Group 1 - The satellite sector experienced significant movement on August 26, with the satellite industry ETF (159218) initially dropping by 1.01% before rising by 0.39%, indicating volatility in the market [1] - China successfully launched 10 low-orbit satellites using the Long March 8 rocket, marking the fifth low-orbit satellite launch in August, increasing the total number of satellites in the GW constellation to 72 [1] - The frequency of satellite launches has significantly increased, with intervals reduced from 1-2 months at the beginning of the year to 3-5 days, indicating a rapid acceleration in satellite network deployment [1] Group 2 - The global competition for low-orbit satellite resources is intensifying, with China needing to launch approximately 1,300 satellites by September 2029 to meet ITU regulations, while SpaceX's Starlink has already deployed over 7,600 satellites [2] - China's satellite internet construction is accelerating, with plans for the GW constellation to deploy 13,000 satellites, alongside other private initiatives aiming to launch 15,000 satellites, creating a diverse development landscape involving state-owned and private enterprises [2]
星网计划进入密集发射阶段,卫星产业ETF(159218)强势翻红!中国卫星、长江通信、电科芯片领涨