SpaceX has big news, global betting satellite Internet, 14 concept stocks have won the main force to increase their positions

In the context of continuous breakthroughs in technology, continuous demand, and frequent policies, in 2023 may become a big year of commercial aerospace in China.

According to reports, Ron Barren, the founder and CEO of Billionaires Baron Capital, recently added a $ 100 million investment in US private aerospace companies SpaceX. Baron said that investment in SpaceX is his largest handwriting recently. Baron has participated in several rounds of financing before SpaceX, and is very optimistic about Musk's electric car manufacturer Tesla. He said that Tesla will become the largest company in the world in 10 years, and the best challenge Tesla It is SpaceX.

On the morning of August 26, Musk said that the second -generation star chain will be launched next year, which can be directly transmitted with mobile phones to eliminate blind spots worldwide.

In addition, on August 26th, the lift -type sub -rail carrier developed by China Lauding Rocket Technology Research Institute by China Aerospace Technology Group Co., Ltd. reused the flight test for reuse of the flight test, which strongly promoted my country's aerospace transportation technology from one -time use to repeated use to repeated use The leap -up development of use.

Global Baobao Satellite Internet

The satellite Internet refers to the launch of hundreds of small satellites many times and even thousands of small satellites to form a satellite constellation. These satellites are used as "air base stations" to achieve similar effects to the ground mobile communication and achieve the Space Internet.

In the first half of 2022, the global scope attached more and more attention to the strategic position and industrial construction of satellite communications. Including South Korea, the United States, Australia and other countries, they all strengthened their own satellite communication industry through strategic regulations and set up specialized agencies. Accelerate the deployment rhythm. In July 2022, the General Office of the Shanghai Municipal People's Government issued the "Fourteenth Five -Year Plan for the Development of Digital Economy in Shanghai" that Shanghai will start the initial networking of the multimedia low -orbit satellite system during the "Fourteenth Five -Year Plan" period Global coverage, advanced technology, and efficient operation of satellite Internet.

Low -track satellites can achieve centimeter -level high -precision positioning. Satellites have become a compulsory subject for automobiles to achieve autonomous driving. At the same time, it is also an important part of automobile companies to develop autonomous driving and smart travel. In the future, Starnet Company has been announced one after another for low -orbit Internet satellite orders, it is expected to continue to catalyze the prosperity of relevant satellite communication, remote sensing, Beidou and other industrial chains.

Huatai Securities believes that my country ’s demand for carrier rockets, spacecraft, and satellites will usher in explosive growth. At the national level, a number of favorable policies have been released, and the entry threshold for private commercial aerospace companies will continue to be reduced. Many provincial and municipal policies have continued to increase to jointly promote the development of the commercial aerospace industry. In the context of continuous breakthroughs in technology, continuous demand, and frequent policies, 2023 will become the New Year of commercial aerospace in China.

14 concept stocks get the main force to increase the position

Securities Times • According to statistics, there are a total of 32 concept stocks that laid out the satellite Internet in A shares. Since August, the concept stock price has fallen by an average of 1.84%. All over 10%. In terms of performance, 13 of the 22 stocks that have been disclosed or semi -annual reports have increased year -on -year. Among them, the performance of Zhenhua Technology, the strong thinking, and Ha Nengda has doubled year -on -year.

As one of the companies that China entered the field of satellite navigation applications earlier in China, Hozhong Si Zhuang has always been at the forefront in the field of smart agriculture.

Xingwang Yuda's satellite communication is mainly "Motion in China" products. For many years, technology and market share have been leading in the country. In 2019, the company's satellite communication business successfully cut into the scattered satellite antenna and comprehensively deploy the low -orbit satellite communication system.

China Weitong is the only satellite communications operation company with communication satellite resources and autonomous controllable satellite resources in my country. It is the second largest and the world's sixth largest fixed communication satellite operator in Asia. The company has high -quality communication and broadcast satellite resources.

From the perspective of funds, as of August 26, 14 shares have received the main net inflow, of which Zhenxin Technology, Tianao Electronics, Zhenhua Technology, China Satellite, and the main net inflows before the forehead.

Responsible editor: Yang Yucheng

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