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]
康希通信(688653) - 投资者关系活动记录表（2024年3月6日、3月7日）