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Chengchang Technology (001270.SZ): Has established cooperative relationships with mainstream domestic wafer manufacturers.
Gelonghui, November 29th丨Chengchang Technology (001270.SZ) recently stated in investor relations activities that the upstream of the company's industry chain mainly consists of compound and silicon wafer foundries, and the company's product processes fall within the mature processing range. Moreover, partnerships have been established with domestic mainstream tape-out manufacturers.
Chengchang Technology (001270.SZ): Phased array system equipment has been widely used in various fields such as spaceborne, airborne, shipborne, vehicle-mounted, and ground phased array radar.
On November 29, Gelonghui reported that Chengchang Technology (001270.SZ) recently stated during an investor relations activity that phased array system equipment utilizes electronic technology to control the phase of each radiation unit of the array antenna, allowing the antenna beam direction to change quickly in space without inertia. This technology offers advantages such as rapid scanning, beam shaping, multi-target tracking, and high reliability, making it the mainstream trend in current radar antenna technology development, and it has been widely used in various fields including space-based, airborne, shipborne, vehicle-mounted, and ground-based phased array radar.
Chengchang Technology (001270.SZ): The product phased array T/R chip is more front-end in the industry chain.
Gelonghui on November 27th announced that Chengchang Technology (001270.SZ) stated on the investor interaction platform that the company's product phased array T/R chips are more towards the front end of the industry chain, with most downstream customers being antenna, radar institute enterprises, etc. and H&T Intelligent Control is the company's controlling shareholder.
Founder Securities: Satellite internet will enter a stage of large-scale deployment, and commercial aerospace is welcoming a new wave of investment enthusiasm.
Commercial aerospace has become a key focus in the government work report, showing the national level's emphasis on the development of commercial aerospace, and the introduction of relevant policies will further promote the standardization and rapid development of the industry.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Chengchang Technology (001270.SZ): Leading the launch of a complete solution for satellite communication phased array T/R chips for spaceborne and ground use.
Gelonghui, November 14, 2023丨Chengchang Technology (001270.SZ) stated during an investor relationship event that in the field of satellite communication, the company continues to maintain its advantages, leading the launch of a complete solution for satellite communication phased array T/R chips for both onboard and ground use. The company has entered the core supplier list of major clients, and in the past two years has entered mass production, continuing to deliver as planned, becoming one component of the company's revenue. The company has a close partnership with research institutions and other enterprises, continuously iterating on the development of T/R chip solutions for satellite communication, while simultaneously iterating chips aimed at satellite communication phased array terminal applications.
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