Core Viewpoint - The launch of the "Nine Thousand Miles Plan 2.0" by China Information and Communication Technology Group aims to promote the large-scale application of satellite internet in China through collaboration with various partners in the industry [1] Industry Summary - The domestic satellite internet industry is currently in its early development stage, with significant market potential [1] - The plan emphasizes the integration of satellite internet with terrestrial 5G/6G networks, exploring a multi-network collaborative communication model [1] Company Summary - China Satcom has established a complete self-controlled capability and a comprehensive product lineup covering satellite base stations, phased array antennas, ground gateways, dedicated terminals, core networks, network management systems, and testing instruments [1] - The company is a subsidiary of China Information and Communication Technology Group and serves as the main entity for the mobile communication industry and the leading enterprise for 5G commercialization in China [1]

Core Viewpoint - The 2025 China International Information and Communication Exhibition highlights the launch of the "Nine Thousand Miles Plan 2.0" by China Satcom, aiming to enhance the satellite internet industry through collaboration and innovation in various application scenarios [1][3]. Group 1: Event Overview - The exhibition took place from September 24 to 26, 2025, at the National Convention Center in Beijing, featuring a forum on satellite internet development [1]. - The forum was hosted by China Information Communication Technologies Group and other key laboratories, with participation from industry leaders [1]. Group 2: "Nine Thousand Miles Plan 2.0" - The plan focuses on deepening industrial collaboration and application expansion based on prior technological accumulation and ecosystem development [1]. - It aims to create a collaborative platform involving various enterprises across the satellite internet value chain, including satellite payloads, communication chips, and terminal applications [1]. - The initiative seeks to drive industry value enhancement through technological upgrades and promote deep integration across government, industry, academia, research, and application sectors [1]. Group 3: Low Altitude Intelligent Network - A white paper on "Low Altitude Intelligent Network Scenarios and Key Technologies" was released, outlining the relationship between low altitude networks and the low altitude economy [2]. - The white paper details typical application scenarios and key technology requirements, proposing a system architecture for multi-layered intelligent networks [2]. - It emphasizes that low altitude intelligent networks will be crucial for supporting digital transformation across various fields and driving high-quality development of the low altitude economy [2]. Group 4: Standardization and Product Development - China Satcom is actively promoting the construction of a standard system for satellite-ground integration, achieving significant breakthroughs in standardization research [3]. - The company has established a comprehensive product line covering the entire satellite internet industry chain, providing end-to-end technical and engineering services [3]. - The integration of satellite internet with terrestrial 5G/6G networks is being explored to create a multi-network collaborative communication model [3].

Core Viewpoint - The company, Xinke Mobile (688387.SH), is actively involved in the construction of low-orbit satellite internet in China, showcasing its capabilities in various satellite network components and services [1] Group 1 - The company has developed a comprehensive range of products and technical services, including satellite-based base stations, phased array antennas, ground gateway stations, dedicated terminals, core networks, network management, and testing instruments [1] - The company's offerings are designed to fully support clients in building their satellite network systems [1] - Specific details regarding market expansion and customer cooperation are advised to be verified through public information [1]