Low-Orbit Satellite Launches Set to Accelerate, 3 Stocks with Improving Performance Attract Institutional Investor Attention

People’s Financial News, March 16 — According to the State Administration for Market Regulation, the administration has recently officially approved the establishment of the National Satellite Internet System and Service Standardization Technical Committee. In recent years, as the construction of low Earth orbit satellite constellations accelerates, satellite internet applications in mobile direct connection, emergency communication, marine fisheries, transportation logistics, and communication support in remote areas have continued to expand. China’s satellite internet industry ecosystem is becoming increasingly active, and industry capabilities are steadily strengthening. According to data from Securities Times and Data Treasure, there are 32 satellite internet concept stocks in the A-share market. On March 16, the satellite internet sector experienced fluctuations during trading, with the concept index dropping 1.43% in the morning, then steadily rising in the afternoon, closing up 0.62%. Leading gainers included Beidou Starcom, Aerospace Electronics, and Philip Hua, with increases of 5.01%, 4.88%, and 4.17%, respectively. In terms of performance, 23 stocks have released 2025 performance forecasts or quick reports, with estimated net profits at the lower end of the forecast. Among them, five stocks are expected to see year-over-year growth in net profit attributable to shareholders, six stocks are expected to reduce losses, and one stock is expected to turn profitable. Regarding institutional attention, eight satellite internet stocks received ratings from five or more institutions. Among these, Philip Hua, Heertai, and Su Shi Testing, which have forecasted performance increases, have the highest number of institutional ratings, with 10, 8, and 8 institutions respectively.