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康希通信:富国基金、国金证券等多家机构于7月28日调研我司
Zheng Quan Zhi Xing·2025-07-30 09:09

Group 1 - The company is experiencing growth in overseas orders, particularly in Europe and South Asia, with expectations for increased revenue from international markets by the first half of 2024 [2] - The low-altitude economy products are performing well, with significant demand for high-efficiency, high-power drone products, and the company has received bulk orders from leading clients [3] - The company's cash flow is healthy, supported by increasing sales revenue and improved management of accounts receivable [4] Group 2 - Shenzhen Chip Zhongxin, a strategic investment by the company, achieved a profit of over 16 million yuan in 2024 and over 12 million yuan in the first quarter of 2025, with a notable increase in revenue from audio brand clients [5] - The introduction of Wi-Fi 7 is expected to enhance the company's overall gross margin, although there may be some price reductions for Wi-Fi 6 products that could offset this gain [6] - The company's main business involves the research, design, and sales of Wi-Fi RF front-end chips and modules, with a reported revenue of 135 million yuan in Q1 2025, a year-on-year increase of 64.53% [7] Group 3 - Recent institutional ratings indicate one buy rating for the stock in the last 90 days [8] - Financing data shows a net inflow of 13.27 million yuan in the last three months, with an increase in financing balance, while there has been no net inflow in securities lending [9]