No Data
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.
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.
POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
Zhenhua Fengguang: In the first half of the year, 49 new products have been tested and supplied. Will timely invest in mergers and acquisitions around the upstream and downstream of the integrated circuit | Direct hit earnings conference
① Hu Rui, the company's director, general manager, and secretary of the board of directors, said that the performance in the first half of the year declined mainly due to adjustments in tax preferential policies and price reductions of products. ② Hu Rui mentioned that the company will invest and acquire high-quality upstream and downstream enterprises in the integrated circuit industry at the appropriate time. ③ In the consumer goods sector that the market is concerned about, Zhenhua Fengguang has made progress in the commercial satellite sector and plans to expand its automotive component business.
Huafeng Technology's H1 has transitioned from profit to loss and has delivered a large number of high-speed line module products.
① In the first half of this year, Huafeng Technology's net income attributable to the parent company was a loss of 17.9268 million yuan, a year-on-year decrease of 147.62%, and a transition from profit to loss. ② Huafeng Technology stated that sales revenue of products in the communication and industrial sectors increased in the first half of the year, but costs rose, gross profit decreased, and operating expenses increased. ③ Several research projects of Huafeng Technology are worthy of attention, all of which involve hot tracks and industries currently widely focused on in the market.
NARI Radar generated higher revenue in the first half of the year, but did not increase profitability. It stated that there is a seasonal fluctuation in operational performance. R&D investment accounts for more than half of the revenue.
The main reason for the decline in net income is due to the continuous increase in the company's research and development investment, the slow recovery of accounts receivable resulting in increased allowance for bad debts, and increased donations for public welfare. The company has signed new projects with a contract amount of approximately 0.54 billion, but there were fewer deliveries and acceptance of projects in the first half of the year. The company released a new product for low-altitude economic development application scenarios in July, and there are currently 7 research projects in progress, among which the development progress of the "vehicle-mounted millimeter wave radar" is slow.