On February 12th, a research report released by Huaxi Securities highlighted that the domestic large-scale deployment of low-Earth orbit (LEO) satellites has transitioned into a substantive stage, aligning closely with the burgeoning commercial aerospace sector. Propelled by both policy support and industry momentum, the satellite network—serving as the cornerstone for 6G network construction—exhibits a high degree of certainty in its development trajectory. With the commencement of the inaugural project in the preliminary research phase for reusable rockets, multiple commercial rocket entities are advancing their reusable launch strategies in an orderly fashion, thereby expediting the realization of commercial aerospace endeavors.

The satellite internet sector is experiencing robust growth, with the regular deployment of satellite constellations poised to significantly enhance communication capabilities and reduce latency. Concurrently, applications such as direct satellite connectivity for mobile broadband and intelligent driving systems integrated with LEO satellites are anticipated to witness swift implementation.

Against this backdrop, the report strongly advocates for investors to consider suppliers specializing in components and chips pertinent to low-Earth orbit satellites.