Robotics - Light Media participated in the investment and distribution of the film "Dongji Island" [1] - Huichuan Technology is actively developing components for humanoid robots [1] - Huayi Technology has supplied IMU products for Zhi Yuan humanoid robots [1] - Funeng Technology recently completed sample delivery of all-solid-state batteries to a leading humanoid robot client [1] - Leadshine Technology has hundreds of robot companies and module manufacturers testing its products [1] Liquid Cooling - Tongxing Technology has liquid cooling products applied in the data center sector [1] Other Collaborations - Dook Culture has an e-book licensing collaboration with the Tomato Novel platform [1] - Tongyu Communication's invested company has successfully delivered the first batch of 800G OSFP 2×DR4 optical modules [1] - Silver禧 Technology provides materials for DJI's sweeping robots [1] - Yutong Optical's aspheric glass lenses are indirectly supplied to DJI [1] - Defu Technology has achieved bulk supply of copper foil for the drone sector [1] - Yonggui Electric has established cooperative relationships with multiple main engine manufacturers in the new energy sector [1]

Core Viewpoint - Tongyu Communication (002792) has reported significant advancements in the high-speed optical module sector through its affiliate Sichuan Guangwei, which has successfully delivered the first batch of 800G OSFP2×DR4 optical modules [1] Group 1: Product Development - Sichuan Guangwei has achieved a breakthrough in the high-speed optical module field with the successful small-scale delivery of 800G OSFP2×DR4 optical modules [1] - The new product utilizes industry-leading silicon photonics technology and low-power design, offering high bandwidth and reliability [1] - The primary applications for this product include 800G Ethernet, data centers, artificial intelligence (AI), and cloud computing networks [1] Group 2: Future Plans - Sichuan Guangwei plans to continue optimizing its 800G series products and advance the research and mass production of additional models [1]

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]