GREAT MICROWAVE(SH:688270) Xin Lang Cai Jing·2025-08-13 02:41Group 1: Market Performance - Satellite ETF (159206) experienced a rapid increase, with component stocks such as Guangku Technology hitting the daily limit and Zhenlei Technology rising over 14% [1] - Guangku Technology saw a 20.01% increase in stock price with a trading volume of 27.13 million and a transaction value of 2.122 billion [2] - Zhenlei Technology reported a 14.60% increase in stock price, with a trading volume of 15.77 million and a transaction value of 1.057 billion [2] Group 2: Company Financials - Zhenlei Technology announced its semi-annual report, revealing total operating revenue of 205 million, a year-on-year increase of 73.64%, and a profit of 62 million, reflecting a staggering year-on-year growth of 1006.99% [2] Group 3: Industry Developments - The commercial space sector is gaining attention, with significant developments such as the upcoming launch of the Vesta II rocket and multiple satellite launches by StarNet [3] - Longjiang Securities highlighted that the low-orbit satellite launch is expected to accelerate the commercial space industry, with plans to launch approximately 1,300 satellites by the end of 2029 and a total of about 13,000 by 2035 [4] - The satellite internet industry is projected to exceed 2.5 trillion, driven by the demand for small satellites and commercial launches [4] Group 4: Investment Opportunities - Longjiang Securities noted that the satellite internet network construction is accelerating, with major satellite constellations entering the launch phase by 2025-2026, presenting investment opportunities in the commercial space industry [5] - Satellite communication is identified as the foundational technology for 6G communication, supporting various sectors such as autonomous driving and IoT [6]