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Securities Times reporter Chen Jiannan
China's first commercial infrared meteorological satellite with high functional density was successfully launched. At 12:15 on May 21, Beijing time, Star Ring Technology The first commercial infrared meteorological satellite named "Xinghuan Nanxin Big Star" was successfully launched at the Jiuquan Satellite Launch Center in Gansu Province, and the satellite successfully entered the predetermined orbit, starting the magnificent journey of exploring the universe.
This year, commercial aerospace was included in the government work report for the first time, bringing new opportunities for development to the commercial aerospace field. The institutions generally believe that the long-term market space of commercial aerospace exceeds trillion yuan. For A-share listed companies, this will be a huge blue ocean.
The trillion yuan market is beckoning
Commercial aerospace refers to aerospace activities operated by business model, aiming to carry out research and development, manufacturing, launching and application of aerospace technology and services through commercial market. China Aerospace science and technology Activity Blue Book (2023) shows that in 2023, China has implemented 67 space launches, including 26 commercial launches, with a success rate of 96%; A total of 120 commercial satellites were developed and launched, accounting for 54% of the total number of satellites developed and launched throughout the year.
Local governments are also making efforts. In November 2023, the Shanghai Municipal People's Government officially issued the "Shanghai Promotion of Commerce" Space development Action Plan for Building a Spatial Information Industry Highland (2023-2025). On May 8 this year, the official website of the Haidian District People's Government of Beijing issued a notice on the issuance of the Haidian District Action Plan for Building a New High Place for Commercial Aerospace (2024-2028). On May 9, Hubei Province launched the Action Plan for Breakthrough Development of Commercial Space in Hubei Province (2024-2028).
citic securities He said that China's aerospace industry has entered the "fast lane" of development, and the construction of satellite Internet and other emerging constellations, as well as the trend of large capacity and low cost, are leading the commercial aerospace industry to open a new era. The new track with a market scale of one trillion yuan is about to set sail, bringing huge development opportunities for the relevant industrial chain.
Minsheng Securities believes that in 2024, there will be strong certainty in the progress of satellite Internet industry, and the current location and layout opportunities of the plate will be clear after in-depth adjustment. In terms of domestic progress, it is suggested to focus on the application and deduction of terminal satellite functions, satellite bidding, networking satellite launch and commercial rocket upgrade iteration; In terms of overseas progress, it is suggested to focus on the follow-up SpaceX starship test flight, mobile phone direct connection landing process and the progress of other manufacturers except SpaceX. It is also suggested to focus on the central and local policy catalysis, industry standard agreement formulation, commercial rocket iteration, launch origin expansion and application and other related progress.
The performance of beneficiary companies is expected to increase significantly
Some companies disclosed the layout of the commercial aerospace field. Aerospace appliance Recently, on the investor interaction platform, the company said that it actively participated in the development and supporting tasks of national major projects and key projects. At present, the company is accelerating the industrial layout in commercial aerospace (satellite, rocket, ground measurement and control, terminal application) and other fields, cooperating with customers such as Blue Arrow Aerospace, Tianbing Technology, Oriental Space, and accelerating the development of new business.
Aerospace development actively laid out the commercial aerospace sector. Aerospace Tianmu Company, a subsidiary of the company, completed all the launch missions of the first phase (22 stars) of the "Tianmu 1" exploration satellite at the beginning of 2024, and successfully constructed the first commercial low orbit satellite constellation system that realized the integrated detection of "sea anti+atmospheric occultation" in the world.
The growth of some companies is worth looking forward to. According to the statistics of Securities Times · Databao, among the three or more institutional rating companies, Narui radar 、 Holleward 、 Shanghai Hanxun Such companies and institutions have consistently predicted that the growth rate of net profit this year will exceed 140%, Aerospace rainbow 、 Guanglian Airlines 、 North Motech The growth rate of net profits of other companies exceeded 50%.
Commercial Aerospace Concept Unit
The annual increase is gratifying
Since this year, commercial aerospace concept stocks have gained gratifying growth, Jindun Shares The annual growth rate exceeded 122%, ranking first, Zongshen Power 、 Andavil 、 Shanggong Shenbei And other stocks rose more than 55%, Guangha Communication , Guanglian Airlines Hangxin Technology Other stocks rose more than 10%. The stocks with the biggest decline are Mengsheng Electronics , with a cumulative decline of more than 49% during the year, Sikerui 、 Aerospace grand plan And other stocks fell by more than 40%.
The future trend of the latest potential commercial aerospace concept stocks deserves attention. Data shows that since May, there have been 20 commercial aerospace concept stocks with a net inflow of institutional funds of more than 10 million yuan, including Zongshen Power, Shanggong Shenbei, Shanghai Hanxun, Andavil Filiva The net capital inflow of such individual stock institutions exceeded 100 million yuan.
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