On November 23rd, news emerged that, on the preceding day (November 22nd), at the 2025 China '5G+' Industrial Internet Conference, the Ministry of Industry and Information Technology officially initiated a two-year commercial trial for China's satellite IoT services. This trial is strategically designed to bolster the supply within the satellite communication market and to offer robust support for the secure and sustainable growth of emerging sectors, including commercial aerospace and the low-altitude economy. CITIC Securities, in its research report, underscores the satellite communication industry's pivotal strategic significance, underscored by clear policy directives. Within the domestic industry landscape, a new era marked by frequent satellite launches is on the horizon, signaling a transformative turning point for the sector. According to data compiled by Shuju Bao, and based on the consensus forecasts from five or more institutions, 15 satellite communication concept stocks are projected to achieve a net profit growth rate surpassing 20% from 2025 to 2027. Among these 15 stocks, which boast high growth potential, a comparison of their current stock prices with the consensus forecast target prices set by institutions reveals that 12 stocks exhibit an upside potential exceeding 30%.
