三大利好集中来袭!卫星板块再迎大爆发!
Zheng Quan Shi Bao·2025-11-28 06:52

Core Viewpoint - The satellite sector is experiencing a significant surge driven by three major positive developments, including the upcoming launch of the Zhuque-3 rocket, the introduction of a new space awareness satellite constellation, and the acceleration of space data center construction in Beijing [1][2]. Group 1: Major Developments - The Zhuque-3 rocket, developed by Beijing Blue Arrow Aerospace, is set for its maiden flight on November 29, marking a potential milestone as China's first operational reusable launch vehicle [2]. - A new generation of space awareness satellites is being launched, with plans to deploy 156 satellites starting in the first half of next year, aimed at creating a global near-Earth monitoring network to enhance satellite operation safety [2]. - Beijing is advancing its space data center initiatives, with plans for multiple data centers, each with a capacity of approximately 1GW, to support space-based data transmission and computational services [2]. Group 2: Industry Outlook - The satellite internet industry ecosystem conference is scheduled for December 4 in Shanghai, indicating growing interest and investment in the sector [3]. - 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 [3]. - The construction of space data centers is planned in three phases, with significant technological breakthroughs anticipated between 2025 and 2035, leading to large-scale satellite production and deployment [4].