Jiangsu GoodWe Power Supply Technology Co.,Ltd.: Inventory clearance in Europe has reached a relative bottom, accelerating expansion into emerging markets | Direct coverage of the earnings conference
Jiangsu Goodwe Power Supply Technology Co., Ltd. stated that the company's own finished product inventory is at a reasonable level, and the destocking of inventory in Europe has currently reached a relative bottom. They will actively expand domestic and international markets, especially further accelerating the expansion into various emerging markets.
Trina Solar Co., Ltd. new layout in the United States: exchanging shares of the company on NYSE with a module factory to sell products through the latter.
1. The underlying assets involved in this restructuring are the 5GW component factory of Trina Solar Co., Ltd. in the USA, which is under construction and will soon be put into production. 2. Trina Solar Co., Ltd. will receive 0.1 billion USD in cash, 0.15 billion USD in face value of preferred notes, and FREYR common stock. 3. Currently, Trina Solar Co., Ltd. is facing losses, while its sales gross margin in the US market is the highest.
Aiwei Electronics: Consumer electronics recovery, AI demand driving performance growth. Camera motor business volume surges | Live coverage of the earnings conference
①The company's camera motor driving business revenue achieved accelerated volume growth, and it is the first domestic company to break through optical image stabilization OIS technology and achieve mass production; ②In terms of DC-DC products, they have successively introduced to multiple industrial IoT customers in the 5G redcap direction, achieving large-scale production and breaking through key Tier 1 customers in the automotive industry.
verisilicon microelectronics (shanghai) co., ltd. narrowed its third-quarter loss to 0.111 billion, a decrease of nearly 30%, with gross profit continuing to be under pressure.
①VeriSilicon Microelectronics (Shanghai) Co., Ltd. stated that the decline in production business revenue was mainly due to factors such as some downstream customers being affected by destocking cycles; ②In the first three quarters of 2024, the company achieved a gross profit of 0.702 billion yuan, a decrease of 8.43% year-on-year.
Montage Technology's net profit attributable to the mother in the first three quarters has more than tripled, with AI driving the scale shipment of new capacity chips.
①Montage Technology achieved revenue of 2.571 billion yuan in the first three quarters of this year, a year-on-year increase of 68.56%; net income attributable to the parent company reached 0.978 billion yuan, an increase of 318.42% year-on-year; ②Montage Technology stated that this year the company's demand for memory interfaces and module-matching chips has seen a recovery growth, with the AI industry driving the scale shipment of high-performance computing chips.
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.