Workflow
星链(Starlink)
icon
Search documents
国际产业新闻早知道:中美TikTok协议进展受关注, H-1B签证费暴涨引担忧
Chan Ye Xin Xi Wang· 2025-09-23 05:22
111 中美双方正在沟通之中 TikTok协议进展受关注 9 月 22 日,外交部发言人郭嘉昆主持例行记者会。有记者提问,美国总统特朗普表示将在即将举行的 亚太经合组织峰会(APEC)期间与中方领导人会晤,并推动达成 TikTok 协议。记者询问除了两位领导 人通话的声明外,是否能提供更多关于他们是否会会面以及 TikTok 协议的细节。 郭嘉昆回应称,元首外交对中美关系发挥着不可替代的战略引领作用,两国元首保持着密切沟通和交 往。关于具体问题,他表示中美双方正在沟通中,目前没有更多信息可以提供。 特朗普的新签证政策引起了科技公司的强烈反应 日前,美国总统特朗普突然宣布将美国企业为H-1B签证申请人支付的费用提高至10万美元,并于9月21 日生效。整个周末,美国各大科技公司、律师事务所、相关劳动者都为此惴惴不安。亚马逊、谷歌等公 司迅速敦促持该签证的海外员工返美。为缓解混乱局面,白宫随后称,10万美元是一次性费用,新政策 不会影响现有签证持有者。 面对这场"突击式"的政策更迭,9月21日,多位印度高级官员表达了不满。印度工商部长皮尤什·戈亚尔 表示:"美国确实有些害怕我们的人才,这一点我们不否认。" 英美签署 ...
商业航天,又火了
投中网· 2025-09-12 06:49
Core Viewpoint - The commercial aerospace industry in China is on the verge of explosive growth, with significant increases in market size and financing expected in the coming years [5][9]. Group 1: Market Growth and Financing - The Chinese commercial aerospace market is projected to reach a scale of 2.3 trillion yuan in 2024 and is expected to exceed 2.5-2.8 trillion yuan in 2025, with an average annual growth rate exceeding 20% [5]. - In terms of financing, the total amount for 2024 is expected to surpass 20 billion yuan, setting a historical record. By mid-August 2025, over 120 financing events have been disclosed, amounting to over 5.2 billion yuan, with an annual financing total projected to reach 25-28 billion yuan, representing a year-on-year growth of 23%-38% [5][9]. Group 2: Key Financing Areas and Support - The most popular financing sectors within commercial aerospace include satellite applications, rocket manufacturing, and satellite manufacturing, with 138 financing events recorded in 2024, totaling 20.239 billion yuan [9][10]. - Local state-owned capital and market-oriented capital have played crucial roles in this growth, with various provinces establishing specialized funds to support the commercial aerospace sector [10]. Group 3: Policy Support and Market Entry - The China Securities Regulatory Commission has introduced policies to support the listing of unprofitable commercial aerospace companies on the Sci-Tech Innovation Board, providing more financing channels for long-cycle industries [11]. - Notable companies like Blue Arrow Aerospace and others are already in the process of preparing for public listings [11]. Group 4: Cost Reduction and Technological Development - Reducing the cost of rocket launches is a primary focus for entrepreneurs in the commercial aerospace sector, with companies like Blue Arrow Aerospace developing reusable rockets to lower costs significantly [12][15]. - Blue Arrow's Zhuque-3 rocket utilizes methane as fuel, reducing costs to one-third of aviation kerosene, and employs stainless steel for its body, cutting material costs by 80% [15]. Group 5: Satellite Internet Development - The ultimate goal of developing commercial aerospace is to establish satellite internet systems, with China's "Starlink plan" aiming to deploy a large number of low-Earth orbit satellites to create a global high-speed internet network [19][21]. - China has applied to launch 51,300 satellites under the International Telecommunication Union's "first-come, first-served" rule, with several satellite constellations planned to provide global broadband services [21][22]. Group 6: Emerging Companies and Ecosystem Expansion - The number of commercial aerospace companies in China has increased from fewer than 100 in 2015 to over 500 by 2025, indicating a significant expansion of the industry ecosystem [17]. - Companies like Galaxy Space are innovating in satellite manufacturing, aiming to reduce costs significantly through mass production techniques [23].
马斯克的“星链”正在“接管”新兴市场的互联网
Hua Er Jie Jian Wen· 2025-09-11 06:07
凭借技术突破、用户规模以及颠覆性的成本优势,马斯克的"星链"(Starlink)业务正在成为新兴市场一股 不容小觑的颠覆性力量。 据追风交易台消息,摩根大通在9月10日发布的研报中指出,星链的全球用户数已从2025年4月的500万 增长至超过600万,覆盖134个国家。更重要的是,其母公司SpaceX据报已收购无线和移动卫星服务频 谱,为其"直连蜂窝"(Direct to Cell, DTC)服务铺平道路,旨在"终结全球移动网络死角"。 这一系列组合拳直接冲击着现有市场格局。摩根大通警告,对于那些依赖高昂资费、持有传统区域基础 设施、拥有卫星业务或高杠杆的新兴市场电信公司而言,其收入正面临实实在在的风险。 报告强调,随着星链等低轨道卫星互联网供应商的技术迭代,未来其网络容量有望增长100倍,而可重 复使用的火箭技术可能推动边际带宽成本下降高达90%。成本的降低与服务的创新,正让卫星互联网从 昂贵的补充选项,变为越来越有竞争力的主流选择。 加速扩张,新服务与频谱收购双管齐下 星链的扩张步伐并未停歇。 用户规模的持续扩张只是一部分,更具颠覆性的变化来自其服务能力的拓展。报告显示,星链已获得 50MHz无线和移动卫 ...
马斯克要做运营商?卫星直连手机两年后出货
3 6 Ke· 2025-09-11 01:13
马斯克表示,星链(Starlink)正推进高带宽手机直连卫星网络服务的计划。 卫星直连手机的未来正清晰浮现。 不过马斯克指出,由于目前的手机并不支持这些频段,SpaceX需要与手机厂商合作,对手机进行硬件 改造,修改芯片组以添加相应频段,这大概需要两年时间。支持这些频段的手机预计两年后开始出货。 在当地时间9月9日的All-In峰会上,SpaceX创始人埃隆·马斯克在访谈中表示,星链(Starlink)正推进高 带宽手机直连卫星网络服务的计划,有望两年后实现商用。 同时,SpaceX还需要建造能够使用这些频率通信的卫星。待卫星与手机完成良好对接后,就能实现高 带宽手机直连卫星,用户随时随地都能通过卫星在手机上观看视频,而不必依赖地面基站。 马斯克旗下SpaceX近日宣布,同意以约170亿美元购买回声星(EchoStar)的无线频谱资源,用于其星 链的卫星网络。 对此,马斯克在All-In峰会上解释称,这些频段将使SpaceX能够直接通过卫星向手机提供高带宽连接。 工业和信息化部日前印发的《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 ...
马斯克:正打造为直连手机设计的卫星;国产民机C909首条地区航线开通|数智早参
Mei Ri Jing Ji Xin Wen· 2025-09-10 23:12
Group 1 - SpaceX is advancing plans for a high-bandwidth satellite network service that allows direct connection to mobile phones, expected to be commercially available in two years [1] - The implementation requires hardware modifications in mobile phones to connect to Starlink frequencies, and SpaceX is collaborating with smartphone companies [1] - Challenges for mobile direct satellite services include network architecture differences, high construction costs, and performance gaps compared to terrestrial networks [1] Group 2 - Jiangsu Province's drug regulatory authority issued the first national production license for pharmaceuticals using 3D printing technology, marking a significant milestone in compliant production [2] - This license validates the feasibility of large-scale 3D printing in pharmaceuticals, offering new pathways for precise and personalized medication [2] - The development is expected to drive innovation in drug manufacturing processes and accelerate the research and development of new drugs [2] Group 3 - The first regional route operated by the domestically produced C909 aircraft was launched, connecting Nanchang and Macau with three flights per week [3] - The C909 is China's first self-developed regional aircraft with independent intellectual property rights, designed according to international civil aviation regulations [3] - The launch of this route represents a significant milestone for the C909 aircraft in regional aviation [3]
170亿美元,马斯克的SpaceX官宣史上最大交易
21世纪经济报道· 2025-09-10 10:45
马斯克的SpaceX持续推进其无线网络市场布局。 EchoStar成立于1980年,主要提供卫星通信与网络服务,通过旗下Hughes、HughesNet与 EchoStar Mobile等品牌,为运营商、企业和政府提供卫星宽带、无线网络与物联网连接。 2024年与无线运营商DISH合并后,公司形成了打通"天地一体"的连接能力,号称美国"第四 大"电信运营商。 目前,EchoStar业务主要分为三大板块:付费电视、无线网络服务以及卫星宽带与企业业务。 EchoStar在8月发布的财报显示,公司2025年第二季度付费电视业务营收约24.6亿美元,无线 网络服务约9.35亿美元,卫星宽带与企业业务约3.40亿美元。第二季度公司收入为37.2亿美 元,同比下降5.8%,净亏损3.06亿美元。 美国当地时间9月8日, SpaceX宣布,将以170亿美元向EchoStar公司收购无线频谱许可证, 用于其"星链"(Starlink)卫星网络。 同日,EchoStar也发声明称,双方已达成最终协议, SpaceX将收购其AWS-4(2 GHz)与H频段的频谱许可证。 根据协议,SpaceX将支付85亿美元现金及不超过85亿美 ...
170亿美元 !SpaceX史上最大交易剑指无线版图
Core Viewpoint - SpaceX is acquiring wireless spectrum licenses from EchoStar for $17 billion, marking a significant expansion into the wireless network market and enhancing its Starlink satellite network capabilities [1][4]. Group 1: SpaceX Acquisition Details - SpaceX will pay $8.5 billion in cash and up to $8.5 billion in company stock for the AWS-4 (2 GHz) and H-band spectrum licenses [1]. - An additional $2 billion in cash will be allocated to cover EchoStar's debt interest until November 2027 [1]. - The acquisition is expected to improve mobile connectivity in remote areas and serve as a foundation for Starlink's global direct-to-mobile services [4]. Group 2: EchoStar's Business Context - EchoStar, established in 1980, provides satellite communication and network services, with a business structure divided into three main segments: pay TV, wireless network services, and satellite broadband [2]. - In Q2 2024, EchoStar reported revenues of approximately $3.72 billion, a 5.8% year-over-year decline, with a net loss of $306 million [2]. - The funds from the transaction will help reduce EchoStar's debt burden of approximately $25 billion [2]. Group 3: Regulatory and Competitive Landscape - EchoStar's decision to sell the spectrum licenses is partly in response to pressure from the FCC, which criticized the company for not effectively utilizing its wireless licenses [3]. - The transfer of the AWS-4 frequency band diminishes EchoStar's competitive position as the potential fourth major telecom operator in the U.S. [3]. - The transaction is subject to regulatory approval and will end EchoStar's plans for a direct-to-device satellite constellation [3]. Group 4: Market Impact - Following the announcement of the acquisition, EchoStar's stock price surged by 26% to $84.48 per share, reaching a record high [4]. - SpaceX leads the global low Earth orbit satellite internet market, having conducted over 290 Starlink launch missions and deployed approximately 9,440 satellites [4].
马斯克旗下SpaceX获许可,佛罗里达州发射次数或超此前两倍!要为商业客户、美国国防部发射任务,还要发射星链卫星
Ge Long Hui· 2025-09-04 01:27
全球发射频次最高的火箭,未来或许会迎来更高密度的发射。 美国监管机构已完成一项关键的环境评估,为SpaceX将佛罗里达州卡纳维拉尔角太空军基地的 "猎 鹰 9 号"(Falcon 9)火箭发射次数提升至此前两倍以上铺平了道路。 除了将年度发射次数从 50 次增加到最多 120 次外,美国联邦航空管理局(FAA)的这份环境评估还 批准在基地内新建一个着陆区,该着陆区每年最多可容纳 34 次助推器着陆。这些助推器是 "猎鹰 9 号" 火箭的可重复使用第一级部件,SpaceX 会将其回收后进行翻新,用于后续发射任务。 这份于周三定稿的评估报告给出了 "经缓解后无重大影响"(Mitigated Finding of No Significant Impact)的结论,意味着根据联邦法律,拟议中的调整 "不会对人类环境质量产生重大影响"—— 相关影 响已通过特定保护措施降至最低。 即便已是全球发射次数最多的火箭,SpaceX 的发射任务清单依然排得满满当当。该公司既要为商 业客户、美国国防部执行发射任务,也要发射自家的 "星链"(Starlink)互联网卫星。此次发射次数的增加 有望缓解这一任务瓶颈。而专用着陆区的启用 ...
本轮行情的第三大标志性事件或将出现
Mei Ri Jing Ji Xin Wen· 2025-08-28 11:08
Group 1: Nvidia Financial Performance - Nvidia reported Q2 revenue of $46.7 billion for FY2026, a 56% year-over-year increase, and a net profit of $26.422 billion, up 59% year-over-year [1] - The company provided a revenue guidance midpoint of $54 billion for Q3, exceeding analyst expectations of $53.46 billion [1] - Nvidia approved an additional $60 billion stock buyback, surpassing market expectations [1] Group 2: AI Market Insights - Nvidia's CEO Jensen Huang highlighted that capital expenditures from the four major cloud providers have doubled in two years, reaching $600 billion annually, with a projected global AI infrastructure spending of $3 to $4 trillion over the next five years [1] - The Chinese market presents an opportunity of approximately $50 billion for Nvidia, with an expected annual growth rate of around 50% [2] - The AI hardware sector saw significant market enthusiasm, with multiple core stocks reaching new highs following Huang's statements [2] Group 3: Market Performance - A-shares experienced a collective rise, with the Shanghai Composite Index up 1.14%, and the ChiNext Index rising by 3.82% [3] - The STAR Market Index surged by 7.23%, marking a three-and-a-half-year high [3] - The total trading volume in the Shanghai and Shenzhen markets reached 29,708 billion, a decrease of 1,948 billion from the previous day [3] Group 4: AI Hardware Sector - The AI hardware sector, including CPO, PCB, liquid cooling, and AI chips, has seen explosive growth, with many core stocks hitting recent highs [7][8] - Notable stock performances included Cambricon Technologies, which saw a price increase of over 15%, and Industrial Fulian, which rose over 7% [10] - The electronic industry has surpassed the banking sector in market capitalization, indicating a new investment era focused on AI technology [11] Group 5: Investment Strategy - The focus should remain on leading indices, particularly the STAR Market Index, as it reflects the current market trends [5] - Investors are encouraged to concentrate on AI hardware stocks, as they represent a significant opportunity in the current market environment [6] - The current market dynamics resemble previous structural bull markets driven by institutional investments in technology sectors [12]
亚马逊将在越南推出推出卫星互联网服务
Xin Lang Cai Jing· 2025-08-27 14:57
Core Viewpoint - Amazon plans to launch its Kuiper satellite internet service in Vietnam, committing to invest $570 million in infrastructure by 2030, aiming to provide broadband connectivity to underserved areas [1] Group 1: Company Initiatives - Amazon's Kuiper satellite service aims to offer broadband internet through a low Earth orbit satellite network [1] - The investment of $570 million is specifically allocated for building the necessary infrastructure in Vietnam by 2030 [1] Group 2: Competitive Landscape - The Kuiper satellite service will directly compete with SpaceX's Starlink project, targeting remote regions and islands with inadequate internet services [1]