通信行业：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 Viewpoints - The report highlights the acceleration of the domestic GaN RF industry chain driven by Zhongci Electronics, which has overcome several technical challenges and established a complete product system with independent intellectual property rights [1] - The company is expected to play a significant role in the construction of 5G base stations in China, contributing to the self-controllable development of the third-generation semiconductor RF components industry [1] - Revenue projections for the company are estimated at 2.589 billion, 2.719 billion, and 2.952 billion yuan for 2024, 2025, and 2026 respectively, with corresponding net profits of 482 million, 514 million, and 555 million yuan [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, representing 5.21% of the overall market [4] Key Industry News - Successful launch of China's StarNet low-orbit satellite internet 02 group [3][23] - Beijing Tanwei Chip Technology, a provider of interconnect communication solutions, completed its angel round financing [3][23] - The successful operation of the DeepSeek model by Yiyuan Communication's edge computing module [3][23] Key Stock Performance - Notable stock movements include China Mobile increasing by 4.17%, while ZTE Corporation decreased by 7.39% during the same week [21]