Xinwei Communications (300136): 2023 performance is under pressure, focusing on new opportunities such as commercial satellite communications
The 2023 results are lower than our expectations, and the 1Q24 results are in line with our expectations Xinwei Communications announced 2023 results: operating income of 7.548 billion yuan, down 12% year on year; net profit to mother of 521 million yuan, down 2 year on year
Xinwei Communications (300136) 2023 Annual Report and 2024 Quarterly Report Review: Consumer electronics business is under short-term pressure, optimistic about overseas business growth and main business recovery
Event: On April 23, 2024, the company released the 2023 Annual Report and the 2024 Q1 Report. In 2023, it achieved revenue of 7.5 billion yuan (-12% YoY) and net profit of 520 million yuan to mother (
Express News | The Social Security Fund appeared as the top ten tradable shareholders with a total of 436 individual shares in the fourth quarter
Xinwei Communications (300136.SZ) announced first-quarter results, net profit of 152 million yuan, up 4.49% year on year
Xinwei Communications (300136.SZ) released its report for the first quarter of 2024, with the company's revenue of 1,858 billion...
The consumer electronics sector fluctuated and declined, with Guanghong Technology falling more than 6%, Xinwei Communications falling more than 5%, and Co-Innovation Data, Xinyin Electronics, IFF, and Chunqiu Electronics.
The consumer electronics sector fluctuated and declined, with Guanghong Technology falling more than 6%, Xinwei Communications falling more than 5%, and Co-Innovation Data, Xinyin Electronics, IFF, and Chunqiu Electronics.
The consumer electronics sector rallied in the afternoon. Furi Electronics continued to rise and fall. Anjie Technology had previously risen and stopped, while Huali Chuangtong, Furong Technology, Kaisheng Technology, and Xinwei Communications had higher
The consumer electronics sector rallied in the afternoon. Furi Electronics continued to rise and fall. Anjie Technology had previously risen and stopped, while Huali Chuangtong, Furong Technology, Kaisheng Technology, and Xinwei Communications had higher gains.
Xinwei Communications (300136.SZ): Can provide products including high-frequency high-speed connectors for customer data centers
Gelonghui, April 16 | Xinwei Communications (300136.SZ) said on the investor interactive platform that the company can provide products including high-frequency high-speed connectors for customers' data centers.
Xinwei Communications (300136.SZ): Not involved in low-altitude economic business
On April 16, Gelonghui Communications (300136.SZ) said on the investor interactive platform that the company has not yet been involved in the low-altitude economy business. However, mobile phones are an important area of the company's business, and in the future, we will provide customers with our RF and other solutions according to the AI mobile phone industry trend.
Xinwei Communications (300136): Overseas satellite plans to accelerate the company's business are expected to benefit from growth
Starship triple-flown successfully, and the fourth mission is expected to verify recycling technology: On March 14, 2024, Starship successfully conducted a third test flight, but recycling was not achieved. Musk posted an article on the X platform at 21.40 to report to the Starship team
Xinwei Communications (300136.SZ): Can provide customers with products such as antennas and wireless charging modules
Gelonghui, April 1 | Xinwei Communications (300136.SZ) said on the investor interactive platform that the company can provide customers with products such as antennas and wireless charging modules, and is also an important partner for customers. Due to the confidentiality requirements for customer products, it is not convenient for the company to disclose detailed product information.
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
Xinwei Communications (300136): The world's leading RF component company “Consumer Electronics+Satellite Communications+Smart Vehicles” multi-business development
Incident: The company recently obtained 21 patents, including a miniaturized UWB positioning antenna array, a millimeter-wave dielectric resonator encapsulated antenna module and communication equipment, 5G dual-band MIMO antenna and mobile terminal equipment. reviews
Xinwei Communications (300136.SZ): Millimeter-wave radar products have been developed to meet the needs of some customers
Gelonghui, January 2 | Xinwei Communications (300136.SZ) said on the investor interactive platform that the company has developed millimeter wave radar products to meet the needs of some customers. In the future, the company will also combine its business and technical advantages to actively develop customers and cooperate in more businesses.
Xinwei Communications (300136.SZ): Currently, the company does not have much business in energy storage
Gelonghui, January 2 | Xinwei Communications (300136.SZ) said on the investor interactive platform that currently the company does not have much business in energy storage.
Xinwei Communications (300136.SZ): Subsidiary company Alison can provide charging pile products
Gelonghui, January 2 | Xinwei Communications (300136.SZ) said on the investor interactive platform that the company's subsidiary Alison can provide charging pile products. Currently, the scale of business cooperation with related companies is small, and the company is striving to expand the scale of business cooperation.
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