炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：科创日报 全球太空资源竞争正在加速。 据国际电信联盟（ITU）官网显示，2025年最后一周，我国向ITU申报了多个卫星星座计划，申报总规 模超20万颗。 | 2025年12月29-30日中国向ITU新增申报多个星座计划 | | | | --- | --- | --- | | 星座计划名称 | 卫星数量 | 运营主体 | | CTC-1 | 96714 | 无线电创新院 | | CTC-2 | 96714 | 无线电创新院 | | CHINAMOBILE-L1 | 2520 | 中国移动 | | SAILSPACE-1 | 1296 | 上海垣信 | | 不 TIANQI-3G | 23 1132 V | 国电高科 | | www.chipastarmarket.cn CHINAMOBILE-L1 | | 中国移动 | | YX-5 | 106 | 航天驭星 | | GALAXY-SAR-2 | 96 | 银河航天 | | BLACKSPIDER-3 | 91 | 银河航天 | | CHNTELESAT-MDTC | 24 | 中国 ...

科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 以下文章来源于科创日报 ，作者郑远方 全球太空资源竞争正在加速。 据国际电信联盟（ITU）官网显示， 2025年最后一周，我国向ITU申报了多个卫星星座计划，申报总规模超20万颗。 本次卫星频谱轨申报运营主体全面扩容，涉及中国星网、上海垣信、中国移动、中国电信、无线电频谱开发利用和技术创新研究院（无线电 创新院）、国电高科、航天驭星、银河航天等多家公司机构。 | 星座计划名称 | 卫星数量 | 运营主体 | | --- | --- | --- | | CTC-1 | 96714 | 无线电创新院 | | CTC-2 | 96714 | 无线电创新院 | | CHINAMOBILE-L1 | 2520 | 中国移动 | | SAILSPACE-1 | 1296 | 上海垣信 | | TIANQI-3G | 1132 V | 国电高科 | | CHINAMOBILE-L1 | www.chinastarmarket.cn | 中国移动 | | YX-5 | 106 | 航天驭星 | | GALAXY-SAR-2 | ଚିଚ | 银 ...

Core Viewpoint - Vodafone and AST SpaceMobile are collaborating to create a satellite constellation that will provide satellite-to-smartphone connectivity for both commercial and government applications throughout Europe [1] Company Summary - Vodafone is partnering with AST SpaceMobile to enhance connectivity solutions [1] - The initiative aims to bridge connectivity gaps in Europe, potentially transforming communication capabilities [1] Industry Summary - The project represents a significant advancement in satellite communication technology, focusing on direct smartphone connectivity [1] - This development could lead to increased competition in the telecommunications sector, particularly in satellite communication services [1]

Group 1 - The core viewpoint of the articles emphasizes the investment opportunities in the defense and military industry due to the transition from research and development to mass production of advanced combat equipment starting in 2026, as outlined in the "14th Five-Year Plan" [1][3] - The "14th Five-Year Plan" aims to enhance the growth certainty of the defense sector over the next five years, with a focus on military modernization and the integration of mechanization, information technology, and intelligence [1][3] - There is an increasing interest from Middle Eastern and Southeast Asian countries in procuring Chinese military equipment, indicating a potential expansion in military trade [1] Group 2 - The 20th Central Committee's Fourth Plenary Session outlines a new "three-step" strategy for national defense and military modernization, emphasizing the importance of mechanization, information technology, and intelligence in transforming combat modes [2] - Key areas of focus for the modernization of ground, naval, and aerial equipment include modular and unmanned armored vehicles, carrier strike groups, and next-generation aerial combat platforms [2] - The development of a strong aerospace industry is highlighted as a critical component of modern industrial systems, with an emphasis on overcoming key technological bottlenecks and promoting the scaling of satellite applications and space information industries [2] Group 3 - The "14th Five-Year Plan" provides clear objectives for the future development of the defense and military industry, emphasizing the transition from mechanization to information technology and intelligence, which will drive upgrades across various military equipment [3] - The focus on becoming a space power elevates the importance of satellite industries, indicating that satellite constellation construction is expected to accelerate significantly during the "14th Five-Year Plan" period [3]

Group 1 - The Guangdong government has released a set of 21 specific measures to support the high-quality development of commercial aerospace from 2025 to 2028, focusing on various aspects such as infrastructure, innovation, and market development [2][3][4] - The measures include support for satellite constellation construction, providing a "green channel" for project approval and ensuring frequency resource coordination for commercial satellite operations [3] - Financial support is offered for the construction of ground station networks, with a 10% funding support based on total investment, capped at 2 million yuan per station and 10 million yuan per enterprise annually [3] Group 2 - The initiative emphasizes enhancing independent innovation capabilities by encouraging enterprises to focus on key technologies such as reusable liquid rocket engines and low-cost satellites, with funding support for related projects [4] - There is a plan to implement a tiered cultivation program for commercial aerospace enterprises, including tax incentives and rewards for qualifying high-tech and specialized enterprises [4]

Core Viewpoint - Guangdong Province is intensifying efforts to develop the commercial aerospace sector, aiming for high-quality growth through a series of policy measures from 2025 to 2028, focusing on market-driven and application-oriented strategies [2]. Infrastructure Development - The policy measures emphasize the need to enhance commercial aerospace infrastructure and boost independent innovation capabilities. This includes supporting the construction of satellite constellations for commercial use, providing a "green channel" for project approvals, and ensuring frequency resource coordination [4]. - Ground station networks will be developed to meet commercial satellite operational needs, with financial support of up to 10% of total investment for ground station nodes, capped at 2 million yuan per node and 10 million yuan per enterprise annually [4]. Innovation and Technology - The measures encourage enterprises to focus on key technologies such as reusable liquid rocket engines and low-cost satellites, prioritizing projects for provincial and municipal technology support [5]. - Collaboration between enterprises, universities, and research institutions is promoted to establish high-level R&D platforms and shared technological resources, enhancing the commercialization of aerospace technologies [5]. Industry Cluster Development - The policy identifies two key sectors: the launch vehicle (star) industry and satellite application. It supports the development of satellite application terminals and the establishment of specialized industrial parks for commercial aerospace [6]. - Financial incentives are provided for projects related to satellite application terminal manufacturing, with rewards for technological upgrades and new production lines capped at 15 million yuan per project [7]. Market Expansion - The measures encourage various industries to procure domestic satellite data and products, promoting satellite applications in sectors like aviation, maritime, and energy [8]. - Enterprises are urged to explore overseas markets for satellite applications, with local governments incentivized to support these expansions [8]. Financing Mechanisms - The policy aims to cultivate market entities and establish diversified financing mechanisms, including financial support for major commercial aerospace projects and the establishment of special funds [9][11]. - The government will utilize long-term special bonds and other financial tools to support significant projects in aerospace technology and satellite development [11][12].

Core Viewpoint - Guangdong Province has released a set of 21 specific policy measures aimed at promoting the high-quality development of the commercial aerospace industry from 2025 to 2028, focusing on infrastructure, innovation, market cultivation, and financing mechanisms [1][3]. Group 1: Infrastructure Development - Support for satellite constellation construction, including a "green channel" for project approval and coordination of satellite frequency resources [1][4]. - Financial support for ground station network construction, with a 10% funding support based on total investment, capped at 2 million yuan per station and 10 million yuan per enterprise annually [1][4]. Group 2: Innovation Enhancement - Encouragement for enterprises to focus on key technologies such as reusable liquid rocket engines and low-cost satellites, with provincial funding support of up to 50% for qualifying projects [2][4]. - Implementation of a tax deduction policy for R&D expenditures, allowing 100% pre-tax deductions [2][4]. Group 3: Market Cultivation - Implementation of a tiered cultivation plan for enterprises, supporting applications for national high-tech enterprise status and tax reduction policies [2][7]. - Financial rewards for enterprises recognized as national manufacturing champions or specialized "little giants" [2][7]. Group 4: Financing Mechanisms - Increased financial support for major commercial aerospace projects, including the use of long-term special bonds and local government bonds [9][10]. - Establishment of specialized funds to support cutting-edge aerospace technology and major project development [9][10]. Group 5: Talent Support - Recruitment of leading talents in the commercial aerospace sector, with support for high-level talents to enjoy local resident benefits [10][11]. - Promotion of applied talent training through partnerships between enterprises and educational institutions, including the establishment of training bases [10][11].

Group 1 - The Guangdong Provincial Government has issued policies to promote high-quality development in the commercial aerospace sector from 2025 to 2028, focusing on supporting satellite constellation construction [1] - The policies include providing a "green channel" service for project approval and coordination support for satellite frequency resources [1] - There is encouragement for enterprises to develop satellite networks and constellations in Guangdong, with local governments urged to increase support and investment in satellite constellation construction [1] Group 2 - For companies that successfully establish and operate networks, the provincial authorities will explore post-implementation reward measures to enhance market competitiveness [1] - The initiative aims to cultivate related industrial clusters and foster an innovative ecosystem within the commercial aerospace industry [1]

Core Points - Japan's Ministry of Defense announced its first "Space Defense Guidelines" aimed at enhancing its space defense capabilities, citing threats from China's and Russia's development of anti-satellite weapons [1] - The guidelines emphasize the need for Japan to strengthen its defense capabilities in response to the militarization of space, which is perceived as a growing threat [1] - Japan plans to develop "bodyguard satellites" to protect its own satellites from attacks and establish a satellite constellation for monitoring military activities in the region by 2029 [1] Group 1 - Japan's defense strategy is shifting from a defensive posture to an offensive one, reflecting a dangerous change in its national security strategy and foreign policy [3] - The guidelines propose the application of civilian technology to enhance defense capabilities through public-private partnerships [1] - Japan's military spending has been increasing, raising concerns among neighboring countries about a resurgence of militarism [2] Group 2 - Japan's first domestically produced long-range missile, the Type 12 anti-ship missile, is set to be deployed by the end of 2025, enhancing its counterattack capabilities [2] - The deployment of these missiles is intended to counter China's military pressure in the southwestern islands [2] - Japan is also planning to enhance its satellite communication networks to withstand interference and improve cooperation with allies [1]

Group 1 - Japan and the EU are set to reach an agreement on July 23 to collaborate on building a large-scale artificial satellite network, aiming to reduce dependence on US companies like SpaceX [1] - The agreement will include cooperation in satellite network construction and public-private partnership frameworks, as well as data sharing on climate change and disaster prevention [1] - Japan plans to establish over five satellite systems through its "Space Strategy Fund" by the early 2030s, while the EU aims to deploy over 290 satellites [1][3] Group 2 - The Japanese government has increased its focus on the space industry, providing substantial support to related enterprises, with a budget for space-related activities expected to reach 894.5 billion yen in the 2024 fiscal year [3] - The defense budget for fiscal year 2025 highlights the importance of space operations, allocating 283.2 billion yen for the "low Earth orbit satellite constellation" project [3] - Japan and the EU have been strengthening their cooperation in the space sector, with a recent dialogue in May focusing on their respective space policies [4]