Di Yi Cai Jing·2025-09-01 00:56Core Viewpoint - The satellite communication industry is gaining strategic importance with clear policy direction, as the Ministry of Industry and Information Technology has issued guidelines to promote the opening of satellite communication services, indicating a potential acceleration in the issuance of relevant licenses [1] Industry Summary - The bottlenecks in the industry chain, such as rocket capacity and launch costs, are expected to be resolved, leading to a significant increase in satellite launch frequency. A turning point for the industry is anticipated in the second half of 2025 [1] - The satellite industry is transitioning from thematic investments to more sustainable industrial investments, suggesting a shift in market dynamics [1] Company Focus - It is recommended to prioritize satellite service operators with potential for obtaining business licenses, as well as companies involved in manufacturing, launching, and ground equipment related to satellite communications [1]