Breaking News! Low-Orbit Satellite Launches Expected to Accelerate, 3 Stocks with Earnings Forecast Growth Receive 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, marine 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 and diverse commercial entities in the industry. It will gather broad support from all parties, promote resource sharing, and accelerate the development of urgently needed standards for satellite internet terminology, constellation in-orbit 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 frequent. 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 space path with the most significant market potential. Through large-scale launches and network deployment, it aims to build a real-time information processing satellite constellation system in orbit, providing global users with high bandwidth, low latency, and flexible, convenient internet access services.

As the world advances into 5G and looks forward to 6G, satellite internet, with its wide coverage and seamless connectivity, is becoming a strategic focus for countries seeking competitive advantages. As a core component of integrated space-air-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 for frequency and orbital resources for an additional 203,000 satellites, covering 14 satellite constellations, including medium and low Earth orbit satellites. Additionally, multiple mega-constellation plans are underway. According to data from China Business Industry Research Institute, by 2030, China plans to establish a giant constellation of over 13,000 low Earth orbit satellites, which could directly drive the industry chain to surpass 1.2 trillion yuan.

Dongxing Securities’ research report believes that during the 14th Five-Year Plan period, commercial space will become an important engine for promoting new productive forces and high-quality technological development in China. 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 deepen participation, effectively supplementing the “national team,” and jointly support high-frequency launch demands. The outlook for investment opportunities in China’s satellite internet industry chain in 2026 is optimistic.

Five Stocks Expected to See Net Profit Growth in 2025

According to Securities Times and Data Treasure statistics, there are 32 satellite internet concept stocks listed in A-shares. On March 16, the satellite internet sector experienced oscillations during trading, with the concept index dropping 1.43% in the morning and then rising throughout 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.

In terms of performance, 23 stocks have released forecasts or performance briefings for 2025, based on the lower limit of profit forecasts. Among them, five stocks are expected to see year-over-year growth in net profit attributable to the parent company, six stocks are expected to reduce losses, and one stock is expected to turn profitable.

Heweitai (Hehe Tai) is expected to have the highest net profit growth, with an estimated net profit attributable to the parent company of 638 million to 729 million yuan in 2025, representing a year-over-year increase of 75% to 100%. The company stated on its investor interaction platform that its subsidiary Chengchang Technology maintains a leading position in satellite ground terminal fields, with close cooperation with downstream industry users, and has developed multiple new products for 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, Heweitai, and Suzheng Testing have the highest number of institutional ratings, with 10, 8, and 8 institutions respectively.

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

(Source: Data Treasure)