Core Insights - The seminar on "Satellite Communication Empowering Drone Application Solutions" highlighted the integration of low-altitude economy and satellite communication technology, marking the launch of China's first comprehensive satellite communication solution for drones [1][4] - The satellite internet industry in China is projected to reach a market size of trillions of yuan, indicating significant growth potential [2] Group 1: Industry Growth and Market Potential - China's low-altitude economy market size reached 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is expected to reach 1.5 trillion yuan by 2025 [3] - The drone industry in Shenzhen has over 130,000 registered drones, with an estimated market of 400,000 drones and an annual addition of 500,000 drones [4] - Shenzhen's drone industry growth rate reached 48% in the first quarter of 2025, showcasing rapid expansion [3] Group 2: Technological Advancements - The newly launched "full-scene communication solution for drones" addresses challenges in video transmission and stable communication in signal-deficient areas, marking a significant advancement in the industry [4] - The "Wangling Satellite Internet Machine" is designed for harsh environments, featuring a compact size and high protection level (IP67), indicating innovation in hardware for satellite communication [4] Group 3: Strategic Initiatives and Investments - Shenzhen has established a 2 billion yuan space industry fund to support the integration of low-altitude economy and satellite industries, reflecting a strategic commitment to this sector [6] - The Global Investment Conference in Shenzhen in 2024 is expected to sign projects worth over 23 billion yuan in the aerospace industry, further emphasizing the region's focus on this market [6]

万亿级市场或有新引擎。5月24日，"卫星通信赋能无人机应用解决方案研讨会"在深圳落地，多名科研 专家聚焦低空经济与卫星通信技术的深度融合，并在深圳发布国内首个"卫星通信赋能无人机全场景通 信解决方案"，一批产业链头部企业也建立战略同盟。研讨会由亚太卫星宽带通信（深圳）有限公司与 北京星途智联等业内主办。 去年初，工信部等七部门联合印发《关于推动未来产业创新发展的实施意见》，提出要强化新型基础设 施，前瞻布局6G、卫星互联网、手机直连卫星等关键技术研究。7月，工信部《关于创新信息通信行业 管理优化营商环境的意见》提出，要深入推进电信业务向民间资本开放，有序推进卫星互联网业务准入 制度改革。 深圳官方也动作频频。去年3月，深圳印发《关于加快发展新质生产力进一步推进战略性新兴产业集群 和未来产业高质量发展的实施方案》，是此前"20+8"产业集群的"升级"版，《实施方案》特别新增了低 空经济与空天产业集群，旨在把握新一轮科技革命和产业变革机遇。 政策加持下，卫星互联网产业持续向好发展。据中信证券预测，我国卫星互联网产业有望迎来万亿元市 场规模。而随着卫星互联网、空天网络，包括遥感、导航等的应用，有业内估计整个市场向万 ...