据财联社主题库显示，相关上市公司中：OneLinQ satellite internet device, China's first civilian satellite internet terminal equipment, with a starting price of 29,800 yuan, has been launched by Wangling, a manufacturer and service provider of civilian satellite internet terminal equipment. According to the development sequence of the satellite internet industry, the upstream space segment of satellite manufacturing and satellite launch is the first to benefit, followed by the ground segment network construction equipment and application terminals, focusing on the core suppliers of each link in the industry chain.
Wangling, the manufacturer of civil satellite internet terminal equipment and service provider, recently launched China's first civil satellite internet terminal equipment - OneLinQ satellite internet machine, with a starting price of 29,800 yuan. According to the introduction, this product is the first civil satellite broadband internet equipment in China that has truly achieved commercialization in terms of product experience and price.
Wang Tianyi of Orient Securities said that 2023 marks the true first year of the commercial space industry in China, with the industry chain beginning to mature, infrastructure becoming more and more complete, and demand gradually becoming clear. In 2024, commercial space will be included in the government work report for the first time, and subsequent GW constellation and G60 satellite chain are expected to gradually enter the bidding period and intensive launch period. The satellite industry chain officially welcomes a period of development opportunities, and the 3GPP 5GR18 version will be frozen in Q2. The Hainan commercial space launch site will have launch capability in June, and there will be continuous catalysis in the future. According to the development order of the satellite internet industry, the upstream space segment of satellite manufacturing and launch links will be the first to benefit, followed by ground-based network construction equipment and application terminals, focusing on core suppliers of each link in the industry chain.
According to the Financial Data Center, among related listed companies:
Tianyin Interstellar, a subsidiary of Tianyin Electromechanical Holdings, is currently a domestic commercial operation's manufacturer of star sensor, which occupies a leading position in the domestic commercial satellite market, and its products have been widely used in China's lunar exploration project, high-resolution project, satellite internet, etc.
Shanghai Jushri Technologies, Inc. covers a wide range of industries, including broadband communication chips, communication modules, terminals, base stations, application systems, etc., and is dedicated to industry applications for special institutional users in the land, sea, air, and space fields.