Breaking News! Low-Orbit Satellite Launches Expected to Accelerate, 3 Performance-Growth Stocks Gain Concentrated Institutional Attention

Satellite Internet Standards Committee Approved for Establishment

According to the State Administration for Market Regulation, recently, the General Administration officially approved the establishment of the National Satellite Internet System and Service Standardization Technical Committee. In recent years, with the accelerated development of low Earth orbit satellite constellations, satellite internet applications have been expanding in areas such as direct mobile connections, emergency communications, maritime fisheries, transportation logistics, and communication support in remote regions. China’s satellite internet industry ecosystem is becoming increasingly active, and industry capabilities are continuously strengthening.

This year, the government work report proposed to “accelerate the development of satellite internet.” To fully leverage the leading and foundational role of standardization in the construction of new satellite internet infrastructure and promote healthy development of the smart economy, the newly established National Satellite Internet System and Service Standardization Technical Committee will focus on the rapid technological development of the industry and the influx of diverse commercial entities. It will gather efforts from all parties, promote resource sharing, and accelerate the development of urgently needed standards for satellite internet terminology, on-orbit constellation operation assessment, and key system products. The committee will continuously improve the satellite internet standard system, actively participate in international standard setting, and promote the rapid, standardized, and healthy growth of the satellite internet industry.

Recently, positive news about satellite internet has been emerging frequently. On March 13, the Long March 8A rocket successfully launched 20 low Earth orbit satellite internet satellites, accelerating the construction of China’s low Earth orbit satellite constellation. Zheng Shanjie, Director of the National Development and Reform Commission, recently stated that in the fields of satellite internet and others, China will build a batch of large-scale, long-chain major projects with investment scales reaching hundreds of billions or even trillions of yuan.

Satellite Internet Enters Fast Lane of Development

Satellite internet is currently the clearest commercial spaceflight application path with the most significant market potential. Through large-scale launches and network deployment, it aims to build on-orbit satellite constellation systems capable of real-time information processing, providing global users with high bandwidth, low latency, and flexible, convenient internet access services.

As the world advances into 5G and envisions 6G, satellite internet, with its extensive coverage and seamless connectivity, is becoming a strategic focus for countries seeking competitive advantages. As a core component of integrated space-ground-sea 6G networks, satellite internet has been incorporated into China’s key infrastructure projects. It is not only essential for building comprehensive connectivity but also provides infrastructure support for emerging industries such as low-altitude economy and autonomous driving.

China’s satellite internet industry continues to accelerate. According to the International Telecommunication Union (ITU) official website, from December 25 to 31, 2025, China officially submitted applications to ITU for frequency and orbital resources for an additional 203,000 satellites, covering 14 satellite constellations, including medium and low Earth orbit satellites. Additionally, multiple large satellite constellation plans are underway. According to data from China Business Industry Research Institute, by 2030, China plans to establish a mega constellation with over 13,000 low Earth orbit satellites, which could directly drive the industry chain to surpass 1.2 trillion yuan.

Dongxing Securities’ research report states that during the 14th Five-Year Plan period, commercial spaceflight will become an important engine for promoting new productive forces and high-quality technological development domestically. To seize valuable orbital and spectrum resources, China’s satellite constellation launches are expected to accelerate further in 2026. Private commercial rocket companies are expected to participate more deeply, effectively supplementing the “national team,” and jointly supporting high-frequency launch demands. Investment opportunities in China’s satellite internet industry chain are optimistic for 2026.

Five Stocks Expected to See Net Profit Growth in 2025

According to Securities Times and Data Treasure, there are 32 satellite internet concept stocks listed in A-shares. On March 16, the satellite internet sector experienced fluctuations during trading. The concept index fell by 1.43% in the morning but continued to rise in the afternoon, closing up 0.62%. Beidou Star, Aerospace Electronics, and Philihua led gains, with increases of 5.01%, 4.88%, and 4.17%, respectively.

Regarding performance, 23 stocks have issued forecasts or performance briefings for 2025. Based on the lower limit of the forecasted net profit, five stocks are expected to see year-over-year growth, six stocks are expected to reduce losses, and one stock is expected to turn profitable.

Hehe Tai is expected to have the highest net profit growth, with an estimated net profit attributable to shareholders of 638 million to 729 million yuan in 2025, representing a 75%–100% increase. The company stated on its investor interaction platform that its subsidiary, Chengchang Technology, maintains a leading position in satellite ground terminals and has close cooperation with downstream industry users. It has developed multiple new products for the next-generation low Earth orbit communication satellites and ground supporting equipment.

From the perspective of institutional attention, eight satellite internet stocks received ratings from five or more institutions. Among them, Philihua, Hehe Tai, and Su Shi Testing are the top three in terms of the number of institutional ratings, with 10, 8, and 8 institutions respectively.

Philihua stated on its investor platform that its quartz glass fiber and composite materials based on quartz glass fiber have excellent high-temperature resistance, ablation resistance, high transparency, and electrical insulation properties. These materials are widely used in aerospace and marine equipment as functional materials and products.