002792 Tongyu Communication Inc.
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Tongyu Communications (002792.SZ): There is a first-mover advantage in 5.5G antenna development, but it is expected that next year's market growth will not be too obvious
Gelonghui November 29丨Tongyu Communications (002792.SZ) stated in an investor relations event that the scale and production schedule of 5.5G products mainly depend on customer needs. Customers have very strict requirements on the design and cost of 5.5G products. Currently, all major manufacturers are still in the R&D stage, and Mobile, Unicom, and Huawei all have relevant layouts and investments in 5.5G. The company has a first-mover advantage in 5.5G antenna research and development, but it is expected that next year's market growth will not be too obvious.
Tongyu Communications (002792.SZ): Currently in the field of satellite communications, it is deployed in terminal product sales, satellite wireless routers, space-borne phased array antennas, and related communication equipment based on ground stations
Gelonghui November 29丨Tongyu Communications (002792.SZ) stated in an investor relations event that the company acquired Xi'an Xinghengtong Company in 2017 and has already accumulated some technology in the field of satellite communications. Currently, the company has deployed terminal product sales, satellite wireless routers, space-borne phased array antennas, and terrestrial station-based related communication equipment in the field of satellite communications. At the beginning of this year, the company established a wholly-owned subsidiary of Chengdu Juji Millimeter Wave Technology Co., Ltd. As the company's important layout in the southwest region, it will develop satellite communication terminals, radars, and applications in special fields based on Tongyu's leading 5G large array antenna technology.
Tongyu Communications (002792.SZ) establishes a subsidiary, Hubei Tongyu plans to invest in a satellite communication industrial park in Xianning, Hubei
Tongyu Communications (002792.SZ) issued an announcement to meet the development needs of the company's satellite communications business and give full play to the public...
Tongyu Communications (002792.SZ): In the field of satellite communications, it mainly focuses on phased array terminal antennas and interplanetary laser link indicators
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “What are the company's investment directions in the field of satellite communications?” The company replied that the largest number of terminal phased array antennas are Beamformer chips with PA and transceiver phase adjustment functions, RF front-end LNA chips, and antenna arrays. Currently, the company has made a solid accumulation in these technical fields. In the field of satellite communications, the company mainly focuses on phased array terminal antennas and interplanetary laser link indicators.
Tongyu Communications (002792.SZ): Hoping to reach a market share of around 5% in the field of satellite communications by 2026
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “How large is the company expected to be in the field of satellite communications?” The company replied that the company hopes to reach a market share of around 5% in the field of satellite communications by 2026 and enter the top ten industry segments.
Tongyu Communications (002792.SZ): Weitong antenna products have been sold in small quantities and are currently mainly used in ship scenarios
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “Are satellite communication products being shipped in small batches?” The company replied that the company's related Weitong antenna products have been sold in small batches and are currently mainly used in ship scenarios. Other satellite communication products have relevant samples and are cooperating with domestic research institutes. Many products are in the testing stage.
Tongyu Communications (002792.SZ): In the future, it will focus on developing markets in Belt and Road countries, Southeast Asia, and neutral countries, while also considering investing in a factory in Thailand
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “Will the reduction in operators' 5G capital expenses have had a significant impact on the company's profits? How is the company prepared to respond?” The company replied that the company's orders from domestic operators have increased markedly this year, that the geographical restrictions of national policies in overseas markets have had a great impact on the company, and that the decline in overseas business has had a great impact on the company's profits. Faced with the decline in overseas business, the company has increased investment in overseas business offices. In the future, it will focus on developing markets in Belt and Road countries, Southeast Asia, and neutral countries, while also considering Thailand
Tongyu Communications (002792.SZ): The main customers for microwave antenna products include Huawei, Ericsson, and foreign operators
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “Who are the company's microwave antenna product customers?” The company replied that its microwave antenna product customers mainly include Huawei, Ericsson, and foreign operators.
Tongyu Communications (002792.SZ): It is expected that Ericsson's share will increase further next year
Gelonghui November 20 | Tongyu Communications (002792.SZ) held an analyst meeting on November 20, 2023, on “The performance of filter manufacturers declined significantly this year. How did the company achieve a breakthrough?” The company replied that the company and Ericsson have made a major breakthrough in the field of filters. Customers have very strict requirements on product design and cost, and it is expected that Ericsson's share will increase further next year.
Tongyu Communications (002792.SZ): Relevant technology has been accumulated in the field of 5.5G and 6G antennas
Gelonghui November 14 | Tongyu Communications (002792.SZ) recently stated in receiving investor research that the company has always attached great importance to the research, development and application of new technologies, and has accumulated relevant technology in the 5.5G and 6G antenna fields; currently, the company's satellite antennas and ground station products mainly serve maritime terminal customers. The company's main customers are mobile communication operators such as China Mobile and China Telecom, and communication equipment integrators such as Huawei, Nokia, Ericsson, and ZTE; currently, it is in the top five in the industry and is in the first tier of the industry in various technology segments.
Tongyu Communications (002792.SZ): Currently, the company's satellite communication-related products have cooperated with domestic research institutes
Gelonghui November 14 | Tongyu Communications (002792.SZ) recently stated in receiving investor research that in the field of satellite communications, the company's layout in the field of satellite communications includes terminal product sales, satellite wireless routers, space-borne phased array antennas, and related communication equipment based on ground stations. Currently, operators are also constructing new satellite departments and are actively applying for licenses. In the future, regardless of whether they are in high orbit or low orbit, there will be a lot of market space. The company acquired Xinghengtong in 2016 and has accumulated a certain amount of technology in the field of satellite communications. The company plans to establish a wholly-owned subsidiary related to the satellite communication industry to lay out satellite communication terminal products and products related to the industry chain.
Express News | Tongyu Communications: Huawei accounts for nearly 5% of the company's revenue
Tongyu Communications (002792.SZ): Satellite communication test products have been shipped in small batches and are expected to be released next year
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “When are satellite communication products expected to be released?” The company replied that the company's satellite communication test products have already been shipped in small batches and are expected to be released next year, and the performance forecast for next year's semi-annual report is improving.
Tongyu Communications (002792.SZ): Currently, Guangwei 400G optical modules have mass-produced products, and the development of 800G optical modules is also continuously invested
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “How is the current development of the optical communication business?” The company replied that the optical communication business mainly sells optical modules, and the company's optical module products are mainly industrial-grade optical modules. The company sold Shenzhen Guangwei's controlling interest in the early stages, mainly to introduce state-owned shareholders and promote the better development of the optical module business. In the future, Sichuan Ziyang's state-owned shareholders will continue to invest in optical modules, hoping to train Sichuan Guangwei as an independent listed company. At present, there are mass-produced products for 400G optical modules, and 800G optical modules are being researched
Tongyu Communications (002792.SZ): Integrated terrestrial terminal products are mainly customers in overseas markets, and the products are still in the research and testing stage
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “Are the company's terrestrial terminal products mainly Stargazing stations? What is the approximate amount of value?” The company replied that the company's integrated terrestrial terminal products are mainly customers in overseas markets. Currently, the products are still in the research and testing stage. There is substantial cooperation with related products under development, and it is not easy to disclose due to confidentiality.
Tongyu Communications (002792.SZ): There is an important cooperation with Ericsson in ceramic filters
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “What is the difference between operator procurement and equipment vendor procurement?” The company replied that the company's main customers are domestic and foreign communication system operators and equipment suppliers. In wide-coverage communications, the operator collects them every year according to plans, and also collects special equipment for equipment vendors in special fields and scenarios. The company's overseas markets are mainly equipment vendors and customers. The company and Ericsson have important cooperation in ceramic filters, and related technology has accumulated leading industry levels.
Tongyu Communications (002792.SZ): Satellite communication products are an important increment and driving force for the company's future performance
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “What part of the company is in the field of satellite communications? Who are the main customers of satellite antennas?” The company replied that in the field of satellite communications, the company has deployed terminal product sales, satellite wireless routers, space-borne phased array antennas, and related communication equipment based on ground stations. Satellite communication products are an important increment and driving force for the company's future performance. Satellite antenna customers include communication equipment suppliers, agents, etc.
Tongyu Communications (002792.SZ): This year's profit is expected to be the same as last year, and the inflection point in performance may occur in January-June next year
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “What is the general situation of this year's annual report and gross profit?” The company replied that the company is very confident in internal cost reduction and efficiency measures. Based on the latest order situation, this year's profit is expected to be the same as last year, and the inflection point in performance may occur in January-June next year.
Tongyu Communications (002792.SZ): Equipment vendor customers mainly include ZTE, Huawei, Datang, etc.
Gelonghui November 3 | Tongyu Communications (002792.SZ) held an analyst meeting on November 2, 2023, on “What are the company's equipment vendor customers?” The company replied that the company's equipment vendor customers mainly include ZTE, Huawei, and Datang. Huawei is an important customer and competitor of the company. The company cooperates with Huawei in the microwave antenna and base station antenna business. There is still great demand for 4G communication antenna installation in Southeast Asia. The company is focusing on developing the Southeast Asian market this year, and plans to invest in a factory in Thailand in the future.
Tongyu Communications (002792.SZ) released the first three quarter results, net profit of 56.8871 million yuan, a year-on-year decrease of 16.49%
Tongyu Communications (002792.SZ) released its report for the first three quarters of 2023, with revenue of 858 million yuan, the same...