亚太卫星(01045)今日盘中大涨5.15%，引起了市场的广泛关注。
消息面上，国家发展改革委、财政部发布关于优化完善无线电频率占用费标准的通知，卫星互联网频率费有望大幅下降，卫星终端应用市场普及或加速。新规则下，卫星互联网频率费从线性增长变为固定成本，大规模卫星组网承担的频率费将大幅下降；同时，卫星通信站（包括手机直连卫星等终端设备）不再单独缴纳频率占用费，只向卫星运营商收取，有利于卫星终端的普及；此外，新规则对部分高频段频率实行更低的收费标准，低轨卫星互联网、星间激光通信等高频应用有望进一步降低费用。
这些政策调整被视为对卫星行业的重大利好，可能降低亚太卫星等卫星运营商的成本压力，并推动其业务增长，从而提振了股价。
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