Group 1 - The company focuses on core businesses related to optical transmission, optical access, optical fiber cables, optical distribution, and big data products [1] - The company is actively expanding into the computing and marine network industries [1] - In the AI computing power sector, the company's business includes server hardware and multimode optical fibers used in data centers, with sales scale and profit contribution showing growth in recent years [1] Group 2 - The company has clear plans for capacity expansion and revenue increase for its related products [1]

Core Insights - The company reported a revenue of 1.314 billion yuan for the first half of 2025, representing a year-on-year decline of 18.51% [2] - The net profit attributable to shareholders was -43.49 million yuan [2] - The company's main business segments include wireless communication modules, communication infrastructure, and communication engineering services [2] Business Segment Performance - Wireless communication module business accounted for 65.95% of total revenue, while communication infrastructure and engineering services contributed 13.65% and 18.41% respectively [2] - The decline in revenue across all business segments is attributed to intensified market competition [2] Product and Service Offerings - The company’s wireless communication module business involves the design, research and development, and sales of module products, providing solutions for global IoT terminal devices [2] - The communication equipment products include optical distribution frame products, wireless stations, data centers, and energy storage products, with a focus on expanding the energy storage product line in response to national policies [3] - The communication engineering services cover various fields such as communication networks, information networks, and power services, with a strong client base including telecom operators and government enterprises [3]