603786 Keboda Technology
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Keboda Technology News
Optimistic Investors Push KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) Shares Up 25% But Growth Is Lacking
KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) shareholders have had their patience rewarded with a 25% share price jump in the last month. The last 30 days bring the annual gain to a very sharp 39%.
KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) Just Released Its First-Quarter Earnings: Here's What Analysts Think
It's been a good week for KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) shareholders, because the company has just released its latest first-quarter results, and the shares gained 8.2% to CN¥65.29.
Keboda (603786.SH): Net profit of 219 million yuan in the first quarter increased 66.24% year on year
On April 19, GLONGHUI (603786.SH) released its report for the first quarter of 2024. During the reporting period, it achieved operating income of 1,417 billion yuan, an increase of 55.22%; net profit attributable to shareholders of listed companies of 219 million yuan, an increase of 66.24% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss of 200 million yuan, an increase of 62.36% year on year; and basic earnings per share of 0.5475 yuan.
CICC: The NOA function continues to accelerate the penetration of high-value components, lidar, and airborne acceleration
The Zhitong Finance App learned that CICC released a research report saying that the L2/L2+ intelligent driving rating penetration rate in February was 31.8%/8.1%, -2.4 pct/+1.0 pct compared to the previous month. The NOA function continued to accelerate penetration. In February, the high speed/urban NOA penetration rate was +2.3 pct/+0.6 pct month-on-month to 9.8%/3.4%. OEMs, represented by new forces, are speeding up the 100% high-speed NOA load rate and penetrating the main sales price segment of urban NOA to 250,000 yuan. Also, under the current high penetration rate, the smart cockpit hardware solution is stabilizing, but with the next generation of high-performance seats
Keboda (603786.SH): The company and its subsidiaries have been re-certified as high-tech enterprises
On February 27, Gelonghui (603786.SH) announced that the company recently received the “High-tech Enterprise Certificate” jointly issued by the Shanghai Municipal Science and Technology Commission, the Shanghai Municipal Finance Bureau and the Shanghai Taxation Bureau of the State Administration of Taxation. The certificate number is: GR202331003345, and the validity period: 3 years. Zhejiang Keboda Industrial Co., Ltd., a wholly-owned subsidiary of the company, and Jiaxing Keao Electromagnetic Technology Co., Ltd., a holding subsidiary, have all been re-certified as high-tech enterprises. The certificate numbers are: GR202333007392 and GR202333004678, respectively. The validity period:
Open Source Securities: New energy vehicles bring disruptive opportunities. High-pressure and intelligent fuses are the future direction
Iteration of high-voltage and intelligent drive fuse technology for new energy vehicles.
KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?
KEBODA TECHNOLOGY (SHSE:603786) has had a rough month with its share price down 17%. However, stock prices are usually driven by a company's financials over the long term, which in this case look pr
Guosheng Securities: High-end smart driving accelerates implementation, leading car companies are expected to benefit first
In the context of continued policy support, the penetration of autonomous driving is accelerating, and leading car companies are expected to benefit first.
Koboda (603786.SH): The company's first overseas factory was put into operation in Japan at the end of October
Gelonghui, January 2 | Keboda (603786.SH) disclosed a record sheet of investor relations activities, showing that market globalization is an important development strategy for the company. The company has always been based on the global market layout and positioning, and its products target the world-class customer market. As foreign business continues to grow, the company is actively deepening close relationships with foreign customers around the world and speeding up the pace of internationalization in accordance with customer requirements to set up factories nearby and provide production support in foreign markets. The company's first overseas factory was put into operation in Japan at the end of October. In the future, the company will continue to optimize the global production layout through complementary advantages and capital
Keboda (603786.SH): Keboda Intelligent Technology has obtained multiple project targets in the field of autonomous driving domain controllers and cockpit domain controllers
Gelonghui, January 2 | Keboda (603786.SH) disclosed an investor relations activity record table showing that the participating company Keboda Intelligent Technology can provide OEMs with software algorithms and central domain controller hardware products for automotive intelligent technology platforms, as well as related high-performance sensors, etc., while also providing a complete set of technical solutions and full-stack technical consulting and services for high-level autonomous driving. At present, Keboda Intelligent Technology has obtained multiple project targets in the field of autonomous driving domain controllers and cockpit domain controllers, and is also actively promoting communication with potential customers. According to the agreement, listed companies enjoy priority under the same conditions
Koboda (603786.SH): Smart fuse box eFuse mainly provides partial rapid response protection for sub-circuits or PC boards
GLONGHUI, January 2 | According to the Investor Relations Activity Record Form, the smart fuse box efuse mainly provides partial rapid response protection for sub-circuits or PC boards, such as use in hot plug systems, automotive applications, programmable logic controllers, and battery charge/discharge management; in addition, the product can provide system-level protection to prevent large-scale serious faults requiring hard permanent shutdown. 603786.SH At present, the company has obtained project targets for several OEM-related models.
Keboda (603786.SH): Ambient lighting product customers continue to expand and has been targeted by FAW-Volkswagen, BYD and other projects
Gelonghui, January 2 | Keboda (603786.SH) disclosed an investor relations activity record sheet showing that the atmosphere light is an ambient light that decorates the cockpit. In terms of coverage, ambient lighting gradually evolved from a single point above the cockpit to the bottom, top, and surround of the cockpit, and demand for bicycle light strips has increased significantly. Functionally speaking, the white lighting with a simple switch mode in the car can no longer meet the needs of drivers. Ambient lights are gradually becoming stylish and intelligent, and the color is also gradually evolving from monochromatic to three-color, to the current 64-color full-color atmosphere light. New mid-range cars currently on the market, according to a third party report
Earnings Tell The Story For KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786)
With a price-to-earnings (or "P/E") ratio of 54.8x KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) may be sending very bearish signals at the moment, given that almost half of all companies in China have P/
Is It Time To Consider Buying KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786)?
While KEBODA TECHNOLOGY Co., Ltd. (SHSE:603786) might not be the most widely known stock at the moment, it saw significant share price movement during recent months on the SHSE, rising to highs o
Coboda (603786.SH): It is actively promoting the global production layout, and the first overseas factory was put into operation in Japan at the end of October
On December 4, Gelonghui (603786.SH) recently stated during a survey from institutional investors that the company is actively promoting the global production layout, and that the first overseas factory was put into operation in Japan at the end of October. The establishment and operation of a factory in Japan has begun Keboda's overseas production layout. In the future, the company will continuously optimize the global production layout, build a more efficient global supply chain system, and further enhance market service capabilities close to customers.
603786.SH: Keboda Intelligent Technology has obtained 2 project targets in the fields of autonomous driving domain controllers and cockpit domain controllers
Gelonghui, December 4, when receiving research from institutional investors, recently stated that the participating company Keboda Intelligent Technology can provide OEMs with software algorithms and central domain controller hardware products for intelligent automotive technology platforms, as well as related high-performance sensors, and other products, as well as a complete set of technical solutions and full-stack technical advice and services for high-level autonomous driving. 603786.SH Currently, Keboda Intelligent Technology has received 2 project targets in the fields of autonomous driving domain controllers and cockpit domain controllers, and is also actively promoting communication with potential customers.
Coboda (603786.SH): Currently, product customer development in the field of atmosphere lighting is good, and it has been targeted by projects such as FAW-Volkswagen
On December 4, Gelonghui (603786.SH) recently stated during a survey from institutional investors that benefiting from the continuous development of the automotive environment and smart cockpits, OEMs create a differentiated and customized user experience for consumers through atmosphere lighting products. In particular, functional ambient lighting systems can meet the various sensory needs of passengers in different environments. Through years of deep industry cultivation and business layout, the company's atmosphere lighting product customers have continued to expand, and the number of targeted projects has continued to increase. At present, the company has developed a good number of product customers in the field of atmosphere lights, and has won FAW-Volkswagen, SAIC Volkswagen, German Volkswagen, Hongqi, and Ideal
Coboda (603786.SH): Continued release of ideal body products is expected to contribute significantly to revenue next year
On December 4, Gelonghui (603786.SH) recently stated in receiving a survey from institutional investors that from January to September 2023, the company's domain control products achieved sales revenue accounting for about 80% of energy management system products. Among them, there are plenty of in-hand orders for chassis control products (mainly DCC, ASC, and chassis products), which are expected to continue to grow in the future as OEMs' supporting models go offline; at the same time, the company's ideal vehicle body products continue to be released, and the revenue contribution is expected to increase significantly next year.
Coboda (603786.SH): R&D expenses are mainly used for product category expansion and product upgrade investment
On December 4, Gelonghui (603786.SH) recently stated during a survey from institutional investors that the company spent 316 million yuan on R&D in January-September 2023, accounting for 9.91% of current revenue. The company's R&D expenses are mainly used to invest in product category expansion and product upgrades. In the future, the company will adhere to the direction of commercialization and industrialization, focus on overcoming key core technologies, and further optimize the level of intelligence of related automotive electronics products. It is expected that with the release of new products, the company's revenue volume will increase, and the growth of R&D expenses as a share of revenue will flatten out in the future.
Coboda (603786.SH): The top five terminal customers accounted for 75.78% of total revenue in January-September
On December 4, Gelonghui (603786.SH) recently stated in receiving a survey from institutional investors that in January-September 2023, the top five terminal customers accounted for 75.78% of total revenue, down 6.74 percentage points from the previous year. Specifically, the top five customers are VW Germany, FAW Group, SAIC Volkswagen, Ideal Auto, and Cummins. Among them, Ideal Auto accounts for about 7% of revenue, ranking fourth among the top five customers.
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