market capitalization of 3.738 billion yuan, prior to the announcement of the acquisition [1][2]. - The company plans to suspend trading starting August 27, 2023, for a period not exceeding 10 trading days [1][2].