里程碑！卫星互联网首张牌照落地在即，卫星产业ETF（159218）涨近4%录新高

Core Viewpoint - The satellite industry ETF (159218) has seen a significant increase, rising over 3.74% and reaching a new high since its launch, driven by news of potential satellite internet licenses being issued in China [1][2] Group 1: Market Performance - The satellite industry ETF (159218) has outperformed similar indices, with a year-to-date increase of over 68% [2] - Key companies in the sector, including China Satellite, Xinkey Mobile, and Changjiang Communication, have experienced stock price surges, with some reaching the daily limit [1] Group 2: Regulatory Developments - Chinese authorities are expected to issue satellite internet licenses to basic telecom operators, marking a significant step towards commercial operations in the satellite internet sector [1] - The operational entities for the GW constellation and Qianfan constellation, namely China Satellite and Shanghai Yanjin, are likely candidates for receiving these licenses [1] Group 3: Industry Growth and Infrastructure - The GW constellation is entering a phase of rapid network construction, with the launch intervals for satellite groups decreasing from one to two months to just 3-5 days [1] - The Qianfan constellation has initiated a bidding process for over a billion satellite launches, indicating accelerated infrastructure development in the satellite industry [1] Group 4: Telecom Operators' Initiatives - Existing telecom operators are actively engaging in the satellite internet space, with China Telecom launching a satellite mobile communication system and expanding its services internationally [1] - China Mobile is also making strides in the satellite sector, planning to launch a low-orbit experimental satellite in 2024 that supports 5G technology [1]