（图片来源：摄图网） 过去三年间，埃隆·马斯克麾下的星链(Starlink)以破竹之势重塑航空Wi-Fi领域。从法国航空、卡塔尔航空到 美联航，多家全球顶级航司相继签约 近期阿拉斯加航空宣布明年起全面部署星链系统，以提供机内上网服务。维珍航空在7月初达成协议，将使 用SpaceX的卫星网络。此外，据知情人士透露，英国航空也可能紧随其后采用这项服务。这场技术革命的 背后，是SpaceX通过数万颗低轨卫星构建的全球互联网版图，而中东市场正成为其战略布局的关键棋子。 星链(Starlink)是美国太空探索技术公司(SpaceX)旗下的一个全球卫星互联网项目。它旨在通过发射数万颗小 型卫星组成一个庞大的卫星网络，为全球用户提供高速、低延迟的互联网接入服务。这些卫星分布在近地轨 道上，通过相互连接和与地面站的通信，实现全球范围内的网络覆盖。星链项目不仅可以为偏远地区和网络 基础设施薄弱的地区提供互联网接入，还能在自然灾害等紧急情况下提供可靠的通信支持。此外，星链还计 划为航空、航海等交通领域提供高速互联网服务，提升用户体验。 传统机载Wi-Fi依赖地面基站，覆盖范围有限且网速迟滞。星链通过近地轨道卫星矩阵，实现全球无缝 ...

远方的发射塔像是一根静默的银针，矗立在天地交界的旷野上。这是肯尼迪航天中心到访者对 太空探索公司（SpaceX）使用的卡纳维拉尔角40号航天发射复合体（SLC-40）最深刻的印 象。 SLC-40属于美国"东部发射场"，同时被泻湖与大西洋紧紧包围。它位于佛罗里达州的梅里特 岛，是火箭借助地球自转飞向赤道轨道的理想出发点。这里气候常年温和，鲜有严寒，有利于 维持高密度的发射节奏。 在SpaceX从美国政府租赁的三个发射场中，由SLC-40承担的发射任务最多且密集：2024年， SLC-40共发射了62枚猎鹰9号火箭，平均每6天发射一枚，几乎占SpaceX全年发射总量的 45%。同年，用于发射"星链"（Starlink）卫星专用任务又占据了猎鹰火箭发射任务总数的三 分之二。 "星链"是SpaceX在2015年提出的低轨卫星互联网星座计划，其原理是让低轨道卫星充当空中 中继，转发无线电信号，实现了无死角的信号覆盖。对于"星链"，SpaceX创始人埃隆·马斯克 对它有宏大的计划。 事实上，SpaceX正领跑全球低轨卫星互联网市场，据21世纪经济报道记者统计，截至2025年8 月19日，SpaceX已经进行超过290次 ...

Investment Strategy - The report indicates that China's satellite internet is entering a phase of intensive launches, with multiple satellite constellation plans advancing. The recent successful launches by China Star Network and the procurement announcement by Yuanxin Satellite are expected to drive demand in the industry [5][12][17] - The trend of laser networking has emerged, with computational satellites expected to enhance adaptive routing algorithms. China's technology reserves are not lagging behind, and the development of adaptive routing algorithms using machine learning and AI is seen as a key area for improving network performance [5][13][20] - Infrastructure for commercial launches is becoming increasingly robust, with reusable rockets set to be tested soon. The payload capacity of some Chinese rockets is approaching that of SpaceX's Falcon 9, which may lead to a synergistic development with accelerated satellite launches [5][14][15] Industry News - China successfully launched the low Earth orbit 08 group of satellites on August 13, marking the eighth batch of the China Star Network's GW constellation. This launch demonstrates China's capability for high-frequency launches, with a nine-day interval since the last launch [5][16] - The three major telecom operators in China reported stable performance in the first half of 2025, with China Telecom's revenue reaching 271.5 billion yuan, China Unicom's at 200.2 billion yuan, and China Mobile's at 543.8 billion yuan. The growth in their second curve businesses is expected to provide ongoing growth momentum for the companies and the downstream industry [5][17] - Kyivstar, Ukraine's largest telecom operator, completed a direct device connection test with Starlink, planning to commercialize the service in Q4. This test validates the feasibility of satellite mobile connectivity services in overseas markets [5][18][19] - Major AI companies are increasing their token consumption, with OpenAI's GPT-5 and xAI's Grok 4 being made available for free to users. This trend is expected to accelerate the demand for computational power in the AI sector [5][20] Weekly Review and Focus - The communication sector saw a 7.11% increase this week, outperforming major indices. Key areas of growth included IDC and optical modules, with respective increases of 12.90% and 10.04% [5][21] - The report suggests focusing on investment opportunities in the satellite internet and commercial aerospace sectors, highlighting companies such as Aerospace Universe, Mengsheng Electronics, and others [5][25]

以下文章来源于科创板日报 ，作者牛占林 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周一，由马斯克创立并运营的太空探索技术公司(SpaceX)旗下卫星互联网服务星链(Starlink)出现短暂网络中断。据科技故障追踪 网站Downdetector显示，当天有近三千起用户报告服务中断。 此次服务中断在高峰时影响了超过4.08万名美国用户，波及全美主要城市 ，包括达拉斯、旧金山、菲尼克斯、芝加哥、亚特兰大、明尼阿 波利斯和华盛顿特区，南美、英国和澳大利亚用户也报告了类似问题。 这已是星链数周内的第二次故障。此次宕机仍然加剧了外界对系统可靠性的担忧，尤其是在客户为此支付高昂费用的背景下。 独立网络监测机构NetBlocks表示："网络数据显示，星链卫星互联网服务发生重大中断，整体连接率仅为平时的32%，这一点与用户反馈 相符。" 在7月24日的上一次宕机事件中，网络中断持续数小时。SpaceX星链工程副总裁Michael Nicolls当时将原因归咎于"运行星链核心网络的关 键内部软件服务失效"。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 ...

Group 1 - SpaceX's Starlink experienced a large-scale international outage due to an internal software failure, affecting tens of thousands of users, which is considered rare for the satellite internet system [1][2] - The outage began around 3 PM Eastern Time, with reports of up to 61,000 user complaints, and lasted approximately 2.5 hours before services were mostly restored [1][2] - Starlink operates globally with over 6 million users across approximately 140 countries and regions, and the outage impacted users in the US, Europe, Africa, Asia, and Australia [2] Group 2 - The outage was described as a minor fault commercially, but experts noted that such a widespread disruption is uncommon, with speculation about potential causes including software updates or network attacks [2] - The Ukrainian military confirmed that Starlink terminal devices were completely down at frontline positions, severely affecting military communications, highlighting the system's importance in conflict zones [2]

Core Viewpoint - SpaceX's Starlink satellite network experienced a significant service interruption affecting users in the U.S. and Europe, raising concerns about the reliability of the service [1][3][4]. Group 1: Service Interruption Details - The network outage began around 3 PM Eastern Time on Thursday, with Downdetector reporting up to 61,000 user complaints [3]. - Starlink acknowledged the disruption on its X account, stating that they were actively implementing solutions [3]. - The outage lasted approximately 2.5 hours before most services were restored [4]. Group 2: Cause and Response - The interruption was attributed to a failure in a critical internal software service that operates the core network [4]. - SpaceX executives, including Elon Musk, expressed apologies and committed to identifying the root cause to prevent future occurrences [4]. - Experts noted that such a large-scale outage is rare for Starlink, with some suggesting it could be one of the longest interruptions since the service became a major provider [4]. Group 3: User Base and Network Upgrades - Starlink serves over 6 million users across approximately 140 countries and regions [3]. - As the user base continues to grow, SpaceX has been focusing on network upgrades to meet increasing demands for higher speeds and greater bandwidth [4].

Core Insights - The article highlights the modern maritime industry, focusing on the life of young seafarers and the advancements in technology that enhance their working conditions and connectivity at sea [1][2][6]. Industry Overview - As of the end of 2023, China has over 1.982 million registered seafarers, marking a year-on-year growth of 4.5%, with 682,000 engaged in international navigation [1]. - China boasts several world-class ports, including Shanghai, Shenzhen, and Tianjin, maintaining the highest global throughput and container handling capacity [1]. Working Conditions - Modern cargo ships, such as the one operated by the featured seafarer, can transport up to 300,000 tons of crude oil, with a total length of 330 meters [3]. - Living conditions on ships have improved significantly, with crew members enjoying single rooms with private bathrooms, entertainment rooms, and gyms [3][6]. - The introduction of hydroponics on ships provides fresh vegetables, enhancing the quality of life for seafarers [6]. Technological Advancements - The implementation of Starlink technology has improved internet connectivity at sea, allowing seafarers to stay connected with the outside world [6]. - The article discusses the importance of modern maritime technology, which allows a large vessel to be operated by as few as 26 crew members [7]. Career Insights - The maritime profession offers high income potential, with senior positions such as ship captain or chief engineer earning between 90,000 to 100,000 RMB per month [7][8]. - The career path is structured, with clear advancement opportunities for those who can endure the challenges of life at sea [8][29]. Personal Experiences - The article features personal anecdotes from seafarers, illustrating the loneliness and challenges of life at sea, as well as the camaraderie among crew members [10][20]. - New entrants to the industry face significant initial challenges, including physical labor and long periods away from home, but can find fulfillment in the profession [25][26].

Core Viewpoint - The Trump administration initiated a review of SpaceX's federal contracts, but most were deemed essential for the Department of Defense and NASA, highlighting SpaceX's dominant position in the space industry [2][4][5]. Group 1: Government Review and Contracts - The review aimed to identify potential waste in the multi-billion dollar contracts held by SpaceX, but officials found that most contracts could not be terminated due to their importance [2][4]. - A senior official from the General Services Administration (GSA) requested a comprehensive list of current contracts with SpaceX, indicating a thorough examination of the company's agreements with various federal agencies [3][4]. - The review process included meetings between SpaceX's president and White House officials, suggesting ongoing scrutiny of the company's contracts [4]. Group 2: SpaceX's Market Position - SpaceX's leading role in rocket launches and satellite internet services has made it difficult for the government to reduce reliance on the company, as there are few alternatives available [5]. - The company's technological and pricing advantages have led to increased collaboration with government agencies, while also pushing competitors to innovate [5][6]. - Despite challenges faced by competitors in developing their own space vehicles, SpaceX continues to secure government contracts, including a significant $5.9 billion deal for national security missions [6]. Group 3: SpaceX's Services and Innovations - SpaceX's Falcon rockets and Crew Dragon spacecraft are critical to government space missions, with the latter being the only U.S. spacecraft certified for crewed missions to the International Space Station [6]. - The company is expanding its services through the Starlink satellite network, providing high-speed internet to government agencies and enhancing national security capabilities [7].

Core Viewpoint - The Trump administration is heavily reliant on SpaceX for its advanced technology and government contracts, particularly in defense and NASA operations, making it difficult to sever ties with the company [2][3][7]. Group 1: Government Contracts and Dependency - The U.S. government recognizes the critical nature of SpaceX's contracts, which are essential for the Department of Defense and NASA, limiting alternative options for rocket launches and satellite services [2][5][10]. - An early assessment indicates SpaceX's dominant position as a leading rocket launcher and satellite internet provider, with a focus on profitable government contracts during the review process [4][8]. - The review of SpaceX's contracts was initiated after Trump suggested cutting ties, but officials concluded that most contracts are vital for national interests [3][5]. Group 2: SpaceX's Market Position - SpaceX holds a monopoly in the commercial launch industry, responsible for over 90% of U.S. satellite launches, and its Falcon rockets are crucial for government payloads [11][12]. - The company continues to expand its Starlink satellite internet service, which is utilized by various government agencies, while also securing classified contracts through its Starshield division [12]. Group 3: Safety Concerns - SpaceX's Starbase facility has a significantly higher injury rate compared to other aerospace manufacturing facilities, raising safety concerns [13][14]. - The high total recordable incident rate (TRIR) at Starbase does not automatically trigger contract termination but indicates potential safety issues that need addressing [15][16].

Core Viewpoint - The FAA has not considered replacing telecommunications systems with Elon Musk's Starlink in air traffic control systems [1] Group 1 - The FAA administrator informed Congress that there are no current plans to integrate Starlink into the aviation control system [1]