A Look At The Intrinsic Value Of Guobo Electronics Co., Ltd. (SHSE:688375)
Guobor Electronics: High linear control device business has been mass supplied. Multiple satellite communication products have been introduced to customers. | Direct hit at earnings conference
①Mei Bin, Chairman of Guobo Electronics, stated that the company's Q3 revenue and profits declined mainly due to industry factors and the pace of orders, resulting in a decrease in revenue from source phased array T/R components and RF module business; ②Multiple RF integrated circuits have been applied in 5G-A sensing integrated stations, for bulk supply of business high-linearity control components for the new generation of smart antennas in stations.
Guobo Electronics Co., Ltd.'s (SHSE:688375) Shares May Have Run Too Fast Too Soon
AVIC Securities: There are still periodic fluctuations in demand for the aerospace industry in Q3 2024, with the upper levels promoting accelerated industry development.
The aerospace defense sector will become one of the military industry sub-sectors with significant comparative advantages in marginal improvement and sustained potential growth throughout 2025 and the "Twelfth Five-Year Plan" period.
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.
Guobiao Electronics (688375.SH): Actively carrying out the research and development of series power amplifiers, low-noise amplifiers, multi-functional chips, and other active chips as well as IPD passive integrated chips.
November 12, 中国 and 博电子(688375.SH) stated on the interactive platform that in the field of 5G mobile communication phone terminals, the company's RF switch, antenna tuner products have been mass-produced, multiple RF switches have been introduced and delivered in bulk to customers, and DiFEM-related chip mass production delivery. The company is actively promoting the research and development of new generation products, actively conducting research on series of power amplifiers, low noise amplifiers, multi-functional chips, and other active chips and IPD passive integrated chips.
Guobor Electronic (688375.SH): Multiple terminal radio frequency chip products have already begun to be supplied in bulk to well-known terminal manufacturers in the industry.
Gelunhui, November 12th | Guobo Electronics (688375.SH) stated on the interactive platform that as a core supplier of RF devices for domestic mobile communication base stations, Guobo Electronics collaborates with major domestic mobile communications equipment manufacturers; the company attaches great importance to the RF terminal market, and multiple RF chip products for terminals have begun to be supplied in bulk to well-known terminal manufacturers in the industry, while continuously conducting new product development and exploring new customers.
TR components and RF module business revenue decreased, Guobo Electronics' Q3 net profit dropped by more than fifty percent year-on-year.
1. The company has begun delivering multiple T/R component products to customers, and multiple RF integrated circuits have been applied to 5.5G multimodal base stations; 2. In the field of mobile terminals, its switches and antenna tuners are in mass production, multiple RF switches have been introduced and delivered in bulk by customers, and DiFEM related chips are in mass production and delivery.
Nanjing Guobo Electronics Co., Ltd. Report for the Third Quarter of 2024
Guobo Electronics (688375.SH): The net income in the first three quarters was approximately 0.306 billion yuan, a year-on-year decrease of 31.93%.
Guobai Electronics (688375.SH) announced on October 29th that the revenue for the first three quarters of 2024 was approximately 1.814 billion yuan, a decrease of 35.83% year-on-year; the net income attributable to shareholders of the listed company was approximately 0.306 billion yuan, a decrease of 31.93% year-on-year; the basic earnings per share was 0.51 yuan.
Express News | Guobo Electronics Says Q3 Net Profit Down 56.3% Y/Y
Express News | Guobo Electronics Says Controlling Shareholder, Party Acting in Concert to Boost Holdings in Co by Combined 400-700 Mln Yuan
National Expo Electronics (688375.SH) controlling shareholder and its concerted actors plan to increase their shareholding in the company by 0.4 billion yuan to 0.7 billion yuan.
Guobo Electronics (688375.SH) announced that on October 18, 2024, the company received a notice from its major shareholder...
National Expo Electronics (688375.SH) plans to distribute 0.51 yuan per share for the half year ending October 21st ex-dividend.
Guobo Electronics (688375.SH) announced that the company plans to distribute cash dividends of 0.51 per share for the first half of 2024...
Guobo Electronics (SHSE:688375) Could Be Struggling To Allocate Capital
Guobin Electronics: It is expected that the demand for RF devices will increase significantly, and the company is actively deploying 6G mobile communication applications. Direct coverage of the earnings conference.
①Affected by some factors in the industry and the pace of orders, Guobo Electronics' revenue and net income attributable to the parent company in the first half of this year decreased by 32.21% and 20.77% year-on-year, respectively, both reaching a near two-year low. ②The company's relevant person in charge stated that its new generation metal ceramic packaging GaN RF modules have been mass applied in 4G and 5G base station equipment, and actively deployed in 6G mobile communication applications.
Guobao Electronic (688375.SH): Released multiple GaN RF module products in the first half of the year, and is expected to develop and apply new generation products in the second half of the year.
On September 6th, State Grid Electronic (688375.SH) stated on the interactive platform that it closely integrates the national strategic emerging industry policy direction and market demand, adheres to the development path of innovation-driven and integrated development of production and finance, and has established a technology system with compound semiconductors as the core and a series of product layouts, covering chips, modules, and components. The company actively expands the application areas of its products, and has started delivering a variety of T/R component products for use in low-orbit satellites and the commercial aerospace field. RF chips and module products have achieved mass production supply in the field of mobile communication base stations and terminal areas represented by mobile phones and drones.
Guobo Electronics' H1 Profit Falls 21% as Revenue Slides
Guobo Electronics: Nanjing National Expo Electronic Co., Ltd. 2024 Semi-Annual Report
Guobo Electronics: Summary of Nanjing Guobo Electronics Co., Ltd.'s 2024 interim report
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