Sunwave(SZ:002115)2026-01-29 08:08Group 1: Business Development - Haiwei's international business is expanding, focusing on Southeast Asia, the Middle East, and Europe and the US, while maintaining its domestic market position in satellite communication for merchant ships [1] - In the first half of 2025, the company's satellite communication service revenue reached 93.4563 million CNY, a year-on-year increase of 12.5% [1] Group 2: Innovation and Technology - The company is enhancing its satellite frequency resources and developing a comprehensive satellite network to meet increasing customer connectivity demands [1] - Investment in smart shipping applications is ongoing, with the aim of developing the SeaCube platform as a core component of future ship-side AI applications [2] Group 3: Internet Advertising and Marketing - The internet advertising marketing business faced challenges due to rapid media policy changes and market competition, leading to lower gross margins [3] - Measures to improve this situation include enhancing operational service capabilities, increasing the proportion of managed service revenue, and launching the AIGC application platform "Parallel Universe" for intelligent ad placements [3] Group 4: Communication Infrastructure - The communication facilities operation business generated revenue of 86.6458 million CNY in the first half of 2025, reflecting a year-on-year growth of 12.59% [3] - The company has over 10,000 operational sites across various provinces, ranking among the top in the private third-party tower industry [3]