信科移動(688387.SH)半年報：營收34.46億元，同比增長30%；持續開展6G關鍵技術研究
格隆匯8月25日丨信科移動(688387.SH)披露2023年半年度報吿，實現營業收入34.46億元，同比增長30.24%，主要系公司設備類收入及技術服務收入增加所致；歸屬於上市公司股東的淨利潤-0.73億元，較上年同期減虧0.95億元，虧損額持續大幅收窄，主要系公司收入增加帶來毛利增加所致。
2023年上半年，公司繼續聚焦移動通信主業，保持高強度的研發投入水平，專注於移動通信的標準制訂、產品技術開發及產業化落地，不斷增強自主創新能力和產業競爭優勢，行業地位穩步提升。
緊跟國內運營商5G網絡建設需求，助力客户構建“綠色•極簡•極致”的5G網絡。主設備業務，中標中國移動2023年至2024年5G無線主設備集採，綜合中標份額實現了較快增長；天饋業務，中標中國移動2023至2024年城區及農村基站天線集採，中標份額排名第二；室分業務，省採新增中標份額行業領先；服務業務，項目拓展進一步加快，室分集成、主設備安裝等優勢業務市場份額穩步提升，綜合代維取得多省份新市場突破。
繼續聚焦東南亞、中東、南美等目標區域市場，進一步完善營銷服務體系，不斷提升產品規劃及交付能力。主設備業務首個5GFWA端到端商用網絡在中東落地，天饋業務在歐美高端市場實現突破。
持續深化傳統優勢領域市場佈局，5G垂直應用在煤礦、石油石化、電網等領域落地多個項目，參與CCSA、礦山、鐵路5G-R相關標準制定。
公司5G衞星互聯網解決方案取得重大突破，實現首次上星應用。同時，公司進一步豐富衞星互聯網產品序列，打造通信載荷、天線、核心網、儀器儀表等全系列產品能力，並積極拓展民用衞星互聯網市場。
科技創新方面，持續開展6G關鍵技術研究，在超大規模多天線、網絡人工智能、6G無線和網絡架構、通感一體化等多個技術方面取得突破，積極參加IMT-2030(6G)推進組的各項測試任務。研製RIS新一代大規模天線傳輸系統、新型超大規模天線陣列等6G原理驗證設備，並開展技術驗證。推動《衞星國際移動通信(IMT)未來技術趨勢》作為首個面向6G的衞星研究項目通過ITU-R立項。
穩步推進Rel-19預研與標準化，重點佈局18個預研方向，向RAN全會提交Rel-19文稿28篇，舉辦面向Rel-19及未來的定位技術演進研討會。2023上半年共提交3GPP R18和R19標準提案2100餘篇，其中牽頭提交1500餘篇，在業內具備較高影響力。
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