Another important direction of digital economy construction has a new breakthrough! After the mass p

Recently, the construction of the digital economy has come to the forefront of the market due to a heavy document, and the concept sector has set off a daily limit. In this document, in addition to network security, digital currency, etc., it also mentioned actively and steadily promoting the evolution and upgrading of space information infrastructure, accelerating the deployment of satellite communication networks, and promoting the construction of satellite Internet.

Recently, six low-orbit broadband communication satellites independently developed by Galaxy Aerospace officially left the factory. This is the first batch of low-orbit broadband communication satellites developed in my country. The batch of satellites has now arrived at the launch site and will be launched in the first quarter of 2022. After the successful launch, a satellite Internet test network will be built, which can realize continuous communication services for more than 30 minutes at a time.

The significance of accelerating the construction of low-orbit satellite networks is self-evident. It has an irreplacable role in the field of communication. Due to the eruption of the submarine volcano the previous weekend, the Pacific island country Tonga was completely lost for several hours. Huawei Technologies Philippines, which is responsible for Tonga's business, said on January 18 that after the eruption, the local communication facilities in Tonga were damaged to a certain extent, and only the Rely on satellite phones to communicate with the outside world. The company is now able to communicate with Tongan partners via satellite phone.

In my country, in April 2020, satellite Internet has been designated as one of the "new infrastructure" information infrastructures by the National Development and Reform Commission. In April 2021, China Satellite Network Group Co., Ltd. was established. Zhang Chao, an analyst at AVIC Securities, said that my country's low-orbit satellite Internet constellation deployment lags behind foreign countries, and it is urgent to accelerate the construction of low-orbit satellite Internet space infrastructure to occupy frequencies and orbits. In the long run, satellite Internet is expected to become the "14th Five-Year Plan". ” key development areas during the period.

Huaxi Securities pointed out that in this industry, the satellite launch mode and manufacturing mode are undergoing profound changes. Driven by SpaceX and other companies, the manufacturing mode of rockets and satellites has changed from traditional customization to mass production. The cost of traditional launch manufacturing has been greatly reduced, communication satellites can be quickly networked at low cost, and satellite communication technology facilities can quickly complete global coverage. The trend of high-throughput satellite communication is obvious, the cost of bandwidth is reduced, and the threshold for users is lowered. At present, domestic private enterprises are also joining the field of satellite communications and applications, breaking the national team model.

Regarding which areas are more worthy of investment, Huaxi Securities Song Hui and others pointed out three directions.

One is rocket manufacturing and launch. However, national satellite orders are not expected to be the main revenue stream for commercial rockets at present, and manufacturers of liquid, high-thrust, recoverable rockets (reducing launch costs) or the development focus of future commercial rocket manufacturing and launch companies.

The second is the manufacture of communication satellites. The number of low-orbit satellites is expected to be large, and the core hardware onboard is the first to benefit. Research institutes and companies related to spaceborne phased array antennas include Shanghai Institute of Microsystems and Information Technology, 54 Institute, Chengchang Technology (Heertai), etc. In addition, satellite core components manufacturers Kangtuo Infrared, Leike Defense, etc.

The third is the application of communication satellites. Including ground receiving hardware terminals and application services. In particular, before serving high-throughput satellites, satellite communications are mostly used in professional high-value fields such as emergency, navigation, and aviation. Relevant beneficiary companies include Higer Communications, Huali Chuangtong, Shengyang Technology, etc.