引力一号遥二运载火箭10月11日在山东海阳附近海域成功发射，北京航天驭星科技股份有限公司提供遥 测数据保障。中新社发 唐克 摄 近日印发的《国家航天局推进商业航天高质量安全发展行动计划(2025—2027年)》(下称《行动计划》) 提出，将商业航天纳入国家航天发展总体布局，为航天强国建设提供有力支撑。一系列具体部署令多位 商业航天领域的民营企业家表示倍感振奋。 "推进国家科研试验设施设备开放共享""竞争性开放国家科研项目""鼓励国有企业、民营企业优势配套 产品双向进入对方供应链体系"……在《行动计划》中，"开放""共享""协同"等字眼频频出现。对此， 受访专家表示，随着商业航天不断发展，民企中的创新力量同样可以视作航天"国家队"的一员。 让更多民企投身商业航天"赛道" "自2016年成立以来，我们的测控服务订单90%以上来自民营企业，来自国家的任务很少。"谈及公司取 得的成绩，北京航天驭星科技股份有限公司(下称"航天驭星")副总裁曹梦的语气中有自信也有不甘。 "我们期待一个以国家发展为驱动、面向商业市场提供需求，各家企业平等竞争采购服务的模式。"曹梦 表示，通过搭建测控设备制造运营一体化模式，企业已帮助一批行 ...

Core Viewpoint - The A-share market has seen a significant rise, particularly in the satellite navigation sector, with notable increases in stock prices for companies like China Satellite and Aerospace Electronics, indicating a positive trend in the satellite industry [1]. Group 1: Market Performance - Major A-share indices have risen, with the satellite navigation sector leading the gains [1]. - China Satellite's stock increased by over 6%, while Aerospace Electronics rose by more than 4% [1]. - Satellite ETFs, including those from E Fund and GF Fund, also experienced substantial growth, with increases of over 4% and 3.7% respectively [1]. Group 2: ETF Details - The Satellite Industry ETF rose by 4.17%, with an estimated scale of 627 million [2]. - E Fund's Satellite ETF increased by 4.14%, with an estimated scale of 413 million [2]. - The index tracked by E Fund's Satellite ETF includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing, indicating a comprehensive coverage of the industry [2]. Group 3: Industry Developments - On November 22, the Ministry of Industry and Information Technology announced the official launch of commercial trials for satellite IoT services, aimed at providing low-speed data connections in areas lacking ground networks [3]. - This initiative marks a shift from demonstration to large-scale commercial use, addressing connectivity issues in remote areas and potentially increasing demand for satellite manufacturing and services [3]. - The trial is expected to drive the entire satellite industry chain, including manufacturing, launch services, and operational platforms [3]. Group 4: Future Outlook - Huaxi Securities noted that satellite networks are foundational for 6G construction, with the issuance of satellite internet licenses marking a critical step towards commercial operation [4]. - The satellite communication market in China is projected to exceed 80 billion in 2023, with an expected annual growth rate of approximately 15% from 2024 to 2029, potentially surpassing 200 billion by 2029 [4].