Sunwave(SZ:002115)2023-07-13 08:32Group 1: Communication Business Growth - The overseas communication business accounted for approximately one-third of the total communication revenue by the end of 2022, indicating significant growth potential [2] - The company aims to enhance its core competitiveness in overseas markets by building localized sales teams and strengthening channel relationships [3] - The company is focusing on key application scenarios such as subways, large CBDs, hospitals, and rural networks to expand its market presence [2] Group 2: Satellite Communication Operations - The satellite communication business is actively developing ocean satellite communication services, with a focus on enhancing global satellite network coverage [3] - The gross margin for satellite communication operations is maintained at around 40%, with major costs including satellite broadband network procurement and equipment depreciation [5] - The company is exploring new business opportunities in remote areas and emergency communication markets [3] Group 3: 5G Infrastructure Development - In 2022, the company invested 450 million yuan in 5G infrastructure construction, with the communication tower operations generating revenue of 96.8853 million yuan, a year-on-year increase of 69.88% [3] - The company has over 7,000 communication towers and is leveraging its deep industry experience to capture new development opportunities in the 5G infrastructure sector [3] Group 4: Overseas Market Strategy - The company's overseas communication business is primarily focused on developed regions such as North America, Europe, and Asia (Japan and South Korea), targeting the mid-to-high-end market [4] - The company collaborates closely with operators, channel partners, and integrators to develop tailored expansion strategies for different overseas regions [4] Group 5: Internet Advertising Business - The company plans to increase the proportion of high-margin agency operations in its internet advertising business to improve profitability [4] - Strategies include leveraging top platform traffic resources and expanding the agency operations team to enhance marketing service capabilities [4]