从卫星研制到低空经济，从北斗导航到商业航天，深圳正以知识产权为盾，为空天技术产业"破壁护航"。9月28日，在NEXWAVE 2025大湾区战略性新兴 产业与未来产业生态链接大会上，《深圳市空天技术产业知识产权保护白皮书》正式发布，这是全国首部聚焦空天技术产业的知识产权保护白皮书，标志 着深圳在空天产业知识产权治理与国际化保护方面迈出关键一步。 为企业出海"撑伞" 面对日益复杂的国际知识产权环境，深圳率先构建起"五位一体"海外维权工作体系，涵盖风险防控、案件监测、纠纷应对、能力提升、资源整合五大模 块，为空天技术企业"走出去"提供全流程护航。 首部白皮书亮相 为空天创新"划重点" 《深圳市空天技术产业知识产权保护白皮书》系统梳理了深圳空天技术产业在知识产权创造、运用、保护及管理方面的现状与趋势。截至2024年12月，深 圳空天技术产业专利申请量达2278件，位居全国第5，其中有效专利1042件，展现出强劲的创新活力与技术储备。 企业成为绝对创新主力，占比高达86.74%。华为、亚太星通、深圳东方红、魔方卫星等一批龙头企业，在卫星通信、无人机、星座组网等领域形成核心 专利布局。其中，华为在空天技术领域布局专利26 ...

Core Viewpoint - The satellite industry ETF (159218) has shown significant growth, with a 28% year-to-date increase and a recent daily surge of 4.63%, indicating strong investor interest and potential in the satellite sector [2][1]. Group 1: ETF Performance - The satellite industry ETF (159218) has recorded a 28% increase in its value since its establishment just over three months ago [2]. - On August 25, the ETF experienced a daily increase of 4.63%, attracting 17 million in capital [1]. - Key constituent stocks such as China Satellite and Changjiang Communication have shown strong performance, with China Satellite hitting the daily limit up [1][3]. Group 2: Industry Developments - The Ministry of Industry and Information Technology is expected to issue satellite internet licenses to major operators, marking a significant step towards commercializing satellite communication services [5]. - The rapid launch of satellites by China Star Network, with five batches in 22 days, signals an acceleration in the development of low-orbit satellite internet [5][6]. - The industry is under pressure to launch approximately 1,300 satellites by September 2029 to secure frequency and orbital resources [6]. Group 3: Future Outlook - The satellite internet sector is viewed as a long-term strategic initiative rather than a quick profit opportunity, with implications for 6G development and space resource competition [7]. - The current focus is on high-throughput satellites serving niche markets, while consumer-level services will require further development of low-orbit satellite constellations [6][8]. - The issuance of licenses is seen as the starting point for a competitive landscape in satellite internet, with the efficiency of future satellite launches being crucial for China's position in this field [8].

Group 1 - The issuance of satellite internet licenses in China is imminent, marking a significant step towards commercial operations in the satellite internet sector [1][5][6] - The rapid acceleration in satellite launches by China SatNet, with five batches of low Earth orbit satellites successfully launched between July 27 and August 17, indicates a shift towards a more aggressive deployment strategy [1][2][3] - The long-term plan includes the deployment of 13,000 satellites for the GW constellation and 15,000 for the Qianfan constellation, highlighting the ambitious scale of China's satellite internet initiative [1][3] Group 2 - The need to comply with the International Telecommunication Union (ITU) regulations is driving the accelerated launch schedule, as China SatNet must launch 10% of its planned satellites by September 2029 to avoid project cancellation [3][5] - The first generation of satellites, consisting of over 100 satellites, is expected to be completed this year to meet urgent communication needs, while the second generation's technology is still under development [3][6] - Major telecommunications operators in China, including China Telecom and China Mobile, are preparing to expand their satellite internet services, with China Telecom already having launched satellite communication services [5][6] Group 3 - Current satellite internet services in China rely on high-throughput satellites, such as APSTAR 6D and Zhongxing 26, which provide connectivity for specific industries rather than general consumers [9] - The transition to low Earth orbit satellite internet services is anticipated to take an additional 2-3 years before it can meet widespread consumer demand [6][8]