002922 Eaglerise Electric & Electronic
- 20.42
- +0.27+1.34%
Eaglerise Electric & Electronic News
28 companies received the most attention from fund research, and Guoneng Rixin received the most attention
Gelonghui, May 23 | Yesterday, 57 companies were surveyed by institutions. According to the type of research agency, the fund participated in the research activities of 28 companies. Of these, there were 7 research companies with more than 5 funds. Guoneng Nissin received the most attention, with 21 funds participating in the survey; Igor and Riyadh were surveyed by 17 and 13 funds respectively.
Igor (002922.SZ): Continued sharp rise in copper prices will have an impact on the company's cost side
Gelonghui, May 22 | Igor (002922.SZ) said on the investor interactive platform that copper is the main raw material for some of the company's products, and we will appropriately lock in some bulk material prices based on on-hand orders; for other products, copper accounts for a relatively high price mechanism. When the price of bulk materials fluctuates to a certain extent, we will adjust prices, but this price adjustment cannot be transmitted in real time. There is a certain lag. If copper prices continue to rise sharply, it will have an impact on the company's cost side.
Igor (002922): High performance in Q1, impressive increase in gross profit, and continued strong overseas demand
Core view The company released its report for the first quarter of 2024. Net profit from 2024Q1 reached 58 million yuan, an increase of 207% over the previous year. Overseas market demand continues to improve, increasing revenue scale and increasing gross profit level. The company's overall profit
Igor (002922.SZ): Charging pile products are part of the company's incubation business and have yet to be exported in batches
Gelonghui, May 15 | Igor (002922.SZ) said on the investor interactive platform that charging pile products are part of the company's incubation business. Currently, only prototypes have been delivered, batch exports have not yet been achieved, and the sales team is actively expanding.
Igor (002922.SZ): The Anhui production base is expected to be officially put into operation in the second quarter
Gelonghui May 15 | Igor (002922.SZ) said on the investor interactive platform that the company's Anhui production base is expected to be officially put into operation within the second quarter.
Igor (002922.SZ): The Malaysian factory currently mainly produces lighting products
Greenhui, May 15 | Igor (002922.SZ) said on the investor interactive platform that the Malaysian factory currently mainly produces lighting products. For information on the company's operating performance, please check the regular report.
Igor (002922.SZ): The main business is transformers, power supplies and complete power supply products. The proportion of direct exports in 2023 was 27.03%
Gelonghui, May 15 | Igor (002922.SZ) said on the investor interactive platform that the company's main business is transformers, power supplies and complete power supply products. The company's direct export ratio in 2023 was 27.03%. In addition, some products are indirect exports.
Igor (002922.SZ): The new overseas part is currently under construction, and it is expected to be tested as soon as the fourth quarter of this year
Gelonghui, May 14, 丨 Igor (002922.SZ) said in an interview with specific targets that based on the current market demand for overseas distribution transformers, the company has also planned new production capacity at home and abroad. The domestic production line is mainly concentrated in the Jiangxi factory, and some production capacity has been expanded from the original production line to meet short-term demand. The new overseas part is currently under construction, and is expected to be tested as soon as the fourth quarter of this year. The main voltage grades of the company's distribution transformers range from 6-35KV, and they are all independent brands.
Igor (002922.SZ): Almost all of the company's distribution transformers are exported
Gelonghui, May 14, 丨 Igor (002922.SZ) said during an investigation by a specific target that almost all of the company's distribution transformers are exported, mainly to countries such as Central and South America and Southeast Asia. A small number of products entered the North American market last year. The company sent a sales team to North America to participate in related exhibitions in January of this year and recently, the demand for distribution transformers in the North American market is booming. The company went to the US exhibition in September of last year. At the time, I learned that its local delivery cycle is more than 2 years. Currently, the latest information I learned is about 30-60 weeks. Because almost all of the company's power distribution products are exported, there is no domestic sales
Igor (002922.SZ): Currently, the company's step-up voltage level is mainly 35KV and below
Gelonghui, May 14, 丨 Igor (002922.SZ) said during a survey by specific subjects that the company's step-up transformers are currently mainly used in photovoltaic ground power plants and energy storage. The company's products have characteristics such as high conversion efficiency, good stability, and strong adaptability to harsh environments. With excellent technical strength, product quality and large-scale production capacity, it is an early domestic manufacturer to enter major photovoltaic markets such as North America and Europe. Currently, the company's step-up voltage levels are mainly 35KV and below.
The A-share grid equipment sector boosted, and Haixing Electric Power rose 8% to a record high
Gelonghui, May 13 | Igor impacted the rise and fall. Haixing Electric Power surged 8%, continuing to reach a record high. Many stocks such as Mingyang Electric, Yangdian Technology, the Academy of Electrical Sciences, and Jinpan Technology rose more than 5%. According to the news, orders from leading overseas power equipment companies such as Siemens and Eaton are growing rapidly, verifying the boom in overseas power equipment. Eaton's US electrification business revenue in 2023 increased 19% year over year, and American electrification revenue grew 17% year over year in the first quarter. The order shipment ratio exceeded 1.1 and the performance guidelines were continuously raised.
Igor (002922): Production capacity continues to expand, and transformers go to sea to ride the waves
Profitability continues to improve, the number of orders increases, and emphasis is placed on R&D investment. Profit side: 2023 gross margin was 22.34%, +2.26pct year over year. Among them, the gross profit margin of new energy products was 21.05%, +3.31p year on year
Charging pile concept stocks changed partially. Taiyong's Long March quickly rose and stopped, while Igor, Infinite, Canan Intelligence, Yonggui Electric, and Kelu Electronics followed suit.
Charging pile concept stocks changed partially. Taiyong's Long March quickly rose and stopped, while Igor, Infinite, Canan Intelligence, Yonggui Electric, and Kelu Electronics followed suit.
Changes in the A-share charging pile sector led to a sharp rise and fall in Taiyong's Long March
Glonghui, May 10 | Taiyong's Long March went up and down, followed by Igor, Infinite, Canan Intelligence, Yonggui Electric, and Kelu Electronics. According to the news, the “Chengdu 2024 Air Pollution Prevention and Control Implementation Plan” will be introduced in the near future. The plan requires that in 2024, the city will register more than 100,000 new energy vehicles, no less than 300 new charging (replacement) power stations, at least 40,000 charging stations, and 500 additional roadside charging facilities.
Express News | Igor establishes a new company including IoT technology research and development business
Express News | The Russian Ministry of Internal Affairs added another former Ukrainian politician to the wanted list
Igor (002922.SZ): Most of the high-frequency transformers supplied to customers are used in inverters
Gelonghui, May 7 | Igor (002922.SZ) said on the investor interactive platform that most of the high-frequency transformers supplied by the company to customers are used in inverters. The company's Malaysian base has been put into operation, and construction of the Mexican plant is being actively promoted.
Igor (002922.SZ): High-frequency inductors have been shipped in batches for use in PCS equipment
Gelonghui, May 7 | Igor (002922.SZ) said on the investor interactive platform that the company's high-frequency inductors have been shipped in batches to be used in PCS equipment, and there is currently no supply of grid-based converter equipment.
Igor (002922.SZ): The increase in equipment purchases in the first quarterly report was mainly for overseas production bases to reserve machinery and equipment in advance
Greenhui, May 7 | Igor (002922.SZ) said on the investor interactive platform that the increase in equipment purchases in the quarterly report was mainly for overseas production bases to reserve machinery and equipment in advance.
Igor (002922.SZ): The construction of the Anhui production base is being actively promoted and is expected to be put into operation in the second quarter
Gelonghui, May 7 | Igor (002922.SZ) said on the investor interactive platform that the construction of the company's production base in Anhui is being actively promoted and is expected to be put into operation in the second quarter. Currently, the production and operation conditions at the Shunde factory are normal.
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