近日，南都湾财社记者获悉，工业和信息化部正式印发《关于组织开展卫星物联网业务商用试验的通知》，在全 国范围内启动卫星物联网商用试验工作。此举标志着我国卫星通信产业化迈出关键一步，将进一步激发商业航 天、低空经济等新兴产业活力，助力新质生产力发展。 工信部表示，此次试验旨在丰富卫星通信市场供给、激发市场主体活力、提升行业服务能力、建立安全监管体 系，形成可复制可推广的经验和模式，支持商业航天、低空经济等新兴产业安全健康发展。 通知显示，本次商用试验申请开展卫星物联网商用试验的企业，应通过构建卫星物联网系统，以及业务支撑系统 （BSS）、运营支撑系统（OSS）和管理支撑系统（MSS），依法依规在全国范围开展卫星物联网业务。商用试 验服务对象为利用卫星物联网开展应用的企事业单位，主要包括工业、交通、能源、农业、应急等领域中利用卫 星物联网开展数据采集和传输的行业用户。 根据通知要求，申请企业需具备资金、人才、设施等基础条件，提交科学完善的试验方案，并依法办理频率台站 许可。试验期为两年，在此期间企业须落实网络安全、实名制管理、数据保护、防诈治理等责任，定期报送业务 数据，接入工业互联网标识解析体系，支持IPv6，实 ...

Group 1 - The China Telecom Theme Index (931235) has seen a strong increase of 2.32% as of July 15, 2025, with notable gains in constituent stocks such as New Yisheng (300502) up 20.00%, Zhongji Xuchuang (300308) up 12.82%, and Tianfu Communication (300394) up 9.50% [1] - The telecom ETF fund (560690) also rose by 2.37%, with the latest price reported at 1.43 yuan [1] - A significant event was the launch of the "Direct Connection Satellite Full-Scenario Application" conference by China Telecom on July 11, focusing on three main categories: mobile direct connection satellites, automotive direct connection satellites, and Tian Tong satellite industry applications [1] Group 2 - Huatai Securities reviewed the communication index for the first half of 2025, noting significant price volatility influenced by AI computing narratives, but a return to industry trend pricing logic in the second half of 2025 [2] - Three investment themes are highlighted for the second half of 2025: 1) AI computing, focusing on overseas and domestic computing-related investment opportunities; 2) New productive forces, with low-altitude industry standards expected to be established and commercial aviation scenarios accelerating; 3) Core assets, where leading companies with long-term competitiveness may see valuation improvements as market liquidity improves [2] - The telecom ETF fund closely tracks the China Telecom Theme Index, which includes 50 listed companies involved in telecom operations, value-added services, communication equipment, technology services, and data centers, reflecting the overall performance of telecom-themed listed companies [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Telecom Theme Index include China Unicom (600050), China Mobile (600941), China Telecom (601728), Yinzhijie (300085), China Satellite Communications (601698), Zhongji Xuchuang (300308), New Yisheng (300502), ZTE Corporation (000063), Unisplendour (000938), and Zhongtian Technology (600522), collectively accounting for 77.54% of the index [3]