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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.
Be Wary Of Guobo Electronics (SHSE:688375) And Its Returns On CapitalNo Data
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