中国银河给予海信视像“推荐”评级，商业航天影子龙头，控股乾照光电

Group 1 - The core viewpoint of the report is that China Galaxy has given Hisense Visual (600060.SH) a "recommended" rating based on its strong position as the largest shareholder of Qianzhao Optoelectronics [1] - Qianzhao Optoelectronics is consolidating its LED chip business while rapidly expanding into solar cells and VCSEL (Vertical-Cavity Surface-Emitting Laser) sectors, entering commercial aerospace and optical communication fields [1] - The report highlights an increase in the commercial aerospace sector's demand, particularly for solar cells used in satellites, which is expected to see significant growth [1]