[{"data":1,"prerenderedAt":217},["ShallowReactive",2],{"site-data":3,"article-satellite-iot-license-strategy-b2b945d0":203},{"globals":4,"headerNavigation":21,"footerNavigation":83,"home":107,"pageMeta":152,"degraded":202},{"title":5,"short_name":6,"description":7,"logo":8,"logo_url":9,"logo_dark_mode":10,"favicon":11,"favicon_url":12,"social_links":13,"accent_color":14,"phone":15,"email":16,"address":17,"icp_number":18,"icp_link":19,"slogan":20},"北京增益星通科技有限公司","增益星通","深耕导航测姿、稳定转台、跟踪天线、卫星通信相关技术领域，搭建完善的四大核心技术体系，具备独立自主的核心技术研发、算法迭代、产品定制及系统集成能力。","9061fa17-65e9-410f-aae8-bde49dcc1892","\u002Fassets\u002F9061fa17-65e9-410f-aae8-bde49dcc1892",null,"7bb39b96-c675-454c-8240-1564d1dd283e","\u002Fassets\u002F7bb39b96-c675-454c-8240-1564d1dd283e",[],"#0B3D91","135 0123 0596","bjzengyi@163.com","北京市通州区兴光四街1号卫星导航科技园","京ICP备2024099350号","https:\u002F\u002Fbeian.miit.gov.cn\u002F","增益无限，星通四海",{"id":22,"title":23,"items":24},"main","主导航",[25,32,61,66,71,77],{"id":26,"title":27,"url":28,"type":29,"parent":10,"sort":30,"children":31},21,"首页","\u002F","url",1,[],{"id":33,"title":34,"url":35,"type":36,"parent":10,"sort":37,"children":38},22,"产品中心","\u002Fproducts","group",2,[39,44,49,55],{"id":40,"title":41,"url":42,"type":29,"parent":33,"sort":30,"children":43},28,"导航测姿","\u002Fproducts\u002Fcategory\u002Fnavigation",[],{"id":45,"title":46,"url":47,"type":29,"parent":33,"sort":37,"children":48},29,"稳定转台","\u002Fproducts\u002Fcategory\u002Fstabilited-turntable",[],{"id":50,"title":51,"url":52,"type":29,"parent":33,"sort":53,"children":54},27,"跟踪天线","\u002Fproducts\u002Fcategory\u002Fsatellite-antenna",3,[],{"id":56,"title":57,"url":58,"type":29,"parent":33,"sort":59,"children":60},30,"卫星通信","\u002Fproducts\u002Fcategory\u002Fsatellite-communication",4,[],{"id":62,"title":63,"url":64,"type":29,"parent":10,"sort":53,"children":65},23,"解决方案","\u002Fsolutions",[],{"id":67,"title":68,"url":69,"type":29,"parent":10,"sort":59,"children":70},24,"行业应用","\u002Fcases",[],{"id":72,"title":73,"url":74,"type":29,"parent":10,"sort":75,"children":76},25,"新闻动态","\u002Fnews",5,[],{"id":78,"title":79,"url":80,"type":29,"parent":10,"sort":81,"children":82},26,"关于我们","\u002Fabout",6,[],{"id":84,"title":85,"items":86},"footer","页脚导航",[87,90,93,96,99,102],{"id":88,"title":34,"url":35,"type":29,"parent":10,"sort":30,"children":89},31,[],{"id":91,"title":63,"url":64,"type":29,"parent":10,"sort":37,"children":92},32,[],{"id":94,"title":68,"url":69,"type":29,"parent":10,"sort":53,"children":95},33,[],{"id":97,"title":73,"url":74,"type":29,"parent":10,"sort":59,"children":98},34,[],{"id":100,"title":79,"url":80,"type":29,"parent":10,"sort":75,"children":101},35,[],{"id":103,"title":104,"url":105,"type":29,"parent":10,"sort":81,"children":106},36,"联系我们","\u002Fcontact",[],{"stats":108,"trustHighlights":121,"casesIntroText":137,"heroHeadline":138,"heroTags":139,"sections":140},[109,112,115,118],{"label":110,"value":111},"行业深耕","15+年",{"label":113,"value":114},"产品系列","4大方向",{"label":116,"value":117},"核心方案","3大体系",{"label":119,"value":120},"服务行业","6+领域",[122,126,130,134],{"desc":123,"icon":124,"label":125},"国标及国军标认证","lucide:badge-check","质量体系",{"desc":127,"icon":128,"label":129},"多项专利与软著","lucide:file-badge","知识产权",{"desc":131,"icon":132,"label":133},"第三方检验报告","lucide:clipboard-check","权威检测",{"desc":135,"icon":136,"label":68},"国防 · 海事 · 专网 · 应急","lucide:shield-check","增益星通专注导航测姿、稳定转台、跟踪天线与卫星通信领域，产品适用于上述行业场景。受保密要求限制，网站暂不公开具体项目案例，如需了解能力匹配与部署经验，请通过电话或邮件咨询。","导航与跟踪领域的行业开拓者",[41,46,51,57],{"news":141,"products":143,"solutions":146,"industries":149},{"title":73,"eyebrow":73,"description":142},"公司新闻与卫星通信行业观察",{"title":144,"eyebrow":34,"description":145},"产品分类与精选","按应用场景浏览导航测姿、稳定转台、跟踪天线与卫星通信集成产品",{"title":147,"eyebrow":116,"description":148},"核心解决方案","稳定转台、跟踪天线与卫通集成三大方向，覆盖精密指向、动中通天线与系统集成",{"title":150,"eyebrow":68,"description":151},"典型应用场景","面向国防、海事、专网通信等行业的常见部署方向（非具体项目案例）",{"hero_cta":153,"news_index_seo":159,"solutions_tags":160,"about_index_seo":165,"cases_index_seo":166,"solutions_intro":167,"contact_cta_desc":168,"seo_title_suffix":20,"contact_cta_title":169,"contact_form_hint":170,"cases_section_desc":171,"products_index_seo":172,"solutions_index_seo":173,"news_banner_subtitle":174,"about_banner_subtitle":175,"cases_banner_subtitle":176,"contact_banner_subtitle":177,"products_banner_subtitle":178,"satellite_antenna_series":179,"solutions_banner_subtitle":199,"products_category_seo_suffix":200,"products_category_banner_fallback":201},{"contact":154,"products":155,"solutions":157},{"url":105,"label":104},{"url":35,"label":156},"浏览产品",{"url":64,"label":158},"了解方案","增益星通公司新闻与卫星通信行业资讯",[161,162,163,164],"动中通跟踪","高精度指向","融合通信","系统集成","北京增益星通科技有限公司简介、招贤纳士与联系方式","增益星通动中通卫星通信在国防、海事、专网通信、消防、应急等行业的典型应用场景","增益星通围绕稳定转台、跟踪天线与卫通集成三大方向，提供从核心部件到系统集成的完整能力。每项方案均包含多个子方案，可按行业场景灵活组合部署。","我们的团队拥有十余年导航测姿、稳定转台、跟踪天线及卫星通信行业经验，为您提供从产品设计到系统集成的全流程服务。","需要定制稳定转台、卫星通信方案？","目前请直接致电或发送邮件联系我们，我们的团队将尽快回复您的咨询。","以下内容为各行业常见部署场景与系统能力说明，便于了解产品适用方向；如需方案交流，欢迎联系我们。","增益星通导航测姿、稳定转台、跟踪天线、卫通集成产品列表","增益星通稳定转台、跟踪天线、卫通集成三大解决方案","公司新闻与行业观察","公司简介与招贤纳士","面向关键行业的典型部署场景与能力说明（不涉及具体客户项目信息）","欢迎咨询我公司产品与解决方案","自主研制的导航测姿、稳定转台、跟踪天线及卫通集成系统",[180,184,188,191,195],{"name":181,"slug":182,"sort":183},"车载卫星天线V系列","vehicle-v",10,{"name":185,"slug":186,"sort":187},"船载卫星天线M系列","marine-m",20,{"name":189,"slug":190,"sort":56},"机载卫星天线A系列","airborne-a",{"name":192,"slug":193,"sort":194},"便携式天线P系列","portable-p",40,{"name":196,"slug":197,"sort":198},"相控阵天线E系列","phased-e",50,"覆盖卫星通信全链路的系统化解决方案，助力各行业实现可靠卫星通信","产品列表","增益星通产品列表",false,{"id":204,"title":205,"slug":206,"summary":207,"content":208,"category":209,"seo_title":205,"seo_description":207,"publish_date":210,"status":211,"cover_image":212},14,"拿牌照、抢生态、赌标准：两张卫星物联网许可证背后的暗涌与算盘","satellite-iot-license-strategy-b2b945d0","8月20日，工信部批复了国内第二张卫星物联网商用试验许可，试验期两年，持牌方为时空道宇。第一张牌照发在三个多月前。2026年5月，国电高科拿到国内首张许可，依托天启星座开展为期两年的商用试验。三个月内两张牌照，分别归属于国电高科（在轨41颗）和时空道宇（在轨64颗）。国内做低轨卫星物联网星座的公…","\u003Cp>8月20日，工信部批复了国内\u003Cstrong>第二张\u003C\u002Fstrong>卫星物联网商用试验许可，试验期\u003Cstrong>两年\u003C\u002Fstrong>，持牌方为时空道宇。\u003C\u002Fp> \u003Cp>第一张牌照发在三个多月前。2026年5月，国电高科拿到国内\u003Cstrong>首张\u003C\u002Fstrong>许可，依托天启星座开展为期两年的商用试验。\u003C\u002Fp> \u003Cp>三个月内两张牌照，分别归属于国电高科（在轨\u003Cstrong>41颗\u003C\u002Fstrong>）和时空道宇（在轨\u003Cstrong>64颗\u003C\u002Fstrong>）。国内做低轨卫星物联网星座的公司不少，\u003Cstrong>但牌照刚好落在了目前在轨规模最大的两家身上\u003C\u002Fstrong>。\u003C\u002Fp> \u003Cp>对照着批复文件和准入条件，再看看这两家的实际动作，你会发现行业的变化绝不是一句“商业化提速”就能概括的。\u003C\u002Fp> \u003Cp>商用试验的门槛源自2025年11月工信部发布的《关于组织开展卫星物联网业务商用试验的通知》，其中要求同时满足\u003Cstrong>五项条件\u003C\u002Fstrong>：\u003C\u002Fp> \u003Cp>卫星移动频率许可的申报周期通常以年计算，发改委核准则对应整个星座建设的立项流程，两家持牌公司在这两个环节上都投入了数年时间。\u003C\u002Fp> \u003Cp>\u003Cstrong>▪ 国电高科\u003C\u002Fstrong>：天启星座一期\u003Cstrong>38颗\u003C\u002Fstrong>完成组网，累计发射\u003Cstrong>41颗\u003C\u002Fstrong>；二期计划今年年底发射试验星，2028年前完成组网。\u003C\u002Fp> \u003Cp>\u003Cstrong>▪ 时空道宇\u003C\u002Fstrong>：2025年9月完成一期组网，在轨\u003Cstrong>64颗\u003C\u002Fstrong>，覆盖除南北极外的全球地表，每天可处理约\u003Cstrong>3.4亿次\u003C\u002Fstrong>通信请求。\u003C\u002Fp> \u003Cp>其余多数商业星座公司的在轨卫星数量仍在个位数到十几颗之间。\u003Cstrong>对照这五道门槛，能同时满足频率、核准和在轨系统这三项硬性条件的，目前仅有拿牌的两家。\u003C\u002Fstrong>对于在轨规模较小的公司，短期内申报商用试验的难度较大。\u003C\u002Fp> \u003Cp>\u003Cstrong>牌照带来的核心改变是收费的合法性。\u003C\u002Fstrong>在此之前，国内卫星物联网长期参照地面物联网或传统卫星通信管理，缺乏独立的业务分类，签订长期商业合同存在合规风险。\u003C\u002Fp> \u003Cp>国电高科董事长吕强表示，此前政府和央企客户因资质问题无法开展大规模合作，获批后业务才得以从示范应用转向全面商用。\u003C\u002Fp> \u003Cp>真正的分水岭不在于发射次数或卫星数量，在于星座组网后是否具备持续获取付费用户、实现长期营收的运营能力。\u003C\u002Fp> \u003Cp>股权结构方面，中国移动旗下中移资本已战略入股国电高科，持股\u003Cstrong>39.85%\u003C\u002Fstrong>成为第一大股东。至此，\u003Cstrong>两张牌照一张背靠运营商资本，一张依托吉利的汽车产业链\u003C\u002Fstrong>，展现出不同的背景属性。\u003C\u002Fp> \u003Cp>在拿到牌照前，时空道宇于\u003Cstrong>6月24日\u003C\u002Fstrong>MWC上海期间发布了低轨通信星座全栈开源生态，将星座通信能力拆分为\u003Cstrong>五个层级\u003C\u002Fstrong>开放：终端硬件、标准化通信模组、自研卫星通信芯片、卫星通信协议、卫星系统资源。\u003C\u002Fp> \u003Cp>分层开放让不同类型的伙伴能够按需接入，芯片厂商可在设计阶段集成通信协议，终端厂商可直接调用模组，系统集成商则能拿到完整方案交付客户。\u003C\u002Fp> \u003Cp>这降低了中小企业搭建卫星通信体系的门槛。展会期间，超\u003Cstrong>200家\u003C\u002Fstrong>伙伴达成合作意向，现场签约订单\u003Cstrong>突破亿元\u003C\u002Fstrong>，覆盖海洋渔业、工程机械、能源、智慧农业、低空经济等\u003Cstrong>十个行业\u003C\u002Fstrong>。\u003C\u002Fp> \u003Cp>结合开源与持牌来看，其商业逻辑较为清晰，\u003Cstrong>开源的部分集中在接入侧\u003C\u002Fstrong>（硬件、模组、芯片、协议、系统资源），伙伴通过这些接口接入星座，产生的连接收入流回运营方；而\u003Cstrong>核心资产（频谱、牌照、星座本身）依然保留在运营方手中\u003C\u002Fstrong>。\u003C\u002Fp> \u003Cp>\u003Cstrong>硬件利润让渡给生态伙伴，连接收入归运营方\u003C\u002Fstrong>，这种模式与移动操作系统生态有相似之处。\u003C\u002Fp> \u003Cp>不过卫星物联网的壁垒更高，移动系统的生态依赖先发优势和规模积累，而卫星物联网的频谱和牌照在生态建立前就划定了竞争格局。\u003C\u002Fp> \u003Cp>国电高科未采用开源路线，但也在推进生态建设。天启星座配套自研模组体系，主打行业应用落地：\u003C\u002Fp>\n\u003Cp>\u003Cem>来源：\u003Ca href=\"https:\u002F\u002Fwww.36kr.com\u002Fp\u002F3948545961219968\" target=\"_blank\" rel=\"noopener noreferrer\">原文链接\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fp>","industry","2026-08-20T08:00:00.000Z","published",{"id":213,"title":214,"filename_download":215,"type":216},"41655dc2-a21d-427e-b487-f766918f951c","News Cover Fallback D96658faf6","news-cover-fallback-d96658faf6.jpg","image\u002Fjpeg",1789129321592]