2026-01-10 13:28:07

In the last week of 2025, China submitted multiple satellite constellation plans to the International Telecommunication Union (ITU), with a total scale exceeding 200,000 satellites. The underlying logic behind this move is straightforward—securing scarce orbital resources.

The low Earth orbit (LEO) can theoretically accommodate about 60,000 satellites, with current utilization at only around 18%. It sounds like there is still plenty of room, but the issue lies in the exclusivity of spectrum and orbital resources. Once a company or country occupies a specific spectrum range, other commercial satellite companies cannot use it. This means that countries around the world are racing to deploy in near-Earth orbit, with those who apply first able to lock in resources—typical "first come, first served" logic.

For the commercial space industry chain, this is undoubtedly a catalyst. But the real investment opportunities are not in the trend itself, but in those segments within the industry chain that possess technological barriers and are difficult to replicate. Companies that can provide scarce components, core materials, or specialized services are the ones worth paying attention to.

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AirdropHermit

· 01-12 19:11

200,000 satellites? That scale is indeed outrageous, it feels like a space race.

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MEVHunterBearish

· 01-10 13:57

Ha, 200,000 satellites? Now the battle for orbital resources is really on. The constellation war has begun, but honestly, it's all smoke and mirrors; the real money is in the supply chain. The low Earth orbit segment looks big, but when it comes to dividing it up, you realize where the choke points are. It feels like this is another game of great powers; small enterprises can only eat the leftovers and cold dishes, right? Those invisible champions in satellite components are the dark horses—much more stable than directly building satellites. I think this is a resource competition game; in the end, it still depends on who has the more advanced technology to break through. It's the same old trick—preemptively locking down resources; small and medium players can only go home and sleep. Are there restrictions on orbital resources? Sounds good, but the key is who controls the spectrum—who wins. The satellite industry chain is long; it’s better to look for opportunities on the supply side and earn passively. Now all countries are going to compete for orbital slots, but the ones who really make money are always those selling shovels.

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MissedAirdropAgain

· 01-10 13:56

Starting to fight for territory again, this rhythm really can't be sustained --- 200,000 units? Sounds pretty scary, but the real profit still comes from the supply chain folks --- Once the spectrum is locked, it's gone, no wonder everyone is getting anxious --- Market hype, actual profits still depend on those making components, old tricks --- First come, first served, right? The feeling of rushing in is really a bit suffocating --- There are so many satellites, someone has to make the accessories, that's where the real money is --- It's just resource competition, small businesses always get the worst luck during these times --- Looks like there are many opportunities, but there are also many pitfalls. Only those with real barriers should be chosen

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VitalikFanAccount

· 01-10 13:45

200,000 satellites? Now the orbital resources are really about to be divided up completely. Oh my, spectrum exclusivity is the real choke point here. The hot trend isn't valuable; it's still the companies selling shovels that are the most stable.

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fork_in_the_road

· 01-10 13:33

First-come, first-served, this gameplay is really clever—20 million satellites directly invested, essentially a land-grabbing move.

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SchrodingerWallet

· 01-10 13:30

200,000 satellites, now it's really about to get competitive --- First come, first served with this set, sounds like a capitalist's celebration, what about us --- Wait, an 18% utilization rate sounds like there's still room, why the rush? --- As expected, the real money is in upstream components. No matter how hot the trend is, it’s useless --- Spectrum exclusivity, it feels like another form of land grabbing --- 200,000... just imagining the scale makes my scalp tingle. Who's going to pay for this? --- Retail investors are always the last to take the hit, still hoping to make quick money in the space race --- Competing for orbital resources is like competing for housing prices; scarcity creates the game --- So the core is still to find those supply chain companies? Fine, same old story --- Waiting for this to become the next "trend of failure" case

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