【私募调研记录】涌津投资调研国博电子

Group 1 - The core viewpoint of the news is that Yongjin Investment has conducted research on Guobo Electronics, focusing on various aspects such as gross margin improvement, revenue changes, inventory management, and strategic development in response to industry trends [1] - Guobo Electronics has detailed its strategies for enhancing gross margin through cost control and product structure adjustments, despite revenue fluctuations due to macroeconomic factors [1] - The company reported a normal increase in inventory for production reserves in the first quarter, indicating stable production levels [1] - T/R component products are characterized by customization, with revenue recognition based on customer acceptance [1] - Guobo Electronics is actively participating in key projects and maintaining stable prices for mainstream products, with good capacity utilization [1] - The company is strategically expanding into satellite and low-altitude fields, with RF chips already applied in terminal products such as drones, addressing the demands of next-generation mobile communication technologies like 5G-A and 6G [1] - Future plans include extending into antenna array microsystems and deepening involvement in active phased array radar and RF front-end for 5G-A/6G communication base stations, promoting high-quality development [1]