Shanghai has officially issued the "Shanghai Satellite Internet Industry Innovation and Development Action Plan (2027-2030)" (hereinafter referred to as the "Plan").
The Plan systematically optimizes satellite internet technology research and industrial layout. According to the roadmap, by 2030, Shanghai will achieve independent and controllable core technologies, with more than 100 research achievements commercialized; a total of over 3,000 satellites in orbit; more than 100 high-quality enterprises and other entities cultivated; "100+ benchmark demonstration applications" developed; and the core industry scale exceeding 80 billion yuan.
The Plan states that Shanghai will focus on the goal of self-reliance and controllability, striving to make breakthroughs in three key technology areas: network architecture, platform payloads, and ground equipment, promoting the commercialization of key technological achievements and enhancing the integration capability of space-air-ground networks.
In terms of infrastructure, Shanghai will accelerate the deployment of low-orbit and medium-orbit constellations, explore coordinated development among multi-orbit constellations and the planning and construction of computing power constellations, and build a flexible, complementary, and seamlessly integrated space-ground network. At the same time, Shanghai will support enterprises in building globally oriented tracking, telemetry, and command systems, construct next-generation satellite internet tracking, telemetry, and command centers in Pudong and Songjiang districts, and build a constellation simulation platform capable of supporting over ten thousand satellites.
In terms of building industry highlands, the Plan clearly focuses on developing a "2+X" park layout. The Songjiang cluster area, centered around the Yangtze River Delta G60 Science and Technology Innovation Corridor, will promote batch intelligent manufacturing of commercial satellites, accelerate high-level satellite networking and commercial applications, build high-standard satellite tracking, telemetry, and command centers, and create a full industry chain ecosystem encompassing "satellites, networks, terminals, and applications." The Pudong cluster area will focus on key technology research and development for low-orbit commercial systems, large-scale BeiDou and full-space unmanned system applications, with ultra-low orbit as a distinctive track, driving the clustering and innovative application of the entire satellite supply chain including supporting chips, payloads, and terminals. Based on its industrial foundation, Shanghai will continue to develop several specialized industrial parks in Minhang, Qingpu, Lingang, and other areas.
Industry insiders believe that the implementation of industrial carriers will release new development opportunities for local market entities in Shanghai. Jiang Han, a senior researcher at Pangu Think Tank (Beijing) Information Consulting Co., Ltd., told the reporter that the "2+X" industrial parks can fully leverage local supporting advantages, driving concentrated release of orders in satellite payloads, phased array antennas, ground terminals, and other fields. Local enterprises can connect with projects nearby and enjoy priority access to production capacity dividends. At the same time, public testing platforms can lower the research and development threshold for small and medium-sized enterprises, and the clustering of upstream and downstream enterprises can reduce cross-regional communication costs. Combined with the opening of local benchmark application scenarios such as ocean shipping and urban emergency response, this will help service providers quickly establish viable commercial models.
Yuan Shuai, deputy secretary-general of the Zhongguancun Internet of Things Industry Alliance, analyzed to the reporter that this Plan will drive growth dividends across the entire industry chain, including satellite manufacturing, ground supporting facilities, space-based computing power, and testing services. The unified technical roadmap and planning goals of the policy can help relevant enterprises break free from the constraints of scattered orders and promote the transition of cutting-edge research results to large-scale commercial use. In Yuan Shuai's view, many local enterprises previously faced the dilemma of strong technology but insufficient implementation scenarios, with many achievements stalled in laboratories. This Plan connects the two key links of scenario opening and industry chain collaboration, allowing upstream and downstream players to connect with demand from the research and development stage, shortening the marketization cycle of technology. With the overall support of the cluster, local enterprises are also expected to form their own barriers in cutting-edge tracks such as integrated sensing, communication, computing, and intelligence, building a unique cluster competitive advantage for Shanghai's satellite internet industry.
At the application level, Shanghai will expand innovative industry applications around the needs of healthy industrial development, promote the implementation of application scenarios in three major areas: To G (government-oriented), To B (enterprise-oriented), and To C (consumer-oriented), facilitate the closed-loop commercial ecosystem of satellite internet, covering smart cities, emergency rescue, maritime management, ocean shipping, aerospace, financial services, healthcare, and many other fields.
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