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China Galaxy Securities: Architectural evolution continues to advance, with the optical communication industry chain gradually moving up the value chain.
The bank believes that the current focus of the industrial sector lies in the quadruple resonance of surging demand, constrained supply, technological iteration, and domestic substitution.
Express News | Dongfang Guoxin establishes a new technology subsidiary, including AI software development operations.
According to the Qichacha app, Inner Mongolia Dongfang Guoxin Yungu Technology Co., Ltd. was recently established. Its business scope includes: retail of computer hardware, software, and auxiliary equipment; information technology consulting services; and development of artificial intelligence application software, among others. Equity penetration analysis by Qichacha shows that the company is wholly owned by Dongfang Guoxin (300166).
Oriental National Information: 2026 Semi-Annual Report
Oriental National Information: Summary of the 2026 Semi-Annual Report
Dongfang Guoxin (300166.SZ): The company has not yet materially commenced business activities related to satellite communications.
Gelong Hui, August 17 | Dongfang Guoxin (300166.SZ) stated on the investor interaction platform that the company has not yet substantively engaged in satellite communication-related businesses. Regarding technological reserves, the company will continue to monitor emerging technological trends, including satellite communications, and conduct forward-looking technical research and product pre-development to maintain its innovation capability and technological competitiveness.
Express News | The industrial internet concept performed actively, with Dongtu Technology rising over 10%.
The industrial internet concept performed actively, with Dongtu Technology rising over 10%, followed by Baosight Software, Supcon Technology, Oriental International Info-Telecom, and Yonyou Network. On the news front, eight government departments recently issued the 'Implementation Opinions on Promoting High-Quality Development of the Industrial Internet,' aiming for the added value of the core industrial internet sector to exceed RMB 2.5 trillion by 2030, achieving large-scale deployment of new infrastructure, building 50,000 industrial 5G private networks, and continuously expanding the scope of enterprises covered by identifier resolution services.