证券代码：002792 证券简称：通宇通讯 编号：2025-002 广东通宇通讯股份有限公司 投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 浙商证券；华福证券；华西证券；长江证券；兴业证券；长城证券； 德邦证券；东兴证券；山西证券；中银国际证券；华泰证券；西部 | | | 证券；招商证券；国泰君安证券；天风证券；西南证券；民生证券； | | | 东方财富证券；广发证券；中信建投证券；财通证券；农银汇理基 | | | 金；诺德基金；百嘉基金；信达澳亚基金；南华基金；宏利基金； | | | 中航基金；长盛基金；蜂巢基金；西部利得基金；金豆子资管；鸿 | | | 运私募基金；深圳市华皓汇金私募；东莞榕果投资；运舟私募基金； | | | 康曼德资本；上海银叶投资；上海极灏私募；山楂树投资；熵盈私 | | 参与单位名称 | 募；健顺投资；上海嘉世私募；宁波三登投资；创富兆业金融；金 | | | 之灏基金；禅龙资管；耕霁(上海)投资；前海汇 ...

Group 1 - The conference, themed "Digital Intelligence Empowering Communication Innovation, Supporting the Construction of a New Energy System," aims to promote the integration of advanced communication technologies with digital and intelligent technologies in the energy sector [3][9] - The event attracted over 500 attendees from various sectors, including grid companies, energy enterprises, research institutions, and communication technology providers, with more than 180,000 online views [1][3] - Keynote speeches emphasized the importance of communication technology as the "nerve center" of energy systems and its role in facilitating the green and low-carbon transition of the energy sector [9][11][13] Group 2 - The conference featured multiple sessions, including keynote meetings, thematic discussions, and case presentations, fostering multi-level exchanges and discussions among industry experts [3][31] - Experts discussed the integration of communication technology with AI and computing networks, exploring future trends in communication technology within the energy sector [14][20] - The event highlighted the significance of advanced communication technologies in ensuring the safe operation of power grids and supporting the transition to new energy systems [11][21] Group 3 - The conference included a case collection initiative, receiving 272 submissions from 175 organizations, with 131 cases selected for presentation, marking the largest and most professional collection to date [50] - The showcased cases covered various key areas, achieving high industry standards in technological innovation and practical application [50] - The event served as a platform for cross-sector collaboration, promoting the integration of new digital technologies and communication technologies in the energy industry [52]

Core Points - The news highlights the successful handover ceremony of the key to the Chinese space station between the Shenzhou 19 and Shenzhou 20 astronaut crews, marking the beginning of astronaut Wang Jie's work in space [1] - Wang Jie, a graduate of Shenyang Aerospace University, has become a source of inspiration for current students, reflecting the pride and aspirations of the university community [2][3] Group 1: Astronaut Wang Jie - Wang Jie, who graduated from Shenyang Aerospace University, has shown a deep passion for aerospace since his undergraduate years, excelling in both theoretical and practical aspects of his studies [2][3] - His dedication and achievements have made him a role model for students, motivating them to pursue their own dreams in aerospace [3] Group 2: University Community Response - The announcement of Wang Jie's space mission has generated excitement and pride among students and faculty at Shenyang Aerospace University, with many expressing their admiration and eagerness to follow in his footsteps [1][2] - The university community has actively engaged in celebrating Wang Jie's achievements, with various activities and discussions highlighting his journey and contributions to aerospace [3][4]

4月最后一个周末，西湖区云栖小镇如约迎来"2050"大会。自2018年起，这场围绕科技主题的盛 会，源源不断地将青年们的奇思妙想化作无限可能，大家交流碰撞，探讨新兴产业的未来。 "任何人都可以成为发起人或响应者，参与探索空间、热带雨林、思想约会等'十大容器'主题活 动。"现场，本地参与者李卓远说，"星辰大海"成了今年大会的亮点，全球首款三涵道穿戴式单人飞行 器、多型号火箭和卫星模型、卫星发射动态大屏等前沿科技展品集中亮相，吸引众人打卡。 小镇广场上，由智元研究院研发的全球首款三涵道穿戴式单人飞行器引人关注。"可规划航迹自主 飞行，也能配合摇杆手动控制，时速约60公里，续航20分钟。"该院高级工程师田聪玲介绍，研发团队 耗时一年多，攻克通讯抗干扰、复杂动力学建模等难题，大幅提升飞行稳定性，"未来可应用于高层消 防、应急救援等场景。" 在航空航天相关展区，火箭、卫星、月球车等模型吸引众人围观。"这是按1:2制作的阿曼智能计算 卫星模型。"地卫二技术人员陆俊杰说，企业除了负责总体交付，还重点负责研发星上智能（AI）载荷 及智能处理平台，"去年为远在西亚的阿曼送上这份'太空快递'，卫星成功入轨后在城市规划、森林监 测 ...

Core Viewpoint - In 2024, Zhonghe Technology (000925) reported a revenue of 2.024 billion yuan and a net profit of 24 million yuan, highlighting its commitment to shareholder interests through a cash dividend of 10.0425 million yuan [1] Group 1: Strategic Development - Zhonghe Technology is advancing its strategic deepening and capital operations, focusing on the "Air, Land, and Space Integrated Transportation" scenario as part of its "14th Five-Year Plan" [1][2] - The company has successfully completed a private placement fundraising of approximately 684 million yuan, laying a solid foundation for its strategic layout in integrated transportation [1][2] - The company has developed a comprehensive transportation network that includes underground, ground, low-altitude, and low-orbit satellite systems, enhancing its core competitiveness and supporting the intelligent development of the transportation industry [2] Group 2: Technological Innovation - In 2024, Zhonghe Technology achieved significant advancements in product technology, focusing on "platform generalization + scenario customization" to upgrade its technology and product architecture [4] - The company has established a general high-safety and reliable computing platform and a general industrial digital platform, which support product development in the "Air, Land, and Space Integrated Transportation" field [4] - The innovative architecture has created a collaborative closed-loop model that improves R&D efficiency and enhances product adaptability across different scenarios [4] Group 3: Market Performance - The company reported a substantial increase in new orders related to the integrated transportation scenario, with the smart rail transit business achieving new orders of approximately 3.15 billion yuan, marking a historical high [5] - Zhonghe Technology's signal system holds a market share of 23.46%, ranking second in the industry according to the "2024 China Urban Rail Transit Market Development Report" [5] - The company plans to continue optimizing its technology and product architecture while deepening its core technological advantages to solidify its industry position [5]

空天信息大学（Aerospace Information Uni ver s it y）位于山东省济南市章丘区，是正在筹建中的山东省属公办普通本科高校，由山东省人 民政府主办，纳入教育部高校设置"十四五"规划，是中国首所以"空天信息"命名的高等院校。校园占地面积1123亩，学校规划总建筑面积约 65万平方米，校园充分体现"齐鲁风韵、泉城特色、现代气质"的理念，学校尚在筹建中。 近日，空天信息大学发布1 0项仪器设备采购意向，预算总额达5 . 0 7亿元，涉及晶圆临时键合机、晶圆解键合机、解键合清洗机、临时键合匀胶 机、多功能键合机、键合对准机、超精密减薄机、CMP研磨抛光系统、晶圆红外检测系统、光学检测系统AOI、超声波扫描显微镜等，预计采 购时间为2 0 2 5年4~5月。 空天信息大学2 0 2 5年4 ~ 5月仪器设备采购意向汇总表 | 采购项目 | 需求概况 | 预算 | 采购 | | --- | --- | --- | --- | | | | 万元 | 时间 | | 高精度光 | 本项目用于空天信息大学（筹）先进微纳加工平台高精度 | | 2025年 | | 刻机采购 | 光刻工艺，需要采购兼容4、 ...

Core Viewpoint - The Shandong Provincial Department of Industry and Information Technology has initiated the cultivation and recognition of manufacturing innovation centers, focusing on traditional, emerging, and future industries in the province [1] Group 1: Traditional Industries - The initiative emphasizes traditional industries such as metallurgy, chemicals, light industry, building materials, textiles and apparel, and machinery [1] - The goal is to encourage leading enterprises to take the lead in creating provincial manufacturing innovation centers [1] Group 2: Advantageous Industries - Key advantageous industries targeted include high-end chemicals, automotive, smart home appliances, industrial mother machines, rail transportation, marine engineering equipment, agricultural machinery, high-end aluminum materials, and modern food [1] Group 3: Emerging Industries - The focus also extends to emerging industries such as next-generation information technology, high-end equipment, new energy materials, modern medicine, green environmental protection, new energy vehicles, low-altitude economy, safety emergency equipment, and magnetic levitation [1] Group 4: Future Industries - Future industries highlighted in the initiative include the metaverse, artificial intelligence, life sciences, future networks, quantum technology, humanoid robots, and deep-sea and aerospace technologies [1]

Core Insights - The Chinese government is promoting the large-scale application of new technologies and products in emerging industries such as commercial aerospace and low-altitude economy, aiming for safe and healthy development [1] - The commercial aerospace industry in China is experiencing rapid growth, with advancements in satellite manufacturing and the establishment of a complete industrial chain [3][11] Industry Development - The demand for satellite communication services is increasing due to advancements in computer, data analysis, and artificial intelligence technologies, enabling the rapid and cost-effective production of satellites [3] - A commercial aerospace unicorn in Nantong has achieved a production cycle for satellites similar to that of automobiles, completing the entire process from team formation to market delivery in just over three years [1][3] Investment and Infrastructure - In Chizhou, Anhui, a 2 billion yuan industrial fund and simplified approval processes have attracted multiple commercial aerospace projects, leading to the development of a comprehensive "rocket + satellite + materials" industrial ecosystem [3][5] - The local government is actively promoting the development of low-orbit communication satellite payloads and has established a detailed industrial chain map to facilitate targeted investments [7][9] Technological Advancements - The "Zhishen-1" liquid launch vehicle, developed by a private company, is set for its maiden flight in August 2025, showcasing the rapid advancements in rocket technology [5] - The integration of artificial intelligence, big data, and cloud computing into the aerospace sector is transforming various industries, with applications ranging from navigation to real-time remote sensing [13] Future Outlook - The commercial aerospace industry in China is expected to reach a mature stage by the end of the 14th Five-Year Plan or during the 15th Five-Year Plan, indicating a significant opportunity for growth [11] - The industry is currently in a rapid and healthy growth phase, with companies overcoming initial challenges and focusing on high-quality development [11]

Core Insights - The report from the China Academy of Information and Communications Technology indicates that China's commercial space sector is experiencing rapid and healthy growth, with the entire industry chain developing quickly [1] - The integration of cutting-edge technologies such as artificial intelligence, big data, and cloud computing is accelerating the transformation of the aerospace information industry, impacting daily life [1] - The emergence of new business models like "Aerospace+" and "Aerospace+" is paving the way for space tourism and commercial lunar exploration to potentially achieve policy breakthroughs and enter the initial stages of experimental validation or commercial operation within the next 5 to 10 years [1]

6G赋能社会从"万物互联"向"万物智联"演进 近年来，6G成为国际间科技创新的聚焦点。与会专家普遍认为，作为新一轮科技革命和产业变革的核 心驱动力，发展6G的意义已远超通信技术的代际升级。 在AI跨时代背景下，6G与AI相互赋能彼此成就，6G不再是单纯的通信技术的跃迁，而是解锁AI赋能社 会及服务核心的底座。中国工程院院士张平指出，传统通信系统主要关注数据传输，而6G则希望通过 引入AI，实现通信与智能的双向赋能。例如，ComAI(Communication plus AI，通信与智能深度融合)模 型提出了一种AI与通信深度融合的思想框架，将信源信道编解码、数字调制解调等任务交给AI处理， 从而优化通信系统的整体性能。 "未来，6G会成为全社会各行各业转型的基石，推动社会生产与人民生活从'万物互联'向'万物智联'演 进。"中关村泛联院副理事长杨骅解释，6G将实现通信、感知、计算与人工智能的深度融合，形成"通 感算智、空天地一体化"网络架构，赋能全息交互、触觉互联网等沉浸式应用，为自动驾驶、数字孪 生、低空经济发展等应用场景提供超低时延和高可靠性支撑。同时，6G为数字经济与实体经济深度融 合提供基础，催生万亿级 ...