通导信息融合创新
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海格通信余青松:瞄准战略性新兴产业 向通导信息融合创新提供商转型
Shang Hai Zheng Quan Bao· 2026-02-01 18:15
Core Viewpoint - The company is accelerating the cultivation of strategic emerging industries, particularly in commercial aerospace and low-altitude economy, which are seen as significant growth opportunities. The chairman emphasizes the goal of becoming a leading enterprise in the integration of communication and navigation information innovation [2][6]. Group 1: Business Strategy and Focus - The company aims to focus on high-tech manufacturing and high-end information services during the 14th Five-Year Plan, striving for continuous innovation and sustainable operation [2]. - The company has established a business structure covering four major sectors: wireless communication, Beidou navigation, aerospace, and digital ecology [2]. - The chairman highlights the importance of maintaining a balanced perspective during both peak and trough periods, emphasizing the company's commitment to long-term sustainability [2]. Group 2: Chip Development and Innovation - The company has developed a comprehensive chip product line suitable for various industries, achieving a leading market share in domestic Beidou chips [3]. - The company is advancing chip industrialization and cluster development, focusing on emerging industries such as satellite internet and 6G [4]. - The company has established a complete internal control capability from chip design to application verification, enhancing its competitive edge in the integrated circuit field [3]. Group 3: Low-altitude Economy and Commercial Aerospace - The company has been investing in low-orbit satellite technology since 2018 and has developed a comprehensive service guarantee system for low-altitude flight [6]. - The company is actively involved in the low-altitude economy, providing solutions for urban logistics and intercity transportation, and is developing a product matrix for various flying vehicles [7]. - The company aims to enhance its core technology products and develop integrated solutions for low-altitude communication, navigation, and monitoring [7]. Group 4: Market Position and Competitive Advantage - The company believes that the satellite internet sector will not have a single dominant player, similar to the navigation field with multiple systems coexisting [9]. - The company is leveraging its latecomer advantage in the satellite internet market, aiming to replicate the success seen in mobile communications [9]. - The company is committed to long-term strategies, focusing on core technologies and building differentiated competitive advantages through collaboration with leading enterprises [9][10]. Group 5: Collaborations and Partnerships - The company has established strong partnerships with China Satellite Network Group and China Mobile, collaborating on high-precision Beidou services, chips, terminals, and satellite IoT applications [10]. - The company is also working with top universities and academic teams to advance research in flexible electronics and expedite the commercialization of technological achievements [10]. Group 6: Future Outlook - The company is positioned to play a significant role in the development of China's strategic emerging industries, with a focus on high-quality growth and innovation in the new era [10].