FIBOCOM(300638) 智通财经·2025-04-27 08:56Core Viewpoint - Guanghe Tong is a leading global provider of wireless communication modules, with a strong market presence and a focus on customized solutions for various applications [4][5]. Group 1: Company Overview - Guanghe Tong's module products include data transmission modules, smart modules, and AI modules, which are tailored to specific customer needs [4]. - The company has a significant market share in various sectors, ranking first in automotive electronics (24.6%), smart home (36.6%), and consumer electronics (75.9%) as of 2024 [4][5]. Group 2: Market Position - According to Frost & Sullivan, Guanghe Tong holds a 15.4% share of the global wireless communication module market, making it the second-largest player worldwide [4]. - The company leads in multiple downstream application scenarios, particularly in automotive electronics and smart home sectors [4]. Group 3: Strategic Initiatives - The company plans to deepen its focus on the wireless communication module sector, enhance investments in edge AI and robotics solutions, and strengthen its global operational capabilities [5]. - Guanghe Tong aims to expand its business layout through investments and acquisitions [5]. Group 4: Financial Performance - For the fiscal years 2022, 2023, and 2024, Guanghe Tong reported revenues of approximately RMB 5.203 billion, RMB 5.652 billion, and RMB 6.971 billion, respectively [5]. - The net profit for the same years was approximately RMB 365 million, RMB 565 million, and RMB 678 million, indicating a positive growth trajectory [5][7].