开盘直接封板!三大利好,集中来袭
Zheng Quan Shi Bao·2025-11-28 04:50

Core Viewpoint - The satellite sector is experiencing a significant surge driven by three major positive developments in the industry [1][3][4]. Group 1: Major Positive Developments - The first major development is the upcoming maiden flight of the Zhuque-3 rocket by Beijing Blue Arrow Aerospace, scheduled for November 29, which is expected to be China's first operational reusable launch vehicle [1][3]. - The second development involves the launch of a new generation of space situational awareness satellites, with plans to deploy 156 satellites starting in the first half of next year, aimed at enhancing satellite operation safety and monitoring space debris [1][3]. - The third development is Beijing's accelerated efforts to establish space data centers, which are anticipated to become a crucial aspect of the future computing industry, with plans for multiple data centers each capable of hosting a million server clusters [2][3]. Group 2: Industry Growth Potential - The satellite internet industry ecosystem conference is set to take place on December 4 in Shanghai, indicating growing interest and investment in the sector [4]. - The "14th Five-Year Plan" has been approved, emphasizing the development of strategic emerging industries in aerospace, which is expected to further stimulate growth in the satellite sector [4]. - According to Tianfeng Securities, the construction of space data centers will progress through three phases from 2025 to 2035, focusing on technological breakthroughs and cost reductions, which will facilitate large-scale satellite production and deployment [5].