从市场前景来看，卫星物联网赛道增长潜力显著。据卫星专业咨询公司Euroconsult预测，到2030年，全 球卫星物联网连接数将突破3亿，市场规模有望攀升至千亿美元级别。 中国银河证券研报指出，我国卫星物联网星座规划具备较强前瞻性，核心服务于国家战略需求与数字经 济领域的基础设施建设。当前，我国卫星物联网的客户群体以"一带一路"共建国家为主，这些国家整体 网络覆盖度相对较低，对低成本卫星物联网服务的需求尤为迫切。研报同时认为，随着我国卫星物联网 组网完整度的持续提升，其全球化市场规模有望在现有基础上实现快速增长。 （文章来源：证券时报） 技术与安全规范方面，《通知》提出明确要求：参与企业需接入工业互联网标识解析体系，全面支持互 联网协议第六版（IPv6），同时需严格规范无线电频率使用行为，并落实网络安全与数据安全管理责 任。 此次商用试验的推进，是我国卫星通信产业政策持续落地的重要体现。随着低轨卫星通信技术快速发 展，卫星物联网已成为支撑新型工业化和数字化转型的重要信息基础设施。早在8月27日，工业和信息 化部发布的《关于优化业务准入促进卫星通信产业发展的指导意见》明确，组织开展卫星物联网商用试 验，支持符合 ...

太空从未如此热闹，一道道耀眼的光芒划破苍穹。 满载、抢位，中国卫星发射场十分忙碌，提前半年就得预约排位。据笔者不完全统计，2025年上半年，国内已完成超50次发射，频率约为去年同期的两 倍。 坐上火箭的不只卫星，还有卫星股。8月末、9月初的A股市场，卫星通信板块掀起涨停潮：三维通信、航天环宇、万通发展、博通集成齐齐封板，中国卫 星、上海沪工等纷纷涨停或触及涨停。 卫星发射按下"加速键"的背后，是"拐点"来临。2025年，卫星通信迎来政策和技术的"双重拐点"。 《IT时报》曾独家获悉，卫星互联网牌照发放已经进入倒计时。 近期，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》（以下简称"卫星通信十九条"），明确提出要简化卫星通信业务准入流程，优 化设备进网许可审批，为产业链松绑。同时支持探索新型卫星通信业务，组织开展卫星物联网商用试验。这为电信运营商与民营商业航天企业快速进入卫 星通信市场提供了制度保障。 太空从未离我们这么近。卫星通信逐渐从"奢侈品"变为"日用品"。 首先要感谢马斯克做了一拨又一拨卫星通信领域的用户教育，再次感谢华为Mate 60开启了国内消费级手机直连卫星时代，此后，吉利、比亚迪等 ...

Core Viewpoint - The Ministry of Industry and Information Technology of China has issued guidelines to optimize business access and promote the development of the satellite communication industry, proposing 19 measures to enhance market openness and encourage private enterprises to utilize satellite resources [1][2]. Group 1: Market Expansion and Application Scenarios - The guidelines support the accelerated development of low Earth orbit (LEO) satellite internet and the establishment of satellite internet systems, aiming for high-quality development and global broadband coverage [2]. - There is encouragement for telecom operators to explore direct satellite connections for terminal devices, enhancing services like voice and messaging through satellite networks [2]. - The guidelines promote the application of satellite communication in emergency services, ensuring that national emergency communication needs are prioritized [3]. Group 2: Industry Ecosystem Development - The guidelines emphasize the need for breakthroughs in key core technologies related to satellite communication, enhancing the supply of essential components and reducing user costs [4]. - An open and shared standard system for satellite communication is to be established, promoting collaboration among industry players to achieve standardization and compatibility [4]. Group 3: Resource Optimization - The guidelines propose innovative management of frequency and orbital resources to support the development of low Earth orbit satellite constellations, including the issuance of radio station licenses and frequency usage permits [4].

Core Viewpoint - The Ministry of Industry and Information Technology of China has issued guidelines to optimize business access and promote the development of the satellite communication industry, aiming to enhance market openness and encourage private enterprises to utilize satellite resources effectively [1][2]. Group 1: Market Expansion and New Business Models - The guidelines propose the establishment of new satellite communication businesses and support the rapid development of low Earth orbit (LEO) satellite internet [1][2]. - There is an emphasis on conducting commercial trials for LEO satellite applications to drive innovation across the industry chain and provide high-speed satellite internet services globally [1][2]. - The guidelines encourage telecom operators to explore direct satellite connections for terminal devices, enhancing communication services for mobile users [1][2]. Group 2: Application Scenarios and Digital Services - The guidelines promote the application of satellite communication in emergency communication, prioritizing national emergency needs and providing integrated satellite communication services [2][3]. - There is a focus on improving network coverage in remote and complex geographical areas through high-throughput satellites and LEO satellite internet, aiming to enhance digital accessibility and social equity [2][3]. Group 3: Innovation and Industry Ecosystem - The guidelines encourage innovation in satellite communication applications across various sectors, including industry, agriculture, and transportation, promoting integration with new information infrastructure [3]. - There is a call for accelerating the development of key technologies and products in satellite communication, enhancing the supply of core components and reducing user costs [3]. - The establishment of an open and shared standard system for satellite communication is emphasized, aiming for unified standards and compatibility among different operators [3][4]. Group 4: Resource Management - The guidelines propose innovative management of frequency and orbital resources to support the development of low Earth orbit satellite constellations, including batch issuance of licenses [4].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines aimed at optimizing business access and promoting the development of the satellite communication industry, with a target of over 10 million satellite communication users by 2030, enhancing the integration of satellite communication into the new development pattern to support high-quality economic and social development [1][2][3] Group 1: Market Expansion and Application Scenarios - The guidelines emphasize orderly market expansion and the continuous exploration of application scenarios, including the promotion of satellite internet system construction and application services, and the initiation of commercial trials for low-orbit satellite communication [1][2] - The guidelines also highlight the importance of satellite communication in emergency communication, prioritizing national emergency needs and utilizing various satellite resources for efficient service provision during natural disasters and other emergencies [2] Group 2: Industry Ecosystem and Technological Development - The guidelines call for the cultivation and expansion of the satellite communication industry ecosystem, focusing on key technology breakthroughs and product development to enhance supply levels of core components, chips, and terminal devices [2] - The integration of satellite communication with emerging technologies such as 5G/6G and artificial intelligence is encouraged to accelerate innovation in satellite communication technologies [2][3]

Group 1 - The core viewpoint of the news is the issuance of guidelines by the Ministry of Industry and Information Technology to promote the development of the satellite communication industry, aiming for high-quality growth and innovation in commercial aerospace [1][2] - By 2030, the satellite communication management system and policies are expected to be further improved, with a significant increase in the number of satellite communication users exceeding ten million, and new business models like direct satellite connections for mobile phones being widely applied [1] - The guidelines encourage market openness, including commercial trials for low-orbit satellite communications, and support for telecom operators and satellite companies to collaborate and share resources [1] Group 2 - The rapid development of satellite internet is highlighted, with the integration of terrestrial and satellite technologies becoming a significant trend in the information and communication technology industry [2] - Innovations such as direct satellite connections for mobile phones, cars, and drones are actively being explored, indicating a shift of satellite communication from specialized fields to mainstream applications [2] - This shift is expected to create new economic growth points, enhancing the overall market for satellite communications [2]

卫星通信产业，迎来政策支持！ 8月27日下午消息，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》（以下简称《指导意见》）。其 中提出，支持低轨卫星互联网加快发展，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。 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。《指导意见》还提出，研究设立新 型卫星通信业务，进一步扩大向民营企业开放。 工信部近日印发《关于优化业务准入促进卫星通信产业发展的指导意见》，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、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。 《指导意见》围绕促进卫星通信产业高质量发展，从有序扩大市场开放、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 ...