Genew(688418)2024-11-25 07:35Group 1: Company Overview and Strategic Direction - The company has undergone significant changes in recent years, influenced by external environments, adjustments in domestic and international business, R&D directions, personnel scale, and strategic layout [2]. - The core network system is a high-margin product, primarily due to its self-developed core technology, which significantly supports revenue growth [2][3]. - The company plans to optimize its business structure by reducing the proportion of lower-margin integration businesses [3]. Group 2: Impact of 6G and Technological Advancements - The transition to 6G will integrate ground wireless and satellite communication, enabling global seamless coverage, which the company is actively preparing for [3]. - The company has technical accumulations in satellite internet communication, focusing on both ground and space segments [3][4]. Group 3: Current Orders and Future Development - The company currently has a sufficient order backlog across all product lines, ensuring orderly project production and delivery [3]. - Key satellite projects include high-orbit satellite expansion and low-orbit satellite development for domestic satellite groups [3][4]. - Future development will focus on expanding overseas markets, particularly in traditional markets like India and Southeast Asia, as well as new markets in Africa [4]. Group 4: Market Value Management - The company emphasizes market value management by enhancing operational performance and core technological competitiveness [4]. - Plans include improving information disclosure and engaging with investors through multiple channels to communicate company value [4].