NARadar: New signed orders amount to 0.13 billion for Q3, millimeter-wave radar is in the testing phase | Direct hit at the earnings conference
①Narus radar's newly signed contract amount in 2024 is approximately 0.673 billion yuan, and the newly signed contract amount in the third quarter is approximately 0.13 billion yuan; ②The 'TDKFT0104 Ku-band dual-polarized active phased array radar' released by Narus radar in July of this year is currently in the testing phase, and the millimeter-wave radar is in the product development phase, with no sales revenue generated yet.
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.
Raytron Technology: Q3 net income doubled year-on-year
①Ma Hong stated that Raytron Technology focuses on infrared business, gradually breaking through in multidimensional perception fields such as microwave and laser, supporting the company's rapid development; ②Raytron Technology stated that the company has been selected as the designated supplier of infrared thermal imaging night vision cameras for a project of Zeekr autos.
Huawei will hold the global Ultra Broadband Summit Forum next week, with related sectors expected to take advantage of the opportunity.
①The 10th Global Ultra-Broadband Summit will be held in Istanbul, Turkey from October 31 to November 1. The summit is jointly organized by the United Nations Broadband Commission and Huawei. ②Wang Tao, Executive Director of Huawei and Director of the ICT Infrastructure Business Management Committee, stated that upgrading ultra-broadband networks, accelerating the popularization and application of digital technology, will bring about a leap in digital productivity.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Guangguang Electric: Significant increase in orders for core components of electric propulsion, with potential risks of delay in investment projects | Direct hit on earnings conference
①The core components of electric propulsion have been successfully applied in manned spaceflight projects, low-orbit satellites, and other fields, with various models entering the engineering application stage. Currently, some products have entered the mass sales stage; ②The company's key equipment and components for nuclear industry have been recognized by customers and are gradually achieving mass production and delivery.