金吾财讯 | 中国银河证券表示，据通宇通讯官网公布，通宇通讯同澳大利亚客户正式签署Macro WiFi产品批量采购协议，订单数量1000副。卫星互联网建设逐步推进，市场想象空间较大。全球市场方面，虽然3G覆盖率已经趋于饱和，但4G覆盖率方面，低收入国家覆盖率依旧较低，卫星互联网可以帮助相关国家快速解决信号覆盖问题，以及在无地面基站信号覆盖区域的通信问题，以StarLink为例，其下行速率基本同4G蜂窝网络速率相当，市场潜力较大；而我国星座构想则前瞻性较强，服务于国家战略需求和数字经济发展的基础设施建设，目前，以中国星网、G60星座为首的低轨卫星互联网星座正处于大规模组网建设阶段，同时客户主要以一带一路沿线国家为主，该种客户整体网络覆盖度相对较低，对低成本卫星互联网的需求较强，预计随着我国卫星互联网组网完整度的进一步加强，全球化市场将在当前基础上实现较快增长，我国卫星互联网产业链相关厂商具备较大发展潜力。
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