中泰通信行业周报（0624-0630）：国内海风建设提速，“千帆星座”首批卫星发射在即

Investment Rating - The report maintains an "Overweight" rating for the communication industry [2] Core Insights - The communication sector has shown resilience despite a slight decline in the broader market, with the communication index down by 1.20% [5] - The report highlights the acceleration of offshore wind construction and the upcoming launch of the "Qianfan Constellation" satellites, indicating a positive outlook for satellite internet and related industries [2][22] - The report emphasizes the importance of 5G technology advancements and the upcoming MWC Shanghai event, which will showcase innovations in 5G and AI [20] Summary by Sections Industry Overview - The communication sector's performance is compared to the broader market, with the Shanghai Composite Index down by 0.97% and the ChiNext Index down by 4.13% [5] - The total market capitalization of the communication industry is reported at 4,148.367 billion yuan, with a circulating market value of 1,345.510 billion yuan [5] Key Company Updates - Notable companies in the communication sector include: - Zhongji Xuchuang with a stock price of 137.88 yuan and projected EPS growth [2] - Tianfu Communication with a stock price of 88.42 yuan and significant projected profit growth [2] - Zhongtian Technology with a stock price of 15.85 yuan, showing stable growth [2] Important News - The report discusses the recent developments in offshore wind projects, particularly the Jiangsu Guoxin Dafeng 850,000 kW offshore wind project, which is expected to boost the industry [2] - The "Qianfan Constellation" satellite launch is set for August 5, aiming to establish a low-orbit satellite internet network, which is anticipated to enhance connectivity [22] - The report notes that the 5G network has achieved continuous coverage over the sea, marking a significant milestone in communication technology [17]