China's manned lunar landing preliminary plan announced that these A- share companies have deep participation
DATE:  Jul 14 2023

when I saw the news, I felt very good! As we develop and progress step by step, we will become stronger and stronger. Landing on the moon is not an unattainable dream.

Zhang Hailian, deputy chief engineer of the China Manned Space Engineering Office, disclosed at the 9th China (International) Commercial Space Summit Forum held in Wuhan yesterday (12th) morning that China plans to carry out scientific exploration by manned landing on the moon by 2030, and then will explore the construction of a lunar scientific research and test station to carry out systematic and continuous lunar exploration and related technical test verification.

According to the latest news, China's preliminary plan for manned lunar landing is :

Two carrier rockets are used to send the lunar lander and the manned spacecraft to the orbit around the moon for rendezvous and docking, and the astronauts enter the lunar lander from the spacecraft.

After that, the lunar lander will descend and land in a predetermined area of the lunar surface alone, and the astronauts will land on the moon to carry out scientific investigation and sample collection.

After completing the assigned mission, the astronauts will take the lander to orbit around the moon to rendezvous and dock with the spacecraft, and bring samples back to Earth on the spacecraft.

Zhang Hailian revealed that In order to complete this task, Chinese researchers are developing the Long March 10 carrier rocket, a new generation of manned spacecraft, a lunar lander, a manned lunar rover and other equipment .

at 9: 00 on July 12, the rosefinch 2 yao-2 carrier rocket was launched from China's Jiuquan satellite launch center. the flight mission was completed according to the procedures, and the launch mission was a complete success. this mission was the second flight of the rosefinch 2 carrier rocket. The success of this mission marks that the rosefinch 2 remote rocket has become the world's first liquid oxygen methane rocket to successfully fly into orbit, and China's aerospace enterprises have once again set a new world-class record .

according to introduction, it is expected that in 2024, blue arrow aerospace will have the ability to deliver liquid oxygen and methane rockets to the market, with a delivery capacity of 3 to 4 rounds, and will maintain an annual doubling of the delivery capacity in the following 3 years . In addition, Blue Arrow Aerospace has started the research and development process of reusable rockets, which will have a larger diameter and expect to achieve a major breakthrough in 2025. In the next five years, the company will build the rosefinch 2 and the reusable rocket under development into a high-quality rocket with sufficient capacity and low cost.

Huatai Securities previously pointed out that in the past year, significant changes have been observed in the upstream and downstream of my country's commercial aerospace industry chain.

On the technical side, domestic private liquid rocket companies are actively exploring breakthroughs in engine technology and recyclable technology, and domestic satellite manufacturing has entered a large-scale development under the overall planning of the country and the joint efforts of private enterprises.

on the demand side, China's constellation plan to carry out orderly deployment, China Star Network is expected to start launching in the first half of next year; "satellite direct connection" has become a hot spot in the industry.

In terms of policy, many domestic provinces and cities have frequent favorable policies to help the growth of the commercial aerospace industry. It is suggested to pay attention to the development opportunities of China's commercial aerospace industry chain.

01

Rocket Related Companies

Guobo Electronics (688375 ) Guobo Electronics was established in 2000, focusing on the R & D, production and sales of active phased array T/R components and RF integrated circuits related products. In the field of civilian products, the company's gallium arsenide base station RF integrated circuit is mainly used in the field of mobile communication base stations, and gradually expanded to the field of mobile communication terminals and wireless local area networks.

cheng Chang technology (001270 ) cheng Chang technology was established in 2010. its main business is the research and development, production, sales and technical services of microwave and millimeter wave analog phased array TR chips. the products have been applied to the fields of detection, remote sensing, communication, navigation, electronic countermeasures, etc. and have been installed in spaceborne, airborne, shipborne, vehicular and ground phased array radars, it can also be applied to satellite Internet, 5G millimeter wave communication, security radar and other scenarios.

Hagrid communication (002465 ) Hagrid communication was established in 2007, formerly the state-owned 750 factory of the fourth national machinery industry department (formerly the national electronics industry department). currently, it is one of the key electronic information enterprises with the widest user coverage, the widest frequency band coverage, the most complete product series and the most competitive in the industry. On March 16, 2023, the company announced a fixed increase of no more than 2 billion yuan, the fixed increase project covers the "Beidou 5G" through the integration, unmanned system industry, satellite Internet.

Tianyin Electromechanical (300342 ) Tianyin Xingji, a subsidiary of Tianyin Electromechanical Holdings, is an enterprise focusing on the research and development of star sensors. It has played an important role in the practice of major national space missions such as my country's lunar exploration project and high-score projects. The company occupies a dominant position in the domestic commercial satellite market, the application of satellites including Jilin -1 satellite, high-score satellite, lunar exploration satellite, global multimedia communications satellite, Hongyan satellite, scientific exploration satellite, cubic star and so on.

02

Ground section core network related companies

Zhenyou Technology (688418 ) Zhenyou Technology was established in 2005 and is a national high-tech enterprise focusing on providing communication equipment and solutions. The company's main business for the core network system, centralized bureau system, command and dispatch system and technology and maintenance services. In the field of core network, the company is one of the few companies in China that can provide satellite 5G core network, including high-orbit satellite and low-orbit satellite core network.

xinke mobile (688387 ) xinke mobile was established in 1998. it is the only high-tech enterprise controlled by a central enterprise engaged in the formulation of international standards, research and development of core technologies and industrialization of mobile communications. The company in the star-ground integration and satellite Internet direction of strategic layout, promote 5G NTN domestic and foreign standards, leading a number of standard projects.

03

Satellite operation service related companies

China Satcom (601698 ) China Satcom was established in 2001 and is the core professional subsidiary of China Aerospace Science and Technology Group Co., Ltd. engaged in satellite operation and service industry. The company operates and manages all kinds of communication and broadcasting satellites, providing users with radio and television, communication, video, data and other transmission services. The company is the only basic telecommunications operator in China with independent and controllable communication and broadcasting satellite resources, providing safe, reliable and seamless information transmission means for remote areas.

space macro (688066 ) space macro was established in 2008 and is a leading global space infrastructure construction and operation service provider in China. The company has developed a completely independent intellectual property rights of remote sensing and geographic information integration software PIE(Pixel Information Expert), with the country's first remote sensing and geographic information cloud service platform PIE-Engine, to achieve the domestic replacement of remote sensing basic software.

zhongke xingtu (688568 ) zhongke xingtu was founded in 2006 and is a state-controlled high-tech enterprise invested by the aerospace information innovation research institute of the Chinese academy of sciences. The company has been focusing on the digital earth industry for a long time, continuously developing digital earth-related products and core technologies, and successively launching GEOVIS digital earth basic software series products.

04

Safeguard Equipment Related Companies

Haier Biology (688139) Haier Biology was founded in 2005. Its main business is the research and development, production and sales of biomedical cryogenic storage equipment. It has made good achievements in the research and development of medical space refrigerators, which followed the Shenzhou 16 manned spacecraft launched on May 30 into space. Up to now, Haier biological space refrigerator has been into space 12 times, becoming the "standard" of China's manned space project ".

xinchen technology (300542) xinchen technology was founded in 1997 and also provided ground environment construction and support services for the launch of shenzhou manned spacecraft.

In recent years, my country's manned spaceflight industry has made considerable progress. This is inseparable from the active participation of industry chain companies and the hard work of scientific and technological research and development personnel. You have worked hard. I wish the motherland more prosperity and peace .

end

risk warning: the information quoted in the above content is all from the public market data (Fanhu education does not guarantee the accuracy or completeness of the information). the analysis logic is based on the teacher's professional understanding. the content of the article is based on the public market information and provides strategic analysis in combination with relevant industrial policies and market trends. it is hereby declared that the conclusion is independent, objective and fair. the conclusion is not influenced by any third party. In no event does the information or opinions expressed in this article constitute investment advice to anyone. The market is risky and investment needs to be cautious.

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