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衞星互聯網拉昇走強 中國衞通漲超7%領漲
格隆匯 04-21 09:47
格隆匯4月21日丨衞星互聯網拉昇走強,中國衞通大漲超7%,天銀機電漲近7%,航天電子、中國衞星等跟漲。

4月20日,國資委和國家發展改革委同時召開經濟運行例行發佈會。國家發改委創新和高技術發展司司長伍浩表示,新基建中的“信息基礎設施”主要是指基於新一代信息技術演化生成的基礎設施,比如,以5G、物聯網、工業互聯網、衞星互聯網為代表的通信網絡基礎設施,以數據中心、智能計算中心為代表的算力基礎設施等。相對之前的相關表述,衞星互聯網首次被納入“新型基礎設施”。

華創證券指出,衞星互聯網具有可在廣闊的海上、空中、跨境或偏遠地區工作的特點,它是由衞星星座替代地面通信基站,實現全球範圍內全天候萬物互聯。建立新一代天基物聯網系統是適應“互聯網+”時代萬物互聯的需求,是維護國家安全的需要,是萬億級規模的新產業。根據麥肯錫預測,預計2025年前,衞星互聯網產值可達5600億至8500億美元。

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