衞星網絡納入國家"新基建"範疇，中播控股(00471.HK)衞星業務在國內將能大放異彩
格隆匯4月24日丨中播控股(00471.HK)公佈，國家發改委日前發佈，將衞星網絡納入國家"新基建"範疇，與5G，大數據，人工智能，工業互聯網，區塊鏈等成為信息產業創新發展的基礎建設，以驅動數字經濟化和產業智能升級。這對於產業得到國家重點扶持，包括政策配套，產業凝聚，商業開展，以及金融投資有莫大的意義。
公司積極響應國家發改委的"新基建"戰略部署，不失時機地與相關行業的翹楚洽商組成聯盟，工作進展順利。由於公司聯營公司的絲路控股有限公司"絲路控股"既擁有衞星，又開發了專利技術，預計在這一個規模龐大、商機處處的創新業務內必能發揮重要作用，對此公司充滿信心。
衞星能以大覆蓋、大容量加速培育天地一體的下一代通訊基礎設施；其中衞星+地面5G通信的融合，將能推動車聯網、物聯網等新應用的快速發展。
尤其對車聯網，根據中國國際金融股份有限公司，簡稱中金，分析報告，衞星通信面對四大市場商業機會：1)車聯網用户，2)物聯網用户，3)固網寬頻用户，和4)移動服務用户，其中最具潛力的是車聯網，全球市場潛在規模5,400億美金及15億輛汽車保有量，目前市場只得36億美金及1千萬輛聯網車。
隨着美國SpaceX去年發射了低軌衞星鏈，全球亦牽起了衞星建設熱潮，軌位和頻率資源成為各國爭奪的焦點，中國乃主要參與國之一。
據悉，絲路控股早已擁有全球最強大覆蓋和傳輸能力的高軌位衞星平台之一，覆蓋整個中國和亞洲的珍貴L頻率，及具專利的衞星+5G融合技術，在國內已建造了衞星+4G/5G的全國性融合網絡，並將與其它衞星系統如北斗導航，低軌通訊，遙感商業結合，建立新一代多維度和全方位的衞星融合網絡服務平台，面向有3億輛車和更多司機乘客的中國車聯網市場，目前已進入了實驗網階段多時。
隨着衞星網絡被納入"新基建"，相關國家政策配套將很快被推出，以激發廣泛產業支持和政企協調，使公司有望在短期內服務商業全國落地，並吸引各界對本公司衞星平台的積極投資和合作，使公司成為行業領導者，國家"新基建"主力軍，併為股東爭取最大利潤空間。目前公司正在與國內衞星互聯網企業洽談合作，相信不久將來能向股東彙報好消息。
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