检测服务跟踪：卫星检测市场蓄势待发

Investment Rating - The report indicates a positive outlook for the satellite detection market, highlighting its potential for growth due to increasing satellite launches and demand for testing services [4][7]. Core Insights - The commercial aerospace industry is recognized as a national strategic project, with satellite internet equipment being a complex system that requires stringent testing and certification for quality assurance [4][7]. - The demand for testing services is expected to surge as satellite launches increase, particularly during the "15th Five-Year Plan" period, with projections of significant growth in satellite deployment by 2030 [7][8]. - The satellite internet system consists of space-based and ground-based equipment, necessitating testing services throughout the entire lifecycle, from design to mass production [8]. - Key testing areas include environmental adaptability, performance indicators, stability and safety, and regulatory compliance, ensuring the reliability and safety of satellite operations [8][14]. Summary by Sections Industry Overview - The satellite internet sector is positioned as a core component of commercial aerospace and is included in the new infrastructure category, supported by various government policies [7]. - The integration of satellite internet with emerging technologies like 6G, big data, and cloud computing is anticipated to drive innovation and market expansion [7]. Testing Services Demand - The report emphasizes the critical role of testing and certification in ensuring the quality of satellite internet equipment, which is subject to rigorous requirements across its supply chain [4][8]. - As the industry matures, the demand for testing services will shift from primarily research and development to include mass production and related ground equipment testing [8]. Key Companies in Testing - Notable companies involved in satellite equipment testing include: 1. Guangdian Measurement: Focuses on high-end manufacturing testing, with a projected net profit increase of 26.5% year-on-year for 2025 Q1-3 [9]. 2. Sutest: Provides various testing services, including space environment testing, with a net profit increase of 7.14% year-on-year for 2025 Q1-3 [10].