卫星互联概念活跃，日海智能、景旺电子涨停，海格通信等大涨

Core Viewpoint - The satellite communication sector is experiencing a significant surge, driven by regulatory developments and the entry of major telecom operators into satellite mobile communication services [1] Group 1: Market Performance - Satellite communication concept stocks have shown strong performance, with companies like Dihai Intelligent and Jingwang Electronics hitting the daily limit, while Haige Communication and Sanwei Communication have risen over 9% [1] - Other notable gainers include Feilixin and China Unicom, both increasing by over 5% [1] Group 2: Regulatory Developments - China Mobile is applying for a satellite mobile communication business operating license, which is currently under review, laying the groundwork for compliant mobile direct satellite services [1] - The Ministry of Industry and Information Technology has granted China Unicom a satellite mobile communication business operating license, enabling it to engage in mobile direct satellite services and enhance applications in emergency communication, maritime communication, and remote area communication [1] Group 3: Industry Outlook - The Ministry of Industry and Information Technology indicates that the commercialization of China's satellite mobile communication industry is accelerating, which will foster a competitive market environment and improve service accessibility for ordinary users [1] - Collaboration between basic telecom companies and the satellite mobile communication industry chain is expected to strengthen, promoting industry transformation and enhancing supply chain resilience and security [1] - CITIC Securities highlights the strategic importance of the satellite communication industry, with clear policy direction and an anticipated acceleration in the issuance of business licenses for satellite communication services [1]