您的当前位置：首页 > 行业数据 > 卫星制造收入2025年143亿元，2030年预计达1320亿元

卫星制造收入2025年143亿元，2030年预计达1320亿元

行业数据

下载图片

原图定位

同报告图片

/ 4

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

所属报告：

国防军工行业深度研究：商业航天系列（二）中国火箭首次实现一子级可控回收卫星互联网时代有望加速到来-260715（23页）.pdf

打包全文图表

2021年至2030年，中国卫星制造业收入从87亿元增长至1,320亿元，十年累计增长超14倍。2025年收入达143亿元，预计2026年将跃升至211亿元，2028年突破485亿元，2030年达1,320亿元。2025-2030年间年均复合增长率约56%，卫星制造行业正进入高速增长通道。数据来源：国星宇航招股说明书，国海证券研究所

2021-2030年中国卫星制造业总收入
年份	收入（亿元）
2021	87
2022	92
2023	108
2024	111
2025	143
2026E	211
2027E	256
2028E	485
2029E	940
2030E	1,320

数据来源：国星宇航招股说明书，国海证券研究所

从2021年至2030年中国卫星制造业收入的变化来看，可以提炼出三个关键判断：
2021-2025年为平稳增长期，2026年起进入加速通道。 2021-2025年收入从87亿元增长至143亿元，年均增量约14亿元，增速较为温和。2026年预计跃升至211亿元（+47.6%），标志着卫星制造行业从“技术验证”正式迈入“批量部署”阶段。
2028-2030年为爆发期。 2028年收入预计达485亿元，2029年940亿元，2030年1,320亿元。2028-2030年三年累计增量超1,000亿元，年均复合增长率约65%。这一阶段对应中国低轨星座（GW星座、千帆星座等）的大规模组网发射高峰，卫星批产需求集中释放。
卫星制造市场空间量级跃升。从2025年143亿元到2030年1,320亿元，五年增长约8.2倍。卫星批量生产、标准化设计、模块化接口和可重复使用火箭带来的发射成本下降，共同推动卫星制造从“定制化”走向“批量化”，行业收入规模实现量级跨越。