中国公布国家商业航天联合体名单,271家单位入选
中国国家国防科技工业局(SASTIND)下属机构7月1日公布了国家商业航天联合体成员名单,包含271家航天实体,涵盖发射、卫星研制、地面段、创新和金融服务等九个组别。这是官方首次以清单形式明确哪些企业被视为行业成熟玩家。
该联合体于2025年4月24日中国第十个"航天日"主活动上正式成立,由国家航天局(CNSA)发起。SASTIND随后于同年7月启动首轮招募,接受自愿申请并经过审核筛选。
从成员构成来看,卫星研制类最多(79家),其次是数据应用(44家)、火箭与发射(41家)、综合服务(31家)、测控与运营(23家)、技术创新(18家)、新兴领域(15家)、产业促进(13家)和金融服务(7家)。
虽然受限于自愿申请的性质,这份名单仍在一定程度上揭示了哪些企业被国家视为重要参与者——审核流程并不简单。更重要的是,名单指出了中国认为值得关注和可能获得支持的领域,包括完整的直连设备(D2D)和非地面网络(NTN)价值链、商业载人航天、高超声速飞机以及轨道计算。
在商业发射领域,虽然中国近年来不断涌现新的发射公司——据一些统计多达数十家——但名单中的发射企业主要是已实现入轨的成熟玩家。包括体制内的Expace、CAS Space、中国航天科技集团的商业火箭公司(开发了长征十二号乙)和长征火箭公司,以及商业企业星河动力、蓝箭航天、银河航天、东方空间和天兵科技——均已实现入轨。此外还包括深蓝航天、箭元科技、Cosmoleap和Space Trek等。值得注意的是,零壹空间、Rocket Pi和Nayuta不在名单中,但无法判断是因为未提交申请、被拒绝还是已不活跃。
其他入选的主要航天企业包括上海垣信卫星科技有限公司(SSST)、银河航天、鸿擎科技、长光卫星技术股份有限公司、中科星图和中科天塔。垣信卫星、银河航天和长光卫星也是联合体15家发起单位之一。
新兴领域组包含了一个完整的NTN价值链,覆盖芯片、终端和标准,与工信部的D2D监管规定和6G标准化工作相呼应。在金融服务组中,中国人保、平安产险、光大银行、银河证券及保险经纪公司的出现,表明官方指定了资本和保险通道。
联合体管理中心表示,此次公布名单部分应成员单位自身要求——暗示入选被视为国家认可的有价值标志。多个实体和地方政府已公开宣传其成员身份。
根据公告,联合体的定位是协调机制,负责在行业内传播政策和标准、协助供需匹配、促进行业自律,并落实关于"高质量安全发展"的指示。
在可能相关的一个动向中,CNSA于2025年11月发布了一份政策蓝图,旨在加速商业航天发展——包括增强创新、提高资源使用效率和扩大产业能力——并将其嵌入国家整体太空战略中。在专门航天法尚未出台的背景下,联合体可在其间发挥行业引导作用,并可能通过未来的招募轮次随行业发展而扩充。
延伸阅读
China Publishes National Commercial Space Consortium Roster, 271 Entities Listed
A Chinese government body under the State Administration of Science, Technology and Industry for National Defense (SASTIND) on July 1 published the membership list of the national commercial space consortium, comprising 271 space entities across nine groups spanning launch, satellite development, ground segment, innovation, and financial services. The list offers a rare indication of which companies the state considers established players.
The consortium was formally established on April 24, 2025, at China's 10th national Space Day, as a China National Space Administration (CNSA) initiative. SASTIND launched a first round of recruitment in July 2025, accepting voluntary applications that were then vetted.
By composition, satellite development accounts for the largest group (79 entities), followed by data applications (44), rockets and launch (41), comprehensive services (31), TT&C/operations (23), technology innovation (18), emerging fields (15), industry promotion (13), and financial services (7).
While limited by the voluntary nature of applications, the list provides insight into which actors the state considers serious, with a lengthy vetting process applied. More significantly, it signals the areas China considers of interest and likely to receive support, including a complete direct-to-device (D2D) and non-terrestrial network (NTN) value chain, commercial human spaceflight, hypersonic planes, and orbital computing.
In the launch sector, while commercial launch companies continue to proliferate with dozens of new entrants, the list includes mostly established players that have reached orbit: state-linked Expace and CAS Space, CASC's commercial rocket company (developer of the Long March 12B), and CALT subsidiary China Rocket, alongside commercial actors Landspace, iSpace, Galactic Energy, Orienspace, and Space Pioneer -- all of which have achieved orbit. Further outfits include Deep Blue Aerospace, Space Epoch, Cosmoleap, and Space Trek. Notable absentees include OneSpace, Rocket Pi, and Nayuta, though it's unclear whether this reflects non-application, rejection, or inactivity.
Other major listed entities include Shanghai Spacesail Satellite Technology (SSST), GalaxySpace, Hongqing Technology, Changguang Satellite Technology, Geovis, and Minospace. SSST, GalaxySpace, and Changguang were among the 15 founding units of the consortium.
The emerging fields group contains a complete NTN value chain spanning chips, terminals, and standards, aligning with MIIT's D2D regulations and 6G standardization push. The financial services group, including PICC, Ping An P&C, Everbright Bank, and Galaxy Securities, suggests designated capital and insurance channels.
The consortium's management center said the roster was published partly at the request of member units themselves, suggesting inclusion is seen as a valuable marker of state recognition. Several entities and local governments have already publicized their membership.
According to the announcement, the consortium serves as a coordination mechanism to disseminate policy and standards, facilitate supply-demand matching, promote self-regulation, and implement directives on "high-quality and safe development."
In a related move, CNSA published a policy blueprint in November 2025 aimed at accelerating commercial space development. With China yet to enact a dedicated space law, the consortium could serve as an instrument for steering the sector in the interim, and may be expanded through future recruitment rounds.
