2026 年 1 月 9 日 行业研究 卫星星座组网加速，商业应用不断拓展 ——低轨卫星行业研究系列之四 要点 低轨卫星星座建设进入加速期，轨道与频谱资源争夺日趋激烈。低轨卫星凭借低 延迟、全球覆盖等优势，已成为商业航天发展的核心方向。当前各国正加快推进 低轨星座部署，以抢占有限的轨道和频谱资源。从轨道选择看，LEO 轨道因传 输损耗小、时延低，尤其适合实时通信与全球物联网连接；GEO 轨道容量趋于 饱和，MEO 则主要服务于导航等专项需求。频谱方面，行业正从传统的 C、Ku 频段向 Ka 等更高频段拓展，以支撑高通量数据传输。与此同时，卫星平台与载 荷技术持续升级，推动卫星向低成本、高性能、模块化方向发展，为大规模组网 奠定基础。 卫星平台与有效载荷技术持续突破，推动卫星性能提升与成本下降。卫星平台是 卫星稳定运行的基础，其结构、热控、姿轨控、电源等分系统日益集成化与智能 化。例如，结构分系统采用轻量化材料与模块化设计；热控技术结合被动与主动 手段，适应复杂空间环境；姿轨控系统逐步向星上自主处理演进。有效载荷作为 卫星功能的核心，正向多功能、软件定义方向演进。通信卫星已普遍采用相控阵 天线与处理式转发器，遥 ...

Core Viewpoint - Japan's government, under Prime Minister Kishi Nobuo, is aggressively pursuing military expansion under the guise of "self-defense," with a strong focus on militarizing space [1][3]. Group 1: Military Expansion Plans - Japan's Defense Minister Koizumi Shinjiro emphasized the importance of space as a critical area for both military and civilian purposes during a visit to the Air Self-Defense Force base [3]. - The Japanese government plans to reorganize the Air Self-Defense Force into an "Aerospace Self-Defense Force" by the fiscal year 2026, with the "Space Operations Group" expected to be upgraded to a "Space Operations Corps" by 2025 [3]. - Japan is also developing "bodyguard satellites" to enhance its space defense capabilities and plans to invest heavily in a "low-orbit satellite constellation" project, akin to the Starlink initiative [3]. Group 2: Strategic Considerations - Japan aims to establish a more comprehensive space reconnaissance system using optical infrared imaging satellites and radar reconnaissance satellites to monitor foreign military targets [4]. - The military communication and navigation satellites will support Japan's Self-Defense Forces in the Indian and Pacific Oceans, facilitating overseas deployments for intelligence and information support [4]. - New early warning satellites are being launched to strengthen Japan's overall missile defense capabilities, reducing the effectiveness of other nations' ballistic missile capabilities [5]. Group 3: International Reactions and Concerns - International observers have expressed concerns that Prime Minister Kishi Nobuo's statements signal a resurgence of Japanese militarism, which could threaten regional and global peace and stability [6][7]. - Critics argue that Japan's military expansion and provocative statements could escalate tensions and potentially lead to conflict, highlighting the historical context of Japan's military actions in Asia [7][8].

Core Viewpoint - The establishment of the Henan Commercial Aerospace Industry Fund, with a planned scale of 500 million yuan and an initial subscription of 200 million yuan, aims to support the development of the aerospace industry in Hebi City, focusing on the entire industrial chain from rocket manufacturing to satellite applications [1][6]. Group 1: Fund Overview - The Henan Commercial Aerospace Industry Fund is currently in the establishment phase and will be managed by Henan Agricultural Investment and Innovation Private Fund Management Co., Ltd. [1] - The fund's primary investment focus includes the commercial aerospace industry chain in Hebi, specifically in rocket manufacturing and ground equipment [6]. Group 2: Industry Context - The commercial aerospace industry has been rapidly developing, with continuous launches of remote sensing, navigation, and communication satellites, leading to a gradual commercialization of satellite applications [6]. - Hebi City is integrating into the national aerospace strategy, positioning the commercial aerospace industry as a key driver for cultivating new productive forces [6]. Group 3: Government Support and Infrastructure - The Henan provincial government has actively supported the development of the satellite industry in Hebi, issuing several strategic plans to enhance the region's capabilities [6]. - Hebi City has established a comprehensive industrial ecosystem that includes upstream satellite and rocket manufacturing, midstream satellite control, and downstream application scenarios, supported by the establishment of the "Henan Satellite Industry Park" [7][8]. Group 4: Strategic Goals - The fund is seen as a crucial tool for promoting technological innovation and industrial upgrading, leveraging government investment to attract social and financial capital [8]. - The goal is to enhance the competitive advantage of Hebi's commercial aerospace industry through a synergistic effect of capital and policy, ultimately fostering a robust industrial ecosystem [8].

Core Insights - The emergence of artificial intelligence (AI) in space is highlighted as a significant advancement, with the introduction of "computational satellites" alongside existing communication, navigation, and remote sensing satellites [1][2] - The successful launch of 12 satellites by Zhijiang Laboratory marks the first instance of deploying a complete 8B AI model into space, enabling comprehensive data processing in any location the satellites reach [1] - The interconnectivity of satellites in space is emphasized as a groundbreaking opportunity for AI, which previously relied solely on ground communication [1] Group 1 - The concept of "computational satellites" is introduced, suggesting that AI should not be absent in space exploration [1] - The launch of 12 satellites represents a milestone in integrating AI capabilities directly into space operations, allowing for real-time data processing [1] - The inter-satellite communication established by these satellites opens new avenues for AI applications in space, enhancing the potential for future space missions [1] Group 2 - The integration of AI and computational power in space is deemed essential for humanity's exploration beyond Earth, particularly in missions to Mars [2] - The next decade or two is anticipated to be a thrilling period for space exploration, driven by advancements in AI and computational technologies [2]