中国证券报记者8月27日获悉，工业和信息化部日前印发的《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，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。 围绕有序扩大市场开放、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方面，意见共提出19项举措。意见明确，计划到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。 研究设立新型卫星通信业务 在持续拓展应用场景方面，意见提出，促进卫星通信在应急通信等领域的应用，优先满足国家应急通信 需求，综合利用天通、高通量卫星、北斗短报文、卫星互联网、卫星物联网等卫星通信资源，为应急处 置提供统一调度、高效供给和融合应用的卫星通信服务保障。 推进数字惠民服务。鼓励通过高通量卫星、低轨卫星互联网等方式为偏远地区、边疆地区和地形气候复 ...

在持续拓展应用场景方面，意见提出，促进卫星通信在应急通信等领域的应用，优先满足国家应急通信 需求，综合利用天通、高通量卫星、北斗短报文、卫星互联网、卫星物联网等卫星通信资源，为应急处 置提供统一调度、高效供给和融合应用的卫星通信服务保障。 推进数字惠民服务。鼓励通过高通量卫星、低轨卫星互联网等方式为偏远地区、边疆地区和地形气候复 杂地区等提供多样化网络接入服务，进一步提高我国网络覆盖水平，降低覆盖成本，助力电信普遍服 务，推广普及高品质数字化产品，推进数字惠民，促进社会公平，增进民生福祉。 ● 本报记者 王婧涵 中国证券报记者8月27日获悉，工业和信息化部日前印发的《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，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。 围绕有序扩大市场开放、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方面，意见共提出19项举措。意见明确，计划到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 ...

在持续拓展应用场景方面，《意见》提出，促进卫星通信在应急通信等领域的应用，优先满足国家应急 通信需求，综合利用天通、高通量卫星、北斗短报文、卫星互联网、卫星物联网等卫星通信资源，为应 急处置提供统一调度、高效供给和融合应用的卫星通信服务保障。进一步深化卫星通信在洪涝、火灾、 地震、台风等自然灾害应急处置，以及安全生产、野外作业、搜寻救援等领域的应用。 在有序扩大市场开放方面，《意见》提出，加快卫星互联网系统建设和应用服务，推动卫星互联网实现 高质量发展，针对低轨卫星通信应用适时开展商用试验，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，为各类用户提供高速卫星互联网服务，持续拓展多样化应用场景。 同时，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。 工业和信息化部8月27日发布的《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 ...

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，鼓励卫星通信在工业、农业、交通、能源、城市治理等各行业、各领域创新应用，加强与工业互联 网、车联网、航空机载通信、低空智联网、算力网络等新一代信息基础设施交叉融合，推动汽车、船 舶、飞机等直连卫星，大力发展大众化、规模化卫星通信应用。推进北斗短报文与公众通信网互联互通 和融合应用，提升服务能力，培育壮大北斗短报文产业生态。 ...

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》，其中提出，鼓励卫 星通信在工业、农业、交通、能源、城市治理等各行业、各领域创新应用，加强与工业互联网、车联 网、航空机载通信、低空智联网、算力网络等新一代信息基础设施交叉融合，推动汽车、船舶、飞机等 直连卫星，大力发展大众化、规模化卫星通信应用。推进北斗短报文与公众通信网互联互通和融合应 用，提升服务能力，培育壮大北斗短报文产业生态。 ...

Core Viewpoint - The satellite internet industry is experiencing rapid growth, with Zhenyou Technology (688418.SH) reporting a revenue of 350 million yuan in the first half of 2025, driven by advancements in satellite communication technology and participation in national satellite internet infrastructure development [1][2]. Industry Development - The commercial space industry is projected to exceed 2.8 trillion yuan by 2025, with accelerated satellite internet deployment and a full industry chain being established [1][2]. - Recent successful launches of low Earth orbit satellites indicate a significant acceleration in China's satellite internet construction [1]. Policy Support - Guangdong Province has introduced policies to promote high-quality development in commercial space, including subsidies and tax incentives for satellite internet applications in various sectors [2]. - Analysts expect major satellite internet projects to enter an accelerated launch phase between 2025 and 2026, creating new development opportunities in the industry [2]. Company Performance - In the first half of 2025, Zhenyou Technology achieved domestic revenue of 202.08 million yuan and international revenue of 138.75 million yuan, indicating a strong global strategy [3]. - The company has become a key partner in core network business for major satellite groups and has secured multiple projects, including the exclusive supply of core network technology for Tian Tong One [3][4]. Technological Advancements - Zhenyou Technology is actively involved in the development of satellite communication technologies, including direct satellite connections for mobile phones and vehicles, contributing to the industry's growth [2][3]. - The company has also won contracts for high-throughput satellite ground core network systems, establishing a foundation for future 6G integration [4]. Market Outlook - The satellite internet market in China is expected to exceed 45 billion yuan by 2025, with Zhenyou Technology positioned to capitalize on industry growth through strategic planning and technological breakthroughs [4].

Group 1 - The core viewpoint of the articles highlights the rapid development of the satellite internet industry, with a projected market size of 2.8 trillion yuan by 2025, driven by advancements in commercial space and satellite internet networking [1][2] - The company, Zhenyou Technology, reported a revenue of 350 million yuan in the first half of 2025, indicating continuous breakthroughs in core network equipment and optical communication solutions [1] - The recent successful launches of low Earth orbit satellites and the acceleration of satellite internet construction in China demonstrate the industry's growth momentum [1] Group 2 - Analysts from Changcheng Securities predict that major satellite internet projects will enter an accelerated launch phase between 2025 and 2026, creating new development opportunities for the industry [2] - Zhenyou Technology has established a comprehensive layout in satellite internet technology, covering ground stations, satellite payloads, and access terminals, with applications in both high and low Earth orbit satellite communication [2] - The domestic satellite internet sector is entering an industrialization phase, with market forecasts suggesting that the market size will exceed 45 billion yuan by 2025, positioning Zhenyou Technology to capitalize on growth opportunities [2]