1126机构调研

Summary of Company and Industry Insights Company Overview - The company is a communication antenna supplier focusing on the satellite industry, with products including ground station terminals, satellite payloads, and communication terminals [1][2] Key Points - The company has intensified its investment in the satellite industry, establishing three main product categories: ground station terminals, satellite payloads, and communication terminals [1] - The high-orbit ground station terminals have achieved small batch shipments, indicating progress in product deployment [2] - The company has a history of technological accumulation in satellite communication, particularly after acquiring Xi'an Xingheng Communication in 2017 [1] - In 2023, the company established Chengdu Jujie Millimeter Wave Technology Co., Ltd. as a wholly-owned subsidiary to focus on satellite communication and future 6G developments [1] - The company leverages its expertise in microwave and millimeter-wave technology to develop satellite communication products, which include ground station terminals, satellite communication payloads, and satellite communication terminals [1] - The satellite communication payloads primarily consist of spaceborne active phased array antennas, while the satellite communication terminals include mobile satellite antennas for ships and vehicles [1] Additional Important Information - The company emphasizes that the insights shared during the institutional research are for business communication purposes and do not constitute investment research opinions [1][2] - The company is focusing on research and development in high-orbit ground station terminals and low-orbit phased array terminals as part of its future investment strategy [2]