Cathay Pacific Haitong released a research report stating that interplanetary laser communication is a high-certainty circuit in the commercial space field. It has now reached the networking application stage. Optical communication can share the terrestrial industry chain, and the ATP system is the core key. The competitive landscape can be divided into three categories: research institutes+start-ups+listed companies. Subsequent industry catalysts include: the launch of batch tenders for low-orbit satellite internet constellations; implementation of the 15th Five-Year Plan policy; technological breakthroughs such as high-speed correlation and successful in-orbit verification.

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