证券日报网讯通宇通讯（002792）8月14日在互动平台回答投资者提问时表示，公司近期成功中标通号 低空智能科技有限公司地面天线及天馈系统询比采购项目，这凸显了公司在低空经济领域的竞争力。凭 借在基站天线和卫星通信领域的技术积累，公司多个低空经济方案正处于验证阶段，通过后将启动小批 量量产。公司十分看好低空经济的广阔发展前景与巨大市场潜力。未来，公司将持续加大研发投入，深 化通感一体化天线的技术创新，积极推动低空经济成为公司新的增长曲线。 ...

（编辑 袁冠琳） 证券日报网讯 通宇通讯8月14日在互动平台回答投资者提问时表示，MacroWiFi是公司针对户外复杂场 景的网络通信痛点，特别研发的产品。该产品采用高增益双波束天线阵列技术，具备2公里超远传输距 离和200+用户并发接入能力。结合马斯克的SpaceX的接口，该产品目前在十几个国家进行认证，测试 卫星直接接入互联网的大范围覆盖，各项数值皆有不错测试结果。在阿联酋、印尼、缅甸、马来西亚、 尼日利亚、喀麦隆、俄罗斯都已有小批量订单。 ...

Core Viewpoint - The company is making significant progress with its MacroWiFi product, which is designed for outdoor complex network communication scenarios, and is currently undergoing certification and testing in multiple countries [1]. Group 1: Product Development - The MacroWiFi product utilizes high-gain dual-beam antenna array technology, enabling a transmission distance of over 2 kilometers and the ability to support more than 200 concurrent users [1]. - The product is being tested for direct satellite internet access in collaboration with SpaceX, showing promising results in various metrics [1]. Group 2: Market Presence - The company has received small batch orders for the MacroWiFi product in several countries, including the UAE, Indonesia, Myanmar, Malaysia, Nigeria, Cameroon, and Russia [1].

Group 1 - The company has recently won a bid for the ground antenna and feeder system procurement project from Tonghao Low-altitude Intelligent Technology Co., Ltd, highlighting its competitiveness in the low-altitude economy sector [2] - The company is currently validating multiple low-altitude economic solutions, which will enter small-scale production upon successful verification [2] - The company is optimistic about the vast development prospects and significant market potential of the low-altitude economy and plans to increase R&D investment to enhance technology innovation in integrated sensing antennas [2]

Core Viewpoint - Tongyu Communication has successfully secured a procurement project for ground antennas and feeder systems from Tonghao Low-altitude Intelligent Technology Co., indicating its competitive edge in the low-altitude economy sector [2] Group 1: Company Developments - The company is currently validating multiple low-altitude economic solutions, which will lead to small-scale production upon successful verification [2] - The company is optimistic about the vast development prospects and significant market potential of the low-altitude economy [2] - The company plans to increase R&D investment and enhance technological innovation in integrated sensing antennas to drive the low-altitude economy as a new growth curve [2]

人民财讯8月13日电，据通宇通讯（002792）消息，近日，广东通宇通讯股份有限公司中标通号低空智 能科技有限公司地面天线及天馈系统询比采购项目。 ...

Industry Overview - The satellite internet industry is entering a phase of large-scale network construction, with a noticeable acceleration in satellite launches and successful deployments into orbit [1][2] - The development of satellite internet is supported by technological innovations in manufacturing, the use of commercial launch sites, and advancements in reusable rocket technology, which lower launch costs and increase capacity [2] Company Involvement - Companies such as ZTE Corporation, Guangzhou Haige Communication Group, and Guangdong Tongyu Communication are actively participating in the satellite internet ecosystem [2] - Tongyu Communication expects its satellite communication business revenue to exceed 40 million yuan in 2024, driven by the national push for satellite internet network construction [2] - ZTE Corporation is focusing on satellite direct connection technology and has capabilities in planning and designing satellite communication systems, aiming to create a high-speed communication ecosystem [2] - Haige Communication is involved in the Tian Tong satellite communication system and has developed low-altitude communication network products for various applications, including drones and eVTOLs [2] Application and Impact - The acceleration of satellite internet construction is expected to enhance network coverage, increase data transmission speed and stability, and support various applications such as smart cities, autonomous vehicles, and telemedicine [3] - The development of satellite internet will significantly benefit education and healthcare services in remote areas [3]

Market Review - On August 8, satellite internet stocks surged, with Aerospace Zhizhuang rising by 15.41%, Chunhui Zhikong by 10.17%, and Shanghai Huguang and Jiuzhiyang following suit [1] - Aerospace Zhizhuang's latest price is 20.60, with a market cap of 14.6 billion [1] - Chunhui Zhikong's latest price is 19.94, with a market cap of 2.68 billion [1] - Shanghai Huguang's latest price is 21.31, with a market cap of 6.78 billion [1] - Jiuzhiyang's latest price is 44.37, with a market cap of 7.99 billion [1] - Xinkemobile's latest price is 6.40, with a market cap of 8.82 billion [1] - Yiyu Communications' latest price is 17.86, with a market cap of 5.6 billion [1] Events - On August 4, China successfully launched the low Earth orbit satellite internet group 07 using the Long March 12 rocket [2] - On July 30, China successfully launched the low Earth orbit satellite internet group 06 using the Long March 8 rocket [2] - The GW constellation plans to launch a total of 12,992 satellites, with 10% expected to be launched by 2030 [2] Institutional Insights - The GW constellation has completed the deployment of seven satellite groups, while the Qianfan constellation has completed five launches, reaching 90 satellites in orbit [3] - The rapid pace of low Earth orbit satellite launches is confirmed by the recent successful launches of groups 06 and 07 [4] - The demand for FPGA in low Earth orbit satellites is increasing, which is expected to boost the industry [4] - Space computing is evolving towards a collaborative model, enhancing data processing capabilities in orbit [5] - New satellite constellations for remote sensing, computing, and relay are being developed, promoting diverse applications in the industry [5]

Group 1 - The satellite navigation sector is experiencing significant activity due to an accelerated satellite launch schedule, with companies like China Satellite and China Satcom seeing notable stock movements [1][2] - The upcoming launch of the "Jili Constellation 04 Group" consisting of 11 satellites aims to provide high-precision positioning and satellite communication support for brands under Geely [2][3] - The GW constellation has increased its launch frequency, with intervals reduced to 3-5 days, indicating a rapid network deployment phase for China's satellite internet [2][4] Group 2 - The total market capitalization of the satellite navigation sector has reached 2.32 trillion yuan, reflecting strong investor interest [3] - Several companies, including Shuo Bei De and Jia Yuan Technology, have seen significant stock price increases, with some hitting the daily limit [3] - The construction and operation of the "Qianfan Constellation" is expected to accelerate, with plans for multiple rocket launches to support its development [3][5] Group 3 - Companies are increasing investments in satellite internet infrastructure, with Guangdian Jiliang planning to invest 344 million yuan in a quality assurance platform [5] - Zhenyou Technology is set to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminals [6] - The development of satellite internet technology is expected to create substantial demand, with projections indicating the global space economy could exceed one trillion dollars by 2040 [7]

Group 1 - The core viewpoint of the articles highlights Tongyu Communication's advancements in satellite communication and AI technology, indicating strong growth potential in these sectors [1][2][3] - Tongyu Communication is a leading enterprise in the domestic communication antenna and RF device industry, focusing on the research, production, and sales of products such as base station antennas and RF devices [1] - The company has made significant progress in satellite communication, with a complete product system covering ground station terminals, satellite communication payloads, and terminal applications [1][2] Group 2 - In 2024, Tongyu Communication's satellite communication business achieved a major breakthrough, with annual revenue exceeding 40 million yuan [2] - The company has successfully entered the supplier system for the Yuanshin application terminal equipment procurement project, further solidifying its market position [2] - Tongyu Communication is actively involved in the national satellite constellation launch plans, enhancing its competitive advantage in the satellite internet construction [2] Group 3 - Tongyu Communication has initiated an AI model project specifically for antenna research and development, aiming to integrate AI technology with its design experience to reduce R&D costs and shorten design cycles [2] - The company's affiliate, Sichuan Guangwei, has made significant strides in the high-speed optical module sector, successfully delivering the first batch of 800G OSFP2×DR4 optical modules [3] - The 800G optical modules utilize advanced silicon photonics technology and low-power design, targeting applications in high-bandwidth networks, data centers, AI, and cloud computing [3]