通信行业报告：中国星网卫星互联网低轨02组卫星发射成功，移远通信边缘计算模组成功运行DeepSeek模型

Investment Rating - The industry investment rating is "Recommended" [1] Core Insights - The report highlights the successful launch of China's StarNet low-orbit satellite internet 02 group and the successful operation of the DeepSeek model by移远通信's edge computing module [1][9] - 中瓷电子 is accelerating the domestic development of the gallium nitride (GaN) RF industry chain, overcoming several technical challenges and achieving a complete product system with independent intellectual property rights [1] - The report projects the revenue and net profit for the company from 2024 to 2026, estimating revenues of 2.589 billion, 2.719 billion, and 2.952 billion yuan, and net profits of 482 million, 514 million, and 555 million yuan respectively, with corresponding PE ratios of 32X, 30X, and 28X [1] Summary by Sections Industry Overview - The communication sector index increased by 3.01% during the week of February 10-14, 2025, outperforming other major indices [2][14] - The industry comprises 117 listed companies with a total market value of 50,206.4 billion yuan and an average PE ratio of 24.11 [4] Key News Announcements - Successful launch of the low-orbit satellite internet 02 group by China StarNet [3][23] - Beijing Tanwei Chip Technology, the first domestic provider to benchmark against NVIDIA's NVLink & NVSwitch, completed its angel round financing [3][23] - 移远通信's edge computing module successfully ran the DeepSeek model, showcasing its core advantages [3][23]