衞星互聯網板塊走強 中海達(300177.SZ)拉昇漲停
格隆匯5月27日丨衞星互聯網板塊走強,中海達拉昇漲停,北斗星通大漲超8%,航天宏圖、星網宇達、華力創通等跟漲。今年衞星互聯網首次被納入“新基建”的範圍內,以衞星互聯網、北斗導航為代表的新基建內容將全面迸發活力,激發中國經濟發展的新動能。另外,今年疫情以來,已有包括OneWeb、IntelSat 在內的多家商業航天巨頭尋求破產重組或公司停擺,全球商業航天洗牌正在發生時我國衞星產業即將迎來戰略發展期。北斗導航系統6月有望發射“收官之星”實現成功組網,隨着北斗系統的組網成功、運行成熟,以及商業衞星的各基礎建設的落地,衞星產業有望迎來新一輪發展機遇。
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