证券代码: 688653 证券简称: 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号: 2024-009 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √电话会议 □其他 参与单位名称 国金证券、敦颐资产、固禾基金、南土资产 方正证券、德邦证券、华安证券、山西证券 中金公司、华泰证券、敦和资本、敦颐资产 中信建投、兴全基金、兴银基金、尚正基金 长城证券、长江证券、东海证券、华钰资本 国君资管、天华投资、东证融汇资管、银华基金 会议时间 2024年3月12日、13日 会议地点 康希通信5楼会议室、线上 上市公司接待人员姓名 董事 副总经理 技术总监: 赵 奂 ...

Group 1: Company Overview and Recent Developments - The company, Gran康希 Communication Technology (Shanghai) Co., Ltd., is listed under the stock code 688653 [1] - Recent investor relations activities included specific object research conducted on March 6-7, 2024, at the Guangzhou Shangri-La Hotel [2] - The company aims to significantly increase its overseas market share in 2024, which is currently low [2][3] Group 2: Product Insights and Market Projections - The global market penetration rate for Wi-Fi 7 is projected to be around 2.35% in 2024, with the company's sales revenue from Wi-Fi 7 expected to increase [2] - Wi-Fi 7 is anticipated to maintain high prices in its first year (2024), with potential price drops expected as operators begin planning tenders [3] - The company currently holds approximately 6% of the overseas market share, with expectations for growth as domestic replacements and overseas market expansion continue [3][4] Group 3: Research and Development - The company has over 80 R&D personnel, most of whom are experienced, with recent recruitment of top graduates to enhance the team [4] - R&D efforts focus on self-developed products, including PA, LNA, and SW, with ongoing cost optimization strategies to improve profit margins [3][4] Group 4: Sales and Revenue Strategy - The company plans to introduce Wi-Fi products to ODM manufacturers before transitioning to brand clients [3] - Wi-Fi 7 sales are expected to start reflecting in revenue from the second quarter of 2024, with further increases anticipated in the third and fourth quarters [3]

证券代码：688653 证券简称： 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号：2024-007 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √电话会议 □其他 参与单位名称及人员姓名 泰康资产、长江证券 会议时间 2024年3月4日 会议地点 公司会议室及线上 上市公司接待人员姓名 董事 副总经理 董秘 财务总监：彭雅丽 一、公司情况介绍 董秘介绍公司历史沿革、团队、近期发展情况。 二、交流问答环节 Q: Wi-Fi7 实现了哪些新的功能？ ...

Group 1: Company Overview - The company, Gran康希通信科技 (Shanghai) Co., Ltd., has a market share of approximately 20% in the domestic Wi-Fi sector as of the end of 2022, with expectations for future growth [2][3]. Group 2: Development Strategies - The company believes that while regional expansion is a quick method for growth, technological advancement is the true driving force behind the development of tech enterprises [3]. - The company acknowledges that technological improvements may encounter bottlenecks, requiring time and effort to overcome, which is essential for avoiding price competition [3]. Group 3: Product and Market Insights - The company aims to secure more certifications from mobile manufacturers for its mobile Wi-Fi products in 2024 [3]. - The order situation for the company is better than expected, with anticipated revenue contributions exceeding market penetration expectations for 2024 [3].

证券代码：688653 证券简称： 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号：2024-005 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他 参与单位名称及人员姓名 天风证券、中银资管、浙商证券、东证融汇资管 中银基金、西部证券、南土资产、上海准锦投资 华泰柏瑞基金、上海彤源投资、上海昱奕资产管理 太平洋保险 会议时间 2024年2月22日 会议地点 上海浦东香格里拉大酒店 7楼 上市公司接待人员姓名 董事 副总经理 董秘 财务总监：彭雅丽 一、公司基本情况介绍 ...

证券代码：688653 证券简称： 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号：2024-004 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他 参与单位名称及人员姓名 见附件《机构调研参与名单》 会议时间 2024年2月1日 会议地点 康希通信5楼会议室 上市公司接待人员姓名 董事 副总经理 董秘 财务总监：彭雅丽 一、公司基本情况介绍 证券部介绍公司历程以及近期最新发展状况。 二、交流问答环节 Q:硅基产品说的就是 SOI 吗？ ...

证券代码：688653 证券简称： 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号：2024-003 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √电话会议 □其他 参与单位名称及人员姓名 永赢基金、鹏华基金 会议时间 2024年1月19日 会议地点 康希通信5楼会议室 上市公司接待人员姓名 董事 副总经理 董秘 财务总监：彭雅丽 一、公司基本情况介绍 证券部介绍公司基本情况以及近三个月最新发 展状况。 二、交流问答环节 ...

证券代码：688653 证券简称： 康希通信 格兰康希通信科技（上海）股份有限公司 投资者关系活动记录表 编号：2024-002 投资者关系活动类别 √ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他 参与单位名称及人员姓名 中欧基金 太平资产 光大保德信 中金公司 华泰证券 会议时间 2024年1月10、11、12日 会议地点 康希通信5楼会议室 上市公司接待人员姓名 董事 副总经理 董秘 财务总监：彭雅丽 一、公司基本情况介绍 证券部介绍公司基本情况。 二、交流问答环节 ...

Company Overview - The company is named 康希通信 (Kangxi Communication) and is listed under the stock code 688653 [1] - The investor relations activity took place on January 8-9, 2024, at the company's conference room [2] Product Development and Market Position - The company is focusing on Wi-Fi 5, Wi-Fi 6, and Wi-Fi 7 products, with Wi-Fi 5 and Wi-Fi 6 being the main products in 2023 [3][4] - Wi-Fi 7 products are expected to launch in the second half of 2024, with anticipated market demand growth [3][4] - The company aims to enter the reference design certification for Wi-Fi 7 with major chip manufacturers like 高通 (Qualcomm) and 迈凌微 (Marvell) in 2024 [2][3] Financial Performance - The gross margin for the company's main products in 2023 remained stable, with expectations for an increase in 2024 due to the launch of Wi-Fi 7 [3][4] - Wi-Fi 6 accounted for a significant portion of the total revenue in 2023, with estimates suggesting it made up over 90% of the revenue from products like AP, CPE, and routers [5][6] Market Strategy - The company is expanding its overseas market presence through mainstream SoC reference designs and sales promotions by its overseas division [5] - The company has received orders for Wi-Fi 7 from both domestic and international clients, projecting a shipment volume in the KK level for 2024 [4][6] Cost and Pricing - The average unit usage for Wi-Fi 6 is estimated at 6-8 chips, while Wi-Fi 7 is projected to require 8-12 chips, with Wi-Fi 7 priced at 1.5 to 2 times that of Wi-Fi 6 [5] - The company emphasizes maintaining a competitive price-performance ratio to capture market share and achieve high gross margins [4][6] Employee and Operational Insights - The company has over 160 employees and plans to optimize its personnel structure through digital means and software products, with no significant changes in total personnel expected for 2024 [5] - Employee stock incentives are in place, with a broad distribution across multiple holding platforms [4][6]

Group 1: Company Overview - The company, 康希通信, is a leading player in the domestic Wi-Fi segment, focusing on continuous development in the Wi-Fi industry [4] - As of the end of 2022, the total number of employees was 157, which has increased to over 160 currently, with R&D personnel exceeding 50% of the total workforce [3] Group 2: Product Development and Market Strategy - The company has completed the overall layout for mobile Wi-Fi 5 and Wi-Fi 7, with plans for Wi-Fi 5 products to achieve mass shipment by the end of 2023 [2] - The company aims for mobile Wi-Fi products to contribute approximately 10% to overall revenue within the next three years [2] - The sales revenue from Wi-Fi 7 is expected to account for 8%-10% of the company's total revenue in 2024 [4] Group 3: Partnerships and Market Expansion - 康希通信 has entered reference design certifications with major SoC manufacturers, including Qualcomm and MediaTek, and is currently validating designs with Broadcom and Marvell [3] - The company has received orders for Wi-Fi 7 products from both domestic and international clients, with the first international order coming from FreeBox in Europe [3] Group 4: Employee Engagement and Incentives - The company has implemented equity incentives for the majority of its employees, enhancing their participation in the company's development [3]