Tongyu Communication (002792. SZ) accepted institutional research and achieved significant results in the fields of satellite communication, AI big models, and optical communication

Guangdong Tongyu Communication Co., Ltd. (stock abbreviation: Tongyu Communication, stock code: 002792) released an investor relations activity record form on the evening of August 6th. The company will undergo research by public funds, securities firms, and other institutions on August 6th, 2025.
As a leading enterprise in the domestic communication antenna and RF device industry, Tongyu Communication is deeply engaged in the research and development, production, and sales of communication antenna and RF device products. Its product matrix includes base station antennas, RF devices, microwave antennas, etc. It provides communication antenna and RF device products and comprehensive solutions for mobile communication operators and equipment integrators, and has strong market competitiveness.
In terms of satellite communication business, the company’s progress has attracted much attention. At present, the company’s satellite communication products have fully covered the three major application scenarios of “satellite ground terminal”, and a complete product system has been established, covering three categories of products: ground station terminals, satellite communication payloads, and satellite communication terminal applications. Among them, the satellite communication payload products are mainly active phased array antennas on board, supporting Ka and Ku frequency bands, which have been applied in small quantities to low orbit communication satellites; The terminals are mainly satellite communication antennas, such as train mounted satellite antennas, ship mounted satellite antennas, MACROWIFI, and satellite convenience stations.
In 2024, the company’s satellite communication business achieved significant breakthroughs, with annual revenue exceeding 40 million yuan, demonstrating strong market competitiveness. The ground station products have been delivered in small batches, indicating that the company’s technology and production capabilities in this field have been recognized by the market. Meanwhile, the newly awarded projects this year are steadily advancing, injecting new momentum into the company’s sustained growth. In April of this year, the company successfully entered the supplier system of the Yuanxin application terminal equipment procurement project, further consolidating its position in the market. At the same time, with the investment in Blue Arrow Hongqing’s layout, it is currently involved in the launch plans of the top three satellite constellations in the country. The company said that as the country accelerates the process of satellite Internet networking, it is expected that the company will maintain its competitive advantage in the field of satellite communications in the next three years by virtue of its profound accumulation and comprehensive layout in the field of satellite communications, and will deeply participate in the construction of the national satellite Internet to promote business growth.
It is worth mentioning that Tongyu Communication has also made efforts in the field of AI big models. According to relevant sources, the company has recently successfully implemented the “Tongyu Antenna AI Large Model Pilot Project”, which is a vertical field large model specially designed for antenna research and development scenarios. This project focuses on the research and development process, deeply integrating the company’s years of antenna design experience with AI technology to achieve intelligent refinement and iterative upgrading of design knowledge. At present, the pilot project has entered the deployment stage, and it is expected to effectively reduce R&D labor costs and shorten the overall design cycle after formal application.