A股異動 | 雷科防務漲停 衞星應用端市場需求空間到2028年或將達約250億元
格隆匯2月21日丨雷科防務(002413.SZ)漲停,報8.86元,總市值96億元。北京時間2月17日晚,“鋼鐵俠”馬斯克旗下SpaceX公司的獵鷹9號火箭順利升空,將第五批60顆Starlink星鏈衞星送入太空,至此衞星在軌總數已達300顆。分析認為,低軌衞星互聯網有望成為全球互聯核心解決方案,Starlink(星鏈)計劃將初步發射12000顆衞星,後續發射總量共42000顆。國內方面,預計我國也將誕生1-2家世界級衞星互聯網企業,或需在8年內入軌1.1萬顆衞星,衞星應用端市場需求空間到2028年將達約250億元。雷科防務經營範圍主要包括製造衞星導航定位接收機、雷達及配套設備、工業控制計算機、頻譜測量儀器和干擾場強測量儀器等,主要客户為國防工業領域的科研院所及其他工業單位。
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