Core Viewpoint - The strategic partnership between Haige Communication and Guodian Gaoke aims to develop and commercialize satellite IoT solutions, focusing on the "Tianqi Constellation" technology, which will enhance the integration of satellite communication across various sectors [1][4]. Group 1: Partnership Details - Haige Communication and Guodian Gaoke will collaborate in four key areas: joint technology development, system integration and solution development, commercial promotion and market expansion, and shared national strategic tasks [2][4]. - The partnership targets applications in low-altitude economy, industrial IoT, emergency communication, marine satellite communication, transportation, and consumer electronics, aiming to enhance the market penetration and brand influence of the "Tianqi Constellation" [2][4]. Group 2: Current Developments - Guodian Gaoke is the builder and operator of China's first low-orbit IoT constellation, the "Tianqi Constellation," which has 37 low-orbit satellites in operation, providing integrated IoT data communication services globally [4]. - The partnership will focus on creating end-to-end solutions that integrate "Tianqi satellites" with various industries, promoting the transition of satellite IoT from industry applications to mass consumer use [4][6]. Group 3: Policy and Market Outlook - Recent government policies, including the Ministry of Industry and Information Technology's guidance, indicate a push for satellite communication applications, with expectations for over 10 million users by 2030 [5][6]. - The Ministry has initiated a two-year commercial trial for satellite IoT, aiming to enrich market supply and enhance industry service capabilities, which is expected to support the healthy development of commercial space and low-altitude economies [6][7]. Group 4: Industry Positioning - Haige Communication is a leading supplier of ground terminals in the satellite communication sector, with a comprehensive product range including chips, modules, and terminals, and is actively involved in national satellite internet projects [7]. - The company is also focusing on the emerging opportunity of "automobile direct satellite" applications, conducting tests with major automotive manufacturers to prepare for mass production [7].

Core Viewpoint - The Ministry of Industry and Information Technology has released guidelines to optimize business access and promote the development of the satellite communication industry, emphasizing the importance of "key layout" and "seizing opportunities" for listed companies in this sector [1]. Group 1: Industry Development - The guidelines outline three major development patterns for the satellite communication industry, expanding market access and fostering new cooperation models between telecom operators and satellite companies [1][2]. - The guidelines propose seven areas for improvement, including orderly market expansion, continuous application scenario development, and enhancing satellite communication regulation [2]. - The focus on low-orbit satellite internet and new satellite communication business models is expected to attract private capital and social forces, enhancing the industry's dynamism [2]. Group 2: Company Opportunities - The satellite communication industry is anticipated to experience growth driven by satellite internet as part of "new infrastructure," benefiting the satellite manufacturing supply chain and communication terminal sectors [3]. - Companies like Huawei and ZTE are expected to pivot towards collaboration with operators to launch new satellite terminal devices, while the base station supply chain will also benefit from the integration with satellite technology [3]. - Zhenyou Technology has established a subsidiary to further its presence in the satellite communication field, focusing on key technologies and projects related to satellite networks [3]. - Nanjing Panda is actively developing next-generation satellite communication terminals and plans to increase investment in low-orbit satellite internet terminal research [3][4]. - ZTE is prioritizing the development of satellite communication technologies, including mobile direct satellite connections and broadband satellite services, and has capabilities in satellite communication system planning and design [4]. - Haige Communication is a leading supplier of ground terminals for satellite communication and is expanding its presence in the consumer satellite communication market by collaborating with major mobile phone manufacturers [4].