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康希通信(688653) - 投资者关系活动记录表(2024年11月11日)
688653Grand Kangxi (688653)2024-11-12 07:34

Group 1: Financial Performance - The company reported revenue growth in 2024, attributed to the launch of the Wi-Fi 7 protocol, benefiting from early investments in this area [1] - As of September 30, 2024, the company has invested a total of 75.46 million yuan in R&D, representing a year-on-year increase of 63.29% [2] - The company's net profit has declined due to a focus on enhancing core competitiveness and increasing R&D expenditures [2] Group 2: Product Development and Market Position - The company has introduced multiple products related to the Star Flash RF front-end solutions, which are applied in the IoT sector and have entered the reference design list of domestic SoC chip manufacturers [2] - Wi-Fi 7 technology products account for over 25% of the company's sales, with expectations for continued growth in revenue contribution from new product launches [4] - The company has achieved significant sales in Wi-Fi 5 and Wi-Fi 6 product lines, with Wi-Fi 6 remaining the mainstream product [4] Group 3: International Expansion and Challenges - As of January to September 2024, overseas revenue accounted for approximately 15% of total revenue, indicating a growing international market presence [3] - The company is facing challenges from a 337 investigation initiated by Skyworks, which is perceived as a significant challenge to the company's technological capabilities and overseas market expansion [3] - The company aims to leverage this situation to defend its R&D achievements and protect shareholder interests [3]