南京熊猫电子股份(00553)今日盘中大涨9.03%,报3.52港元/股,成交额约1.97亿港元,引发市场关注。造成这一涨幅的因素主要有以下两方面:
第一,我国卫星互联网星座建设取得进展,产业发展红利值得期待。消息显示,我国最新发射的千帆极轨02组卫星成功入轨,卫星互联网星座建设有序推进。同时,上海市松江区提出到2027年,在区内实现商业卫星批量化智造能力达到300颗/年,卫星互联网产业规模达到100亿元左右。行业分析人士预计,未来五年我国卫星互联网行业复合增长率将达11.2%,增长空间广阔。
第二,南京熊猫电子股份深耕卫星和导航通信板块,有望借力该领域发展红利。公司新一代卫星通信终端项目已进入推广阶段,下游应用覆盖手机、车载、船载等多个领域。子公司熊猫通信亦从事授时类卫星导航产品的生产,子公司京华电子则专注于汽车卫星导航产品出口。整体看来,南京熊猫电子凭借多款卫星相关产品的业务布局,将受益于我国卫星工业链持续发展。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.