Amazon Advances Globalstar Acquisition to Strengthen Satellite Communications Portfolio

Deep News
Apr 14

Amazon is progressing with its acquisition of Globalstar, aiming to address gaps in its satellite communications assets and enhance its space infrastructure strategy. This move positions the company to compete directly with SpaceX's Starlink in the satellite internet market.

Concurrently, numerous Chinese companies are actively participating in the commercial aerospace supply chain, providing critical components and technological support. Below is an overview of key players in this sector:

1. Bai'ao Intelligent (300836), based in Kunshan, Jiangsu, is listed on the Shenzhen Stock Exchange's ChiNext board. The company specializes in the R&D, production, and sales of intelligent equipment and smart manufacturing solutions. Its core products include precision assembly automation equipment and inspection automation systems, serving high-end manufacturing sectors like consumer electronics, automotive, and new energy. In commercial aerospace, the company leverages its precision manufacturing technology to supply high-precision automated assembly and testing equipment for satellite components and aerospace structures, enhancing efficiency and quality control in mass satellite production.

2. Boyun New Materials (002297), headquartered in Changsha, Hunan, is listed on the Shenzhen Stock Exchange's main board. It focuses on the R&D, production, and sales of powder metallurgy composites, high-performance brake materials for aerospace, and automotive brake pads. The company is a key domestic enterprise in aviation brake materials. For commercial aerospace, its high-performance carbon/carbon composite products are used in critical parts of satellites and rockets, such as thermal protection systems and structural components, offering high-temperature resistance, high strength, and light weight.

3. Super Jolt (301005), based in Danyang, Jiangsu, is listed on the ChiNext board. The company's main business is the R&D, production, and sales of high-strength fasteners and precision components for the automotive and aerospace industries. Its core products include various non-standard fasteners and precision stamping parts. In commercial aerospace, it supplies custom high-strength fasteners and precision structural parts for satellites and launch vehicles, ensuring structural stability in extreme environments.

4. Han's Laser (002008), headquartered in Shenzhen, Guangdong, is listed on the Shenzhen main board. It is a leading global supplier of industrial laser equipment, with core operations in laser processing machinery, industrial robots, and automated production lines. In the commercial aerospace sector, its high-end laser processing equipment, including laser welding, cutting, and marking systems, is widely used in the manufacturing of satellite components, rocket structures, and aerospace composites.

5. Finework (301232), based in Taizhou, Jiangsu, is listed on the ChiNext board. The company specializes in the R&D, production, and sales of high-strength fasteners and precision components, primarily for wind power, aerospace, and engineering machinery. It possesses full industrial chain manufacturing and testing capabilities. For commercial aerospace, it provides custom high-strength fasteners for satellites and launch vehicles, meeting demands for high reliability and light weight.

6. Sinomach Precision Industry (002046), headquartered in Zhengzhou, Henan, is listed on the Shenzhen main board. Its main products include bearings, abrasives, super-hard materials, and precision machine tools. The company is a core enterprise in China's high-end equipment manufacturing sector. In commercial aerospace, its high-precision bearings and super-hard material processing tools are applied in core transmission systems and precision machining processes for satellites and rockets.

7. Haite High-tech (002023), based in Chengdu, Sichuan, is listed on the Shenzhen main board. It focuses on aerospace technical services, aero-engine maintenance, and high-end chip R&D. Leveraging its aerospace technology expertise, the company provides aviation-grade maintenance and testing services for commercial launch vehicles and satellites. Its high-end chips are used in satellite communication and aerospace measurement and control systems.

8. Aerospace Changfeng (600855), headquartered in Beijing, is listed on the Shanghai Stock Exchange's main board. Its main business involves R&D, production, and sales of products for national defense, public security, and medical equipment. Utilizing its defense and aerospace technology, the company supplies defense-grade supporting products and technical services for commercial aerospace equipment, including aerospace measurement and security systems.

9. Aerospace Power (600343), based in Xi'an, Shaanxi, is listed on the Shanghai main board. It specializes in the R&D, production, and sales of liquid rocket engines, pumps, valves, and fluid machinery. The company's liquid rocket engine technology provides core propulsion for commercial launch vehicles. Its pumps and fluid machinery products are used in satellite propulsion and rocket power systems.

10. Aerospace Electronics (600879), headquartered in Wuhan, Hubei, is listed on the Shanghai main board. It focuses on aerospace electronic equipment, unmanned systems, and intelligent equipment. The company's products, including aerospace measurement and control, satellite navigation, and communication systems, are widely used in low-earth orbit satellite constellations and commercial launch vehicles.

11. Jiayuan Technology (301117), based in Chengdu, Sichuan, is listed on the ChiNext board. The company specializes in network information security, data security, and defense informatization. In commercial aerospace, it provides cybersecurity protection solutions for satellite constellations and aerospace measurement and control systems, ensuring the security of data transmission and system operations.

12. Jinlu Electronics (301282), headquartered in Ezhou, Hubei, is listed on the ChiNext board. Its main business is the R&D, production, and sales of printed circuit boards (PCBs) for automotive electronics, industrial control, medical, and aerospace applications. Its high-end PCBs are used in the electronic systems of satellites and rockets, meeting high-reliability requirements in extreme environments.

13. Juli Sling (002342), based in Baoding, Hebei, is listed on the Shenzhen main board. It is a leading domestic manufacturer of slings, steel wire ropes, and cables. In commercial aerospace, its high-strength slings and cables are used in ground facilities at launch sites, satellite transportation, and rocket hoisting.

14. Ganco Lighting (300102), headquartered in Xiamen, Fujian, is listed on the ChiNext board. The company focuses on the R&D, production, and sales of LED chips, gallium arsenide photoelectric chips, and VCSEL chips. Its gallium arsenide and VCSEL chips are applied in satellite communications, aerospace measurement and control, and space laser communication systems.

15. Shaanxi Huada (301517), based in Xi'an, Shaanxi, is listed on the ChiNext board. It specializes in electrical connectors, microwave devices, and cable assemblies. The company's high-reliability connectors and microwave devices are used in the electronic systems of satellites and launch vehicles, providing core connectivity solutions.

16. Shanghai Hanxun (300762), headquartered in Shanghai, is listed on the ChiNext board. Its main business includes broadband mobile communication systems, military communication equipment, and satellite communication devices. The company's satellite communication equipment and broadband systems are applied in LEO satellite constellations and ground station systems.

17. Shengyi Technology (600183), based in Dongguan, Guangdong, is listed on the Shanghai main board. It is a leading domestic producer of copper-clad laminates, PCBs, and electronic materials. Its high-end copper-clad laminates are used in the electronic systems of satellites and rockets, providing core substrate materials for aerospace PCBs.

18. Shunhao Holdings (002565), headquartered in Shanghai, is listed on the Shenzhen main board. Its main operations include packaging printing, new materials, and industrial hemp, with expansion into high-end manufacturing and new materials. In commercial aerospace, it provides lightweight, high-strength new material solutions for satellite structures and rocket bodies.

19. Tiantong Advanced Materials (600330), based in Jiaxing, Zhejiang, is listed on the Shanghai main board. The company focuses on electronic materials, magnetic materials, sapphire materials, and intelligent equipment. Its high-end magnetic and sapphire materials are used in the electronic and optical systems of satellites and rockets.

20. Tongyu Communication (002792), headquartered in Zhongshan, Guangdong, is listed on the Shenzhen main board. It specializes in communication antennas, RF devices, and satellite communication equipment. The company's satellite communication antennas and ground station antennas are used in LEO satellite constellations and ground communication systems.

21. Western Metal Materials (002149), based in Xi'an, Shaanxi, is listed on the Shenzhen main board. Its main products include rare metal materials, composites, and metal products. The company's rare metal and high-temperature alloy materials are used in structural components and engine parts for satellites and rockets.

22. Sunway Communication (300136), headquartered in Shenzhen, Guangdong, is listed on the ChiNext board. It is a leading global supplier of antennas, RF devices, and wireless charging solutions. The company's satellite communication antennas and RF devices are applied in LEO satellites and ground terminals.

23. New Leadec (300593), based in Beijing, is listed on the ChiNext board. The company specializes in power modules, power systems, and special-purpose power supplies. Its high-reliability special power modules are used in the electronic systems of satellites and rockets.

24. Yunnan Germanium (002428), headquartered in Kunming, Yunnan, is listed on the Shenzhen main board. It focuses on germanium series products, infrared optical products, and photovoltaic products. The company's germanium materials and infrared optical products are used in the optical and infrared detection systems of satellites and space probes.

25. Zhongrui Co., Ltd. (301587), based in Wenzhou, Zhejiang, is listed on the ChiNext board. It specializes in precision components, high-end fasteners, and structural parts for aerospace, automotive, and new energy sectors. The company supplies custom precision components and structural parts for satellites and launch vehicles.

26. Leidian Weili (301096), headquartered in Chengdu, Sichuan, is listed on the ChiNext board. The company focuses on millimeter-wave active phased array microsystems, RF chips, and antennas. Its millimeter-wave active phased array products are used in satellite communication, aerospace measurement and control, and space radar systems.

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.

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