Haige Communications(SZ:002465)2022-12-05 06:52Group 1: Company Overview - Haige Communication is one of the earliest manufacturers engaged in the research and production of navigation equipment in China, with over 60 years of experience in the navigation and positioning industry [3]. - The company has developed a full industrial chain for Beidou products, including chips, modules, antennas, terminals, systems, and operations [3][4]. - The self-built "Haige Beidou Industrial Park" serves as the R&D, production, inspection, and testing base for Beidou products [4]. Group 2: Business Development and Achievements - Haige Communication has successfully developed various models of high-dynamic, anti-jamming, and high-precision user machines for the Beidou satellite navigation system, ranking among the top in user organization tests [3][4]. - The company has initiated large-scale applications of Beidou civil terminals since 2011, with significant projects like the Beidou public vehicle management system in Guangzhou [5]. - The Beidou urban application demonstration project in Nansha District, Guangzhou, has successfully passed user acceptance, completing the system platform construction and deploying 90,000 smart terminals [5]. Group 3: Future Plans and Market Strategy - The company aims to build a core application system centered around spatiotemporal big data, expanding into smart transportation, emergency response, and smart city applications [5]. - Haige Communication plans to establish a new generation of "Beidou + Smart City" applications, integrating terminal and application platforms with project management and operational services [5]. - The company is focusing on mergers and acquisitions that align with its core business areas, particularly in wireless communication, Beidou navigation, aerospace, and software services [8]. Group 4: Satellite Internet and Technological Advancements - Haige Communication has been actively involved in satellite communication since 2000, developing core technologies in satellite communication antennas, modulation/demodulation, and terminal production [7][9]. - The company is positioned to leverage the growing satellite internet market, which has been included in the new infrastructure initiative by the National Development and Reform Commission [7]. - The high-precision positioning network developed by the subsidiary Xingyu Technology covers 90% of the population in major cities, providing competitive advantages in product performance and pricing [7][10].