Top Group (601689) tracking report: waiting for recovery

Top Group (601689) tracking report: waiting for recovery The report reads that short-term performance is under pressure (reduced EPS), and is still optimistic about development potential in the long run. Maintain BUY rating. Key points of investment: 2019H1 passenger car production and sales 2 breakdown, the profit decline in 2019 is the year of passenger […]

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Shengyi Technology (600183) one of a series of research: Rogers benchmarking research on high-frequency substrate import substitution as a trend of the times

Shengyi Technology (600183) one of a series of research: Rogers benchmarking research on high-frequency substrate import substitution as a trend of the times Rogers is 杭州桑拿 a leading global supplier of high-frequency copper clad laminates. After studying Rogers’ development strategy, core advantages, and the detailed operation status of the ACS division of the engineering transmission […]

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Zhejiang Dingli (603338): Expansion of the domestic market accelerates the net margin extension

Zhejiang Dingli (603338): Expansion of the domestic market accelerates the net margin extension Event: On April 29, 2019, the company released the 2019 first quarter report. In the first quarter of 2019, the company achieved operating income of 3. 840,000 yuan, at least 23. 44%, net profit attributable to mother is 1. 01 ten percent, […]

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UFIDA (600588) Annual Report Review Report: Cloud Business Continues High Growth and 19 Years of Strong Development

UFIDA (600588) Annual Report Review Report: 厦门夜网 Cloud Business Continues High Growth and 19 Years of Strong Development Cloud business grew at a high speed, traditional software grew steadily, and financial business strengthened risk control.In 2018, the company realized operating income of US $ 7.7 billion, an annual increase of 21. 4%. The rapid growth […]

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Yuntianhua (600096): The continuous operation efficiency benefiting from the prosperity of phosphorus chemical industry is gradually improving

Yuntianhua (600096): The continuous operation efficiency benefiting from the prosperity of phosphorus chemical industry is gradually improving The company issued an announcement of the pre-increasing results for the first quarter of 2019, and the results were in line with expectations. It is estimated that the net profit attributable to mothers will be 1 in 1Q19. […]

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Borui Communication (600880) Third Quarterly Report Comment: The effect of business structure optimization is obvious

Borui Communication (600880) Third Quarterly Report Comment: The effect of business structure optimization is obvious Event: The company achieved revenue in the first three quarters of 20192. 69 ppm, a reduction of 36 per year. 64%; net profit 5955. 250,000 yuan, an annual increase of 154. 52%; realized profit of 0. 05 yuan, an annual […]

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Zhejiang Dingli (603338): The new arm type is expected to become a new growth driver; there is no need to be overly pessimistic about the North American market

Zhejiang Dingli (603338): The new arm type is expected to become a new growth driver; there is no need to be overly pessimistic about the North American market Company status We recently went to Zhejiang Dingli to conduct research and updated the company’s fundamentals. Comment on the magnitude of the change in the North American […]

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Zhengbang Technology (002157): Stock Incentive Boosts Confidence, Breeding Leader, High Growth Can Be Expected

Zhengbang Technology (002157): Stock Incentive Boosts Confidence, Breeding Leader, High Growth Can Be Expected Event overview The company issued a supplement to the annual stock incentive plan for 2019: the number of shares owned by 1,392 people to be awarded to the company’s internal incentive objects is 58 million shares, accounting for approximately 245,582 of […]

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Luxun Precision (002475) In-depth Research Report: Layout of Multi-Field Precision Manufacturing High Growth Momentum Does Not Diminish

Luxun Precision (002475) In-depth Research Report: Layout of Multi-Field Precision Manufacturing High Growth Momentum Does Not Diminish Core points: 1. 1. Consumer electronics leader with clear growth path.The company focuses on the multi-category layout of consumer electronics, starting from PC connectors, and building precision manufacturing platforms with smart devices, automobiles, and communications as its core. […]

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