Group 1: Investor Relations Activities - The investor relations activities included specific object research, analyst meetings, performance briefings, and roadshows [1] - The meetings were held on December 25-26, 2024, in an offline format [1] - Participating units included various asset management and securities firms such as Shanghai Securities and Guotai Junan Asset Management [1] Group 2: Company Updates - The company announced that the investigation related to U.S. Patent No. 7,409,200 was terminated due to insufficient evidence of infringement [1] - Four other patents remain in the evidence disclosure phase, with the 337 investigation expected to enter trial preparation by mid-2025 [1] Group 3: Financial Performance Insights - The gross margin improved significantly in Q2 2024 due to large-scale shipments of Wi-Fi 7 products, while a slight decline in Q3 was attributed to the 337 investigation and increased competition [3] - The company's profit for the entire year of 2024 is expected to be significantly impacted by costs related to the 337 investigation [3] - The company is actively conducting due diligence on a potential acquisition target, aiming to enhance revenue from IoT products in 2025 [3] Group 4: Future Product Plans - The company currently has no plans to enter the mobile cellular product market, focusing instead on Wi-Fi products [3] - The Wi-Fi 5 product line has achieved large-scale shipments to mobile terminal customers, with Wi-Fi 6 and 7 products already in development [3]
康希通信(688653) - 投资者关系活动记录表（2024年12月25日、26日）