深潮TechFlow|7月 08, 2026 09:37
[Goldman Sachs: Accelerated Deployment of LEO Satellites, Over 300,000 in Orbit by 2031]
Deep Tide TechFlow reports, according to Tide Research, Goldman Sachs' global low-Earth orbit (LEO) satellite report on July 8 indicates that there will be 10,000 LEO satellites in orbit by 2025, 24,000 by 2028, and 305,000 by 2031, with a blue-sky scenario potentially reaching 396,000. SpaceX, Amazon, and others are accelerating deployment, with Amazon receiving FCC approval to launch an additional 4,500 satellites. China's GW/G60/Honghu three major constellations plan to deploy over 35,000 satellites. Among Goldman Sachs' covered stocks, U.S. equities such as SpaceX, Amazon, Boeing, and Kratos stand to benefit; A-shares Tongyu Communication received a buy rating with a target price of 79 yuan; Hong Kong-listed ZTE is a core supplier of ground equipment, with approximately 70,000 satellites expected to be launched in the next five years.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink