Industry Overview - China's satellite internet is entering a new phase of accelerated networking and industrialization, with the formation of satellite constellations such as GW constellation and Qianfan constellation [1] - The number of satellite launches in China is expected to increase significantly in 2026, supported by private commercial rocket companies that will complement national efforts to meet high-frequency launch demands [1] Company Developments - Guobang Electronics is capable of mass-producing active phased array T/R components and a series of RF integrated circuit products, with ongoing product development in low Earth orbit satellites and commercial aerospace [2] - Shaanxi Huada has enhanced its products for the second phase of the StarNet project, providing various components such as RF connectors, RF components, micro-rectangular connectors, high-speed connectors, harnesses, and fiber optic components, with increasing value per satellite [2]
卫星互联网组网加速，行业步入快速发展期
Xuan Gu Bao·2026-01-19 14:30