北交所科技成长产业跟踪第四期：千帆星座第三批组网卫星成功发射加速组网，关注北交所卫星产业相关公司

Group 1 - The number of satellites in the Qianfan constellation has increased to 54, accelerating the network deployment process. The third batch of satellites was successfully launched on December 5, 2024, using the "one arrow, 18 stars" method, enhancing continuous communication capabilities [1][17]. - The Qianfan constellation aims to provide satellite internet commercial services globally starting in 2025, with plans to achieve regional coverage with 648 satellites by the end of 2025 and global coverage by the end of 2027 [19][20]. - The global satellite industry generated approximately $285.3 billion in revenue in 2023, accounting for 71% of the total aerospace industry revenue, indicating rapid growth in low Earth orbit (LEO) satellite constellations as a new strategic resource battlefield [29][30]. Group 2 - The North Exchange's technology growth stocks experienced a median price change of -0.58% from December 2 to December 6, 2024, with 64 companies seeing an increase, including Hengjin Induction (+40.57%) and Bond Shares (+26.11%) [2][46]. - The median TTM price-to-earnings (PE) ratio for the North Exchange's new energy industry increased by 9% to 47.5X, while the electronic equipment industry saw a decrease from 53.7X to 50.5X [3][52]. - The North Exchange includes seven satellite industry concept companies, such as Fujida (RF coaxial connectors), Chuangyuan Xinke (satellite communication testing equipment), and Tianli Composite (satellite transition joints), indicating a growing interest in the satellite sector [42][43]. Group 3 - The North Exchange's electronic equipment industry saw a median TTM PE ratio decrease from 53.7X to 50.5X, with a total market value reduction from 1212.82 billion to 1211.78 billion [53][54]. - The mechanical equipment industry's median TTM PE ratio increased from 47.7X to 49.0X, with a total market value decrease from 865.38 billion to 862.91 billion [59][61]. - The information technology industry's median TTM PE ratio decreased from 57.9X to 55.1X, reflecting a shift in valuation dynamics within the sector [67].