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北交所科技成长产业跟踪第十四期:国网星座第二次批量组网发射,关注星图测控等北交所卫星&低空企业
Hua Yuan Zheng Quan·2025-02-24 00:33

Group 1 - The successful launch of the "State Grid (GW) Constellation" for the second batch of satellite networking on February 11, 2025, enhances low-altitude economic capabilities through improved communication and monitoring services for low-altitude flying vehicles [14][16]. - The Chinese low-altitude economy market is projected to reach CNY 480.7 billion in 2024, with expectations to grow to CNY 1.39 trillion by 2029 and potentially exceed CNY 3.5 trillion by 2035, driven by policy implementation and industry development [29][31]. - The report identifies key companies in the low-altitude economy sector, including Weimao Electronics, Binhang Technology, and Minshida, which are involved in various aspects of low-altitude economic activities [14][16]. Group 2 - The median price-to-earnings (P/E) ratio for the automotive industry has increased by 11% to 25.9X, indicating a positive trend in the sector [29]. - The median P/E ratio for the electronic equipment industry has risen from 48.7X to 52.8X, reflecting a growing valuation in this segment [29]. - The report highlights that the overall stock price change for the North Exchange technology growth stocks is +6.66%, with 86% of the 145 companies experiencing an increase [29].