Sci-Tech

Satellite Internet enters the fast lane of development

2026-03-12   

This year's government work report proposed for the first time to accelerate the development of satellite Internet. In the context of the increasingly clear commercial time point of 6G and the increasingly fierce competition for global LEO satellite frequency and orbit resources, accelerating the development of satellite Internet has become a strategic must answer to adapt to the pace of industrial development and support the construction of a space power. Under the warm policy wind, the development of satellite Internet will show three significant trends. Firstly, from a single technological breakthrough to a leap towards system collaboration. According to the official website of the International Telecommunication Union (ITU), from December 25th to 31st, 2025, China officially submitted a frequency and orbit resource application to ITU for the addition of 203000 satellites, covering 14 satellite constellations, including low and medium orbit satellites. In addition, multiple constellation plans are underway. The leap in quantity is driving a qualitative change in the industry. The core of the industrialization of satellite Internet lies in the large-scale breakthrough in the number of satellites. Traditional aerospace is characterized by "small batches and customization", and although it has achieved remarkable results, it is difficult to support large-scale commercial closed loops. The accelerated development of satellite Internet can promote the aerospace industry from small batch customization to mass industrialization. Today, the focus of satellite Internet development is shifting from a single breakthrough in technology to a leap forward in system coordination. To speed up the development of satellite Internet, it is necessary to increase the frequency of rocket launch, and then make continuous breakthroughs in traction and delivery capacity and reusable technology; And large-scale deployment will also contribute to the iteration of satellite manufacturing capabilities and optimization of cost structure. Second, satellite Internet has gone from concept carnival to application landing. The satellite constellation networking plan has ignited the enthusiasm of the capital market, and concepts such as commercial aerospace and satellite Internet are hot in the secondary market. But the greater value of satellite Internet lies in the continuous emergence of applications. The successful launch of rockets and the smooth insertion of satellites into orbit are the physical prerequisites for the continuous emergence of applications. The potential of satellite communication continues to be highlighted, and new fields such as aerospace culture and tourism are accelerating. In addition, with the expansion of networking scale, the integration of satellite Internet and low altitude economy and other industries is also accelerating. Taking "satellite Internet plus+low altitude economy" as an example, the supervision, navigation, communication and other links of low altitude airspace can rely on satellite internet to form more reliable support. With the accelerated development of satellite Internet, the breadth and depth of cross industry integration is expected to continue to expand, and the actual value of satellite Internet will gradually be realized. Third, the strategic significance of satellite Internet will be further highlighted. The first mention of "satellite Internet" in the government work report this year means that the strategic significance of the industry continues to highlight. In the future, satellite Internet will be deeply integrated with storage, computing and other infrastructure, forming an important infrastructure base for the development of the digital economy. At the same time, China has preempted the development opportunities in the 5G field, and also has advantages in the 6G technology reserve. The accelerated construction of satellite Internet will further consolidate China's dominant position in the field of next-generation communication technology and consolidate industrial competitiveness. In addition, the competition for global frequency orbit resources is becoming increasingly fierce. In this context, accelerating the development of satellite Internet is not only an endogenous demand to adapt to the pace of industrial development, but also the only way to safeguard national strategic interests and support the construction of a powerful aerospace country. It should be noted that the construction of satellite Internet is a complex and systematic project. Although China has increasingly improved transport capacity support and relatively mature satellite manufacturing capacity, there are still problems such as insufficient launch frequency and imperfect supporting industries. With the resolution of these issues, the development of the industry will further accelerate. Above the sky, the satellite Internet built by domestic satellites is accelerating to light up in the vast space. (New Society)

Edit:Momo Responsible editor:Chen zhaozhao

Source:Securities Daily

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