Tongyu Communication up over 7% in intraday trading! Commercial space is on the eve of explosion

English summary

### Tongyu Communication up over 7% in intraday trading! Commercial space is on the eve of explosion Time: 2026-07-31 17:52:21 Content: Global tech rebounded, and the commercial space sector warmed up in tandem. Today, Tongyu Communication rose over 7% intraday. Recently, SpaceX's Starship successfully completed its maiden flight carrying 20 real satellites. Combined with the second half of the year's launch of China's Zhuque-3 and the re-flight of Long March 10B, the inflection point for commercial space is gradually becoming clear, and the market value of low-orbit satellite constellation networking has returned to the focus of capital. Currently, China's low-orbit satellite constellation networking has not yet truly ramped up. The Qianfan constellation is expected to launch 15,000 low-orbit satellites before 2030, and the Honghu constellation has a long-term plan of 12,000 satellites. Tongyu Communication precisely positions itself in the upstream core hardware segment of low-orbit satellites. Its self-developed Ka/Ku dual-band satellite-borne phased array antenna has been batch-applied to low-orbit satellites, and its supply chain is deeply tied to the three mainstream constellations: Xingwang, Qianfan, and Honghu. The market predicts that the value of a single constellation's purchased satellite-borne phased array antenna is 2-3 million yuan. Combined with the current scale of only about 200+ in-orbit satellites for Qianfan and Honghu, the future performance elasticity is enormous.