每经记者｜张蕊 每经编辑｜陈星 8月27日，工业和信息化部发布《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称 《意见》）。 《意见》提出，到2030年，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。 这一文件会给卫星通信产业带来哪些影响？支持低轨卫星互联网加快发展，是否意味着中国版星链要来 了？手机直连卫星对普通人会有哪些影响？使用卫星通信业务成本如何？ 带着这些问题，《每日经济新闻》记者对工信部直属科研单位中国电子信息产业发展研究院（赛迪研究 院）无线电管理研究所空天信息研究室主任周钰哲进行了书面采访。 记者注意到，2024年以来，商业航天已连续两年写入《政府工作报告》，成为助推我国卫星通信产业发 展的重要力量。 2024年，工信部等部门相继发布文件，提出前瞻布局卫星互联网、手机直连卫星等关键技术研究，强调 有序推进卫星互联网业务准入制度改革等。 在周钰哲看来，《意见》的出台除了是政策决策部署的要求，更是技术发展趋势的推动。 他提到，当前，全球卫星发射数量快速增长，卫星制造发射能力进一步提高，成本持续降低。特别是低 轨 ...

昨日A股 8月27日，A股三大指数今日集体下跌，截至收盘，上证指数跌1.76%，深证成指跌1.43%，创业板指跌 0.69%，北证50跌2.6%。沪深京三市全天成交额31978亿元，较上日放量4880亿元。全市场超4700只个 股下跌。板块题材上，CPO、稀土永磁、半导体板块表现积极，服装家纺、房地产、白酒、创新药、教 育板块跌幅居前。 盘面上，泛AI板块早盘一度集体大涨，寒武纪股价午后一度超越贵州茅台，成为A股"股王"。稀土永磁 板块表现活跃，午后多个板块集体跳水，房地产板块跌幅居前，白酒板块大幅调整。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3800.35 | -68.03(-1.76%) | | 深证指数 | 12295.07 | -178.1(-1.43%) | | 创业板指 | 2723.2 | -18.93(-0.69%) | | | 日期:8月27日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指8月27日上涨。截至当天收盘，道琼斯工业平均指数比前一交易日上涨147.16点，收 于45565.23点，涨幅为0.32%；标准普尔500 ...

新华 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。 ...

《意见》还特别鼓励民营企业依法依规利用各类高低轨在轨卫星资源，盘活存量卫星资源，丰富业务种 类，繁荣卫星通信市场。 为有序推动卫星通信业务开放，促进卫星通信产业高质量发展，激发商业航天创新活力，培育打造新质 生产力，支撑制造强国、网络强国和数字中国建设，近日，工业和信息化部印发《关于优化业务准入促 进卫星通信产业发展的指导意见》(下称《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，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。 扩大市场开放方面，将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，支持电 信运营商与卫星企业共建、共享等模式，并组织开展卫星物联网商用试验，支持符合条件的企业依托低 轨卫星物联网星座，为天空、海洋、偏远地区等地面网络无法覆盖的区域，提供广域物联网连接服务。 工业和信息化部有关负责人表示，当前，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 ...

我国商业航天创新活力将进一步被激发。 8月27日，工业和信息化部发布《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称 《指导意见》）。 《指导意见》要求，以优化业务准入为牵引，丰富应用场景，培育技术产业，优化资源供给，提升治理 能力，充分释放我国卫星通信产业发展潜力，加快构建规范有序、协同发展、优势互补、合作共赢的卫 星通信产业发展格局，巩固提升我国信息通信业竞争优势和领先地位。 《指导意见》提出目标，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。 工业和信息化部有关负责同志就《指导意见》回答记者提问时表示，《指导意见》紧扣新发展理念，从 体现有序发展、创新发展、规模发展、协同发展、合规发展五个方面推动卫星通信产业高质量发展。 其中，在体现创新发展上，技术研究方面，《指导意见》提出加快核心关键技术攻关，推动NTN等各 类创新技术百花齐放。标准制定方面，提出 ...

（原标题：激发商业航天创新活力，工信部五方面推动卫星通信产业发展） 21世纪经济报道见习记者冉黎黎 北京报道 我国商业航天创新活力将进一步被激发。 8月27日，工业和信息化部发布《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称 《指导意见》）。 《指导意见》要求，以优化业务准入为牵引，丰富应用场景，培育技术产业，优化资源供给，提升治理 能力，充分释放我国卫星通信产业发展潜力，加快构建规范有序、协同发展、优势互补、合作共赢的卫 星通信产业发展格局，巩固提升我国信息通信业竞争优势和领先地位。 《指导意见》提出目标，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。 工业和信息化部有关负责同志就《指导意见》回答记者提问时表示，《指导意见》紧扣新发展理念，从 体现有序发展、创新发展、规模发展、协同发展、合规发展五个方面推动卫星通信产业高质量发展。 其中，在体现创新发展 ...

Core Viewpoint - The satellite internet industry is experiencing rapid growth, with Zhenyou Technology (688418.SH) reporting a revenue of 350 million yuan in the first half of 2025, driven by advancements in satellite communication technology and participation in national satellite internet infrastructure development [1][2]. Industry Development - The commercial space industry is projected to exceed 2.8 trillion yuan by 2025, with accelerated satellite internet deployment and a full industry chain being established [1][2]. - Recent successful launches of low Earth orbit satellites indicate a significant acceleration in China's satellite internet construction [1]. Policy Support - Guangdong Province has introduced policies to promote high-quality development in commercial space, including subsidies and tax incentives for satellite internet applications in various sectors [2]. - Analysts expect major satellite internet projects to enter an accelerated launch phase between 2025 and 2026, creating new development opportunities in the industry [2]. Company Performance - In the first half of 2025, Zhenyou Technology achieved domestic revenue of 202.08 million yuan and international revenue of 138.75 million yuan, indicating a strong global strategy [3]. - The company has become a key partner in core network business for major satellite groups and has secured multiple projects, including the exclusive supply of core network technology for Tian Tong One [3][4]. Technological Advancements - Zhenyou Technology is actively involved in the development of satellite communication technologies, including direct satellite connections for mobile phones and vehicles, contributing to the industry's growth [2][3]. - The company has also won contracts for high-throughput satellite ground core network systems, establishing a foundation for future 6G integration [4]. Market Outlook - The satellite internet market in China is expected to exceed 45 billion yuan by 2025, with Zhenyou Technology positioned to capitalize on industry growth through strategic planning and technological breakthroughs [4].

Group 1 - The core viewpoint of the articles highlights the rapid development of the satellite internet industry, with a projected market size of 2.8 trillion yuan by 2025, driven by advancements in commercial space and satellite internet networking [1][2] - The company, Zhenyou Technology, reported a revenue of 350 million yuan in the first half of 2025, indicating continuous breakthroughs in core network equipment and optical communication solutions [1] - The recent successful launches of low Earth orbit satellites and the acceleration of satellite internet construction in China demonstrate the industry's growth momentum [1] Group 2 - Analysts from Changcheng Securities predict that major satellite internet projects will enter an accelerated launch phase between 2025 and 2026, creating new development opportunities for the industry [2] - Zhenyou Technology has established a comprehensive layout in satellite internet technology, covering ground stations, satellite payloads, and access terminals, with applications in both high and low Earth orbit satellite communication [2] - The domestic satellite internet sector is entering an industrialization phase, with market forecasts suggesting that the market size will exceed 45 billion yuan by 2025, positioning Zhenyou Technology to capitalize on growth opportunities [2]

Core Viewpoint - Beijing Economic-Technological Development Area (Yizhuang) aims to become a world-class commercial aerospace innovation hub by 2030, targeting "thousand enterprises linked, thousand stars launched, and thousand billion revenue" [2][3] Group 1: Industry Development - Over 160 aerospace companies have gathered in Yizhuang, with commercial rocket enterprises accounting for 75% of the national total and internet satellite companies leading in density [2] - A specialized fund for commercial aerospace has been established, with over 60% of municipal-level aerospace funds directed towards Yizhuang enterprises in the past two years [3] - A 14,000 square meter common research base is being developed, with over 20 rocket and satellite companies expressing intent to settle [3] Group 2: Strategic Initiatives - Yizhuang focuses on three core tasks: expanding the industrial cluster, deepening scenario demonstrations, and constructing aerospace districts [2] - The establishment of a reusable rocket technology innovation center and a commercial aerospace alliance has been initiated, enhancing collaborative innovation [3] Group 3: Integration with Urban Development - The integration of aerospace technology with AI and big data is being promoted to create demonstration scenarios in autonomous driving and smart cities [4] - A "Belt and Road" commercial aerospace cooperation initiative will be launched to support enterprises in expanding overseas launch services and satellite operations [4] Group 4: Future Outlook - Yizhuang plans to accelerate key project construction, aiming to build landmark buildings and benchmark factories according to world-class aerospace port standards [4]

Core Viewpoint - China Telecom (Macau) Limited celebrated its 20th anniversary and launched new services, signing strategic cooperation agreements with Macau Pass and Macau Airlines to support industrial upgrades [1] Group 1: Company Developments - The company has developed a comprehensive 5G network across Macau and has introduced various innovative services, including "Easy Trip" communication products for visitors and "5G Bay Area Pass" for local businesses [1][2] - The company aims to enhance digital living experiences for residents and tourists through collaborations in smart transportation and cross-border payment services [1] Group 2: Future Plans - The company plans to leverage its resource advantages to accelerate the transition to 5G-A and 6G technologies, creating an integrated information channel across land, sea, and air [2] - The focus will be on building a localized AI cloud platform and industry application scenarios to support Macau's "1+4" economic diversification strategy [2]