Over the past week, following publication of the National Development and Reform Commission’s 2023 Central Budget Investment Plan, financial analysts in China have been racing to identify the next high-growth segments within Digital China’s infrastructure build-out.

One frequently cited opportunity sits within a New Type Infrastructure (NTI) Tier Three subcategory: Satellite Internet (卫星互联网). This category encompasses multiple technology programs, including low-Earth-orbit broadband satellite constellations and supporting network architectures.

Several investment firms have pointed to accelerated development of China’s air-space-ground integrated networks (SAGIN) (空天地一体化网络) since Satellite Internet was formally designated an NTI category in April 2020. While analysts are, by definition, speculative, their conclusions align with a deeper structural pattern: integrated networks sit at the intersection of Digital China infrastructure, civilian aerospace development, and Military-Civil Fusion (MCF).


A Civilian Technology with MCF Roots

Integrated network concepts long predate their current investment appeal. On the civilian side, a four-dimensional ground-sea-air-space integrated information network (SAGSIN) (陆海空天一体化网络) has been under active development since at least 2016, primarily to support navigation, positioning, and air-traffic management.

China’s 13th Five-Year National Informatization Plan explicitly linked the air-space components of these networks to MCF objectives. As noted by Kai Lin Tay in The Diplomat, early funding for space-ground integrated networks appeared in the 2016 planning cycle and was led by China’s defense electronics sector, underscoring their dual-use orientation from the outset.

The civilian-military blur becomes visually explicit in a September 2020 issue of the Chinese Journal on the Internet of Things (物联网学报). Although the article frames SAGIN as a civilian system, its lead architecture diagram (also the lead graphic for this commentary) quietly incorporates a ground-based military operations network into the broader design (lower right corner) without explanation. In addition, the same graphic depicts what appears to be a military gray-hulled vessel operating within the maritime segment of the network, also without explanation or qualification.


Doctrinal Evolution on a Parallel Track

This technological trajectory appears to run alongside a second, less visible evolution: PLA doctrine for integrated, multi-domain operations.

Beginning in the early 2010s, the PLA Air Force adopted the new doctrinal concept of “Air-Space Battle, Unified Offense-Defense,” a framework emphasizing coordinated operations across air and space domains which echoed the U.S. Air-Sea Battle concept circulating at the time. By the late 2010s, PLA ground forces and the former Second Artillery Force (now the PLA Rocket Force) were experimenting with a new Air-Ground Battle concept during exercises.

Such doctrinal shifts require enabling technologies. Integrated networks capable of linking sensors, platforms, command nodes, and decision-makers across domains are precisely the kind of infrastructure MCF is designed to deliver. Notably, while open-source discussion of integrated network technologies has expanded rapidly, explicit doctrinal language has become harder to find, suggesting that experimentation may have migrated into less visible channels.


Correlation or Coincidence?

None of this proves that PLA doctrine is directly driving state investment in Satellite Internet or SAGIN systems. However, the timing is suggestive:

  • Civilian integrated network programs expanded rapidly after 2016;
  • MCF policy language explicitly linked air-space integration to defense requirements;
  • PLA doctrinal experimentation with multi-domain, integrated operations accelerated during the same period;
  • Financial analysts now identify integrated networks as a major investment track within Digital China’s NTI framework.

Whether this represents correlation or deeper coordination remains an open question. But the convergence of timing, language, and dual-use architecture suggests a coherent underlying logic.

Digital China’s air-space-ground integrated networks may increasingly serve as the technological substrate for emerging PLA multi-domain concepts, even when those connections remain unstated in the open literature.

This is an area worth watching closely.