Guobang Electronics (688375): Cost control has been remarkably effective with continuous efforts in multiple dimensions.

This report introduces: In the first three quarters of 2024, the company's performance was under short-term pressure due to Industry adjustments and Order rhythm, with gross margin and net margin continuing to improve. The company's product application areas have expanded to low Earth orbit Satellites and mobile communication fields, continuously making efforts in multiple dimensions.

GTJA08:12

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.

cls.cnNov 26 20:43

Express News | Galaxy Securities: Military industry central enterprises still have a large room for valuation improvement.

BreakingsNov 26 08:26

AVIC Securities: In the third quarter of 2024, there are still periodic fluctuations in the demand of the aerospace industry, and the upper level is accelerating the development of the industry.

The aerospace and defense sector will become one of the military industry sub-sectors in 2025 and throughout the "Fifteenth Five-Year Plan" period, with significant comparative advantages in both marginal improvement and potential growth sustainability.

Zhitong FinanceNov 20 13:58

Guobo Electronics (688375): A leading company in T/R components, achieving a historical new high in gross margin for a single quarter.

In the report summary, the company announced on October 30 that the revenue for 2024 Q1-Q3 was 1.814 billion yuan, a decrease of 35.83%, the net income attributable to the parent company was 0.306 billion yuan, a decrease of 31.93%, and the gross margin was 36.

AVIC SecuritiesNov 17 00:00

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.

Zhitong FinanceNov 15 07:40