银河证券:卫星互联网迎来新空间
Mei Ri Jing Ji Xin Wen·2025-09-14 13:56

Core Viewpoint - The report from China Galaxy Securities indicates that the "Three-body Computing Constellation" signifies a transition in the satellite communication industry from "connectivity" to "intelligence," transforming satellite communication into a new type of infrastructure for the digital economy, which will reshape the business logic of the satellite industry chain [1] Industry Summary - The advancement in satellite communication is moving from emergency support and supplementary communication to becoming a foundational element of the digital economy [1] - The long-term strategic value of the "Three-body Computing Constellation" is particularly promising in the B-end market applications and deep space exploration [1]