低轨12组卫星发射成功，关注卫星互联网产业投资机遇

Investment Rating - The report maintains a "Positive" investment rating for the industry [9]. Core Insights - On October 16, 2023, China successfully launched 12 low Earth orbit satellites for satellite internet, marking the restart of the large-scale networking work for the Qianfan constellation, which is expected to drive the comprehensive development of the related industry chain [2][7]. - The satellite internet industry chain has begun to take shape, with upstream satellite manufacturing and launch segments likely to benefit first, while communication network construction equipment and application terminals will gradually materialize [2][7]. - The report suggests focusing on core suppliers across various segments of the industry chain, particularly those related to satellite applications [2][7]. Summary by Sections Event Description - The successful launch of 12 low Earth orbit satellites on October 16, 2023, using the Long March 8 rocket, signifies a significant milestone for the satellite internet sector [5]. Industry Development - The Qianfan constellation aims to deploy a total of 15,000 satellites by 2030, with plans to have 1,296 satellites in orbit by 2027 [12]. - Recent supportive policies from the government are expected to accelerate the commercialization of satellite internet services [12]. Technological Advancements - The Long March 6A rocket, used for the recent launch, showcases advancements in rocket technology, which may lead to reduced launch costs and increased demand for satellite deployment [12].