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三维通信(002115) - 2023年9月5日投资者关系活动记录表
SunwaveSunwave(SZ:002115)2023-09-06 09:38

Group 1: Overseas Business Performance - In the first half of 2023, the company's overseas business revenue reached 141 million CNY, maintaining stable growth [2] - The company focuses on three core services: wireless coverage, wireless networks, and wireless security, expanding into North America, Latin America, Asia-Pacific, and Europe [2] - The company added over 20 personnel for overseas sales and technology to address network coverage issues in over 200 cities globally [2] Group 2: Communication Tower Operations - In the first half of 2023, revenue from 5G infrastructure construction and operation services reached 54.81 million CNY, a year-on-year increase of 76.98% [3] - The subsidiary, Xinzhan Technology, achieved high-quality rapid integration of tower assets, maintaining high-speed growth [3] - The company has made breakthroughs in new markets such as Shandong, Sichuan, and Guangdong, achieving multi-point coverage for tower projects [3] Group 3: Satellite Communication Operations - The subsidiary Haiweitong achieved revenue of 75.71 million CNY in the first half of 2023, showing rapid growth [3] - The company focuses on providing satellite broadband internet services, addressing network coverage issues in marine, remote, and overseas construction sites [3] - Future plans include strengthening market promotion of new products like AI video and network security, and expanding global market opportunities [3] Group 4: Internet Business Growth - The internet business segment saw a consumption increase of over 40% year-on-year in the first half of 2023 [4] - Key growth drivers include economic recovery, strategic partnerships with major clients, and a focus on competitive sectors like gaming and e-commerce, which saw consumption increases of 101% and 147.6% respectively [4] - The company is exploring new creative production tools and AI technologies to enhance efficiency and reduce costs [4]