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》，有序推动卫星通信业务开放、激发商业航天创新活力，促进相关产业高质量发 展。当前卫星通信能做什么，应用未来有望在哪些场景落地？ 总台央视记者 苏童：我现在就坐在一辆可以直接连接卫星的汽车车内。我们在没有移动网络覆盖的地区，就可以通过这个卫星通信的App，连接到距我们三 万多公里外的天通卫星，来实现打电话和发短信等等功能。 和一般的移动网络通信方式不同，卫星通信不需要地面基站支持。直连的天通卫星是一种高轨通信卫星，3颗组网实现中国全境及东南亚地区覆盖。 2023年9月起，中国电信陆续向用户开通了手机、汽车等直连卫星业务，目前天通卫星的用户规模已达近300万。 中国电信集团卫星通信有限公司市场经营部总经理 薄小堂：7月份天通卫星月通话分钟数超过了百万分钟。已推出35款直连卫星的手机机型，累计出货量超 过了2300万台。现在主要应用的场景，一个是普通大众用户，在外出旅游或者参加一些户外活动，需要用到直连卫星进行应急通信。还有就是在防汛救灾 中，天通卫星电话会发挥很重大的保障作用。 本月，工信部正式向中国联通颁发卫星移动通信业务经营许可，中国移动相关业 ...

此外，我国自主研制的首款推力达220吨的、液氧甲烷全流量补燃循环发动机"蓝焱"已经完成30多次地 面点火，最高推力已到达50%工况。该发动机有望服务于今后更大运力的火箭研制。 赛迪研究院商业航天研究中心执行副主任表示，关于卫星和火箭等工位的问题，预计2026年将成为一个 缓解的时间节点。 来源：央视财经 当前我国已规划发射上万颗卫星，计划在未来提供覆盖全球的网络服务。业内人士表示，面对上万颗低 轨卫星互联网星座建设需求，当前行业苦于缺乏大运力和低成本的组网火箭。 9月15日，天龙三号火箭一子级在山东海阳东方航天港成功进行了静态点火试验。这也是一款有望实现 近地轨道运载能力超20吨的大型液体可回收火箭，计划年内首飞。 业内人士预测，年内还有朱雀三号、力箭二号、长征十二甲等多款设计为可重复使用的新型火箭有望实 现首飞。 ...

天兵科技走出2024年6.30事件的阴霾，在山东海阳东方航天港成功实施了天龙三号火箭一子级动力系统试车。这次试车全面检验了天兵科技的能力，筑牢 了公司在国内商业航天第一梯队的地位。天龙三号非常有望第一时间赶上低轨卫星互联网星座建设高峰的红利。 昨天商业航天的新闻，大家应该都知道了。 天龙三号一子级安装9台发动机，起飞总推力约800吨，也是我国目前推力最大的商业火箭。 开心的应该不只有天兵科技。今天的试车也是商业航天行业"安全健康发展"的重要实践，是今年7月国家航天局《关于加强商业航天项目质量监督管理工 作的通知》（以下简称"新政"）的落地回响，是行业监管走向成熟的体现 - 既不能因为以往的过失而一棒打死企业，也不能再次让风险失控。 天兵科技介绍，6.30之后，公司通过全面"归零"流程，最终形成了 127 项可靠性改进和增长措施，包括采用新材料将连接结构安全系数提高至行业标准的 1.5倍、增设冗余约束装置、联合第三方机构对63项关键技术进行复核复算等。 创新和监管的矛盾，自中国商业航天诞生，一直处于舆论中心。 很多企业和资本，沿袭的是SpaceX"以飞代试"路径，信奉只要放手多试多飞，我们一定能在极短时间内比肩 ...

Core Viewpoint - The successful sea test of the Tianlong-3 rocket's first-stage propulsion system marks a significant advancement in China's commercial space industry, demonstrating the capability for large-scale satellite launches and paving the way for a new era in commercial space development [2][3][5]. Group 1: Technical Achievements - The Tianlong-3 rocket is China's first commercial rocket capable of carrying over 20 tons to low Earth orbit, with a total length of 72 meters and a launch weight of approximately 600 tons [2]. - The rocket's first stage features nine Tianhuo-12 engines, achieving a payload capacity of 17-22 tons to low Earth orbit and 10-17 tons to sun-synchronous orbit, comparable to SpaceX's Falcon 9 [2][4]. - The sea test was the first of its kind in China's commercial space sector, covering the entire process from propellant loading to engine shutdown, and successfully simulating actual flight conditions [3][4]. Group 2: Innovations and Cost Efficiency - The Tianlong-3 employs innovative technologies such as liquid nitrogen heating and pressurization, reducing the weight of the pressurization system by over 50% and costs by more than ten times [4]. - The rocket's first stage tail section uses a honeycomb structure, simplifying ground maintenance and enhancing fault isolation capabilities [4][7]. - The use of 3D printing technology allows for approximately 90% of the Tianhuo-12 engine components to be produced in a more efficient manner, cutting the manufacturing cycle from 5-6 months to 2-3 weeks [6][7]. Group 3: Strategic Implications - The successful test reinforces the effectiveness of China's aerospace zeroing mechanism, leading to 127 reliability improvements and establishing a more rigorous ground verification system [5]. - The Tianlong-3 is expected to support over 30 launches annually, addressing the growing demand for large-scale satellite deployment in China's satellite internet initiative [5][6]. - The development of the Tianlong-3 signifies a shift in China's commercial space industry from catering to small, customized satellite launches to supporting large-scale, standardized satellite constellation deployments [6][7].

Core Insights - The Chinese commercial space industry is entering a critical phase of growth and transformation, marked by significant government support and technological advancements [1][5][9] - The industry has seen rapid expansion, with the number of registered commercial space companies increasing from fewer than 10 a decade ago to 546 by mid-2024 [5][6] - The market value of the commercial space industry is projected to grow from 1 trillion yuan in 2020 to approximately 2.3 trillion yuan in 2024, with a compound annual growth rate of 22.9% [5][10] Industry Growth and Development - The commercial space sector has been recognized as a new growth engine, with its inclusion in government work reports for two consecutive years [1][9] - The successful launch of the Hainan commercial space launch site marks a significant milestone, establishing a complete capability for executing launches [7][9] - The industry is transitioning from a phase of technological exploration to one of industrialization, with increasing participation from various stakeholders [9][12] Technological Advancements - Significant breakthroughs in reusable rocket technology are anticipated, with multiple commercial rockets expected to achieve their maiden flights by 2025 [6][12] - The production efficiency of satellites is improving, with companies like Galaxy Space achieving a manufacturing cycle reduction of up to 80% [10][11] - The rapid deployment of satellite constellations, such as the Qianfan constellation, is underway, with 54 satellites launched in just four months in 2024 [9][10] Investment and Funding - The commercial space industry is characterized by high capital requirements, with a need for substantial investment to support disruptive innovations [13][14] - Recent funding rounds, such as the nearly 500 million yuan raised by Deep Blue Aerospace, highlight investor confidence in the sector [11][12] - The industry is calling for more government orders and support to help private companies achieve profitability and foster innovation [14][15] Future Outlook - The next decade is expected to bring more significant milestones for the commercial space industry, with a focus on creating a more regulated environment and targeted policies [1][13] - The industry aims to enhance its global competitiveness and reduce launch costs, with projections suggesting costs could drop to below 10,000 yuan per kilogram [12][14] - The successful integration of commercial space capabilities into broader economic and technological frameworks is anticipated to drive further growth and innovation [1][9]