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The military sector continued to strengthen, with Triangle Defense rising and falling by 20cm, Aerospace Technology up more than 10%, and Parker New Materials, AVIC Heavy Equipment, and AVIC Optoelectronics.
The military sector continued to strengthen, with Triangle Defense rising and falling by 20cm, Aerospace Technology up more than 10%, and Parker New Materials, AVIC Heavy Equipment, and AVIC Optoelectronics.
China Aviation Optoelectronics (002179): Short-term pressure on 2024Q1 performance, optimistic about the company's expansion from defense to emerging industries in various fields
Incident: The company released the 2024 quarterly report 2024Q1. The company's revenue and net profit to mother fell 25% year on year and 24% respectively. 2024Q1 achieved revenue of 4.01 billion yuan, down 25% year on year; achieved net profit to mother
China Aviation Optoelectronics (002179): 23 years of steady increase in performance, steady improvement in industrialization capacity
Event: The company released its 2023 annual report and 2024 quarterly report. The company achieved revenue of 20.074 billion yuan in 2023, an increase of 26.75%; net profit to mother was 3.339 billion yuan, an increase of 22.28 billion yuan over the previous year
China League Securities: Industrial transformation continues, domestic connector replacement is expected to accelerate
The Zhitong Finance App learned that Guolian Securities released a research report saying that AI servers have increased transmission speed requirements and high demand for high-speed backplane connectors; demand for high-speed connectors in the communications and automotive industry is strong, and there is plenty of room for domestic alternatives. It is recommended to focus on leading domestic companies with early layouts and excellent product performance, such as Electric Connection Technology (300679.SZ), Huafeng Technology (688629.SH), and Dingtong Technology (688668.SH). Demand for connectors in the industrial control and military industry is growing steadily, and the localization rate is high. It is recommended to focus on the leading companies China Aviation Optoelectronics (002179.SZ) and Aerospace Appliances (00202)
Wang Yuefeng, Deputy General Manager of China Aviation Optoelectronics (002179.SZ), increased his holdings by 5,000 shares
China Aviation Optoelectronics (002179.SZ) issued an announcement. As of the disclosure date of this announcement, Wang Yuefeng, the company's deputy general manager, added...
China Aviation Optoelectronics (002179): Significant month-on-month improvement in performance, steady expansion of production and reversal of the economy
The incident described the company's 2024 quarterly report, achieving revenue of 4,013 billion yuan, a year-on-year decrease of 24.87%, and net profit to mother of 751 million yuan, a year-on-year decrease of 24.41%. Driven by short-term fluctuations in demand for event reviews
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