China Telecom promotes direct connection of mobile phones to satellite agencies, claiming it will bring a new incremental market (satellite agency)
2025年10月15日Satellite launch successful, institutions say commercial space development enters golden period
2025年10月15日[With the rapid development of the commercial satellite and satellite Internet industries, relevant concept stocks have become the focus of investors’ attention. Shanghai Hugong (603131) rose by the limit for four consecutive trading days, while Zhenxin Technology (300101) rose by nearly 18% in the intraday. The government work report for the first time included commercial aerospace into the new quality productivity system, and China Aerospace is expected to set a record number of launch missions in 2024.]
Satellite Internet concept stocks are highly concerned by institutional investors. From January 1st to March 8th, companies such as Hetai (002402), Shaanxi Huada, Sinan Navigation, Hualichuangtong (300045), 3D Communication (002115), Hangjin Technology (000818), Aerospace Huanyu, Hainengda (002583), Tianyin Electromechanical (300342), Aerospace Development (000547), and Aerospace Microelectronics received institutional research. Shaanxi Huada ranks among the top in terms of reception volume with 27 institutions, and has a core position in the field of electrical connectors. Its products are widely used in military and civilian fields.
Sinan Navigation has received over 20 institutions and focuses on high-precision satellite navigation differential positioning technology. Its existing products are suitable for the single Beidou system and are currently applying for relevant certifications. Hualichuangtong received 18 institutions during the same period, and the company’s business scope covers satellite applications, simulation testing, and other fields, with the ability to develop Tiantong satellite mobile communication baseband chips.
The satellite communication operation business of 3D communication is implemented by its subsidiary Haiweitong, dedicated to providing services for maritime communication. It has served thousands of satellite stations and the number of cooperative merchant ships continues to increase. Aerospace Huanyu, Tianyin Electromechanical, Aerospace Development, and Aerospace Microelectronics also received institutional research, involving the research and manufacturing of aerospace products, satellite communication, and measurement and control testing equipment.
Chengchang Technology, a subsidiary of Haier, focuses on the design and development of microwave, millimeter wave, and radio frequency chips, which are applied in fields such as satellite navigation and communication. Hetai’s institutional reception volume ranks first, reaching 95.