1. three Ann photoelectric (600703):
The company released today's report: the company realized sales revenue of 364.5 million yuan, total profit of 256 million yuan, net profit of 20.2 million yuan. Compared with the same period of the previous year, sales revenue increased by 69.18%, total profit increased by 287.78%, net profit attributable to shareholders of listed companies increased by 257.19%. Net profit after extraordinary new gains and losses amounted to RMB 99.42 million, an increase of 92.9% year-on-year. The government subsidies included in the current profit and loss totaled 134.6 million yuan.
2. silver jubilee science and technology (300221):
As one of the few domestic enterprises that can produce "0.25MMV0" flame retardant level of high-performance polycarbonate materials, silver jubilee science and technology to increase revenues do not increase profits.
The company realized operating income of 450 million yuan in the first half of the year, a small increase of 2.53%; attributable to shareholders of the listed company's net profit of only 9.885 million yuan, a sharp decline of 65.33%. Silver jubilee science and technology, said the report period, operating income growth is slower, mainly because of the downstream demand downturn, the market competition is more intense; and the company's net profit declined more, mainly by the market environment and the impact of rising manufacturing costs, gross margin decline but management, sales and financial expenses increased year-on-year larger.
Yinxi Technology is expected, the first nine months of this year's net profit of about 13.76 million yuan to 17.2 million yuan, down about 50% to 60% year-on-year. In fact, as early as 2012, the silver jubilee science and technology has revealed the momentum of performance decline. 2012 annual report shows that the silver jubilee science and technology annual operating income of 897 million yuan, an increase of 12%; but the net profit of only 33.91 million yuan, a year-on-year decline of 35%.
3.Pulit (002324)
The company through the fund-raising of high-performance polycarbonate (PC) plastic alloy technology project has been upgraded, and then expand production capacity.
January-June 2013, Pulit realized main business income of 762.42 million yuan, an increase of 43.63% over the same period of the previous year, and net profit attributable to shareholders of the parent company of 88.74 million yuan, an increase of 36.28% over the same period of the previous year, and earnings per share of 0.33 yuan. The company forecast a 30%-50% year-on-year increase in net profit for the third quarter.
Century Securities believes that the company's future performance depends on the successive commissioning of projects. First, Pratt's "liquid crystal polymer materials high-tech industrialization of new projects," the first phase of 2,000 tons / year melt polymerization production line, on June 27, 2013 was officially completed and put into production, is the company to high-performance fibers and composites and other new materials in the field of an important step in the development of the company; the second is the Chongqing Pratt 100,000 tons of projects Is expected to be completed by June 30, 2014
4. Jinfa Science and Technology (600143)
Jinfa Science and Technology, a leading domestic modified plastics company, has become Apple's only designated supplier of this type of material in the world, and in 2010 won the Apple cooling fan main supplier of Zhongda Electronics issued by the "excellent supplier" title.
In the first half of this year, jinfa science and technology revenue of 6.685 billion yuan, an increase of 10.75%; attributable to shareholders of the listed company's net profit of 417 million yuan, an increase of 4.89%; the basic earnings per share of 0.16 yuan. 2013 first half, jinfa science and technology **** sales of all kinds of plastic products (including trade goods) 519,400 tons, an increase of 17.46% over the same period last year. 17.46%. Various types of modified plastic products (excluding trade goods) 341,300 tons, an increase of 6.22% over the same period last year.
5. East material science and technology (601208)
East material science and technology in the first half of 2013 to achieve a total operating income of 532.9169 million yuan, an increase of 2.90%; to achieve an operating profit of 40.3483 million yuan, a year-on-year decline of 40.69%; attributable to the parent company's net profit of 40.3448 million yuan, a year-on-year decline of 49.62%.
Despite the results slightly lower than expected, but a number of institutions are still optimistic about the company's prospects. Societe Generale Securities analysis, East Material Technology's project into the focus of the release period, the equity incentive plan is conducive to the company's long-term development, so the company's performance is expected to return to growth. The company's annual output of 20,000 tons of polyester film project, annual output of 30,000 tons of halogen-free flame retardant polyester project, 3,500 tons of polypropylene film project, annual output of 20,000 tons of optical base film project and other projects in this and next year to put into production.
6. Jingsheng Mechatronics (300316):
In the evening of September 30, Jingsheng Mechatronics (300316) announced that the company on the 29th, with the people's government of Pinglu District, Shuozhou City, Anovo Guoji Investment Company Limited, on the *** with the establishment of the Shuozhou City (Pinglu) photovoltaic information industrial park, and the cooperation of photovoltaic power station, high-performance cloud computing center and other ancillary projects, reached a tripartite cooperation framework agreement. The tripartite cooperation framework agreement.
According to the agreement, the Shuozhou (Pinglu) Photovoltaic Information Industrial Park will be set up by the Pinglu District Government to gradually provide land for the construction of photovoltaic power stations, high-performance cloud computing centers and other ancillary projects according to the progress. Anovo State-based investment company is responsible for the introduction of the construction of 2GW photovoltaic power plant, phased construction. Pinglu District Government appointed Shuozhou Pinglu District Economic and Technological Development Company and Anwu Guoji Investment Company*** to jointly invest in the formation of Shuozhou (Pinglu) Photovoltaic Information Industry Management Co. JSE and Shuozhou (Pinglu) Photovoltaic Information Industry Management Co., Ltd*** jointly formed a project company to participate in the construction of photovoltaic power plants in the Shuozhou (Pinglu) Photovoltaic Information Industry Park.
JSME said that the company's participation in the construction of photovoltaic power station projects in cooperation with Pinglu District Government and Anwu Guoji Investment Company will lay a solid foundation for the company to broaden its industrial chain and realize its long-term development strategy by becoming stronger and better; meanwhile, it will further enhance the company's competitiveness in the industry and is expected to have a positive impact on the company's performance in the future.
7. Tianlong photoelectric (300029)
The company's 2013 annual results improved, including non-recurring gains and losses on net profit impact amounted to about 60 million yuan -70 million yuan, mainly for the company's land transfer income and government subsidies. 2013 since the second half of the photovoltaic industry downstream customers gradually improve the situation, the company to increase efforts to deal with the inventory, and through various ways to resolve the receivables.
8. Dongjing Electronics (002199):
Dongjing Electronics (002199) August 12 evening announcement, the company intends to invest 18.8 million U.S. dollars to acquire Rakon HK Limited held by Rakon Crystal (Chengdu) Limited 80% equity.
Rakon Chengdu total investment of 120 million U.S. dollars, registered capital of 50 million U.S. dollars, operating in the manufacture and sale of quartz crystal components. As of June 30, 2013, Rekang Chengdu's total assets of 258 million yuan, total liabilities of 156 million yuan, owners' equity of 102 million yuan, the first half of the operating income of 39.37 million yuan, net profit -28.91 million yuan.
Dongjing Electronics said, the equity acquisition, the company for the purpose of bigger and stronger quartz crystal business. Through the acquisition of Rakon Chengdu equity, the company will realize and Rakon HK imited strategic cooperation, further enhance the production process technology level, continue to strengthen the company's core competitiveness, consolidate and enhance the company's leading position in the electronic components market. The acquisition is also conducive to the Company's cultivation of specialized technical and managerial talents in the field of high-end quartz crystal components business, and promotes the further development of the Company.
9. Tomfoolery Microelectronics (002156): product upgrades + domestic expansion, profitability improved significantly
At present, the global semiconductor industry as a whole is still in the boom period, SEMI's B/B (order / shipment ratio) indicator in June was 1.19, indicating that the market is still in the boom in the second half of the year will enter the industry's traditional peak season, the company's new products will be gradually online in the second half of the year, so we think the company's new products will be in the second half of the year, so we believe that the company's new products will be in the second half of the year. The second half of the company's new products will also be gradually online, so we believe that the second half of the company's operating income will continue to maintain a high growth trend. However, the second half of a series of uncertain factors are expected to gradually strengthen, such as the international gold prices continue to rise, will enhance the company's gold wire costs, the mainland wage increases and the appreciation of the RMB is expected, and other factors, are likely to bring pressure on the company's profitability level, how to resolve these uncertainties brought about by the negative impact will be a test of the company's management level.
10.united photoelectric (600363):
August 2, united photoelectric announcement of the people's government of jiangxi province agreed to openly listing the company's controlling shareholder jiangxi province electronics group company all equity, and disclosed the conditions of the transfer and other related matters. Among the conditions of the transfer of the requirements, the transfer of equity after 10 years do not cede control, to maintain the stability of the core personnel of the Electronics Group, the management team to maintain stability within 5 years, the most critical is the requirement of the transferee in the control within 5 years, through different financing channels for the Electronics Group to raise funds of 2.8 billion yuan, the first three years of the Electronics Group's LED, cables and special communications project funds of more than 1 billion yuan, within 5 years Sales revenue of more than 10 billion yuan.
The transfer of equity to break the state-owned but unable to foster the embarrassing situation of listed companies, is expected to become a listed company's rapid development of the "ice-breaking journey". For the transferee's requirements, although only proposed in three years to develop the three key businesses of the Electronics Group, its business is fully mapped to the company's main business, the government's purpose of the transfer is first to develop the listed company's products and business; Secondly, the future development of the Electronics Group's other businesses of nearly 1.8 billion in funds for the company's reserves of more high-quality products and projects, as compared with 1.1 billion sales in 2009, its 10 billion in sales, and its sales of more than 1 billion. Sales, its 10 billion sales target is for the company's development to enhance the huge strategic space.
11. Silan Micro (600460):
This year, 6 sets of newly purchased equipment will be subsidized the company in June this year to AIXTRON new order 6 sets of MOCVD equipment, it is understood that the ordered equipment are AIXTRON's newest equipment, each unit of equipment per furnace can produce 55 pieces of 2-inch/13 pieces of 4-inch epitaxial wafers. 6 sets of equipment, the first equipment is expected to arrive in November this year, the rest of the equipment is expected to arrive in November this year, the first unit of equipment is expected to arrive in November this year, the first unit of equipment is expected to arrive in November this year. 6 sets of equipment, the first equipment is expected to arrive in November this year, the remaining 5 sets of 1 quarter of next year, that is, 6 sets of equipment are within the scope of the grant, the total amount of funding should be 6.52 million U.S. dollars (6 sets of equipment total price of 16.3 million U.S. dollars), about 44.34 million yuan.
12. Fangda Group (000055):
1, the company is a well-known large-scale high-tech enterprises, the existing energy saving and environmental protection, rail transportation equipment and semiconductor lighting industry, three major industrial systems, has a strong competitive advantage, and the three major industries are in line with the national industrial orientation, is China's energy saving and emission reduction industry, "leader", the future of the company will benefit significantly from the construction of the national low-carbon economy. The future of the company will benefit greatly from the construction of the national low-carbon economy.
2, energy saving and environmental protection projects continue to maintain the advantage of the company's development of high-tech energy saving and environmental protection curtain wall successfully applied in China's first green Olympic demonstration building - Tsinghua University ultra-low energy consumption demonstration building, the energy saving and environmental protection curtain wall can produce 30% energy saving effect compared with ordinary curtain wall. The company has 124 curtain wall product patents, energy saving, environmental protection and other high-end products market influence and competitiveness is growing. 2009, the company's energy-saving architectural curtain wall sales revenue in 2008 increased by 29.8% on the basis of sales revenue of 647 million yuan, a year-on-year increase of 33.10%.
3, semiconductor lighting industry is known as the fourth generation of lighting light source, with energy saving, long life and other excellent performance, can be widely used in a variety of instructions, decorative, general lighting lamps and other fields. Fangda Group took the lead in China to enter the semiconductor lighting industry, has formed a gallium nitride (GaN)-based LED epitaxial wafer, chip, packaging, phosphor to the semiconductor lighting engineering application product development, manufacturing until the end of the market to promote the application of the complete industrial chain, the success of the gallium nitride-based semiconductor lighting epitaxial wafer, chip, "Made in China", reached the world's advanced level. The company's high-power high-brightness semiconductor chip as the key technology achievements of semiconductor lighting, was listed as "15" national science and technology research plan "semiconductor lighting industrialization technology development" major projects. As one of the leading LED industry, the company benefited from the rapid development of the national LED industry, the core competitive advantage is very obvious.
13. Sunshine Lighting (600261):
Earnings adjustments and investment advice: the company is located in the energy-saving lighting sub-industry is currently developing rapidly, in line with the concept of low-carbon, energy-saving, environmentally friendly advocated globally, and in the substitution of the traditional lighting light source has great potential. Supported by relevant industrial policies, the future market capacity is huge, broad prospects for development. Based on the company's first-half performance improvement slightly more than expected, we raised the revenue growth rate and gross margin.
14. Obitel (300053):
Half year the company operated well. During the reporting period, the company operated well, the main business to maintain rapid growth, operating income of 74.58 million yuan, an increase of 20% over the same period last year, net profit of 13.94 million yuan, an increase of 40% over the same period last year; to achieve the net profit attributable to the ordinary shareholders of the company 13.65 million yuan, corresponding to the EPS of 0.14 yuan.
As a leading aerospace chip, the company's SOC chip products and product agents and other business growth reflects the rapid development of China's aerospace industry. 10 August launch of the remote sensing satellite 10 is China's sixth aerospace launches this year announced, this figure is two times the same period last year. In recent years, with China's large launch vehicles, BeiDou II navigation satellites, high-resolution earth observation satellites, manned space flight, moon project, deep space exploration and other projects to promote the aerospace market to SOC chip as the core of the embedded system demand is more and more vigorous, which is to promote the company in the first half of the year, and the future of a long period of time, the cornerstone of the business of rapid growth.