On September 5, the first generation "Satellite Internet Firewall" security payload independently developed by Beijing University of Posts and Telecommunications was successfully launched; On September 16, the satellite Internet technology test satellite was successfully launched... Recently, China's satellite Internet construction has significantly accelerated. It is estimated that the market scale of China's satellite Internet manufacturing end, ground equipment end and service end will reach tens of billions yuan in 2030, which will trigger the competition of listed companies in all links of the industrial chain. The industry believes that although the satellite Internet industry has broad prospects, it still faces many problems in technology, standards, regulations, ecology and other aspects, which need the joint efforts of upstream and downstream enterprises of the industry chain and relevant competent departments to solve. The "dual track parallel" mode stimulates market vitality. At 19:39 on September 5th, China successfully launched three satellites into space using the Ceres 1 (Yao-15) carrier rocket from the Jiuquan Satellite Launch Center. The prototype of the "satellite Internet firewall" security payload officially entered space. At 9:6 on September 16, China successfully launched the satellite Internet technology test satellite at the Jiuquan Satellite Launch Center, and the satellite successfully entered the scheduled orbit. The launch mission was a complete success. One of the Internet technology test satellites in this mission was developed by the commercial aerospace company Galaxy Aerospace. It is reported that Galaxy Aerospace has successfully launched 35 independently developed satellites. Recently, China's satellite Internet construction has been significantly accelerated. According to a research report by AVIC Securities, since 2024, the "State Grid Constellation" has launched a batch of network launches. As of the end of August 2025, it has successfully launched 3 high orbit and 10 low orbit network satellites. Since July 2025, it has completed 6 high-frequency network launches in the past month. In addition, the commercial networking satellite "Qianfan Constellation" has also achieved five launches of 18 satellites with one arrow, and the total number of satellite launches has reached 90. In addition, a series of satellite launch plans such as "Honghu 3" have been disclosed successively, which means that China's construction of low orbit satellite Internet constellations has entered a period of overall acceleration. "The industrial development of satellite Internet shows the trend of constellation, scale, low-cost and low orbit. In terms of application, the application scenarios of satellite Internet are broad. In addition to the traditional shipboard communication, airborne communication and emergency communication fields of satellite communication, the applications of emerging fields such as low altitude economy, power inspection, ecological detection, offshore testing, and vertical industrial scenarios are also accelerating. ”Lin Guangrong, the architect of the Galaxy Aerospace Constellation Communication System, said in an interview with reporters. At the same time, support policies and license issuance for the satellite Internet industry are also accelerating. On August 27, the Ministry of Industry and Information Technology issued the Guiding Opinions on Optimizing Business Access to Promote the Development of Satellite Communication Industry, clearly proposing to support the accelerated development of LEO satellite Internet, support the development of terminal equipment direct connection satellite business, and support the exploration of new satellite communication business. Further optimize the approval process for market access, equipment entry into the internet, and other licensing procedures. Guosen Securities said that this policy breakthrough marks a key step for China's satellite Internet business operation, and will promote the extension of the industrial chain from "manufacturing launch" to "operation service". On September 8th, China Unicom announced that the Ministry of Industry and Information Technology has issued a satellite mobile communication business license to the company, and China Unicom will carry out mobile phone direct satellite and other businesses in accordance with the law. According to China Telecom, as early as September 8, 2023, China Telecom had already launched the mobile phone direct satellite service globally. As of now, seven mobile phone manufacturers including Huawei and Honor have launched a total of 36 phones with direct satellite function, with sales exceeding 23 million units. "The superposition effect of policy support and license issuance is reconstructing the industrial ecology of China's satellite Internet. ”Guoxin Securities stated that on the one hand, the national team has led major projects (such as the Long March series rockets with an annual launch capacity of 40 times), ensuring the safety of frequency orbit resources; On the other hand, private commercial aerospace enterprises provide support for large-scale networking through technological innovation and cost control. This "dual track parallel" development mode not only ensures the national strategic security, but also stimulates the market vitality, laying a solid foundation for the long-term development of China's satellite Internet industry. According to the research report of AVIC Securities on accelerating the layout of all links in the industrial chain, according to the construction plan of major giant constellations disclosed by China at present, the market space size of China's satellite Internet manufacturing end is expected to reach 25 billion to 46 billion yuan in 2030, the market space size of ground equipment can reach 26.7 billion yuan, and the market space of service end can reach 22.7 billion yuan. China Galaxy Securities stated that from a global perspective, the satellite industry chain covers four major links: manufacturing, launch, operation services, and ground equipment, forming a complete closed loop from spacecraft research and development to commercial applications. According to the latest statistics from SIA (Semiconductor Industry Association of America), in 2024, the global satellite launch, manufacturing, operation services, and ground equipment manufacturing accounted for 3.2%, 6.8%, 37.0%, and 53.0% of the total revenue of the satellite industry, respectively. Behind the remarkable acceleration of China's satellite Internet construction, listed companies in all links of the industrial chain are also accelerating their layout. Recently, Chittagong Zhengyuan said on the interactive platform that the company currently provides password and data security related products for manufacturers related to the industrial chain in the fields of low altitude economy, commercial aerospace, satellite Internet, etc., to address security challenges in networking, transmission and control. Haige Communication stated that in the field of satellite communication, the company is a mainstream supplier and advantageous enterprise for ground terminals in special institutional markets, as well as a mainstream manufacturer in China with a full range of Tiantong satellite terminals and chips. The company has deeply participated in the major projects of Tiantong Satellite Communication System and National Satellite Internet. Hualichuangtong stated that it is one of the few domestic enterprises that simultaneously master the key core technologies of "satellite communication+satellite navigation", fully participating in the system construction of Beidou navigation and Tiantong satellite mobile communication, and continuously investing in the field of satellite applications as an important strategic direction. It has built an industrial pattern of "chip+module+terminal+platform+system solution". Xinke Mobile claims that its main business focuses on the integrated mobile communication field of air, space, and earth, and is committed to providing various customers with integrated mobile communication network equipment products and solutions for air, space, and earth. Putian Technology also said that satellite Internet and satellite data communication business is one of the strategic directions of the company's key layout. It has set up a joint laboratory with the ISN of Xi'an University of Electronic Science and Technology, and the two sides jointly carry out technical research, academic exchanges and talent training in the direction of universal information network of the integration of heaven and earth. At the same time, the company is accelerating the development of satellite communication related products and actively participating in the provision of technical services to satellite operators. The industry believes that although the satellite Internet industry has broad prospects, it still faces multiple challenges, which requires the cooperation of upstream and downstream enterprises of the industry chain and relevant competent departments to solve. "At present, China's satellite Internet is facing many difficulties in technology, industry and ecological development. ”Sun Shaohui, Deputy Chief Engineer of China Information and Communication Technology Group Co., Ltd., said. Specifically, at the technical level, the large-scale networking technology of low orbit satellites is complex, and there are insufficient inter satellite links and on-board processing computing power; Spectrum resources are scarce, and the control of signal interference is difficult; There are bottlenecks in the cost and performance of terminal device components; The engineering implementation difficulty of intelligent scheduling and adaptive resource allocation in orbit is high. At the industrial level, the supply chain of the entire satellite, payload, ground terminal, and launch links is unstable, with problems such as high costs, low yield, and poor consistency; The incomplete testing and validation system and mass production process result in high costs for large-scale deployment and subsequent operation and maintenance. At the ecological level, industry standards and interfaces are not unified, which directly limits the integration of satellite and ground and cross network interoperability; The international coordination cycle of frequency orbit resources is long, and the results have high uncertainty; The policy regulatory framework and spectrum sharing rules still need to be further improved; The cultivation of application scenarios is insufficient, the business model has not been fully validated, and the industrial chain of capital investment and professional talent reserve also needs to be strengthened. The mass production of low Earth orbit mobile communication satellites in China also faces systemic challenges, involving multiple levels such as core technology, manufacturing processes, supply chain, testing and verification, and industrial ecology, requiring comprehensive response from multiple parties. In the long run, through the efforts of all parties, the development and application of the low rail mobile communication industry will continue to improve in the future. ”Beijing Blue Arrow Hongqing Technology Co., Ltd. CTO Zhou Weimin said. In Lin Guangrong's view, "the focus of satellite Internet development is to support the construction of ubiquitous and intelligent space-based information networks that can achieve the goal of 6G communication. Among them, high-performance phased array antennas, on-board large energy sources, and on-board flexible digital payloads are all crucial technical difficulties. ”(New Society)