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卫星行业总收入2030年预计达3740亿元，复合增速约30%

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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，中国卫星行业总收入（含地面设备制造与星基解决方案）从约557亿元增长至3,740亿元。地面设备制造从2021年159亿元增长至2030年913亿元，星基解决方案从398亿元增长至2,827亿元。两大板块均保持高速增长态势。数据来源：国星宇航招股说明书，国海证券研究所

2021-2030年中国卫星行业总收入构成
年份	地面设备制造（亿元）	星基解决方案（亿元）
2021	159	398
2022	146	423
2023	189	481
2024	188	496
2025	230	583
2026E	285	760
2027E	380	1,012
2028E	509	1,428
2029E	686	2,010
2030E	913	2,827

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年中国卫星行业总收入的变化来看，可以提炼出三个关键判断：
星基解决方案是行业收入的主导板块。 2021年星基解决方案收入398亿元，是地面设备制造的2.5倍；2030年预计达2,827亿元，占行业总收入的75.6%。星基解决方案涵盖卫星通信、导航、遥感等运营服务，是卫星产业链中价值量最高的环节。
地面设备制造进入加速增长期。 2025年地面设备制造收入230亿元，预计2030年达913亿元，年均复合增长率约31.7%。随着低轨星座组网加速和终端用户规模扩大，地面设备（用户终端、信关站等）市场需求将同步爆发。
两大板块收入均将于2026年起显著提速。地面设备制造与星基解决方案在2026-2030年的增速明显快于2021-2025年。星基解决方案收入预计从2026年760亿元跃升至2030年2,827亿元，五年增长约3.7倍，对应卫星互联网从“组网建设期”向“规模化运营期”的过渡。