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Zhitong Finance APP learned that CITIC Construction Investment released a research report saying that satellite Internet can achieve global coverage and is an important part of the satellite-ground fusion network. It has bright prospects for application in the military and civilian fields and a broad market space. Recently, Wuhan City issued the "Several Measures for Breakthrough Development of Commercial Spaceflight", and the construction of Beijing Rocket Street started to build the country's first commercial aerospace common scientific research and production base, and the policy side continued to increase. China Mobile Research Institute established the Institute of Satellite-Ground Fusion Technology to focus on the development of my country's satellite Internet industry. The Long March 12 carrier rocket was erected at the Hainan Commercial Space Launch Site, and my country's rocket launch efficiency was further improved. The Gaofen 11-05 satellite was successfully launched, and the national space mission was carried out in an orderly manner.

The main views of CITIC Construction Investment are as follows:

Satellite Internet can achieve global coverage and is an important part of the satellite-ground integrated network. It has bright application prospects in military and civilian fields and broad market space.

Recently, Wuhan City issued the "Several Measures for Breakthrough Development of Commercial Spaceflight", and the construction of Beijing Rocket Street started to build the country's first common scientific research and production base for commercial spaceflight, and the policy side continued to increase. China Mobile Research Institute established the Institute of Satellite-Earth Fusion Technology to focus on the development of my country's satellite Internet industry. The Long March 12 carrier rocket was erected at the Hainan Commercial Space Launch Site, and my country's rocket launch efficiency was further improved. The Gaofen 11-05 satellite was successfully launched, and the national space mission was advanced in an orderly manner. In terms of international commercial spaceflight, the US SpaceX Starlink has provided services to 400,000 Canadian users, and the commercialization of satellite Internet has made great progress. NASA announced the cancellation of the VIPER lunar rover project, and the "Artemis" plan to return to the moon is full of difficulties.

It is recommended to focus on the leading middle and upper reaches of the industrial chain.

1. my country's commercial space developments:

Wuhan City issued the "Several Measures for Breakthrough Development of Commercial Space", and the policy side continued to increase. Recently, Wuhan City issued the "Several Measures for Breakthrough Development of Commercial Space", aiming to promote breakthrough development of the commercial space industry through seven aspects, including industrial layout, innovation ecology, transformation of scientific and technological achievements, industrial agglomeration, enterprise intelligent transformation, tiered development and investment promotion. Focus on building the "China Star Valley", building a "one core, two districts and multiple parks" pattern, and support the research and development and manufacturing of launch vehicles, satellite platforms, etc. Provide financial support, encourage technological innovation and transformation of achievements, and cultivate commercial space unicorn enterprises. Through these measures, Wuhan City will build an internationally competitive commercial space industry cluster.

Beijing Rocket Street has started construction to create the country's first commercial aerospace common scientific research and production base. As the core node of Yizhuang Aerospace District, Beijing Rocket Street will build a common technology platform, a high-end manufacturing center, an innovative research and development center, and a technology interactive exhibition hall to create the country's first commercial aerospace common scientific research and production base. The plan shows that the project covers an area of ​​more than 60,000 square meters and a total construction area of ​​about 140,000 square meters. It will focus on key links such as "gathering industries, implementing scenes, and creating ecology" to improve the four major functions of common technology platforms, high-end manufacturing centers, innovative research and development centers, and technology interactive exhibition halls.

China Mobile Research Institute has established the Satellite-Earth Integration Technology Research Institute, focusing on the development of my country's satellite internet industry. Recently, China Mobile Research Institute announced the establishment of the Satellite-Earth Integration Technology Research Institute, aiming to promote the development of space-ground integration technology. The institute will integrate the space-ground integration research and development responsibilities of multiple technical institutes. China Mobile has made frequent moves in the space-ground field, launching experimental satellites, establishing the Space-Time Information Group with China Star Network, and launching the development of low-orbit satellites, laying the foundation for the application of 6G technology.

The Long March 12 carrier rocket was erected at the Hainan Commercial Space Launch Site, and my country's rocket launch efficiency has been further improved. On July 15, my country's Long March 12 rocket was erected at the No. 2 launch station of the Wenchang Commercial Launch Site in Hainan, and will carry out joint training of the rocket and ground systems. This is the first rocket to enter the commercial launch site after it has the ability to carry out launches. The Long March 12 carrier rocket is my country's first 3.8-meter-diameter single-core liquid carrier rocket developed by the Shanghai Academy of Spaceflight Technology. The low-Earth orbit carrying capacity is not less than 10 tons, and the 700-kilometer sun-synchronous orbit carrying capacity is not less than 6 tons. The fairing is equipped with two configurations with a diameter of 5.2 meters and 4.2 meters, which can be adapted according to different missions. According to the plan, the Long March 12 rocket will make its maiden flight in August and will become the first rocket to take off from the Hainan Commercial Launch Site.

The Gaofen-11 satellite 05 was successfully launched, and the national space mission was carried out in an orderly manner. On July 19, the Long March 4B carrier rocket ignited and took off from the Taiyuan Satellite Launch Center, and then sent the Gaofen-11 satellite 05 into the predetermined orbit. The launch mission was a complete success. The Gaofen-11 satellite 05 was developed by the Fifth Academy of China Aerospace Science and Technology Corporation. It is mainly used in the fields of land survey, urban planning, land rights confirmation, road network design, crop yield estimation and disaster prevention and mitigation. It can provide information guarantee for the implementation of major national strategies such as the "Belt and Road" and the modernization of national defense. The Long March 4B rocket is a room-temperature liquid three-stage carrier rocket developed by the Eighth Academy of China Aerospace Science and Technology Corporation. It has a carrying capacity of up to 2.5 tons in a 700-kilometer sun-synchronous circular orbit. The Long March 4B rocket made its first flight in 1999. This year marks the 25th anniversary of the first flight of this type of rocket.

2. International commercial space developments:

SpaceX's Starlink has provided services to 400,000 Canadian users, and has taken the lead in the commercialization of satellite Internet. SpaceX said on July 15 that the company is currently providing satellite Internet services to about 400,000 customers in Canada, accounting for about 3% of Canadian households. In Canada, the standard Starlink hardware currently costs 199 Canadian dollars (about 145 US dollars), while the original price was 499 Canadian dollars. At the same time, the service costs 140 Canadian dollars (about 102 US dollars) per month. The price in Canada is significantly lower than that in the United States, where the discounted hardware price is 299 US dollars and the service price is 120 US dollars per month.

NASA announced the cancellation of the VIPER lunar rover project, and the Artemis program to return to the moon is facing difficulties. Recently, due to supply chain delays and rising costs, the National Aeronautics and Space Administration (NASA) announced the cancellation of the VIPER lunar rover project. NASA officials said that the project has cost about $450 million, and continuing the mission may cause other lunar exploration missions to be canceled or interrupted. NASA launched the Artemis program to return to the moon in 2019, attempting to send American astronauts to the moon in 2025, but the plan has suffered setbacks. In January this year, NASA announced that the "Artemis 2" manned lunar flight mission originally scheduled for 2024 will be postponed to September 2025, and the "Artemis 3" manned lunar landing plan originally scheduled for 2025 will be postponed to September 2026.

risk warning

1. Satellite Internet construction is not as expected. The satellite Internet industry is a strategic emerging industry that the country supports. With the development of the satellite Internet industry, the country may introduce new policies and regulations to regulate and guide the healthy development of the industry. The adjustment of these policies and regulations may have an impact on the industry's production operations and investment decisions.

2. Technological breakthroughs are not as expected. Although China has made a series of progress in the field of satellite Internet, there is still a certain technological gap compared with the most advanced international level. How to break through key core technologies, especially in multiple satellites in one rocket and low-cost manufacturing, is still a key factor restricting the rapid development of the industry.

3. Competition for spectrum and space resources. With the rapid increase in the number of low-orbit satellites, competition for spectrum resources and space orbital resources will become increasingly fierce. How to coordinate and strive for more spectrum and orbital resources internationally to ensure the stable operation of my country's satellite Internet system is a long-term and complex challenge.