TONGYU(SZ:002792) Zhong Zheng Wang·2025-10-17 10:23Core Viewpoint - Tongyu Communication has launched its Macro WiFi product, showcasing its advancements in satellite communication and positioning itself to capitalize on the growing market opportunities in this sector [1][2]. Company Developments - The Macro WiFi product integrates WiFi and satellite communication technologies, enabling connectivity with satellite networks like Starlink, covering a range of 2 kilometers and supporting over 200 users simultaneously [1][2]. - The product has already secured large-scale orders in markets such as Australia and Southeast Asia, indicating its commercial viability and potential to drive overseas business growth [2]. - The company is focusing on a comprehensive strategy in satellite communication, including ground station terminals, satellite communication payloads, and terminal applications [2][3]. - Tongyu Communication has established a satellite headquarters in Wuhan, set to accelerate the industrialization of satellite communication by leveraging local policies and research resources [2][3]. Industry Positioning - As a pioneer in the satellite internet supply chain, Tongyu Communication has achieved several key technological milestones, including the commercial application of phased array antennas for low Earth orbit satellites [3]. - The company is the only one in the market collaborating with all three major satellite constellation operators, positioning itself favorably as the national satellite internet construction progresses [2][3]. - The global low Earth orbit satellite industry is experiencing rapid growth, with satellite communication being a core component of the emerging 6G technology landscape, presenting significant opportunities for the industry [4].