China Galaxy Securities: The Progress of Satellite Communication Accelerates

Zhitong
2025.09.10 09:22

China Galaxy Securities released a research report stating that, overall, satellite communication is transitioning from traditional voice and emergency connections to a composite infrastructure upgrade of "communication + computing power + data." It is positioned as an extension and complement to the new generation of information networks, rather than a replacement for existing fiber optic cables. With the accelerated formation of the satellite industry chain in China, both ToC and ToB models will jointly constitute a "dual driving force" for satellite applications, laying a solid foundation for the long-term development of integrated terrestrial and space networks. Recommended to pay attention to: CPST, Tongyu, Zhenyou Technology, Jin Xin Nuo, Zongheng Communication, Zhenxin Technology, Shanghai Hanxun, Shunhao Co., Ltd., Hangyu Micro, etc