12月4日至5日，2025卫星互联网产业生态大会在上海举办。 大会现场，七大上海卫星互联网创新载体集中亮相，包括中国科学院微小卫星创新研究院、上海垣信卫星科技有限公司、上海航天空间技术有限公司、 复旦大学空间互联网研究院、上海霄元创新中心、上海市无线电监测站及新微泛在（上海）通信技术服务有限公司。这些载体聚焦组网架构、空间感知等关 键技术方向，将通过培育创新实验室，为技术攻坚提供坚实支撑，进一步提升上海卫星互联网的技术创新与应用转化能力。 会场产业成果展示区同步呈现上海"星、箭、端、网"全产业链实力："千帆星座卫星"模型直观展现星座布局；上海电信、移动、联通及中国铁塔带来便 携式卫星通信终端与相控阵天线；白盒子、上海瀚讯、电信一所等企业展出核心基带芯片与通信载荷；复旦大学、上海交通大学、上海大学、新岸线等高校 企业介绍了卫星互联网前沿技术的最新研究成果。 优化产业生态：签约合作激活集群效应 作为卫星互联网领域年度行业盛会，本次大会以"1+3+2"架构展开——1场主论坛、3场专题分论坛及2场产投对接活动，吸引政府部门代表、两院院 士、产业领军者、金融投资机构负责人等超1000人参会，现场氛围热烈，亮点纷呈。 聚 ...

聚焦技术策源：创新载体筑牢发展底座 12月4日至12月5日，2025卫星互联网产业生态大会在上海举办。会上，7大上海卫星互联网创新载体集 中亮相，进一步提升上海卫星互联网的技术创新与应用转化能力。未来，上海将加速产业链与创新链融 合，全力打造具有全球竞争力的"卫星互联网之城"。 今年以来，工信部接连出台《卫星网络国内协调管理办法》《关于优化业务准入促进卫星通信产业发展 的指导意见》等政策文件，为卫星互联网产业注入强劲政策动能，勾勒清晰制度框架。 中国通信学会名誉理事长、国际电信联盟（ITU）前秘书长赵厚麟在主旨发言中表示，上海紧扣"多轨 结合、应用创新、群链协同、生态构建"总体思路，以系列政策规划与制度创新打造稳定可预期的发展 环境，将国家战略转化为攻坚实践的"上海方案"。 中国电子学会理事会党委书记、工业和信息化部原党组成员、总工程师张峰在致辞中强调，国家已为产 业发展提供顶层设计，下一步需强化关键核心技术攻关，拓展融合应用场景，推动我国在全球卫星互联 网竞争中实现高质量发展。 大会宣布"上海市卫星互联网金融服务矩阵"正式启动，汇聚国新控股、中科创星、恒旭资本、临港数科 基金等头部投资机构，联合交通银行上海 ...

Core Viewpoint - The collaboration between FTA Communication Technologies and Eutelsat marks a significant commercial breakthrough in the DVB-NIP technology for low Earth orbit satellite communication, transitioning the satellite communication business from an investment phase to a growth phase, indicating a clearer second growth curve for the company [2][3][6]. Group 1: Partnership and Market Position - Eutelsat, the second-largest low Earth orbit satellite constellation operator, plans to triple its satellite fleet to approximately 1,800 satellites, enhancing its service capabilities and competitive edge [3][5]. - The partnership addresses core pain points in the satellite communication industry, with FTA's DVB-NIP solution integrating satellite and IP technologies to support various services, including linear broadcasting and on-demand content [3][4]. Group 2: Technological Advancements - The product leverages Inverto's Q-Stream platform, utilizing DVB-NIP technology to optimize bandwidth and enable content preloading, effectively addressing ground network blind spots [4][5]. - The collaboration allows FTA to provide solutions and technical support while Eutelsat supplies satellite resources, creating a model that enhances brand strength and drives sales of related products [4][6]. Group 3: Strategic Growth and Market Outlook - The company has established a dual-driven strategy focusing on wired/wireless communication and satellite communication, positioning satellite terminal business as a key second growth curve [6][7]. - The global satellite communication terminal market is projected to reach 79.9 billion by 2029, with a compound annual growth rate of 11.1%, indicating a robust growth opportunity for the company [7].

Core Viewpoint - The article highlights the emergence of Chinese private companies, particularly Kongwei Communication, in the satellite communication sector, which has traditionally been dominated by Western products. The company is making significant strides in developing key technologies for emergency communication, satellite internet, and satellite IoT systems, thus contributing to the domestic market's growth and the trend of localization in satellite communication equipment [5][6][9]. Company Overview - Kongwei Communication, founded in 2017, is one of the few companies in China capable of developing complete systems for emergency communication, satellite internet, and satellite IoT. The company has a strong technical background, with its founding team originating from the military sector, which has provided them with substantial experience in satellite communication technology [6][7][9]. - The company has completed three rounds of financing, raising over 250 million yuan, with ongoing efforts for a new round of financing exceeding 100 million yuan [7][8]. Market Dynamics - The company achieved a contract amount of 300 million yuan last year and aims for over 500 million yuan this year. The demand for domestic satellite communication equipment is driven by the need for localization across various industries, particularly in government and emergency sectors, which account for over 70% of its client base [8][20]. - The satellite communication industry is experiencing a significant wave of localization, with policies driving rapid growth in the domestic market, which has already surpassed 20 billion yuan [20]. Product Development - Kongwei Communication has developed three main satellite communication systems: the Blue Whale broadband satellite communication system for emergency applications, the Tiger Whale system for satellite internet and industry-specific networks, and the White Whale system for satellite IoT applications. These systems support various technical standards and have high reliability [13][18]. - The company is also innovating with new technologies, such as a "TDD + spread spectrum" integrated solution, which is expected to enhance portability and is currently in the pilot phase [16]. Industry Trends - The satellite communication industry encompasses four core segments: satellite manufacturing, satellite launching, ground terminal equipment, and satellite operation services. Kongwei Communication focuses on the ground terminal equipment sector, with applications in firefighting, public security, emergency response, and electricity [18]. - The company plans to enter the consumer market indirectly by collaborating with small B-end clients, such as automotive and drone companies, rather than competing directly with larger tech firms [22][24]. Future Outlook - The global satellite communication market is projected to reach 293 billion dollars by 2024, while the Chinese civil market is currently around 10 billion yuan, indicating substantial potential for overseas expansion [24].

Core Viewpoint - The article highlights the emergence of Chinese private enterprises, particularly Kongwei Communication, which is making significant strides in satellite communication technology, breaking the market previously dominated by Western products [1][2]. Company Overview - Kongwei Communication, established in 2017, specializes in satellite communication products and services, including satellite communication network management systems and portable satellite communication terminals [1][2]. - The company is recognized as a national-level "specialized, refined, and innovative" small giant, holding the largest market share in China's high-throughput terminal market [1][2]. - The founding team has a strong military background, which has contributed to their technical expertise in satellite communication [1][5]. Financial Performance - Kongwei Communication has completed three rounds of financing, raising over 250 million yuan, with ongoing efforts for a new round of financing exceeding 100 million yuan [1][2]. - The company achieved a contract amount of 300 million yuan last year and aims for over 500 million yuan this year [1][2]. Market Dynamics - The satellite communication industry is experiencing a wave of domestic replacement driven by policy support, with a clear demand for domestic products [2][11]. - The market for satellite communication equipment is expected to grow rapidly, with the domestic market size surpassing 20 billion yuan [11]. Product Development - Kongwei Communication has developed three main satellite communication systems: Blue Whale for emergency communication, Tiger Whale for satellite internet, and White Whale for satellite IoT applications [6][8]. - The Tiger Whale system has become the second-largest communication system on the Asia-Pacific satellite within a year of its launch [8]. Target Market - The company primarily targets B-end clients, focusing on government and industries such as energy and emergency services, which account for over 70% of its customer base [2][12]. - Kongwei Communication plans to enter the consumer market indirectly by collaborating with automotive and drone companies, avoiding direct competition with larger tech firms [12][14]. Future Prospects - The global satellite communication market is projected to reach 293 billion dollars by 2024, presenting significant opportunities for Kongwei Communication to expand its market share [14].