#头条文章养成计划#
Satellite communication refers to the use of geostationary orbit or low- and medium-orbit satellites to achieve communication between ground sites. With the development of satellite communication technology, related concept stocks have attracted more and more attention from investors.
Major satellite communication concept leaders in the mainland include:
1. Chinese satellite
China Satellite is a high-tech aerospace enterprise specializing in satellite operation services, and its technical content is undoubtedly undoubted, which is not only a satellite communication concept stock, but also a special valuation concept stock, and a military industry concept stock. However, the current price-to-earnings ratio is 117 times, and the valuation is too high, investors must be cautious.
2. China Satcom
China Satcom is the only satellite communication operator in mainland China with communication satellite resources and independent control. The company is a satellite communication concept stock with core technology, the current price-to-earnings ratio is 89 times, the valuation given by the market is very high, investors should invest cautiously.
China Satcom is a Chinese satellite communication operator, and the difference between China Satellite and China Satellite is that China Satellite is engaged in satellite operation services, and China Satcom is engaged in satellite communication services.
3. The dawn of Chinese science and technology
Sugon, which manufactures high-performance computers and artificial intelligence chips, has entered the research and development of satellite communication systems. Sugon began to assist in the construction of Changguang Satellite Data Center in September 2014, and completed the first phase of the satellite data center in 2015, which can receive about 0.75TB of raw on-satellite data per day.
Shuguang is not only a satellite communication concept stock, but also an artificial intelligence AI concept stock, which deserves investors' attention.
4. ZTE
ZTE is a listed company in the comprehensive communications manufacturing industry. Recently, China Telecom Satellite Corporation and ZTE jointly completed the first 5G mobile phone direct satellite field verification in China, successfully realized the two-way connection of 5G mobile phone direct satellite air interface based on the live network environment, and completed satellite-based network communication. ZTE made a great contribution to the use of communication satellites independently developed and launched by mainland China and domestic ground satellite mobile communication systems. ZTE's current price-to-earnings ratio is 25 times, and investors can continue to pay attention.
5. Oriental Communications
Since 1990, Oriental Communications has introduced Motorola's advanced mobile communication technology and gradually formed its own main communication business.
According to news reports, at 15:37 on October 31, 2022, the Long March 5B Yao-4 carrier rocket carrying the space station Mengtian experimental module was fired on time at the Wenchang Cosmodrome in Hainan, and Oriental Communications once again shouldered the security communication support task launched by the Mengtian experimental module after successfully completing the security communication support tasks launched by the Tianhe core module and the Wentian experimental module. The current stock price-to-earnings ratio is 116 times, and the valuation is on the high side, so investors need to be cautious.
The potential for development in the field of satellite communications is huge, and companies are still competing for first-mover advantage. This also means that the above concept stocks still have high policy and technical risks. Investors need to keep a close eye on relevant policy and technology developments to identify timing and targets to achieve outsized returns in this emerging sector.
Investment is risky and this article does not constitute investment advice.