通宇通訊(002792.SZ):近期中標星網系統的地面基站研發項目,積極尋找低軌網絡的機會
格隆匯6月21日丨通宇通訊(002792.SZ)近期在接待機構調研時表示,目前海外部分國家調整網絡設備採購政策,公司海外業務受到一定影響。去年以來公司加大了國內市場的開發力度和投標策略的變化,國內訂單有所增長;6G現在還在論證階段,我們認為衞星通信或許是其中一個重要方向;SpaceX通過不斷髮射低軌衞星,架構低軌衞星星鏈,形成衞星互聯網。國家在2021年中正式成立中國衞星網絡集團,負責統籌規劃我國衞星互聯網領域發展,快速構建衞星網絡,走向國際競爭的舞台。公司近期也中標星網系統的地面基站研發項目,也在積極尋找低軌網絡的機會。
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