From: Finance

This article is from: Securities Star

10000 satellites!

According to the official website of the International Telecommunication Union, on May 24, Shanghai Blue Arrow Hongqing Technology Co., Ltd. submitted an advance message to the International Telecommunication Union. The document details plans for a constellation called Honghu -3, with 10000 satellites planned to be deployed in 160 orbital planes. The document is available on the official website of the International Telecommunication Union.

The API document is to notify the International Telecommunication Union and member states of their intention to launch a satellite network or system, and others can review the proposed satellite network to assess any potential interference to their existing or planned satellite systems. If the plan is passed and implemented, the number of planned launches of tens of thousands of satellites will be comparable to SpaceX's Starlink plan. Public information shows that the current star chain launched 6507 satellites.

Hongqing Technology, the main body of this plan, was established in 2017. Its major shareholder is Blue Arrow Aerospace, a leading enterprise in China's commercial aerospace field.

"Commercial Aerospace" was included in this year's government work report for the first time. As a new growth engine for my country's economic development, its importance has been further highlighted.

Huachuang Securities Research Report pointed out that my country's commercial aerospace industry has been clearly supported by policies since 2015. The National Civil Space Infrastructure Medium and Long-term Development Plan (2015-2025) encourages commercial aerospace to shift from a single government-led to a government-led combination with market promotion. After nearly ten years of development, the industry has transitioned from the start-up stage to the growth stage with strength competition as the core.

Wu Mingyuan of Huachuang Securities said that commercial aerospace was included in the list of emerging industries in the government work report, and the industry was ready to develop at the right time.

The corresponding future industrial chain opportunities are very large, and the commercial aerospace and satellite Internet industries have received market attention. Satellite Internet is a global network system based on satellite communications, which aims to provide broadband Internet access services with wide coverage, low transmission delay and low link loss. It launches a certain number of satellites to form a large-scale network, which can radiate the world and build a large satellite system with real-time information processing capabilities. This technology is regarded as the third-generation Internet infrastructure revolution after wired and wireless interconnection. It is less dependent on ground facilities and is a powerful supplement to optical fiber Internet and mobile Internet. As an important part of the new generation of information infrastructure, satellite Internet has been included in the key direction of the national "new infrastructure" policy support, and it is expected that by 2030, the overall size of China's satellite Internet market can reach 100 billion levels.

The commercial aerospace sector and the satellite Internet industry involve a large number of related listed companies, according to public market information:

Aerospace Morning Light (600501): The company's satellite communication products have repeatedly undertaken and successfully completed the communication support tasks of major national events. According to flush data, the concept of "commercial aerospace" was added on May 29, 2024. The reason is: September 21, 2022 interactive easy to reply: the company as the backbone of the aerospace field, mainly for the space launch mission supporting metal hose. In recent years, the company has developed core products such as metal hoses for engines, metal hoses for arrow body booster pipelines, and metal hoses for aerospace servo mechanisms, which provide guarantee for the completion of many national space missions.

Aerospace Micro (300053): The main business is to provide highly reliable core components and components (SoC, SiP, EMBC) for aerospace and industrial control fields. The main products are: embedded SoC chip products, including multi-core SoC chips, bus control chips and their application development systems, etc. The company has rich experience and technical accumulation in satellite manufacturing and satellite system design, and can provide high-quality products and services for Star Chain projects. According to flush data, on May 29, 2024, the concept of "commercial space" was added. The reason is: according to the interaction on March 10, 2023, the company, as the first listed enterprise to lay out and successfully launch the remote sensing micro-nano satellite constellation, operates a hyperspectral satellite that is the first commercial hyperspectral satellite in China's commercial space era, further improving the data acquisition capability of the constellation; At the same time, there are business deployments in mining the downstream application market of data and using artificial intelligence technology to improve data analysis and intelligent processing.

Aerospace Electronics (600879): The company is a high-tech listed company specializing in aerospace electronic measurement and control, aerospace electronic countermeasures, aerospace guidance, and aerospace electronic components under the China Aerospace Science and Technology Corporation. The company's aerospace high-tech products include: various electrical connectors, relays, electronic equipment, cable networks and switchgear used in rockets, satellites, ships, aircraft, nuclear energy and other products, GPS/GLONASS/Beidou satellite navigation application systems And terminal equipment, etc., are widely used in various types of satellites, rocket vehicles, corresponding ground communication measurement and control equipment and industrial automation control equipment. According to data from Flush, on May 29, 2024, the concept of "commercial aerospace" was added. The reason is: the company's main business is the research and development, production and sales of aerospace electronic information, unmanned system equipment, wires and cables and other products. May 13, 2024 Interactive Easy Reply: The company's aerospace products have been used in the commercial aerospace field.

Aerospace Hongtu (688066): The company is a leading domestic remote sensing and Beidou navigation satellite application service provider, committed to the localization of satellite application software, industry application industrialization, application service commercialization, research and development and master the basic software platform and core technology with completely independent intellectual property rights. According to flush data, on May 30, 2024, the concept of "commercial space" was added. The reason is: May 21, 2024 interactive easy to reply: the company supports the construction of the commercial aerospace industry. The construction of the Nuwa constellation, through SAR satellite constellation and drone data collection, to achieve space data fusion, expand the data element market and the "Belt and Road" country's space information service market.

aerospace smart equipment (300455): aerospace chips belong to independent design and testing, production relying on domestic supporting cooperation units to complete, the company's products have gradually achieved domestic independent control. According to flush data, on May 29, 2024, the concept of "commercial space" was added. The reason is: May 20, 2024 Interactive Easy: The aerospace-grade chips of the company's subsidiary Xuan Yu Space are mainly used in the aerospace field.

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