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康希通信:公司目前在手订单充足
Zheng Quan Ri Bao Wang· 2026-02-24 11:12
证券日报网讯2月24日,康希通信在互动平台回答投资者提问时表示,公司目前在手订单充足,产能将 根据市场需求及客户订单情况动态规划、灵活调配,依托稳定可控的供应链体系,全力保障产品交付。 未来1-2年,公司业绩增长的核心驱动力主要来自Wi-Fi7FEM产品持续放量,低空经济、工业IoT产品规 模化供货稳步提升,车联网C-V2X、UWB、蜂窝类射频前端等新产品逐步落地打开增量空间。公司将 依托核心竞争优势持续优化产品布局,不断夯实长期增长基础。 ...
公司问答丨康希通信:公司目前在手订单充足
Ge Long Hui A P P· 2026-02-24 08:24
康希通信回复称,公司目前在手订单充足,产能将根据市场需求及客户订单情况动态规划、灵活调配, 依托稳定可控的供应链体系,全力保障产品交付。未来1-2年,公司业绩增长的核心驱动力主要来自Wi- Fi 7 FEM产品持续放量,低空经济、工业IoT产品规模化供货稳步提升,车联网C-V2X、UWB、蜂窝类 射频前端等新产品逐步落地打开增量空间。公司将依托核心竞争优势持续优化产品布局,不断夯实长期 增长基础。 格隆汇2月24日|有投资者在互动平台向康希通信提问:请问贵公司在手订单、产能规划如何?未来1-2 年业绩增长的核心驱动力是什么? ...
【私募调研记录】大朴资产调研银龙股份、康希通信
Zheng Quan Zhi Xing· 2025-06-30 00:04
Group 1: Yinlong Co., Ltd. - Yinlong Co., Ltd. has a broad production base in the prestressed materials and concrete products for rail transit industry, adhering to market proximity and regional radiation principles [1] - The company is involved in multiple high-speed rail projects, such as the Xiong'an New Area to Shangqiu high-speed rail, ensuring production schedules align with project milestones [1] - The company is optimistic about future performance, with the PCCP industry expected to maintain a compound annual growth rate of 6%-7% until 2030 [1] Group 2: Kangxi Communication - Kangxi Communication's operating conditions are strong in the first half of 2025, with orders sufficient to cover until the fourth quarter of 2025 [2] - The company benefits from the increasing demand for Wi-Fi 7 products, with significant revenue growth driven by strong demand in industrial IoT products and high-efficiency drone products [2] - The 337 investigation is set to officially commence in July 2025, with an initial ruling expected by the end of the year [2] - The Wi-Fi 8 technology standard is anticipated to be established by the end of 2027, with product samples expected to be launched in 2026 [2]