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Abstract: On November 22, 2025, the Ministry of Industry and Information Technology launched a two-year commercial trial for satellite IoT services at the 2025 China 5G + Industrial Internet Conference. This service provides wide-area IoT connectivity for various terminals through satellite communication technology, breaking the limitations of ground network coverage and empowering fields such as agriculture, energy, emergency communication, and the low-altitude economy. The trial will enrich the supply in the satellite communication market, stimulate the vitality of business entities, establish a safety supervision system, and support emerging industries such as commercial space and the low-altitude economy, marking a key stage in the large-scale commercialization of satellite communication in China.

At the opening of the 2025 China 5G + Industrial Internet Conference on November 22, the Ministry of Industry and Information Technology announced the official launch of the commercial trial for satellite IoT services.
Researcher Fu Yifu from Suzhou Commercial Bank stated in an interview with the Securities Daily that the launch of the commercial trial for satellite IoT services marks a critical transition from technology validation to large-scale commercialization, injecting new momentum into emerging industries such as commercial space and the low-altitude economy.
Connecting Commercial Space and the Low-altitude Economy
The satellite IoT service refers to a low-speed data service that connects various IoT devices through satellite communication technology, providing wide-area IoT connectivity for data collection terminals, wearable devices, handheld terminals, and transportation tools such as cars, ships, and airplanes.
It is understood that the commercial trial period for satellite IoT services in China is two years, aiming to enrich the supply in the satellite communication market, stimulate the vitality of business entities, enhance industry service capabilities, establish a safety supervision system, and form replicable and promotable experiences and models to support the safe and healthy development of emerging industries such as commercial space and the low-altitude economy.
Yuan Shuai, deputy secretary-general of the Zhongguancun IoT Industry Alliance, told the Securities Daily that satellite IoT will break the limitations of ground network coverage, with typical applications including supporting the precise scheduling of drones and flying cars, providing stable communication services for vast oceans and remote mountainous areas, and adapting to remote data collection and transmission for smart agriculture and smart energy.
The rapid development of China’s satellite IoT industry is inseparable from precise policy support. In August of this year, the Ministry of Industry and Information Technology issued the “Guiding Opinions on Optimizing Business Access to Promote the Development of the Satellite Communication Industry,” proposing to organize and carry out commercial trials for satellite IoT services, supporting qualified enterprises to rely on low-orbit satellite IoT constellations to provide wide-area IoT connectivity services for areas where ground networks cannot cover, such as the sky, oceans, and remote regions.
China Galaxy Securities Co., Ltd. released a research report stating that satellite IoT has become a key link connecting the two new productive forces of commercial space and the low-altitude economy, promoting deep coupling and collaborative efforts between the two, and related enterprises in the upstream and downstream of the industry chain will welcome broad development space.
Active Layout by Listed Companies in the Industry Chain
The satellite IoT industry chain includes upstream commercial space, satellite constellation construction, and ground station construction, midstream satellite network operation, data acquisition and processing, and downstream applications such as low-altitude economy, smart agriculture, and power inspection.
So far, many companies in China are actively laying out the satellite IoT-related industry, accelerating exploration, and jointly promoting industry development.
For example, in the commercial space sector, Superjet Fastening Systems (Shanghai) Co., Ltd. currently focuses on the manufacturing of commercial rocket body structural components, including major sections of the rocket body, fairings, fuel tanks, and engine valves. The company completed its production line construction in 2024, with clients including several leading private rocket companies in China.
In the field of ground equipment and terminals, Shenzhen Zhenyou Technology Co., Ltd. continues to invest in R&D in key communication technology areas such as core network systems, providing support and services for the safe and stable operation and technological development of satellite communication. A company representative recently stated at a performance briefing: “The company will rely on its deep accumulation in core network technology to gradually expand into key areas such as satellite terminals, moving from ‘point breakthroughs’ to ‘system layouts,’ and build an innovative ecosystem of ‘integrated space and ground, end-to-network fusion.'”
In the field of communication antennas and RF devices, Guangdong Tongyu Communication Co., Ltd. has established a product system covering three categories: ground station terminals, satellite communication payloads, and satellite communication terminal applications. A company representative recently stated during an institutional survey that the initial investments in technology R&D, production capacity construction, and industry chain collaboration are expected to drive the company into a new growth cycle.
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