卫星通信服务

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到2030年我国卫星通信用户或超千万
Xin Hua She· 2025-08-27 10:09
新华社北京8月27日电(记者周圆)记者27日从工业和信息化部获悉,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,到2030年,卫星通信管理制度及政策法规进一步完善,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。 工业和信息化部信息通信管理局一级巡视员王鹏介绍,当前,卫星互联网发展势头迅猛,手机、汽车、 无人机等直连卫星创新探索活跃,卫星通信正在由专业领域向大众领域快速普及延伸,有望形成新的经 济增长点。意见以优化业务准入为切口,全面系统部署丰富应用场景、培育技术产业、优化资源供给、 提升治理能力等工作。 意见提出,有序扩大市场开放,支持低轨卫星互联网加快发展;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;组织开展卫星物联网商用试验。持续拓展应用场景, 促进卫星通信在应急通信等领域的应用;进一步提高我国网络覆盖水平,助力电信普遍服务。 此外,意见还要求,加强组织领导和统筹协调,加强资金保障,支持企业开展国际交流合作,提升全球 服务能力,鼓励我国卫星通信服务"走出去"。(完) 意见明确,培育壮大产业生态,持续开展卫星通信关键核心技术攻关和产品 ...
工信部:鼓励有产业基础和优势的地方加大支持力度,设立卫星通信专项资金
Zheng Quan Shi Bao Wang· 2025-08-27 08:33
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,综合利用多种资金渠道,支持卫星通信基础研究和核心技术攻关,提高关键技术自主可控水平。充 分发挥制造业转型升级基金等产业基金的引领作用,带动社会资本支持卫星通信领域重点企业。鼓励有 产业基础和优势的地方加大支持力度,设立卫星通信专项资金。 ...
工信部:有序推进卫星通信业务开放 2030年用户超千万
Yang Shi Xin Wen· 2025-08-27 08:28
工业和信息化部表示,将通过支持国有卫星通信企业加快发展低轨卫星互联网,支持电信运营商开展手 机等终端设备直连卫星业务,支持民营企业探索卫星物联网等新型卫星通信业务,分业务、分阶段、分 步骤有序推进卫星通信业务开发。要充分发挥卫星通信优势,支持卫星通信在应急通信、数字惠民等传 统领域的应用。加强卫星通信与新一代信息基础设施交叉融合,推动手机、汽车、飞机等直连卫星。 目前,卫星互联网发展势头迅猛,天地融合已成为信息通信技术产业发展的重要趋势和特征,卫星通信 正在由专业领域向大众领域快速普及延伸,有望形成新的经济增长点。推动卫星通信与地面移动通信融 合发展,将促进卫星通信技术与5G/6G、人工智能等新一代信息技术融合赋能,提供全域覆盖、稳定可 靠的通信保障能力。 央视新闻消息,工业和信息化部今天(8月27日)发布《关于优化业务准入促进卫星通信产业发展的指 导意见》。《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,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。促进低轨卫星互联网加快发展,实现全球范围内宽带网 络覆盖。支持开展手机等终端设备直连卫星业务,推动卫星通信形成规模效应。组织开 ...
地方政策真金白银加持,商业航天或迎来爆发期,借道ETF与基金站上政策风口!
市值风云· 2025-08-25 10:10
作者 | RAYYYY 编辑 | 小白 8月19日,广东省发布《广东省推动商业航天高质量发展若干政策措施(2025—2028年)》,提出建 立多元化投融资机制,真金白银补贴商业航天产业。 掘金商业航天万亿蓝海赛道正当时。 多地政策助力商业航天赛道成长 商业航天作为战略性新兴产业,正在地方政策加持下迎来爆发式增长期。 (来源:网络公开数据) 在地面站网配套设施部署方面,《措施》表示,鼓励企业进行全球地面站网节点布局,按照投资总额 给予10%的资金支持,单个站网节点支持资金不高于200万元,单个企业年度累计支持资金最高1000 万元。 (一)自上而下政策支持投入 据中国航天工业质量协会数据,2015—2021年我国商业航天市场规模由3764亿元增至12447亿元,复 合增长率近20%。国内商业航天市场拥有万亿蓝海市场。 而且就如开头所说,广东省的新政策不仅仅是文件支持,更是真金白银的投入。按照文件,广东将按 投资总额10%给予资金支持,单个企业年度累计支持资金最高1000万元。 此外,广东还瞄准了卫星民商用领域,提出打造商业航天应用"首场景",推动卫星互联网在低空经 济、移动通信、太空挖矿、太空旅游等前沿领域落地 ...
资本与产业双驱 万亿商业航天爆发
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 15:43
8月13日,卫星互联网低轨08组卫星于文昌航天发射场发射升空成功入轨。 8月以来,海南商业航天发射场5天内连续完成长征八号和长征十二号火箭发射,创下我国高密度发射纪 录,推动商业航天产业2.8万亿元市场规模加速释放,商业航天正迎来资本与产业的双重爆发。 目前,我国航天发射次数再创新高,超过去年同期,同时多款新型号/可复用火箭计划在2025年完成首 飞。 叠加证监会"6.18"IPO 新政发布,市场对商业航天产业关注度持续提升,商业航天指数连续上涨。 Wind数据显示,截至发稿,航空航天ETF天弘(159241)获净申购超3000万份。 该ETF近5个交易日有4日获资金净流入,累计"吸金"超4200万元。截至8月14日收盘,航空航天ETF天弘 (159241)最新份额为4.16亿份,年初至今份额新增率达118.79%,居同标的产品首位。 资本潮涌 今年年初,航天测控管理领域的星图测控(920116.BJ)以"北交所商业航天第一股"的身份成功上市, 以逾550%的涨幅高开。截至8月14日收盘,其股价已经从发行价6.92元飙升至69.7元,涨幅超907%,总 市值超百亿元。 6月18日,证监会重新打开科创板第五套上 ...
信披顽疾难改?达华智能遭监管立案,10多万股民吃跌停
Ge Long Hui· 2025-07-29 07:24
Core Viewpoint - Dahua Intelligent has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, leading to a significant drop in its stock price [1][2][4]. Group 1: Regulatory Issues - Dahua Intelligent received a notice from the CSRC regarding an investigation into information disclosure violations, but specific reasons were not disclosed [2]. - The company has a history of regulatory issues, including a reprimand from the Fujian Securities Regulatory Bureau for failing to disclose nearly 800 million yuan in contracts and inflating profits [1][4]. - In January, Dahua Intelligent announced corrections to accounting errors affecting 12 financial reports, which included significant adjustments to its financial statements [4][5]. Group 2: Financial Performance - For the year 2024, Dahua Intelligent reported revenue of 1.932 billion yuan, a year-on-year decline of 1.74%, while net profit was 24.17 million yuan, a year-on-year increase of 106.78% [7]. - The company projected a net loss of 40 million to 60 million yuan for the first half of 2025, compared to a profit of 57.37 million yuan in the same period last year [8][9]. - The decline in performance is attributed to intense competition in the television mainboard market, rising costs of core components, and a reduction in small batch orders [9][10]. Group 3: Business Focus and Strategy - Dahua Intelligent, established in 1993 and listed in 2010, has shifted its focus from producing IC cards to IoT and satellite communication, with its main revenue source being television mainboards, accounting for 72.51% of total revenue [6]. - The company aims to enhance its core business areas, including information services, satellite communication, and new display manufacturing, while leveraging artificial intelligence capabilities [10].
中国卫通H1净利预降56% A股两募资共32亿扣非连降3年
Zhong Guo Jing Ji Wang· 2025-07-24 06:37
Group 1 - The company China Satcom (601698.SH) has disclosed its performance forecast for the first half of 2025, expecting a net profit attributable to shareholders of approximately 180 million yuan, a decrease of about 226 million yuan or 56% compared to the same period last year [1] - The main reason for the expected decline in performance is a reduction in non-recurring income for the first half of 2025 [1] - For the first half of 2024, the net profit attributable to shareholders was approximately 406.46 million yuan, with a net profit of 208.68 million yuan after excluding non-recurring gains and losses [1] Group 2 - The company was listed on the Shanghai Stock Exchange on June 28, 2019, issuing up to 400 million shares at a price of 2.72 yuan per share, raising a total of 1.088 billion yuan [2] - The net amount raised from the initial public offering was approximately 1.057 billion yuan, intended for the Zhongxing 18 satellite project [2] - The total issuance costs for the company amounted to approximately 30.65 million yuan, with underwriting and sponsorship fees accounting for about 17.95 million yuan [3] Group 3 - The company has been authorized to issue up to 400 million ordinary shares, with an actual issuance of 224.39 million shares at a price of 9.60 yuan per share, raising a total of approximately 2.154 billion yuan [3] - After deducting underwriting fees and other issuance costs, the net amount raised from this issuance was approximately 2.139 billion yuan [3] - The total amount raised from both fundraising activities is approximately 3.242 billion yuan [3]
31亿美元,卫星互联网重磅收购案落地,产业格局加速洗牌
3 6 Ke· 2025-07-18 11:16
Core Viewpoint - The approval of the SES-Intelsat merger by the FCC marks a significant consolidation in the satellite industry, creating a leading global satellite operator with enhanced capabilities and a larger satellite fleet, which is expected to reshape the market landscape [1][4]. Group 1: Merger Details - The FCC has approved SES's acquisition of Intelsat for $3.1 billion, following the EU's unconditional approval [1]. - The merger results in a combined satellite fleet of 120 satellites, enhancing SES's operational capabilities and market position [1]. - The new entity will generate approximately 60% of its revenue from high-growth sectors, indicating a strategic focus on expanding into lucrative markets [1]. Group 2: Financial Implications - SES's projected annual revenue post-merger is estimated to reach €3.7 billion, with a compound annual growth rate (CAGR) expected to be in the low to mid-single digits from 2024 to 2028 [3]. - The adjusted EBITDA is forecasted to be €1.8 billion, with plans to achieve over €1 billion in adjusted free cash flow by 2027-2028 [3]. - The merger is supported by a contract backlog exceeding €8 billion, providing clear visibility for future revenue [3]. Group 3: Industry Context - Traditional satellite operators like Intelsat face increasing competition from emerging satellite startups and technologies, particularly from low Earth orbit (LEO) providers like Starlink [2][4]. - The demand for satellite content distribution services is declining due to the rise of terrestrial fiber networks and streaming services [4]. - The merger is seen as a strategic move to consolidate resources and enhance competitiveness against new satellite internet giants [4]. Group 4: Technological Advancements - The combined company will leverage a multi-orbit satellite strategy, integrating capabilities from GEO, MEO, and LEO satellites to provide flexible and diverse connectivity solutions [5][6]. - SES is a key proponent of multi-orbit and hybrid connectivity strategies, aiming to meet various use cases, including IoT and satellite direct communication [6][8]. - The merger will enable SES to invest in new network capacity and technologies, with planned annual capital expenditures of €600 to €650 million from 2025 to 2028 [8]. Group 5: Future Challenges - Concerns exist regarding the merged entity's dominance in the U.S. C-band video programming distribution, although alternative transmission methods are anticipated to become more prevalent [9][10]. - The FCC has noted that SES and Intelsat control over 95% of the U.S. C-band video programming transmission, but other viable alternatives are expected to emerge [9]. - The merger is positioned as a means to enhance competitiveness against LEO operators, which are projected to dominate certain service revenues by 2032 [10].
通信行业周报(20250505-20250511):印巴冲突持续升级,建议关注军工及卫星方向-20250511
Huachuang Securities· 2025-05-11 12:33
Investment Rating - The report maintains a "Recommendation" rating for the communication industry, suggesting an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [28]. Core Viewpoints - The ongoing escalation of the India-Pakistan conflict highlights the importance of military and satellite sectors, with a recommendation to focus on these areas for potential investment opportunities [14][20]. - The communication industry has shown resilience, with a 4.96% increase in the past week, outperforming the Shanghai and Shenzhen 300 index by 2.95 percentage points [7][8]. - The report emphasizes the growing significance of national defense and military capabilities, particularly in the context of low-orbit satellites, which have gained attention during the recent conflict [20]. Industry Overview - The communication industry consists of 124 listed companies with a total market capitalization of approximately 45,863.87 billion and a circulating market value of about 20,038.81 billion [3]. - The industry has experienced a year-to-date decline of 3.21%, underperforming the Shanghai and Shenzhen 300 index, which has decreased by 2.26% [7]. Stock Performance - The top five performing stocks in the communication sector for the week include Jialitu (+27.01%), Youfang Technology (+23.40%), and Xinyi Technology (+21.63%) [11]. - Conversely, the stocks with the largest declines include Aojie Technology-U (-12.69%) and Shengke Communication-U (-6.81%) [11]. Investment Recommendations - Key recommendations include major operators such as China Mobile, China Telecom, and China Unicom [21]. - For optical modules and related components, the report recommends Xinyi Technology, Tianfu Communication, and Zhongji Xuchuang, while suggesting attention to Yuanjie Technology and Shijia Photon [21]. - In the military/satellite communication sector, the report highlights Haige Communication, Shanghai Hanhua, and Qiyi Er as key investment opportunities [21].
Rime创投日报:上海1000亿基金正式启动-2025-03-26
Lai Mi Yan Jiu Yuan· 2025-03-26 07:07
Report Summary 1. Investment Events - On March 25, 21 investment and financing events were disclosed in domestic and foreign venture capital markets, including 13 domestic and 8 foreign enterprises, with a total financing of about 8.088 billion yuan [1] - On March 24, the first phase of the "Hangtou Zhengling Shuangdongjian Low - altitude Economy Industry Investment Fund" jointly initiated by Chengdu Eastern New Area, Shuangliu District, and Jianyang City was in place, targeting the low - altitude economy and focusing on eVTOL整机 enterprises [1] - On March 25, Qi'an Investment completed a new - phase fund with a first - closing scale of 300 million yuan, investing in network, data, AI, national defense, and quantum security technologies [2][3] - On March 25, Shanghai launched the second - phase industrial transformation and upgrading fund (total scale of 5 billion yuan) and the state - owned asset M&A fund matrix (total scale over 5 billion yuan) [4] 2. Large - scale Financing - On March 25, Xinghang Internet completed a several - hundred - million - yuan Series A financing for R & D and global network expansion in aviation satellite communication [5] - On March 25, ELU.AI completed a several - hundred - million - yuan Pre - A financing for strengthening AI decision - making systems and internationalization [6] - On March 25, Changjin Photonics completed a strategic financing of over 100 million yuan for technology optimization and production capacity expansion [7] 3. Global IPOs - On March 25, Shengke Nano listed on the Shanghai Stock Exchange Science and Technology Innovation Board, providing semiconductor testing services [8] - On March 25, Nanshan Aluminum International listed on the Hong Kong Stock Exchange Main Board, planning to expand alumina production capacity from 2 million tons to 4 million tons [9] 4. Policy Focus - On March 24, Guangdong issued a three - year transportation development plan, aiming to build a modern transportation network by 2027 and achieve specific traffic and logistics circles [10][11]