通信行业周报：“千帆星座”第二批18星发射成功，全球运营商最大单集群智算中心正式投用

Investment Rating - The report maintains an "Accumulate" rating for the communication industry [1]. Core Insights - The successful launch of the second batch of 18 satellites for the "Qianfan Constellation" marks a significant advancement in satellite communication and navigation, with three "Ten Thousand Star Constellation" plans currently in progress in China [1][5]. - Huawei announced that L3 autonomous driving is expected to be commercially available as early as next year, indicating a positive outlook for the connected vehicle and autonomous driving sectors [1][5]. - The world's largest single cluster intelligent computing center, built by China Mobile in Harbin, has officially commenced operations, which is expected to boost the domestic AI industry and related supply chains [1][5]. Summary by Sections 1. Core Insights and Investment Recommendations - The report highlights the successful launch of the second batch of satellites for the "Qianfan Constellation" and anticipates benefits for the satellite communication and commercial aerospace industries [1][5]. - It emphasizes the expected commercialization of L3 autonomous driving by Huawei and the potential benefits for the connected vehicle industry [1][5]. - The launch of the largest intelligent computing center is seen as a catalyst for growth in the AI sector [1][5]. 2. Market Review - During the week of October 14-18, the A-share communication index rose by 5.2%, outperforming the CSI 300 index by 4.22 percentage points [7]. - The performance of sub-sectors within the communication industry varied, with other communication equipment rising by 8.44% and communication cables and accessories increasing by 3.76% [11]. 3. Industry News - China Tower announced a procurement project for 168,000 units of standard and micro station FSU products for 2024 [18]. - China Mobile and ZTE completed a pilot project for SPN CBR services, demonstrating the capability to meet high-value dedicated line service needs [19]. 4. Company Dynamics - Changjiang Communication is expanding its business in low-orbit satellite ground control systems and has secured significant orders in smart emergency services [20]. - Meilixin confirmed that H Company is a core client, receiving various communication and automotive components from them [21]. 5. Company Announcements - Guomai Technology expects a net profit increase of 52.21%-86.03% for the first three quarters of 2024 [22]. - Yilian Network anticipates a net profit growth of 25%-30% for the same period [22].