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The Zhongxin Securities research report pointed out that on August 27th, the Ministry of Industry and Information Technology issued the "Guiding Opinions on Optimizing Business Access and Promoting the Development of the Satellite Communication Industry" with the aim of promoting the opening of satellite communication services in an orderly manner. The strategic position of the satellite communication industry is highlighted and the policy orientation is clear. Looking ahead, the work on optimizing the business access of the satellite communication industry is ongoing, and the issuance of licenses may accelerate. The domestic industry is at the tipping point of high-frequency launches. We suggest paying attention to investment opportunities in satellite communication service providers, satellite communication operators and services, the satellite manufacturing industry chain, and ground equipment manufacturing, among other areas.
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