NARR radar: Q3 new signed order amount of 0.13 billion millimeter wave radar is in the testing phase|Direct hit earnings conference
①In 2024, the newly signed contract amount of NARadar is approximately 0.673 billion yuan, and the newly signed contract amount in the third quarter is approximately 0.13 billion yuan; ② The 'TDKFT0104 Ku-band dual-polarized active phased array radar' released by NARadar in July this year is currently in the testing phase, while the millimeter-wave radar is in the product development phase, with no sales revenue generated.
TR components and RF module business revenue decreased, Guobo Electronics' Q3 net profit dropped by more than fifty percent year-on-year.
1. The company has begun delivering multiple T/R component products to customers, and multiple RF integrated circuits have been applied to 5.5G multimodal base stations; 2. In the field of mobile terminals, its switches and antenna tuners are in mass production, multiple RF switches have been introduced and delivered in bulk by customers, and DiFEM related chips are in mass production and delivery.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
Raytron Technology: Q3 net income doubled year-on-year
①Ma Hong stated that Raytron Technology focuses on infrared business, gradually breaking through in multidimensional perception fields such as microwave and laser, supporting the company's rapid development; ②Raytron Technology stated that the company has been selected as the designated supplier of infrared thermal imaging night vision cameras for a project of Zeekr autos.
Huawei will hold the global ultra-wideband summit forum next week, and related sectors are expected to take advantage of the trend.
The 10th Global Ultra-Broadband Summit Forum will be held in Istanbul, Turkey from October 31 to November 1. The summit forum is jointly organized by the United Nations Broadband Commission and Huawei. Huawei's Executive Director and Director of ICT Infrastructure Business Management Committee, Wang Tao, stated that upgrading ultra-broadband networks, accelerating the popularization and application of digital technology, will bring about a leap in digital productivity.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.