The commercial aerospace unicorn “Micro Nano Starry Sky” has launched IPO guidance, with Guotai Haitong Securities serving as the guidance agency. It has successfully developed and launched 27 satellites
2025年10月15日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The satellite industry sector is experiencing frequent hotspots. Data shows that as of September 3rd, the satellite industry ETF (159218) representing the sector has received a net inflow of funds for five consecutive days, totaling approximately 170 million yuan.
Recently, a research report by CITIC Securities stated that the strategic position of the satellite communication industry is prominent and the policy direction is clear. Recently, the Ministry of Industry and Information Technology issued the Guiding Opinions, which clearly stated that it will orderly promote the opening up of satellite communication services, and CITIC Securities expects that the issuance of relevant licenses may be accelerated.
In terms of industry, bottlenecks in the industry chain such as rocket capacity and launch costs may be resolved, and the frequency of satellite launches is significantly increasing. CITIC Securities expects the second half of 2025 to be a turning point for the industry. At the market transaction level, the satellite industry is gradually transitioning from themed investments to more sustainable industrial investments.