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直真科技:公司承建的卫星互联网网络管理中心系统运行稳定可靠
Zheng Quan Ri Bao Wang· 2025-08-25 12:41
Core Viewpoint - The company is actively engaged in the development of satellite internet infrastructure and related products, aligning with the national strategy of "integrated information network" [1] Group 1: Company Developments - On August 25, the company responded to investor inquiries, indicating its close attention to the national development strategy of "integrated information network" [1] - The satellite internet network management center system, constructed by the company, is reported to be stable and reliable, having successfully passed expert evaluation [1] - The system has supported satellite launches and in-orbit testing operations [1] Group 2: Business Expansion - The company is actively expanding its OSS (Operational Support System) business in the satellite internet sector [1] - Following the completion of original project acceptance, the company is preparing for expansion projects [1] - The company aims to leverage its existing experience and technology to explore overseas business opportunities [1]
太空算力时代的核心运营商
HUAXI Securities· 2025-05-15 04:30
Investment Rating - The investment rating for the company is "Buy" [1] Core Viewpoints - The "Trinity Computing Constellation" plan aims to build a space-based intelligent computing infrastructure with over 2,800 satellites, transitioning from "ground-based computing" to "space-based computing." The company is expected to play a key role in this initiative [3][4] - The company has core advantages and deep layouts in ground networks and satellite communications, positioning it to become a major satellite operator. It is also involved in satellite terminals and ground stations [3][12][14] - The demand for PCB boards is expected to surge due to the recovery of military orders, with the company being the largest manufacturer of military PCBs in China [14] Financial Summary - The projected revenues for 2025, 2026, and 2027 are estimated at 65.04 billion, 74.91 billion, and 83.14 billion respectively, with net profits of 2.54 billion, 3.40 billion, and 4.21 billion [15][20] - The earnings per share (EPS) are forecasted to be 0.37, 0.50, and 0.62 for the years 2025, 2026, and 2027 respectively [15][20] - The price-to-earnings (PE) ratios for 2025, 2026, and 2027 are projected to be 62, 47, and 38 [15][20]