TONGYU(SZ:002792) Zheng Quan Shi Bao Wang·2025-10-17 04:20Core Viewpoint - Tongyu Communication has launched its Macro WiFi product, integrating WiFi and satellite communication technologies, positioning itself to capitalize on the growing satellite communication market [1][2]. Group 1: Product Launch and Innovation - The Macro WiFi product enables connectivity between satellite networks and ground communications, covering a range of two kilometers and supporting over 200 users simultaneously [1]. - The deployment time for the Macro WiFi product is only 1 to 2 days, with costs significantly lower than traditional networks, establishing a high technical barrier in the market [1]. - The product has already secured large-scale orders in markets such as Australia and Southeast Asia, driving growth in the company's overseas business [1]. Group 2: Strategic Focus and Industry Position - The company is focusing on the "integration of air and space" strategy, showcasing its product layout in ground station terminals, satellite communication payloads, and satellite communication terminal applications [2]. - Tongyu Communication is the only company in the market that collaborates with all three major satellite constellation operators, positioning itself for competitive advantage in the satellite communication sector [2]. - The company plans to establish its satellite headquarters in Wuhan by mid-2025, accelerating the industrialization of satellite communication [2]. Group 3: Historical Development and Future Outlook - Since developing the first domestic antenna, the company has remained at the forefront of the industry, continuously innovating its products during the 4G and 5G transitions [3]. - The global low-orbit satellite industry is experiencing rapid growth, with satellite communication being a core component of the 6G technology roadmap, indicating a golden development period for the industry [3]. - The company aims to strengthen its traditional business while increasing investment in emerging fields like satellite communication, supported by national policies promoting infrastructure and aerospace development [3].