Research Brief | Tongyu Telecommunications Hosts Research Visits by 83 Institutions Including Southern Fund, with Satellite Communications Business as Focal Point (Satellite Institutions)
2025年10月15日Maiya Technology has obtained a patent for a satellite solar cell array deployment mechanism (satellite organization)
2025年10月16日Recently, the concept of commercial aerospace has been active. On the news front, the Military and Civilian Research Institute of China Electronics Information Industry Development Research Institute stated that since the scale of China’s commercial aerospace industry exceeded one trillion yuan for the first time in 2020, it has maintained a year-on-year growth trend and reached 2.3 trillion yuan in 2024, with a compound growth rate of about 22%. It is expected to increase to 2.8 trillion yuan in 2025.
In addition, three groups of Internet LEO satellites of the State Grid Constellation have been successfully launched into orbit recently. Three launches in nine days, the high-density launch rhythm, shows that China’s satellite Internet construction is accelerating. China’s commercial aerospace industry chain has accumulated and developed steadily, with commercial launch sites and commercial satellites initially obtaining reliability certification.
Minsheng Securities said that the development path of the satellite Internet industry is continuing to be clear. At the manufacturing end, technological innovation has laid the foundation for large-scale production; At the launch end, the deployment of commercial space launch sites and the development of reusable rocket technology will significantly reduce launch costs and increase capacity.
In addition, the breakthrough of direct satellite technology for mobile phones has opened up a broad and lasting demand space for the industry. Analysts from relevant industries said that for the satellite Internet with the scale of 10000 satellites, the truly intensive networking still depends on the full access to the market of civilian and commercial rockets.
With the latest launch tender released by the Thousand Sail Constellation, multiple reusable rockets for civilian and commercial use are about to make their maiden flights, and this milestone is not far away. In the chain of satellite manufacturing, launch, and satellite applications, in addition to the newly emerging commercial rocket and satellite companies in recent years, there are also numerous listed companies in the aerospace sector. With the acceleration of networking, the investment value of these companies has further attracted attention.