华西证券：商业航天加速落地，推荐低轨卫星相关各组件及芯片供应商

\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_8--\u003e\u003cp\u003e每经AI快讯，2�日，华西证券研报表示，当前时点，国内\u003c!--VERTICAL_CARD_BEGIN_0--\u003e低轨卫星\u003c!--VERTICAL_CARD_END_0--\u003e批量发射已进入实质阶段，与\u003c!--VERTICAL_CARD_BEGIN_1--\u003e商业航天\u003c!--VERTICAL_CARD_END_1--\u003e高度重合，在相关政策、产业驱动，卫星网络作为\u003c!--VERTICAL_CARD_BEGIN_2--\u003e6G\u003c!--VERTICAL_CARD_END_2--\u003e网络建设基础，当前时点建设确定性较强。伴随\u003c!--VERTICAL_CARD_BEGIN_3--\u003e可回收火箭\u003c!--VERTICAL_CARD_END_3--\u003e预研阶段开启首个发射项目，后续多家商业火箭可回收发射计划有序进展，商业航天进入加速落地阶段，\u003c!--VERTICAL_CARD_BEGIN_4--\u003e卫星互联网\u003c!--VERTICAL_CARD_END_4--\u003e发展势头迅猛，星座常态化发射，实现通信容量增大，时延降低，同时有望看到\u003c!--VERTICAL_CARD_BEGIN_5--\u003e手机宽带直连卫星\u003c!--VERTICAL_CARD_END_5--\u003e与低轨卫星\u003c!--VERTICAL_CARD_BEGIN_6--\u003e网联智能驾驶\u003c!--VERTICAL_CARD_END_6--\u003e系统的相关应用快速落地。重点推荐低轨卫星相关的各组件及芯片供应商。\u003c!--NO_AD_0--\u003e\u003c!--NO_AD_1--\u003e\u003c!--NO_AD_2--\u003e\u003c!--NO_AD_3--\u003e\u003c!--NO_AD_4--\u003e\u003c!--EOP_0--\u003e\u003c!--EOP_1--\u003e\u003c!--EOP_2--\u003e\u003c!--EOP_3--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003c!--PARAGRAPH_3--\u003e\u003c!--PARAGRAPH_2--\u003e\u003c!--PARAGRAPH_1--\u003e\u003c!--PARAGRAPH_0--\u003e\n\u003cp\u003e每日经济新闻\u003c/p\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]):not(.qn-editor-copy){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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