通宇天线AI大模型

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通宇通讯(002792) - 002792通宇通讯投资者关系管理信息20250806
2025-08-06 13:28
Group 1: Satellite Communication Business - The company has established a product layout in the satellite communication field, covering three major application scenarios: ground stations, satellite communication payloads, and terminal applications [2][3] - In 2024, the satellite communication business revenue exceeded 40 million yuan, with ground station products achieving small batch deliveries [3] - The company successfully won a procurement project for application terminal equipment in April 2024, further consolidating its market position [3] Group 2: Marine and Mobile Communication Solutions - The company launched two high-performance communication products for marine and mobile scenarios, including a 0.4-meter S-band phased array antenna and a 0.6-meter Ku-band terminal [4] - The S-band antenna can receive signals from 8 satellites and is designed for complex mobile environments, while the Ku-band terminal supports 360° rotation for dynamic signal locking [4] Group 3: AI Model Development - The company has initiated the "Tongyu Antenna AI Model Pilot Project," focusing on integrating AI technology with antenna design to enhance R&D efficiency and reduce costs [5] - The project is currently in the deployment phase, aiming to streamline the design process and support continuous innovation in antenna products [5] Group 4: Optical Module Business Progress - The affiliated company Sichuan Guangwei has made significant breakthroughs in the high-speed optical module sector, successfully delivering the first batch of 800G OSFP 2×DR4 optical modules [6] - These modules utilize advanced silicon photonics technology and low-power design, targeting applications in 800G Ethernet and data centers [6] Group 5: MacroWiFi Product Development - MacroWiFi is designed for outdoor complex network communication, featuring a high-gain dual-beam antenna array with a transmission distance of 2 kilometers and the ability to support over 200 concurrent users [7] - The product has been successfully tested and deployed in Southeast Asia, with growing demand in regions like Russia, the Middle East, and parts of Africa [7] Group 6: Low Altitude Economy and 5G-A Integrated Antenna - The company has made substantial progress in the 5G-A integrated antenna field, developing a low-altitude communication solution that covers up to 600 meters [8] - This solution has been validated through joint testing with operators and is currently in the small batch delivery phase, with market recognition for its performance [8]