电光科技双线布局算力与卫星通信 参股公司嘉则信息落地NTN解决方案

Core Insights - The company, Electric Light Technology (002730), is actively investing in the satellite communication and computing service sectors, indicating a clear strategic direction for its new business ventures [1][2] Group 1: Satellite Communication Developments - Electric Light Technology's subsidiary, Jiangsu Jiazhe Information Technology Co., Ltd. (Jiazhe Information), launched a new NTN satellite communication solution named "Jishi Xingtong" at a recent conference in Shanghai [1] - The "Jishi Xingtong" solution includes the Hummingbird series NTN satellite modules, client application software, backend services, and development kits, enabling quick development and deployment of NTN satellite communication products globally [1] - Jiazhe Information introduced two self-developed NTN satellite modules, JMD47 and JMD53, which are characterized by ultra-small size, lightweight, low power consumption, and high integration, aimed at reducing R&D and production costs [1][2] Group 2: Collaboration and Product Development - The collaboration between Electric Light Technology and Jiazhe Information has resulted in multi-layered synergies, including the joint development of a 5G miniaturized communication system and an equipment management system with HarmonyOS [2] - Several terminal manufacturers utilizing Jiazhe's NTN satellite solution showcased new products at the conference, highlighting the practical applications of the technology [2] Group 3: Investment in Computing Services - Electric Light Technology has made significant investments in the computing service sector, establishing joint ventures and new entities to provide cloud services based on supercomputing and intelligent computing [2] - The company plans to continue increasing its investment in computing, focusing on building a super-intelligent integrated computing platform as infrastructure, guided by market needs and technological advancements [2]