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Guojin Securities: AI promotes smartphone recovery in 24 years, focusing on the AI mobile phone storage and main chip industry chain
As AI begins to be deployed on the end side in the second half of 2023, there is no time to delay the increase in memory for AI phones.
Xinwei Communications (300136.SZ): The number of shareholders of the company as of February 29, 2024 was 86,806
Gelonghui March 15 | Xinwei Communications (300136.SZ) said on the investor interactive platform that as of February 29, 2024, the number of shareholders of the company was 86,806.
Xinwei Communications (300136.SZ): In terms of PTC electric heater business for new energy vehicles, the company has contacts with Chery
Gelonghui, March 15: An investor asked Xinwei Communications (300136.SZ) on the investor interactive platform, “Does the company have cooperation or contact with Chery?” The company replied that the company has contacts with Chery in the NEV PTC electric heater business, but has not formed a cooperative relationship so far; in terms of pre-plated nickel materials business, the company has had no contact with Chery until now.
Xinwei Communications (300136.SZ): Currently, the company's MLCC project is progressing according to plan and is in the product testing stage
Gelonghui March 15 丨 Some investors asked Xinwei Communications (300136.SZ) on the investor interactive platform. “The MLCC of Yiyang Xinwei Electronic Technology Industrial Park has been put into operation. Are there any domestic customer orders? What is the monthly production capacity?” The company replied that the company's MLCC project is currently progressing according to plan, is in the product sample stage, and is preparing for batch trial production. Production capacity will gradually increase according to customer needs.
Xinwei Communications (300136.SZ): Product solutions such as high-precision connectors can be applied to commercial satellite ground receivers, and have been successfully supplied to some foreign customers
Gelonghui, March 15 | Xinwei Communications (300136.SZ) said on the investor interactive platform that the company began to lay out the commercial satellite communication industry a few years ago and vigorously expand product applications in related fields. Currently, the company's high-precision connectors and other product solutions can be applied to commercial satellite ground receivers, and has successfully supplied some foreign customers. In the future, it will also enter more large-scale manufacturers and actively expand business development in related fields.
Xinwei Communications (300136): Pioneering the pan-radio frequency field, satellite communications catalyze a new growth curve
Investment Summary A leading domestic pan-radio frequency company, its business scope continues to expand. Xinwei Communications is committed to the two-way expansion of the depth and breadth of its business. Currently, it mainly manufactures products including antennas, wireless charging modules, high-speed connectors and cables, and its applications cover all applications
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