Endeavour Technology: medical wearable device pioneer enterprise, construct IOT era super strong barriers
Endeavour Technology is a medical wearable device pioneer enterprise, will construct IOT era super strong barriers. The company has been steadily promoting the "hardware-channel-service" three-step strategy, has been successfully embedded in the supply chain system of Huawei, Lenovo, Xiaomi and many other consumer electronics giants, and at the same time, the IOT era is characterized by customization, cloud-based, and therefore naturally extends the development of the back-end software, cloud platform development needs. At the same time, we judge that the company's future will also be through the cloud platform big data analysis, to create a complete big health mobile medical map.
Lixin Precision 1 quarterly review: performance growth, the future continues to be optimistic
Results of the big increase, in line with expectations: the company's 1 quarterly revenue of 1.811 billion yuan, an increase of 33.57% year-on-year; attributable to shareholders of the listed company's net profit of 153 million yuan, an increase of 69.11% year-on-year; Earnings per share of 0.18 yuan, the company's performance in the first quarter to continue to continue to increase momentum, also in line with our expectations.
The company's 1Q results continue to continue the momentum of substantial growth, also in line with our expectations.
Annual performance increase without suspense: along with the gradual mass production of new products, new customers continue to develop and start supplying, part of the company's production capacity has been released; in addition, the company completed the second half of last year on the acquisition of a minority stake in some of the subsidiaries, to further thicken the company's performance, annual performance increase without suspense
Delun Electronics: leading software and hardware company of the smart car
The company announced the 14 annual report, the company's software and hardware company
The company announced 14 annual report: 14 years revenue of 2.635 billion yuan, an increase of 27.29%; attributable to shareholders of listed companies net profit of 98.61 million yuan, a year-on-year decline of 19.65%; EPS 0.24. The company announced the 15 years a quarterly report: a quarterly revenue of 750 million yuan, an increase of 50.78%; attributable to shareholders of listed companies net profit of 23.95 million yuan, an increase of 50.78%; attributable to shareholders of listed companies net profit of 23.95 million yuan. Listed company shareholders net profit of 23.95 million yuan, an increase of 20.15%; EPS0.0578. Quarterly report of the company's revenue increased by 253 million yuan compared with the same period last year, mainly due to the company's automotive products business growth impact of the automotive products have begun to reflect the performance of the 15 years.
Vertical integration and mergers and acquisitions expansion, to create a first-class customer and perfect product platform
The company layout for more than ten years, in the automotive field to create a first-class customer platform and perfect product line. Automotive connector harness, ebox, LED lights, sensors, radar, new energy vehicles, battery modules, charging piles and so on a series of products, the growth of billions of dollars in revenue each year will give the company enough performance support.
Nine Ann Medical: performance in line with expectations, optimistic about the company from the hardware to the transformation of health big data services
The company announced its annual report on April 14, 2014, the company achieved operating income of 425 million yuan, an increase of 4.39% year-on-year, attributable to shareholders of the listed company's net profit of 10.2 million, an increase of 211.23% year-on-year, earnings per share of 0.03 yuan, in line with our previous expectations. The company's turnaround was mainly due to the transfer of 60% stake in its grandson iSmartalarm for $12 million, and the receipt of $4 million from Bloomsky, the grandson of the company's investment in capital increase.
Investment highlights:
Huanxu Electronics: with the SIP module shipments, shipments, 1Q is expected to be the low point of the annual performance there
1Q 2015: revenue of 4.26 billion yuan, an increase of 22.5% year-on-year, attributable to the listed company's net profit of 141 million yuan, a year-on-year decline of 10.5% (deducted from the non-net profit of 109 million yuan, year on year) down 27.5%); earnings per share of 0.13 yuan.
Investment highlights:
The lagging shipment of Huanwei Electronics is the main factor for the poor earnings performance in 1Q. Consolidated gross margin was 11.0% in 1Q (12.85% in FY14), the lowest in 15 quarters. Huanwei Electronics' 1Q smartwatch S1 module shipments were delayed, while costs and expenses increased more (the company's overall administrative and financial expenses rose 38% year-on-year and by more than 79 million yuan).
Delta Battery: interim results in line with expectations, actively layout of new energy vehicles
Investment highlights:
Reiterated buy rating. We maintain the company's 2014-16 earnings forecast of 1.47 yuan, 2.22 yuan, 3.20 yuan, the current price corresponds to 14-16 years PE of 26.5X, 17.5X and 12.1X, considering the company benefited from the stimulation of Apple's new products as well as new energy strategy to enhance the long-term space, we believe that the company's reasonable valuation of the 6-12 months level of 14 years 35 times PE, corresponding to the 6-12 months target price of 51.45X. 12-month target price of 51.45 yuan, reiterating the buy rating.
Suzhou Goodyear: MEMS and photovoltaic business continues to improve
Company in the first three quarters of 2014 to achieve operating income of 692 million yuan, an increase of 10.59%; attributable to shareholders of the listed company's net profit of 33,234,000 yuan, an increase of 11.98%; the basic earnings per share of 0.05 yuan.
The company's photovoltaic silver paste business last year to obtain a certain breakthrough, this year continues to maintain the growth trend, half-yearly revenue of 13,729,400 yuan, the first three quarters to achieve revenue of 23,103,400 yuan, the third quarter to achieve the first quarterly profit. We expect the company's annual sales of positive silver is expected to exceed 5 tons. The company's silver paste new generation of products FC218A in May this year to the market, after mass production test, product performance and foreign competitors new generation of products compared with a strong competitive edge, has been in more than a dozen of cell factory through a small amount of testing, of which 6 into mass production. ), plastic structural parts (shell, such as front frame, back cover), lamination, glass and so on. On this basis, the company has gradually developed from providing fragmented structural parts to providing overall structural solutions and structural modules for LCD TVs, forming a preliminary strategy for large components.
CJE: Intel shares in Leyuan, smart wearable add new allies
Investment highlights
Intel Semiconductor (Dalian) Co., Ltd. will subscribe to the Leyuan digital 9.09% of the shares of 30 million yuan, the transfer of equity, the CJE holds 20.45% of the Leyuan digital. In the capital increase and equity transfer of Leyuan digital previously, the shareholding reached 22.5%, and reached an agreement with the original shareholders to acquire the remaining shareholders. The Intel shareholding does not affect the acquisition of the remaining shares of Leyuan by CJE. Announcement shows that the Intel Semiconductor (Dalian) Co., Ltd. to 30 million yuan of the consideration premium subscription Leyuan digital proposed increase in registered capital *** counted 5392222 yuan, after the completion of the transaction, Leyuan digital paid registered capital will increase to 59314444 yuan. Intel Semiconductor (Dalian) Co., Ltd. will hold 9.09% of the shares, CK Electronics will hold 20.45% of the shares, and Le Liuping will hold 54.13% of the shares.
What is the stock code of Yuan Universe
The following list of ten: Guoguang Electric (stock code: 002045), Gore (stock code: 002241), Crystal Optoelectronics (stock code: 002273), Baotong Technology (stock code: 300031), SuperMap Software (stock code: 300036), CQP (stock code: 300052), digital technology (stock code: 300079, Shunnet Technology (stock code: 300113), Silk Road Visual (stock code: 300556), Wanxing Technology (stock code: 300624) (for reference only)
1, Kwok Kwong Electrical (stock code: 002045)
Related reasons: the company's audio electro-acoustic class The main products of the business are mainly used in wearable products (such as VR/AR) 2021 VR/AR hardware and software market involved in the explosive growth of the meta-universe concept has become a symbol of the entire ecology towards maturity
Other concepts belonging to the:Venture capital, electronic components, home appliances, fund long position, lithium batteries, Apple concept, brokerage firms long position, the depreciation of the renminbi, the Shenzhen Stock Exchange, Tesla New energy vehicles, surplus increase, meta-universe, smart speakers
2, Geer shares (stock code: 002241)
Related reasons: the country's leading consumer electronics components, machine suppliers; the company's long-term layout of the VR / AR business, currently in the field of high-end VR / AR equipment machine OEM market share of close to 80%, the customer including Facebook, Sony, etc.
Other concepts:3D glasses, sensors, unicorn concept, large-cap blue chip, electronic components, Facebook, Foxconn concept, FTSE Russell concept, Industry 4.0, industrial Internet, Huijin concept, Huawei industry chain, fund stocks, MSCI, Apple concept, financing, deep stock pass, biometrics, Internet, wireless headset, Xiaomi concept. Internet, wireless headset, millet concept, virtual reality, mobile Internet, pre-surplus pre-increase, meta-universe, smart wear, smart watches, smart speakers
3, crystal photoelectric (stock code: 002273)
Related reasons: the company's main products include filters, optical low-pass filters and combinations of film, smart glasses optical modules, etc., on AR, VR, MR and other new display technologies have related technology reserves. New display technology have related technology reserves, its crystal view photoelectric has developed related spare parts, will supply to the design manufacturers
Other concepts:3D glass, 3D glasses, security monitoring, insurance stocks, ultra-high-definition video, the Internet of cars, the Yangtze River Delta Economic Zone, the concept of the FTSE Russell, the concept of the sinking fund, the Huawei industry chain, LIDAR, the fund's long position in the stock, LED lighting, the NINGDER era concept stocks, Apple concept, holographic era Conceptual stocks, Apple concept, holographic concept, holographic cell phone, financing, social security positions, deep stock pass, driverless, millet concept, virtual reality, mobile Internet, meta-universe, securities holdings, smart wear, smart watches, augmented reality
4, Baotong Technology (stock code: 300031)
Related reasons: the company has a wholly owned subsidiary Hainan meta-universe Ltd., focusing on the layout of AR/VR/MR, robotics, sensors, new energy mining card, high-end equipment and other growth industry-related areas of business; its HASIQI is the top AR/VR content development and solution providers, and Huawei and Jitterbug there is a depth of cooperation in the business
Other concepts: Yangtze River Delta Economic Zone, Facebook, photolithography, fund Heavy positions, Jiangsu local, deep stock pass, hand tour, TMT, online games, cloud games, pre-surplus pre-increase, Yuan universe
5, super map software (stock code: 300036)
Related reasons: the company in 2017 has supported the OculusRift and HTCVive VR helmet equipment, the company GIS for the provision of three-dimensional spatial complexity Diversified models and data in the "geographic location" of the key **** the same point of technology, is the meta-universe of the real geospatial foundation chassis
Other concepts:Beidou navigation, big data, big data centers, FTSE Russell concepts, home-made software, Huawei HMS, Huawei Cloud-Kunpeng, fund positions, QFII holdings, financing, deep stock passes, unmanned driving, virtual reality, cloud computing, cloud computing, cloud computing and cloud computing. Unmanned, virtual reality, cloud computing, cloud computing data center, pre-surplus pre-increase, meta-universe, smart city, intelligent transportation
6, China Qingbao (stock code: 300052)
Related reasons: the company's "Shenchu burnt workshop brewer (master brewer)" game to simulate the operation of the "Jinsha Ancient Wine e-sports, blockchain, hand game, shenzhen local, tencent, sports industry, online games, virtual reality, new three boards, cloud computing, cloud computing data center, pre-loss and pre-decrease, meta-universe, football
7, digital technology (stock code: 300079
Related reasons: the company's ultra-high-definition coding and decoding technology, lossless compression technology, low-latency public network transmission, DRM and complete data transmission security protection technology can be used in the construction of the virtual universe. Complete data transmission security protection and other technologies can provide underlying technical support for the universe
Other concepts: 5G, ultra-high-definition video, ETC, radio and television, Internet finance, fund long position, financial reform, blockchain, financing and securities, deep stock pass, network security, virtual reality, meta-universe, smart TV, smart IC card, intellectual property protection
8, Shun network technology (Stock code: 300113)
Related reasons: the company now has more than 10,000 commercially operated high-computing power GPU servers, and in the Internet side of the cloud computer services to more than 800,000 users, the use of advantageous technology and innovation empowered by the meta-universe Metaverse
Other concepts:Edge Computing, eSports, FTSE Russell concepts , Internet finance, fund long position, financing, social security long position, deep stock pass, hand game, TMT, Tencent, culture media, network security, online games, network live broadcasting, Xinchuang industry, virtual reality, cloud computing, cloud computing data center, cloud games, pre-surplus and pre-increase, Metaverse
9, Silk Road vision (stock code: 300556)
Related Reasons: The company's main CG (computer graphics technology) based digital visual integrated services business, with a number of patents, including 3D real-time display technology, VR virtual reality, multimedia digital sand table and other technologies, has been for a number of real estate companies to provide VR viewing and other services
Other concepts belonging to the GEM shell stock, industry 4.0, machine vision, holographic concepts, Shenzhen local, digital twins, TMT, Xiong'an New Area, virtual reality, cloud computing data center, pre-loss and pre-decrease, cloud games, meta-universe
10, Wanxing Technology (stock code: 300624)
Related reasons: the company has invested in real-time 3D cloud platform provider Guangzhou Gravitational Wave Information Technology Company Limited, and the follow-up will continue to increase investment in this field, to further expand the digital creativity of meta-universe
Other concepts: domestic software, fund positions, Shenzhen local, net red, Internet of Things, letter creation industry, telecommuting, mobile Internet, pre-surplus pre-increase, meta-universe
Intelligent wear plate leading stocks have been hotly pursued by a number of institutions
Intelligent wear is a plate that has been on fire for some time, then in this plate What are the leading stocks in this sector? The next article will briefly give you a chat on this topic to introduce!
Jinlong electromechanical: Subsidiary Xingke Electronics is a high-tech enterprise specializing in the design and production of silicone rubber, plastic and metal electronic and electrical parts and accessories, and its products are widely used in communications, medical, automotive, home appliances, office, consumer electronics and other fields.
Xinwei Communication: LDS antenna is the optimal choice for curved multi-antenna design. LDS utilizes laser radar to integrate the precision 3-dimensional antenna into the plastic parts, which has been applied to cell phones such as Apple and Samsung, and it is expected that LDS is the optimal choice for multi-antenna integration and curved surface soldering in the wearable devices in the future. Xinwei Communication has R & D and process, international customers and large capacity advantages, there are opportunities for wearable equipment supply LDS antenna.
Light Hong Technology: the company since 2020 to start the production of smart wearable products, at present for Huawei to provide the main is the smart watch products manufacturing services. The company in the field of smart wearable has produced smart watches, bracelets, glasses and other products, with a wealth of experience and accumulation, the future will also be actively expanding including Huawei customers more smart wearable products business.
Vogel photoelectric: smart watches and other wearable devices is one of the main directions of the company's future business transformation, the company has part of the product small batch supply of millet smart watches.
Kodak Xunfei: the company for the domestic and the world's largest Chinese intelligent voice technology provider, product technology content of the world's leading in the Chinese voice market has an absolute leading position in the wearable devices in the voice recognition technology occupies a larger share of the company will directly benefit.
Combined with the above information, these companies are A-share market to do smart wearable do very good listed companies, the future will certainly usher in a great deal of development, interested investors must be more layout!