2664颗卫星！中国移动正式“出手” ，中轨+低轨协同组网

C114通信网01-11

根据国际电信联盟（ITU）最新披露数据，我国相关机构开启了超大规模卫星星座计划，申报总数接近20万颗，这一规模创下国内卫星星座申报的新纪录。其中，中国移动申报了两个星座：分别被命名为CHINAMOBILE-L1，规模为2520颗（编者注：低轨）；CHINAMOBILE-M1，规模为144颗（编者注：中轨）。两个星座总计为2664颗卫星。业内人士指出，中国移动此次申报的星座规模占整体申报数量比重不高...

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China Mobile officially \"takes action\", mid-rail + low-rail collaborative networking","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"00941":1.5},"content_text":"根据国际电信联盟（ITU）最新披露数据，我国相关机构开启了超大规模卫星星座计划，申报总数接近20万颗，这一规模创下国内卫星星座申报的新纪录。其中，中国移动申报了两个星座：分别被命名为CHINAMOBILE-L1，规模为2520颗（编者注：低轨）；CHINAMOBILE-M1，规模为144颗（编者注：中轨）。两个星座总计为2664颗卫星。业内人士指出，中国移动此次申报的星座规模占整体申报数量比重不高，但却有着最具分量的现实意义。从众多申报主体来看，中国移动是短期内唯一一家具备投资能力、运营能力、商用牌照，以及可以实现商业闭环的玩家。在此之前，中国移动在卫星互联网领域虽然动作频频，但更多的是标准、技术和商业探索。投资+运营能力在此轮所有申报主体中，中国移动的实力无疑是最强的。在2025年前三季度，中国移动实现主营业务收入为6831亿元，同比增长0.8%；净利润为1154亿元，同比增长4.0%。强劲的业绩表现，也为资本开支奠定了基础。虽然最近几年CAPEX稳中有降，但依然保持在1500亿左右，这为包括卫星互联网在内的新基础设施建设提供了切实保障。与此同时，中国移动拥有业界最强的运营能力。无论是在C端、H端还是B端，中国移动都拥有强大的用户基础与服务能力，而这正是传统的卫星运营商欠缺的。牌照在可预见的未来，卫星互联网依然是属于基础电信业务，牌照是第一步，也是前置条件。在去年三季度末，工业和信息化部正式向中国移动通信集团有限公司颁发卫星移动通信业务经营许可。中国移动将依法开展手机直连卫星等相关业务，持续推动卫星通信技术在应急通信、海事通信以及偏远地区通信等场景中的深度应用。去年8月，相关部门印发关于优化业务准入促进卫星通信产业发展的指导意见，明确提出支持电信运营商通过共建、共享等方式，联合卫星企业充分挖掘天通、北斗等高轨卫星系统的应用潜力，加快推动手机等终端直连卫星技术的落地与普及，为地面移动通信用户提供基于卫星的话音和短消息服务。同时，文件鼓励运营商依托低轨卫星互联网体系，在现有话音与短信功能基础上，逐步拓展高速数据业务，推动地面与空间信息基础设施协同发展，助力构建天地一体化的通信网络体系。商业闭环：手机直连卫星对于卫星通信而言，这么多年来一直没有走出“通信保险”的藩篱，全球用户规模也只停留在千万，国内用户规模也就停留在百万级，这与地面移动通信 10 亿+的产业生态形成了鲜明对比。手机直连卫星，特别是 NTN 技术体制，将成为打破这个藩篱的关键，也将成为包括中国移动等在内的电信运营商的新一轮增长点。但如何实现这一点，业界有些不同的理解，是卫星运营商+地面运营商联合运营的方式，还是由一方来进行独立运营。比如Starlink就收购了EchoStar 的频谱资源，也被业界理解成绕开地面运营商，直接提供 D2D 业务。延伸阅读：从ITU披露的文件来看，中国移动此次申报的两个星座均为NGSO，NGSO是 “非对地静止轨道” 的缩写，英文为 “Non-GeoStationary Orbit”，指除地球静止轨道（GSO）以外的卫星轨道，例如低地球轨道（LEO）、中地球轨道（MEO）等。但需要指出的是，申报并没有强制性，也并不意味着一定要进行部署。按照 ITU “先登先占”的规则，即卫星频率和轨道资源按申报顺序分配，但申请者必须在规定时间内完成卫星部署，否则权益可能失效或缩减。具体部署里程碑包括：申报之后，7年内：发射首颗卫星并正常运行90天；9年内（即7+2年）：完成申请卫星总数的10%部署；12年内（即7+5年）：完成总数的50%；14年内（即7+7年）：完成100%星座部署。这些要求旨在防止资源囤积，确保近地轨道（理论容量约6万颗卫星）等有限资源得到有效利用。相关文章：20万颗！我国机构向 ITU 申报超大规模卫星星座","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602753528","isCrawlerRequest":true}