The “Thousand Sail Constellation” will launch the fourth batch of networked satellite organizations, optimistic about the growth of the satellite industry chain

According to reports, the “Thousand Sail Constellation” has completed the launch tasks of three batches of networked satellites, and the launch of the fourth batch of networked satellites is also under intense preparation. The report points out that the construction of the “Thousand Sail Constellation” has received strong support from the G60 satellite digital factory. The factory has extremely high production efficiency, and it only takes 1 to 1.5 days to produce a satellite, which is gradually becoming an important component of the “Thousand Sail Constellation”.
With the advantages of wide coverage, broadband, low latency, and low cost, satellite Internet can be used as a supplementary means of ground communication to effectively solve the Internet service problems of remote mountain areas, sea, air and other users, thus becoming the new focus of the current global aerospace competition. Dongxing Securities believes that the first group of networking satellites of G60 star chain were successfully launched in August 2024, and the first group of low orbit satellites of China Satellite Network Internet were successfully launched in December, marking that the two major constellations in China have officially entered the stage of low orbit Internet constellation construction, and the satellite Internet has entered the stage of industrial landing, with the most significant marginal changes. In 2025, the domestic satellite Internet will enter the industrialization stage. From the perspective of investment certainty and sustainability, satellite Internet will be the most growing segment in the next five years.
According to the Caixin thematic database, among the relevant listed companies:
Tianyin Electromechanical said that the star sensor products of Tianyin Interplanetary have the advantages of high precision, short delivery time, strong reliability, fast response speed, etc., and have been widely used in China’s lunar exploration project, high score special projects, satellite Internet and other national major tasks.
Shenzhen Xinglian Tiantong Technology Co., Ltd., a joint venture company of Gao Xinxing, specializes in the integration of satellite communication and satellite positioning (ground to air communication) products and solutions.