牛市还没上车？ 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 8月28日上午，A股三大股指低开后上扬。截至发稿，沪指涨0.42%，深证成指涨1.06%，创业板指涨1.78%。超2500只个股上涨。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3816.45 | 12425.98 | 1545.60 | | +16.10 +0.42% +130.91 +1.06% -4.83 -0.31% | | | | 科创50 | 创业板指 | 万得全A | | 1317.77 | 2771.70 | 6100.85 | | +45.21 +3.55% +48.50 +1.78% +43.60 +0.72% | | | | 沪深300 | 中证500 | 中证A500 | | 4423.05 | 6930.99 | 5277.99 | | +36.93 +0.84% +68.43 +1.00% +50.00 +0.96% | | | | 中证1000 | 深证 ...

《意见》提出，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；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；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。 工信部相关负责人表示，推动卫星通信与地面移动通信融合发展，促进卫星通信技术与5G/6G、人工智 能等新一代信息技术互融赋能，有助于构建天地一体的信息通信基础设施，支撑我国网络强国、航天强 国、数字中国建设；鼓励卫星通信产业链上下游协同创新，促进战略性新兴产业集聚发展，有助于推动 构建现代化产业体系，加快形成新质生产力；在偏远地区和自然灾害等极端场景下保持稳定可靠的通信 保障能力，推进数字便民惠民，有助于增进民生福祉，满足人民群众日益增长的卫星通信应用需求。 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， ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 and the integration of satellite communication into the new development framework to support high-quality economic and social development [1][2]. Industry Development - The guidelines are a response to the rapid growth in global satellite launches and advancements in satellite manufacturing and launch capabilities, particularly for low Earth orbit (LEO) satellites, which are becoming the primary focus due to their cost-effectiveness and strong signal transmission [2][3]. - The commercial space sector has been highlighted in government reports as a key driver for the development of the satellite communication industry, with significant market growth expected, projected to reach approximately 40 billion yuan by 2025 [2][3]. Policy Implications - The guidelines aim to enhance the integration of satellite communication with ground mobile communication and new information technologies like 5G/6G and artificial intelligence, fostering a comprehensive information communication infrastructure [4]. - The policy is expected to invigorate market dynamics by supporting state-owned enterprises in developing LEO satellite internet and allowing traditional telecom operators to expand into satellite communication services [4][5]. Market Opportunities - The guidelines encourage private enterprises to explore new satellite communication services, expanding access to satellite network resources and providing more opportunities for private space companies [5]. - The focus on LEO satellite internet is a significant aspect of the policy, with plans for commercial trials to enhance global broadband coverage and reduce communication latency [5][6]. User Impact - The introduction of "mobile direct satellite" communication is anticipated to revolutionize user experience by enabling seamless communication in areas lacking ground network coverage, significantly lowering barriers to access [7][8]. - The cost of satellite communication services is expected to decrease, with consumer-grade satellite communication devices projected to drop in price by over 30% in the next two years, and monthly service fees potentially falling to between 50 and 100 yuan [9][10]. Industry Integration - The integration of satellite communication with various industries, such as industrial internet, vehicle networking, and aviation, is expected to drive productivity transformations and enhance operational efficiency in remote areas [10][11]. - The deployment of LEO satellites will facilitate high-speed internet access on aircraft, potentially eliminating the need for flight mode on mobile devices [11].

Core Viewpoint - The stock market showed positive momentum on August 28, with significant gains in various sectors, particularly semiconductor chips, rare earth permanent magnets, satellite communications, and photovoltaics [1]. Market Performance - The ChiNext Index increased by over 2% as of 10:36 AM [1]. - The Shanghai Composite Index rose by 0.46% [1]. - The Shenzhen Component Index experienced a gain of 1.21% [1]. Sector Highlights - Semiconductor chips, rare earth permanent magnets, satellite communications, and photovoltaics were among the top-performing sectors [1].

【导读】A股三大股指拉升飘红，科创50指数涨幅扩大至3.55%，寒武纪大涨 西部超导、中芯国际、寒武纪领涨。寒武纪股价最高攀升至1446.99元/股。 卫星互联网概念股走强 卫星互联网概念股走强，卫星互联网指数开盘涨幅超4%，中国卫星（600118）涨停。 星网宇达（002829）涨停，创远信科涨14.26%，华力创通（300045）涨13.08%，航天环宇、北斗星通 （002151）等涨幅居前。 | 序号 | 名称 | 现价 | 涨跌幅 | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 1 | 创远信科 | 30.28 | 14.26% | 43亿 | 104.77% | | 2 | 华力创通 | 25.50 | 13.08% | 169亿 | 22.07% | | 3 | 中国卫星 | 40.10 | 10.01% | 474亿 | 46.94% | | ব | 星网宇达 | 23.78 | 9.99% | 49亿 | 25.42% | | 5 | 航天坏宇 | 26.80 | 8.37% | 109亿 | 34.00% | | e | 北斗雷通 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines to optimize business access and promote the development of the satellite communication industry, emphasizing the support for low Earth orbit (LEO) satellite internet and the orderly opening of satellite communication services [1][2]. Group 1: Development Goals - By 2030, the satellite communication management system and policies will be further improved, with the aim of exceeding 10 million satellite communication users and promoting the large-scale application of new models such as direct satellite connections for mobile phones [2][3]. - The guidelines aim to accelerate the development of LEO satellite internet to achieve global broadband network coverage [2]. Group 2: Support for Enterprises - The MIIT supports state-owned satellite communication enterprises in accelerating the development of LEO satellite internet and encourages telecom operators to develop direct satellite connection services for mobile devices [3][5]. - Private enterprises are encouraged to explore new satellite communication services such as satellite IoT, with a phased and orderly approach to opening up satellite communication services [3]. Group 3: Integration with New Technologies - The guidelines emphasize the integration of satellite communication with new generation information infrastructure, promoting direct satellite connections for mobile phones, vehicles, and aircraft [5]. - The fusion of satellite communication with ground mobile communication and new technologies like 5G/6G and artificial intelligence is expected to enhance communication capabilities and provide reliable coverage [5]. Group 4: Economic Growth Potential - The rapid development of satellite internet is seen as a new economic growth point, with various regions actively laying out plans to capitalize on this trend [6]. - The MIIT has facilitated domestic frequency coordination for satellites and issued licenses to support the implementation of satellite internet projects [6]. Group 5: Infrastructure Development - A space-based big data industrial park project is under construction in Jiaozuo, Henan Province, aimed at establishing a comprehensive space information service system and promoting the application of satellite internet data in civilian sectors [6]. - In Jinan, Shandong Province, a specialized assembly and testing base for small commercial satellites is being established, with a production capacity of 100 satellites weighing 500 kg each per year [8].

2025年8月28日，中国卫通(601698.SH)发布2025年中报。 公司最新毛利率为27.93%，在已披露的同业公司中排名第3，较上季度毛利率增加1.27个百分点，较去年同期毛利率减少1.81个百分点。最新ROE为1.15%， 在已披露的同业公司中排名第3，较去年同期ROE减少1.46个百分点。 公司摊薄每股收益为0.04元，在已披露的同业公司中排名第4，较去年同报告期摊薄每股收益减少0.05元，同比较去年同期下降55.61%。 公司最新总资产周转率为0.05次，在已披露的同业公司中排名第6，较去年同期总资产周转率持平，同比较去年同期上涨7.57%。最新存货周转率为40.98 次，在已披露的同业公司中排名第1，较去年同期存货周转率减少28.60次，同比较去年同期下降41.10%。 公司营业总收入为12.21亿元，在已披露的同业公司中排名第3，较去年同报告期营业总收入增加7266.08万元，同比较去年同期上涨6.33%。归母净利润为 1.81亿元，在已披露的同业公司中排名第1，较去年同报告期归母净利润减少2.26亿元，同比较去年同期下降55.59%。经营活动现金净流入为3.01亿元，在已 披露的同业公司中 ...

投卫星，选纯正卫星基金！全市场首支且同类规模最大的卫星ETF（159206）备受关注。 8月28日，受重磅消息提振，卫星板块持续走强。截至9：31，卫星ETF（159206）涨3.89%，成分股中 国卫星、星网宇达涨停，华力创通涨超14%，中国卫通、信科移动、中国卫通等跟涨。 银河证券指出，当前正处于卫星互联网大规模组网的临界点，卫星互联网牌照属于第一类基础电信业务 牌照，重点指向低轨卫星组成的大规模星座网络，涉及多个关键环节，预计将推动卫星互联网组网进程 的加速，以及商业化的进一步探索。 此外，传统运营商已正式入局星座服务。近期，中国联通与时空道宇合作的"联通星系"01星-04星四颗 低轨卫星在山东日照附近海域成功发射入轨。联通星系01-03星为低轨物联通信卫星。而联通星系04星 为国内首颗具备3GPP窄带物联通信能力的低轨卫星，其入轨后将开展国内首次低轨3GPP窄带物联体制 在轨测试，支持低功耗物联网终端直连卫星通信，我国低轨卫星物联网领域迈出关键一步。 长城证券认为，目前卫星互联网组网进程持续加速，进入2025-2026年主要卫星互联网诸如千帆星座、 GW星座等逐步迈入发射加速阶段，同时在基础设施方面， ...

【环球网财经综合报道】日前，工信部印发优化业务准入促进卫星通信产业发展指导意见提出，到2030 年，卫星通信管理制度及政策法规进一步完善，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。 对此，中信证券撰文指出，卫星通信产业业务准入工作正持续优化，牌照发放工作或将加快推进；国内 行业层面，高频发射已至，产业拐点在即，并建议关注卫星通信服务提供商、卫星通信运营及服务、卫 星制造产业链、地面设备制造等领域的投资机遇。 中商产业研究院也发布报告指出，近年来，我国高度重视卫星互联网产业发展，先后出台了《国家数据 基础设施建设指引》《关于推动未来产业创新发展的实施意见》《绿色航空制造业发展纲要（2023- 2035年）》《"十四五"数字经济发展规划》《"十四五"软件和信息技术服务业发展规划》等一系列政策 举措，为卫星互联网产业的发展提供了有力的政策保障；在利好政策及低轨卫星星座快速布局的推动 下，中国卫星行业经历稳定增长。 同时，中商产业研究院发布的《2025-2030年中国卫星互联网行业市场发展现状及投资规划建议报告》 显示，中国卫星行业市场规模由2020年的629亿元增加至2024年的827亿元，复合 ...

工业和信息化部8月27日发布《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《意 见》)。其中提出，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。 《意见》明确，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。 《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。 值得关注的是，《意见》提出，促进低轨卫星互联网加快发展，实现全球范围内宽带网络覆盖。支持开 展手机等终端设备直连卫星业务，推动卫星通信形成规模效应。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 ...