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Express News | Minsheng Securities: The network deployment of Qianfan Constellation is accelerating, and the demand for going global is gradually emerging.
Shenzhen Sunway Communication (300136): In Q3 2024, net income doubled compared to the previous quarter, bullish on AI empowerment opening long-term potential.
Event: The company released the third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 6.394 billion yuan, a year-on-year increase of 14.31%; achieved a net income attributable to the parent company of 0.533 billion yuan, a year-on-year increase of 3.08%;
Shenzhen Sunway Communication (300136): STARLINK users exceed 4 million, benefiting the company from the accelerated penetration of overseas satellites.
First, the company benefits from the accelerated penetration of overseas satellites. The main business of the company includes antennas and modules, wireless charging and modules, EMI\EMC devices, high-precision connectors, automotive connectivity products, passive components, etc. The main business belongs to the computer industry.
Express News | Everbright: 6G commercialization may arrive in 2030.
shenzhen sunway communication (300136.SZ): Currently not producing MLCCs in jiangsu.
Gelonghui November 11th Sunway Communication (300136.SZ) stated on the investor interaction platform that the company is currently not producing MLCC in jiangsu.
Shenzhen Sunway Communication (300136.SZ): The company supplies drones, but the scale is currently small.
Gelonghui November 11th | Shenzhen Sunway Communication (300136.SZ) stated on the investor interaction platform that the company's products supply drones, currently on a small scale, and in the future we will also strengthen business expansion in the drone-related field. The company is bullish on the market prospects of drones and other low-altitude aircraft.
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