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.
Victory Precision, research report: endogenous and epitaxial hair, high-speed growth can be expected
Big parts strategy continues to deepen, improve profitability and development space
Victory Precision was established at the end of 2003, the long term for the LCD TV manufacturers to provide the frame structural parts, accumulated the relevant technological advantages, including: Base (base), metal structural parts (bracket, shield), plastic structural parts (shell, shield), and the structure of the frame. ), 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 percent of the shares, CK Electronics holds 20.45 percent, and Le Liuping holds 54.13 percent.
Huawei concept + consumer electronics + smart wearable stock is that one
Electronics concept stock. Huawei concept plus consumer electronics plus smart wearable stock is the electronic concept stock, the company since 2020 began the production of smart wearable products, for Huawei to provide mainly is the smart watch product manufacturing services.
What are the stocks of Apple wearable
There are Danbang Technology (002618), Geer Acoustics (002241), KU Xunfei (002230), JiuAn Medical (002432), HuanXu Electronics (601231), Crystal Optoelectronics (002273) and other stocks.
Details:
The origin of the smart wearable concept stocks:
Smart wearable as cutting-edge science and technology and sunrise industry, is the mainstream trend of the future development of mobile smart products, will greatly change the way of life of the modern people, has a strong industrial growth space, the development prospects are bright, the secondary market smart wearable concept strong outbreak, investment opportunities are abundant, or lifting the hype wave.
Smart wearable refers to the application of wearable technology for daily wear intelligent design, development of wearable equipment, such as glasses, gloves, watches, clothing and shoes. The purpose of smart wearable is to explore a new way of interaction between people and technology, and to provide exclusive and personalized services for each person. Smart Wearables is a far-reaching category of technology devices that will lead the next wearable revolution as we move towards a new world where technology interacts with people. Google, Apple, Samsung, Microsoft, Sony, Olympus and many other technology companies are scrambling to join the wearable device industry, in this new field of in-depth exploration
Smart wearable concept stocks list of the latest smart wearable concept stocks
Hello owner:
Intelligent wearable concept stocks: DANBANG technology (002618), KDDI (002230), NineAn medical 002230), JiuAn medical (002432), *** up to electro-acoustic (002655), long power science and technology (600584), Endeavour technology (002681), crystal photoelectric (002273), Kang NaiTe (300061), Beijing Junzheng (300223), ring asahi electronics (601231), HanWang science and technology (002362), Geer acoustic (002241), Yangtze River Communications (600345), Dahua Intelligence (002512).
Personal opinion is for reference only hope to adopt
Smart wearable is a plate has been fire for some time, then in this plate which is considered one of the leading stocks? Next this 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 materials of electronic and electrical spare parts products, 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 in cell phones of Apple and Samsung, etc. 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, wearable devices in voice recognition technology occupies a larger share, 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!