Jin Rong Jie·2025-12-25 09:26Core Viewpoint - The satellite internet sector is experiencing strong performance, with several companies leading the market, showcasing significant stock price increases and advancements in technology and production capabilities [1][2][3][4][5]. Company Summaries - Shenjian Co., Ltd. (002361.SZ): Latest stock price is 11.97 CNY, with a daily increase of 10.02%. The company has been deeply involved in the satellite components field for many years, providing core components such as satellite antennas and reflectors for the "Star Network" project. It also possesses proprietary technology in resin-based carbon fiber composite materials, which are applied in lightweight satellite structural components [1]. - China Satellite (600118.SH): Latest stock price is 72.73 CNY, with a daily increase of 10.00%. As a leading satellite manufacturer under the China Aerospace Science and Technology Corporation, it has successfully launched over 100 small/micro satellites. In 2024, it plans to launch 24 satellites, and its satellite internet constellation payload products have completed batch production [2]. - ST Chengchang (001270.SZ): Latest stock price is 76.48 CNY, with a daily increase of 6.84%. The company is a rare leader in the domestic microwave and millimeter-wave phased array T/R chip sector, with a domestic production rate of 80% in the satellite field. Its products have been applied in multiple low-orbit satellite constellations such as "Qianfan" and "Jilin-1," holding a market share exceeding 80% [3]. - Changjiang Communication (600345.SH): Latest stock price is 32.73 CNY, with a daily increase of 3.74%. Through its subsidiary, Deyas, the company is deeply involved in the construction of low-orbit satellite ground stations and has won multiple bids for ground station projects related to the Shanghai G60 constellation, providing high-tech satellite ground operation control center network management and command systems [4]. - Shenglu Communication (002446.SZ): Latest stock price is 22.09 CNY, with a daily increase of 10.00%. The company has independently developed Ka/Ku band satellite internet active phased array antennas, which have been validated by the Star Network Group. Its satellite communication products have achieved small-scale shipments and are jointly developing satellite terminals with Huawei, which have been integrated into the Mate X series smartphones [5].