Grand Kangxi (688653)
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公司问答丨康希通信:公司目前在手订单充足
Ge Long Hui A P P· 2026-02-24 08:24
康希通信回复称,公司目前在手订单充足,产能将根据市场需求及客户订单情况动态规划、灵活调配, 依托稳定可控的供应链体系,全力保障产品交付。未来1-2年,公司业绩增长的核心驱动力主要来自Wi- Fi 7 FEM产品持续放量,低空经济、工业IoT产品规模化供货稳步提升,车联网C-V2X、UWB、蜂窝类 射频前端等新产品逐步落地打开增量空间。公司将依托核心竞争优势持续优化产品布局,不断夯实长期 增长基础。 格隆汇2月24日|有投资者在互动平台向康希通信提问:请问贵公司在手订单、产能规划如何?未来1-2 年业绩增长的核心驱动力是什么? ...
康希通信:公司上市后就开始积极布局蜂窝类射频前端产品的投资与研发,已有相关产品进入量产阶段
Zheng Quan Ri Bao Wang· 2026-02-12 14:11
Core Viewpoint - The company is actively investing in and developing cellular RF front-end products, with related products entering mass production and expected to generate sales revenue by 2026, contributing to revenue growth [1] Group 1: Product Development - The company has begun to focus on cellular RF front-end products since its listing, with products already in the mass production stage [1] - The company is closely adapting to mainstream RedCap chip technologies from major chip manufacturers, which have matured significantly [1] - The company is increasing efforts in the research and development of RedCap RF front-end chips in collaboration with invested enterprises [1] Group 2: Market Opportunities - The company is exploring opportunities in the satellite communication RF front-end product sector and has initiated preliminary research [1] - The company is expected to benefit from advancements in main chip size, cost, battery life, and high-precision positioning [1]
康希通信:深圳芯中芯2025年全年运营情况良好
Zheng Quan Ri Bao Wang· 2026-02-11 13:43
Core Viewpoint - Kangxi Communication reported positive operational performance for Shenzhen Chip Zhongxin in 2025, with all business indicators meeting or exceeding strategic investment expectations, laying a solid foundation for further collaboration and mutual benefits [1] Group 1 - The company achieved breakthroughs in core technology research and development, market expansion, and capacity layout [1] - Continuous strengthening of collaboration with invested enterprises is emphasized to promote healthy and sustainable development of the listed company [1]
康希通信:低空经济、工业IoT等新兴市场目前处于快速发展期
Zheng Quan Ri Bao· 2026-02-11 13:08
(文章来源:证券日报) 证券日报网讯 2月11日,康希通信在互动平台回答投资者提问时表示,低空经济、工业IoT等新兴市场 目前处于快速发展期,竞争格局呈现"头部集中、百花齐放"的态势,公司凭借核心技术优势、稳定的产 品品质及完善的服务体系,已在细分领域建立差异化竞争壁垒,占据有利市场地位。在无人机领域,公 司除2025年建立量产出货关系的头部客户外,也在持续拓展其他相关客户市场。工业IoT领域,公司智 能表计相关产品已出货至东亚、南美洲领域。后续公司将持续深耕相关新兴领域,稳步拓展客户群体、 夯实市场根基。 ...
康希通信:公司超宽带产品核心应用方向聚焦于跟随定位、雷达、高速数传三大领域
Zheng Quan Ri Bao· 2026-02-11 12:37
(文章来源:证券日报) 证券日报网讯 2月11日,康希通信在互动平台回答投资者提问时表示,超宽带(UWB)技术应用非常 广泛,如:空鼠、脚踢雷达、车钥门锁、Tag跟踪、活体存在检测、音频数传等领域。2024年4月,工业 和信息化部发布了《超宽带(UWB)设备无线电管理暂行规定》,技术上参考国际电信联盟相关定 义,明确UWB设备是指发射信号带宽(-10dB带宽)不少于500MHz的无线电发射设备,并考虑到UWB 设备信道频率配置以及产业界提出的使用三个连续信道实现高精度组网的需求,明确了UWB设备工作 频率为7163-8812MHz。因此超宽带产品进一步在公众视野中越来越被熟悉。康希通信超宽带产品核心 应用方向聚焦于跟随定位、雷达、高速数传三大领域,可广泛适配消费电子、工业物联网、智能终端等 多场景需求,兼顾精准性与实用性,能够满足不同行业客户的差异化应用诉求。 ...
康希通信:工业IoT领域,公司智能表计相关产品已出货至东亚、南美洲地区
Mei Ri Jing Ji Xin Wen· 2026-02-11 08:59
康希通信(688653.SH)2月11日在投资者互动平台表示,低空经济、工业IoT等新兴市场目前处于快速 发展期,竞争格局呈现"头部集中、百花齐放"的态势,公司凭借核心技术优势、稳定的产品品质及完善 的服务体系,已在细分领域建立差异化竞争壁垒,占据有利市场地位。在无人机领域,公司除2025年建 立量产出货关系的头部客户外,也在持续拓展其他相关客户市场。工业IoT领域,公司智能表计相关产 品已出货至东亚、南美洲地区。后续公司将持续深耕相关新兴领域,稳步拓展客户群体、夯实市场根 基。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司在低空经济、工业IoT等领域已实现批量出货。这 些新兴市场上,贵司的竞争格局如何?现在除了贵司提到的头部客户,是否还有其他客户在接洽和合 作? ...
康希通信:公司目前已布局多款具备市场前景的超宽带产品
Zheng Quan Ri Bao· 2026-02-10 13:12
Group 1 - The core viewpoint of the article highlights the rapid growth and potential of the Ultra-Wideband (UWB) technology market in China, with projections indicating that the market value will exceed 10 billion yuan by 2026 and reach around 20 billion yuan by 2028 [2] - UWB technology is characterized by its nanosecond-level narrow pulse wireless communication capabilities, offering centimeter-level positioning accuracy, high-speed data transmission, low power consumption, and strong anti-interference abilities, making it suitable for various applications such as indoor positioning, smart transportation, IoT, and radar detection [2] - The company has developed multiple UWB products with promising market prospects and is collaborating with invested enterprises to advance the research and development of UWB-related products, with steady progress in market promotion expected to contribute to the company's revenue by 2026 [2]
康希通信(688653.SH):目前已布局多款具备市场前景的超宽带产品
Ge Long Hui A P P· 2026-02-10 07:53
格隆汇2月10日丨康希通信(688653.SH)在投资者互动平台表示,超宽带(UWB)技术是一种基于纳秒 级窄脉冲的无线通信技术,具有厘米级定位精度、高速数据传输、低功耗和强抗干扰能力等核心优势, 广泛应用于室内定位、智能交通、物联网及雷达探测等领域。据AIoT星图研究院数据显示,中国UWB 市场规模增长势头迅猛,预计2026年市场产值将超100亿元,2028年有望达到200亿元左右,整体保持高 速增长态势,行业发展潜力巨大。公司目前已布局多款具备市场前景的超宽带产品,正联合被投企业协 同推进超宽带(UWB)相关产品的研发工作,市场化推广稳步推进中,2026年有望给公司带来相关收 入贡献。 ...
康希通信连亏2年 2023上市即巅峰招商证券保荐
Zhong Guo Jing Ji Wang· 2026-02-02 03:22
康希通信募集资金总额为66,864.00万元,募集资金净额为59,967.21万元。康希通信最终募集资金净 额比原计划少18202.96万元。2023年11月14日康希通信发布的首次公开发行股票并在科创板上市招股说 明书显示,公司拟募集资金78,170.17万元,分别用于新一代Wi-Fi射频前端芯片研发及产业化项目、泛 IoT无线射频前端芯片研发及产业化项目、企业技术研发中心建设项目、补充流动资金。 中国经济网北京2月2日讯 康希通信(688653.SH)近日披露2025年年度业绩预告。 经财务部门初步测算,康希通信预计2025年度预计实现营业收入68,350万元左右,与上年同期(法 定披露数据)相比,将增加16,071万元左右,同比增长30.74%左右;实现归属于母公司所有者的净利润 将出现亏损,预计实现归属于母公司所有者的净利润为-4,350万元左右,与上年同期相比,将减少亏损 3,263万元左右,同比减亏42.86%左右;实现归属于母公司所有者的扣除非经常性损益后的净利润 为-6,300万元左右,与上年同期相比,将减少亏损3,320万元左右,同比减亏34.51%左右。 2024年,公司实现营业收入5.2 ...
应对“337调查”初战告捷 康希通信出海突围章法有度
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 00:55
Core Viewpoint - The company, Kangxi Communication, has successfully defended itself against the "337 investigation" initiated by Skyworks, marking a significant victory for Chinese semiconductor firms in international intellectual property rights [2][3]. Group 1: Company Overview - Kangxi Communication is a fabless design company specializing in RF front-end chips, with products widely used in various applications such as home routers, smart homes, and IoT [4]. - The company has developed a complete product line for Wi-Fi 5/6/6E/7, with certifications from major SoC manufacturers like Broadcom, Qualcomm, and MediaTek [4]. Group 2: Legal Proceedings - The "337 investigation" was initiated by Skyworks in July 2024, accusing Kangxi Communication of infringing on five patents related to RF front-end modules [4][5]. - After approximately 22 months of legal proceedings, the ITC ruled on January 24, 2025, that Kangxi Communication and its subsidiaries did not infringe on any of the five patents [5][7]. Group 3: Financial Impact - The company incurred legal expenses of 38.84 million yuan in 2024 and 50.6 million yuan in the first three quarters of 2025, with total costs expected to exceed 90 million yuan [7]. - The initial ruling is anticipated to improve the company's cash flow and market perception, as it allows continued access to the U.S. market [7]. Group 4: Industry Context - The case represents a broader trend where U.S. technology companies utilize "337 investigations" as a common method for trade protection against foreign competitors, particularly from China [8]. - Kangxi Communication's victory serves as a model for other Chinese firms facing similar challenges in international markets [3][6].