Shanghai Securities Communications 23-Year & 24Q1 Review: Increased Industry Differentiation Focuses on Emerging Industry Leaders

The overall communications industry market rose slightly from January to April 2024, with the communications equipment sector leading the way. It is expected that in the future, as AI-related infrastructure construction accelerates, the segmented industry will break out of a fragmented market.

Zhitong FinanceMay 14 21:17

Phillincox (301191): Improving profitability and increasing the layout of the data center switch market

Core view The company is a leading domestic ODM/OEM manufacturer of ICT equipment, switches and other products with strong competitiveness. The effects of declining demand and increased competition put pressure on the company's performance in 2023. From the end of the fourth quarter of 2023

中信建投證券May 4 11:00

Phillincox (301191): Digital Communications Products Steadily Promote Mass Production and Shipment of Automotive Products

Incident: On the evening of April 25, the company released the “2023 Annual Report” and the “2024 First Quarter Report”. In 2023, the company achieved revenue of 2,075 billion yuan, a year-on-year decrease of 11.80%; it returned to the mother

招商證券Apr 28 11:00

Phillincox (301191): Short-term performance is under pressure, domestic substitution deepens

Incident: The company released the 2023 Annual Report & 2024 First Quarter Report, achieving revenue of 2.07 billion yuan in 2023, a year-on-year decrease of 11.8%; net profit to mother of 140 million yuan, a year-on-year decrease of 26.3%; deducted from non-return

西南證券Apr 28 11:00

Phillips Cortex (301191.SZ): Net profit of 34.1924 million yuan in the first quarter decreased by 38.12% year on year

On April 25, GLONGHUI (301191.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 407 million yuan, down 19.45% year on year; net profit attributable to shareholders of listed companies was 34.1924 million yuan, down 38.12% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 32.233 million yuan, down 39.19% year on year; basic earnings per share were 0.49 yuan.

Gelonghui FinanceApr 25 10:17

Guoxin Securities: The three major operators are expected to benefit from successive AI server collection processes related to domestic computing power

The three major operators are actively deploying computing power, and Telecom and Mobile have begun collecting AI servers one after another.

Zhitong FinanceMar 26 03:57