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From: Prospective Industry Research Institute

major listed companies in the industry: China satellite (600118); Aerospace micro (300053); Shanghai Shanghai Engineering (603131); Aerospace Electronics (600879); Aerospace Electrical Appliances (002025); Kangtuo Infrared (300455); Yaguang Technology (300123); Tianao Electronics (002935); Space Development (000547); Huali Chuangtong (300045); Star Network Yuda (002829); Hagrid Communications (002465); lei Ke Defense (002413); Hytera (002583); 72 (603712); Putian Technology (002544); Zhenxin Technology (300101); China Weitong (601698); Space grand plan (688066); Beidou Xingtong (002151), etc.

The core data of this article: summary of listed companies in the satellite Internet industry, business layout of listed companies in the satellite Internet industry

1. Summary of Listed Companies in Satellite Internet Industry

Satellite Internet is an Internet broadband service model with satellite as the means of access, and its essence is an important derivative application in the field of satellite communication. At present, listed companies in China's satellite Internet industry are distributed in various industrial chain links. Specifically, listed companies in the satellite manufacturing field: China Satellite (600118), Aerospace Micro (300053), Shanghai Shanghai Engineering (603131), Aerospace Electronics (600879), Aerospace Electrical Appliances (002025), Kangtuo Infrared (300455), Yaguang Technology (300123), Tianao Electronics (002935) and Aerospace Development (000547); Listed companies in the field of ground equipment manufacturing: huali Chuangtong (300045), Xingwang Yuda (002829), Haige Communications (002465), Reco Defense (002413), Hytera (002583), 712 (603712), Putian Technology (002544), Zhenxin Technology (300101); Listed companies in satellite operation and service fields: China Weitong (601698), Aerospace Hongtu (688066), Beidou Xingtong (002151), etc.

At present, China's satellite Internet listed companies are mainly distributed in Beijing, the central and western regions and South China. Among them, there are a large number of listed satellite Internet companies in Beijing, which are distributed in satellite manufacturing, ground equipment manufacturing, satellite operation and service.

2. Comparison of Basic Information of Listed Companies in Satellite Internet Industry

from the analysis of the layout of listed enterprises in the industry and the existing public information, the largest registered capital is China satellite, while the earliest one is aerospace electronics, and the largest bid winning information in 2023 is Putian technology.

3. Comparison of Business Layout of Listed Companies in Satellite Internet Industry

From the current business layout of listed companies in China's satellite Internet industry, most companies have not listed satellite Internet business separately, but are divided into satellite applications, aerospace products, satellite communications and other businesses. From the perspective of business layout area, in addition to Hytera, China Weitong and Beidou Xingtong foreign business scale is larger, other companies are mainly concentrated in the domestic business.

4. Comparison of Business Performance of Listed Companies in Satellite Internet Industry

At present, among the listed companies in China's satellite Internet industry, China Satellite, Aerospace Electronics and other satellite Internet-related business revenues are large. In terms of gross margin, Huali Chuangtong and Hytera have higher gross margins, both exceeding 50%.

5. Comparison of Business Planning of Listed Companies in Satellite Internet Industry

The 14th Five-Year Plan for the Development of the Digital Economy proposes to accelerate the construction of information network infrastructure. Construction of high-speed ubiquitous, heaven and earth integration, cloud network integration, intelligent agile, green low-carbon, safe and controllable intelligent comprehensive digital information infrastructure. We will promote the expansion of the backbone network in an orderly manner, jointly promote the construction of gigabit optical fiber network and 5G network infrastructure, promote 5G commercial deployment and large-scale application, forward-looking layout of the sixth generation mobile communication (6G) network technology reserve, increase 6G technology research and development support, and actively participate in the promotion of 6G international standardization. Actively and steadily promote the evolution and upgrading of spatial information infrastructure, accelerate the layout of satellite communication networks, and promote the construction of satellite Internet. Accordingly, listed companies in the satellite Internet industry have also clarified their business development layout plans:

For more research and analysis of this industry, please refer to the Prospective Industry Research Institute's "Analysis Report on the Development Prospects and Investment Strategic Planning of the Global and China Satellite Internet Industry".

at the same time, the prospective industrial research institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment promotion, industrial mapping, intelligent investment promotion system, industry status certificate, IPO consultation/feasibility study of fund-raising and investment, and application of specialized and special new small giants. Citing the contents of this article in any public disclosure such as the prospectus and the company's annual report requires formal authorization from the Prospective Industry Research Institute.

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