492 lines
34 KiB
HTML
492 lines
34 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>星网 - 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000010;
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color: #E0E0E0;
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overflow-x: hidden;
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background-image:
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radial-gradient(circle at 15% 20%, rgba(58, 10, 143, 0.2) 0%, transparent 40%),
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radial-gradient(circle at 80% 75%, rgba(10, 68, 143, 0.25) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(10, 20, 50, 0.1) 0%, transparent 30%);
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background-attachment: fixed;
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min-height: 100vh;
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.3); /* slate-900/30 */
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(51, 65, 85, 0.5); /* slate-700/50 */
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border-radius: 1.5rem; /* rounded-2xl */
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transition: all 0.3s ease-in-out;
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position: relative;
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overflow: hidden;
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}
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.glass-card:before {
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content: '';
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position: absolute;
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top: 0;
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left: 0;
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right: 0;
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bottom: 0;
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background: radial-gradient(circle at var(--x, 50%) var(--y, 50%), rgba(255, 255, 255, 0.05) 0%, transparent 30%);
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opacity: 0;
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transition: opacity 0.3s ease-in-out;
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pointer-events: none;
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}
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.glass-card:hover:before {
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opacity: 1;
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}
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.glass-card:hover {
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border-color: rgba(100, 116, 139, 0.6); /* slate-500/60 */
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transform: translateY(-4px);
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box-shadow: 0 0 40px rgba(0, 191, 255, 0.1);
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem;
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}
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.grid-span-12 { grid-column: span 12; }
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.grid-span-8 { grid-column: span 12; }
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.grid-span-6 { grid-column: span 12; }
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.grid-span-4 { grid-column: span 12; }
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@media (min-width: 1024px) {
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.grid-span-8 { grid-column: span 8; }
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.grid-span-6 { grid-column: span 6; }
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.grid-span-4 { grid-column: span 4; }
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}
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.section-title {
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font-size: 1.5rem;
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font-weight: 700;
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color: #FFFFFF;
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padding-bottom: 0.75rem;
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border-bottom: 1px solid rgba(51, 65, 85, 0.5);
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margin-bottom: 1.5rem;
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display: flex;
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align-items: center;
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gap: 0.75rem;
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}
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.section-title::before {
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content: '';
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display: block;
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width: 4px;
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height: 24px;
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background-color: #22d3ee; /* cyan-400 */
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border-radius: 2px;
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box-shadow: 0 0 8px #22d3ee;
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}
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.text-highlight {
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color: #67e8f9; /* cyan-300 */
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font-weight: 500;
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}
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.disclaimer {
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text-align: center;
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font-size: 0.75rem;
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color: #94a3b8; /* slate-400 */
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padding: 1.5rem 0;
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}
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table.stock-table th, table.stock-table td {
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padding: 1rem 1.25rem;
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border-bottom: 1px solid rgba(51, 65, 85, 0.5);
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}
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table.stock-table th {
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background-color: rgba(30, 41, 59, 0.5); /* slate-800/50 */
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color: #cbd5e1; /* slate-300 */
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font-weight: 500;
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}
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table.stock-table tr:last-child td {
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border-bottom: none;
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}
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table.stock-table tr:hover {
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background-color: rgba(30, 41, 59, 0.3); /* slate-800/30 */
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}
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</style>
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</head>
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<body x-data="{
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handleMouseMove(e, el) {
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const rect = el.getBoundingClientRect();
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el.style.setProperty('--x', `${e.clientX - rect.left}px`);
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el.style.setProperty('--y', `${e.clientY - rect.top}px`);
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}
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}">
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-5xl lg:text-7xl font-bold text-white tracking-tighter">
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星网 <span class="text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 to-blue-500">StarNet</span>
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</h1>
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<p class="mt-4 text-xl lg:text-2xl text-slate-300 max-w-4xl mx-auto">国家低轨卫星互联网星座深度解析</p>
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<p class="disclaimer mt-6">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- Core Logic -->
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<div class="glass-card grid-span-8 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">核心观点与驱动逻辑</h2>
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<div class="space-y-4 text-slate-300">
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<p class="">“星网”是中国应对全球数字空间竞争、保障信息主权的<span class="text-highlight">国家级战略工程</span>，其核心驱动力源自<span class="text-highlight">顶层政策推动与地缘政治博弈的双重加持</span>。当前，该概念已走过纯粹的“讲故事”阶段，随着2024年底<span class="text-highlight">首次批量组网成功</span>，正式进入了从“0到1”的规模化建设初期。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 pt-4">
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<h3 class="font-bold text-white mb-2">国家战略强驱动</h3>
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<p class="text-sm">纳入“新基建”，是国家意志体现。旨在构建全球覆盖、自主可控的通信网络，保障数据安全，摆脱外部依赖。</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<h3 class="font-bold text-white mb-2">空间资源抢占</h3>
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<p class="text-sm">应对SpaceX“星链”先发优势，抢占宝贵的近地轨道和无线电频谱资源，具有强烈的战略紧迫性。</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<h3 class="font-bold text-white mb-2">产业升级引擎</h3>
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<p class="text-sm">赋能6G、物联网、低空经济等未来产业，带动航天、半导体、通信等高精尖产业链升级，是“新质生产力”重要组成。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Key Stats -->
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<div class="glass-card grid-span-4 p-8 flex flex-col justify-center" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">关键数据</h2>
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<div class="space-y-6">
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<div>
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<p class="text-sm text-slate-400">规划卫星总数</p>
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<p class="text-4xl font-bold text-cyan-300">12,992 <span class="text-lg text-slate-300 font-normal">颗</span></p>
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</div>
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<div>
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<p class="text-sm text-slate-400">带动市场空间 (估算)</p>
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<p class="text-4xl font-bold text-cyan-300">~5000 <span class="text-lg text-slate-300 font-normal">亿元</span></p>
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</div>
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<div>
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<p class="text-sm text-slate-400">运营主体</p>
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<p class="text-2xl font-semibold text-white">中国卫星网络集团</p>
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</div>
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</div>
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</div>
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<!-- Timeline Chart -->
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<div class="glass-card grid-span-12 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">发展历程与关键事件</h2>
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<div id="timeline-chart" class="w-full h-96"></div>
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</div>
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<!-- Market Perception & Expectation Gap -->
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<div class="glass-card grid-span-6 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">市场认知与预期差</h2>
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<div class="space-y-4 text-slate-300">
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<p>市场对“星网”概念保持高度关注和整体乐观，每次成功发射都极大提振信心。然而，乐观中夹杂着对<span class="text-highlight">进度不确定性</span>的谨慎，存在显著预期差：</p>
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<ul class="space-y-3 list-disc list-inside">
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<li>
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<strong class="text-white">发射进度的预期差:</strong> 市场对短期发射数量的预测存在 <span class="text-highlight">20、50、190、648颗</span> 等多个版本，实际进度可能不及宏大叙事，导致短期情绪波动。市场可能忽略了初期重点是<span class="text-highlight">网络验证和核心区域覆盖</span>，而非单纯追求数量。
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</li>
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<li>
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<strong class="text-white">技术迭代的预期差:</strong> 市场普遍关注一代星，但“<span class="text-highlight">1.5代箭在弦上</span>”、“<span class="text-highlight">二代星试验发射</span>”及“<span class="text-highlight">二代星首批招标</span>”等信息表明，技术迭代速度可能快于预期，将带来结构性机会和价值重估。
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</li>
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<li>
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<strong class="text-white">产业链关联的预期差:</strong> 市场存在将名称相似但业务关联度低的公司（如星网锐捷）误认为核心标的的风险，需要仔细甄别。
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</li>
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</ul>
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</div>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="glass-card grid-span-6 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="font-semibold text-white mb-3 text-lg">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-cyan-400 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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<span><strong class="text-white">高密度常态化发射：</strong>发射频率和单次数量的提升是验证组网能力的最直接证据。</span>
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</li>
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<li class="flex items-start gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-cyan-400 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<span><strong class="text-white">“二代星”招标落地：</strong>标志技术升级和新订单周期开启，单星价值量有望大幅提升。</span>
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</li>
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<li class="flex items-start gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-cyan-400 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0h2m-2 0h-5m-9 0H3m2 0h5M9 7h1m-1 4h1m4-4h1m-1 4h1m-5 10v-5a1 1 0 011-1h2a1 1 0 011 1v5m-4 0h4" /></svg>
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<span><strong class="text-white">海南文昌超级工厂进展：</strong>年产300-500颗卫星，是低成本规模化生产的关键。</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-white mb-3 text-lg">长期发展路径</h3>
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<ul class="space-y-3 text-slate-300">
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<li><strong class="text-white">第一阶段 (24-25年):</strong> 区域覆盖与试商用。</li>
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<li><strong class="text-white">第二阶段 (26-28年):</strong> 全球覆盖与技术升级。</li>
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<li><strong class="text-white">第三阶段 (29年+):</strong> 万物互联与生态成熟。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Industry Chain -->
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<div class="glass-card grid-span-12 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">产业链深度剖析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
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<!-- Upstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-white border-l-4 border-cyan-400 pl-4">上游：火箭与卫星制造</h3>
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<p class="text-slate-400 text-sm">产业链的基础，技术壁垒和价值量集中。</p>
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<div class="space-y-3">
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<p class="font-semibold text-slate-200">火箭系统</p>
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<p class="text-xs text-slate-400">发动机(航天动力), 燃料(九丰能源), 零部件(斯瑞新材)</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<p class="font-semibold text-slate-200">卫星平台</p>
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<p class="text-xs text-slate-400">总装(中国卫星), 控制系统(航天智装), 电源、结构件</p>
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</div>
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<div class="p-4 bg-cyan-400/10 rounded-lg border border-cyan-400/50">
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<p class="font-semibold text-cyan-300">卫星载荷 (核心)</p>
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<p class="text-xs text-cyan-300/80">射频T/R芯片/组件(<span class="font-bold">铖昌科技, 臻镭科技, 国博电子</span>), 通信处理(<span class="font-bold">上海瀚讯</span>)</p>
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</div>
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</div>
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</div>
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<!-- Midstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-white border-l-4 border-blue-400 pl-4">中游：发射与运营</h3>
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<p class="text-slate-400 text-sm">连接制造与应用，国家队主导。</p>
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<div class="space-y-3">
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<p class="font-semibold text-slate-200">发射服务</p>
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<p class="text-xs text-slate-400">国家队(长征系列), 商业火箭公司</p>
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</div>
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<div class="p-4 bg-blue-400/10 rounded-lg border border-blue-400/50">
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<p class="font-semibold text-blue-300">卫星运营</p>
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<p class="text-xs text-blue-300/80">核心运营商(<span class="font-bold">中国星网集团</span>), 高轨卫星运营(中国卫通)</p>
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</div>
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</div>
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</div>
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<!-- Downstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-white border-l-4 border-purple-400 pl-4">下游：地面设备与应用</h3>
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<p class="text-slate-400 text-sm">商业化落地环节，市场空间广阔。</p>
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<div class="space-y-3">
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<p class="font-semibold text-slate-200">地面设备</p>
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<p class="text-xs text-slate-400">信关站(长江通信), 测控(中科星图), 终端天线(通宇通讯)</p>
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</div>
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<div class="p-4 bg-purple-400/10 rounded-lg border border-purple-400/50">
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<p class="font-semibold text-purple-300">移动终端 & 安全</p>
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<p class="text-xs text-purple-300/80">终端(<span class="font-bold">海格通信, 华力创通</span>), 安全服务(<span class="font-bold">电科网安</span>)</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-lg border border-slate-700">
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<p class="font-semibold text-slate-200">应用服务</p>
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<p class="text-xs text-slate-400">数据应用(航天宏图), 行业解决方案</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Investment Thesis -->
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<div class="glass-card grid-span-12 p-8" @mousemove="handleMouseMove(event, $el)">
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<h2 class="section-title">投资启示与关键指标</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="font-semibold text-white mb-3 text-lg">最具投资价值细分环节</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
|
||
<p class="font-bold text-cyan-300">当前阶段 (建设初期)</p>
|
||
<p class="text-sm text-slate-300 mt-1"><span class="font-semibold">上游核心载荷</span> 是确定性最高的投资方向，特别是技术壁垒高的 <span class="text-highlight">相控阵T/R芯片/组件</span> 和 <span class="text-highlight">卫星网络安全</span>。</p>
|
||
</div>
|
||
<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
|
||
<p class="font-bold text-cyan-300">未来阶段 (运营初期)</p>
|
||
<p class="text-sm text-slate-300 mt-1"><span class="font-semibold">下游地面终端设备</span> 最具爆发潜力。一旦星座建成，终端需求将迎来从无到有的飞跃，<span class="text-highlight">移动终端</span> 值得长期关注。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-white mb-3 text-lg">需重点跟踪验证的关键指标</h3>
|
||
<ul class="space-y-2 text-slate-300 text-sm list-disc list-inside">
|
||
<li><span class="font-semibold">发射执行指标:</span> 月度/季度发射次数、单次入轨卫星数量。</li>
|
||
<li><span class="font-semibold">产业链订单指标:</span> 核心供应商新增订单公告、相关业务收入及毛利率变化。</li>
|
||
<li><span class="font-semibold">降本增效指标:</span> 超级工厂产能利用率、可回收火箭试验成功率、终端招标价格。</li>
|
||
<li><span class="font-semibold">应用落地指标:</span> 商用服务套餐发布、行业合作协议、支持卫星直连的消费终端出货量。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card grid-span-12 p-8" @mousemove="handleMouseMove(event, $el)">
|
||
<h2 class="section-title">相关产业链上市公司</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-left stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>产业链环节</th>
|
||
<th>细分领域</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated here by the script -->
|
||
<tr><td>火箭</td><td>固体火箭</td><td>中天火箭</td><td><a href="https://valuefrontier.cn/company?scode=003009" target="_blank" class="text-cyan-400 hover:underline">003009</a></td><td>小型固体火箭及其延伸产品</td><td>火箭, 固体火箭</td></tr>
|
||
<tr><td>火箭</td><td>推进剂</td><td>九丰能源</td><td><a href="https://valuefrontier.cn/company?scode=605090" target="_blank" class="text-cyan-400 hover:underline">605090</a></td><td>海南商业航天发射场特燃特气配套项目</td><td>火箭, 推进剂</td></tr>
|
||
<tr><td>火箭</td><td>发动机</td><td>航天动力</td><td><a href="https://valuefrontier.cn/company?scode=600343" target="_blank" class="text-cyan-400 hover:underline">600343</a></td><td>航天六院产业化平台，唯一研制生产液体火箭发动机的单位</td><td>火箭, 发动机</td></tr>
|
||
<tr><td>卫星</td><td>组装制造</td><td>中国卫星</td><td><a href="https://valuefrontier.cn/company?scode=600118" target="_blank" class="text-cyan-400 hover:underline">600118</a></td><td>航天五院控股上市公司，专业从事小卫星及微小卫星研制</td><td>卫星, 组装制造</td></tr>
|
||
<tr><td>卫星</td><td>组装制造</td><td>上海沪工</td><td><a href="https://valuefrontier.cn/company?scode=603131" target="_blank" class="text-cyan-400 hover:underline">603131</a></td><td>设立上海沪航卫星公司，覆盖商业卫星总装集成、核心部件设计制造</td><td>卫星, 组装制造</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>臻镭科技</td><td><a href="https://valuefrontier.cn/company?scode=688270" target="_blank" class="text-cyan-400 hover:underline">688270</a></td><td>T/R射频微系统及模组</td><td>卫星, 有效载荷, 射频</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>铖昌科技</td><td>-</td><td>深耕射频芯片领域，T/R芯片</td><td>卫星, 有效载荷, 射频</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>国博电子</td><td><a href="https://valuefrontier.cn/company?scode=688375" target="_blank" class="text-cyan-400 hover:underline">688375</a></td><td>有源相控阵T/R组件和射频集成电路相关产品</td><td>卫星, 有效载荷, 射频</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>信科移动</td><td><a href="https://valuefrontier.cn/company?scode=688387" target="_blank" class="text-cyan-400 hover:underline">688387</a></td><td>通信载荷等产品</td><td>卫星, 有效载荷, 通信</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>上海瀚讯</td><td><a href="https://valuefrontier.cn/company?scode=300762" target="_blank" class="text-cyan-400 hover:underline">300762</a></td><td>G60星座通信分系统承研单位，供给卫星通信载荷、终端等关键设备</td><td>卫星, 有效载荷, 通信</td></tr>
|
||
<tr><td>卫星</td><td>有效载荷</td><td>航天电子</td><td><a href="https://valuefrontier.cn/company?scode=600879" target="_blank" class="text-cyan-400 hover:underline">600879</a></td><td>遥测遥控产品市占率90%以上</td><td>卫星, 有效载荷, 遥感</td></tr>
|
||
<tr><td>卫星</td><td>卫星平台</td><td>航天智装</td><td><a href="https://valuefrontier.cn/company?scode=300455" target="_blank" class="text-cyan-400 hover:underline">300455</a></td><td>微系统和控制系统部组件</td><td>卫星, 卫星平台, 控制系统</td></tr>
|
||
<tr><td>卫星</td><td>卫星平台</td><td>天银机电</td><td><a href="https://valuefrontier.cn/company?scode=300342" target="_blank" class="text-cyan-400 hover:underline">300342</a></td><td>恒星敏感器</td><td>卫星, 卫星平台, 控制系统</td></tr>
|
||
<tr><td>卫星</td><td>卫星平台</td><td>中科星图</td><td><a href="https://valuefrontier.cn/company?scode=688568" target="_blank" class="text-cyan-400 hover:underline">688568</a></td><td>公司开发了“洞察者”智能测运控系列产品</td><td>卫星, 卫星平台, 测控系统</td></tr>
|
||
<tr><td>地面设备</td><td>天线</td><td>通宇通讯</td><td><a href="https://valuefrontier.cn/company?scode=002792" target="_blank" class="text-cyan-400 hover:underline">002792</a></td><td>2024年基站天线营收7.78亿元、微波天线营收1.72亿元</td><td>地面设备, 天线</td></tr>
|
||
<tr><td>地面设备</td><td>信关站</td><td>震有科技</td><td><a href="https://valuefrontier.cn/company?scode=688418" target="_blank" class="text-cyan-400 hover:underline">688418</a></td><td>卫星 5G 核心网</td><td>地面设备, 信关站</td></tr>
|
||
<tr><td>地面设备</td><td>信关站</td><td>长江通信</td><td><a href="https://valuefrontier.cn/company?scode=600345" target="_blank" class="text-cyan-400 hover:underline">600345</a></td><td>提供地面测运控中心、测控站和信关站软件及设备集成服务</td><td>地面设备, 信关站</td></tr>
|
||
<tr><td>地面设备</td><td>移动通信终端</td><td>海格通信</td><td><a href="https://valuefrontier.cn/company?scode=002465" target="_blank" class="text-cyan-400 hover:underline">002465</a></td><td>卫星互联网终端及核心部件是公司重点研发投向</td><td>地面设备, 移动通信终端</td></tr>
|
||
<tr><td>地面设备</td><td>移动通信终端</td><td>华力创通</td><td><a href="https://valuefrontier.cn/company?scode=300045" target="_blank" class="text-cyan-400 hover:underline">300045</a></td><td>基于北斗+5G的产研一体化卫星通信芯片并实现销售</td><td>地面设备, 移动通信终端</td></tr>
|
||
<tr><td>运营</td><td></td><td>中国卫通</td><td><a href="https://valuefrontier.cn/company?scode=601698" target="_blank" class="text-cyan-400 hover:underline">601698</a></td><td>运营管理18颗高轨民商用通信广播卫星</td><td>运营</td></tr>
|
||
<tr><td>测试</td><td></td><td>西测测试</td><td><a href="https://valuefrontier.cn/company?scode=301306" target="_blank" class="text-cyan-400 hover:underline">301306</a></td><td>为参与卫星产品的相关客户提供测试服务</td><td>测试</td></tr>
|
||
<tr><td>垣信卫星</td><td></td><td>上海瀚讯</td><td><a href="https://valuefrontier.cn/company?scode=300762" target="_blank" class="text-cyan-400 hover:underline">300762</a></td><td>实控人担任垣信卫星董事；向垣信卫星销售基站及提供技术服务</td><td>垣信卫星</td></tr>
|
||
<tr><td>垣信卫星</td><td></td><td>中国电信</td><td><a href="https://valuefrontier.cn/company?scode=601728" target="_blank" class="text-cyan-400 hover:underline">601728</a></td><td>通过上海信息投资公司间接持有垣信卫星约4.94%股份</td><td>垣信卫星</td></tr>
|
||
<tr><td>千帆星座(G60星座)</td><td></td><td>天银机电</td><td><a href="https://valuefrontier.cn/company?scode=300342" target="_blank" class="text-cyan-400 hover:underline">300342</a></td><td>为千帆星座供应恒星敏感器产品</td><td>千帆星座(G60星座)</td></tr>
|
||
<tr><td>千帆星座(G60星座)</td><td></td><td>乾照光电</td><td><a href="https://valuefrontier.cn/company?scode=300102" target="_blank" class="text-cyan-400 hover:underline">300102</a></td><td>公司产品已批量应用于G60千帆星座</td><td>千帆星座(G60星座)</td></tr>
|
||
<tr><td>千帆星座(G60星座)</td><td></td><td>上海瀚讯</td><td><a href="https://valuefrontier.cn/company?scode=300762" target="_blank" class="text-cyan-400 hover:underline">300762</a></td><td>公司是千帆星座通信分系统供应商及G60星座载荷核心承研单位</td><td>千帆星座(G60星座)</td></tr>
|
||
<tr><td>千帆星座(G60星座)</td><td></td><td>鸿远电子</td><td><a href="https://valuefrontier.cn/company?scode=603267" target="_blank" class="text-cyan-400 hover:underline">603267</a></td><td>公司有参与千帆星座配套供货</td><td>千帆星座(G60星座)</td></tr>
|
||
<tr><td>国家队</td><td>航天科技集团</td><td>中国卫星</td><td><a href="https://valuefrontier.cn/company?scode=600118" target="_blank" class="text-cyan-400 hover:underline">600118</a></td><td>航天科技集团旗下上市公司</td><td>国家队, 航天科技集团</td></tr>
|
||
<tr><td>国家队</td><td>航天科技集团</td><td>航天电子</td><td><a href="https://valuefrontier.cn/company?scode=600879" target="_blank" class="text-cyan-400 hover:underline">600879</a></td><td>航天科技集团旗下上市公司</td><td>国家队, 航天科技集团</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="disclaimer">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告由AI基于公开数据合成，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
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{ name: '频谱申请', value: [new Date('2020-09-01'), 1], detail: '向ITU递交“GW”星座频谱档案，规划12,992颗卫星。' },
|
||
{ name: '星网集团成立', value: [new Date('2021-04-28'), 2], detail: '中国卫星网络集团有限公司成立，统筹空间互联网建设。' },
|
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{ name: '试验星发射', value: [new Date('2023-07-09'), 3], detail: '首颗卫星互联网技术试验卫星成功发射，启动在轨验证。' },
|
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{ name: '总部迁驻', value: [new Date('2024-10-14'), 2], detail: '中国星网集团全面迁驻雄安新区，步入正轨。' },
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{ name: '高轨星布局', value: [new Date('2024-10-10'), 4], detail: '高轨卫星03星发射成功，完成3颗高轨星初步布局。' },
|
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|
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{ name: '首次批量组网', value: [new Date('2024-12-16'), 5], detail: '星网01组(10颗)成功发射，标志着从试验迈入规模化部署，是核心引爆点。' },
|
||
{ name: '组网加速', value: [new Date('2025-07-30'), 4], detail: '四天内完成05、06两组卫星发射，节奏显著加快。' }
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