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國泰君安:低軌衞星系統建設加速推進 產業鏈上游將率先受益

國泰君安發佈研報稱,低軌衞星星座建設加速推進,將帶動衞星互聯網產業鏈上游衞星製造環節相關的上市公司持續受益。衞星互聯網是繼固定通信網、移動通信網絡之後新興的信息通信基礎設施,將是未來6G網絡的重要組成部分。該行認為,隨着低軌衞星星座建設進度推進,航天產業將維持高景氣,產業鏈上游衞星製造等環節將率先受益。

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