Express News | Minsheng Securities: MLCC industry is gradually recovering, with strong demand for AI driving the gradual recovery of utilization rate.
Sanhuan Group (300408): 24Q1 gross margin repair, vehicle high-capacity MLCC volume can be expected
Investment highlights According to TrendForce May 28, global MLCC shipments are expected to increase 6.8% month-on-month to 1.23 trillion units in 24Q2, and the average BB ratio of suppliers will increase to 92%
Sanhuan Group (300408): Downstream demand recovery+the company's strong Alpha electronic components and materials business helps the company grow in the long term
Core view The company achieved total operating revenue of 5.727 billion yuan in 2023, an increase of 11.21% over the previous year; net profit to mother was 1,581 billion yuan, an increase of 5.07% over the previous year. 2024Q1 Achieving Total Operating Revenue 15.
Debon Securities: The 24Q1 component sector's boom has clearly rebounded, focusing on consumer electronics and AI related targets
Since 23Q3, the consumer electronics industry has begun to recover moderately. The wave of AI set off by LLM continues. The iteration of AI terminals such as AI phones and AIPC has begun a new cycle of consumer electronics innovation, and AI computing power infrastructure is still growing rapidly.
Sanhuan Group (300408) Company Information Update Report: Economic recovery combined with high-end product breakthroughs, the company's performance is expected to accelerate upward
2024Q1 performance increased significantly year-on-year, and high-end products boosted rapid performance growth. Maintaining “buy” rating companies achieved revenue of 5.727 billion yuan for the full year of 2023, +11.21% year-on-year; net profit attributable to mother was 15.81 billion yuan
Sanhuan Group (300408) 2023 Report and 2024 Quarterly Report Review: Performance Exceeds Expectations, Alpha Highlights
Matters: The company's 2023 revenue of $5.727 billion (YoY +11.21%), net profit attributable to mother of $1,581 billion (YoY +5.07%), net profit not attributable to mother of $1,221 billion (YoY+0.05)
Sanhuan Group (300408): Prosperity continues to pick up, innovation drives high-quality development
Incident: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved operating income of 5.727 billion yuan, an increase of 11.21% over the previous year; achieved net profit of 1,581 billion yuan, an increase of 5.0 billion yuan over the previous year
Sanhuan Group (300408): Prosperity rebounded, performance further improved, optimistic about the high elasticity of leading companies
Incident Overview The company released an annual report and quarterly report. Revenue for 23 years was 5.727 billion yuan, yoy +11.21%, net profit attributable to mother was 1,581 billion yuan, yoy +5.07%, net profit not attributable to mother was 1,221 billion yuan
Sanhuan Group (300408.SZ) announced first-quarter results, net profit of 433 million yuan, an increase of 35.31% over the previous year
Sanhuan Group (300408.SZ) disclosed its report for the first quarter of 2024. The company achieved revenue of 15 during the reporting period...
Sanhuan Group (300408): Performance is in line with expectations, high capacity MLCC continues to be released
Event: The company released the 2023 performance forecast. It is expected to achieve annual revenue of 51.5-6.18 billion yuan, an increase of 0% to 20% over the previous year; it is expected to achieve net profit of 14.3-1.66 billion yuan, -5% -1 over the same period last year
Sanhuan Group (300408): Recovery in demand drives steady revenue growth and continues to deepen MLCC high-capacity layout
Investment Highlights On January 17, 2024, the company released the “2023 Performance Forecast”. Demand is picking up, orders are picking up steadily, and annual revenue is growing steadily. In 2023, with the recovery in the electronics industry's prosperity, consumer electricity consumption
Sanhuan Group (300408): Q4 results are in line with expectations, MLCC business is expected to continue to grow high in 24 years
Event: Expected to achieve revenue of $51.5-6.18 billion in 23, +0% -20% year over year; expected to achieve net profit of 14.3-1.66 billion yuan, or -5%-10% YoY; expected to be achieved in Q4 2023
Chaozhou Three-Circle Sees Up to 10% Jump in 2023 Profit
Chaozhou Three-Circle Group (SHE:300408) expects to record an up to 10% year-over-year jump in net profit in 2023 to about 1.66 billion yuan from 1.5 billion yuan in 2022. Revenue is forecast to grow
Sanhuan Group (300408) 23-year performance forecast review: Performance is in line with expectations, industry cycle recovery combined with high volume boosts performance growth
Event: The company released its 2023 performance forecast. It is expected to achieve full year operating income of 51.49-6.179 billion yuan, +0.00% to 20.00% year-on-year; net profit to mother of 1,429-1,655 million yuan
Sanhuan Group (300408.SZ): Expected net profit for 2023 is 1,429 billion yuan to 1,655 billion yuan
Gelonghui, January 17丨Sanhuan Group (300408.SZ) announced the 2023 annual results forecast. Operating revenue for the reporting period was 5149.3869 million yuan - 617,92643 million yuan, up 0% to 20% over the same period of the previous year; net profit attributable to shareholders of listed companies was 1429.477 million yuan - 165,51766 million yuan, a change of -5% to 10% over the same period last year; net profit after deducting non-recurring profit and loss of 103,77.69 million yuan - 1,306.03 million yuan, compared with the same period of the previous year -15% to 7%. reports
Sanhuan Group (300408): Electronic ceramics leader, domestic MLCC leader
We have been deeply involved in electronic ceramics for half a century, taking into account excellent scale growth and profitability. Sanhuan was founded in 1970 and has continued to be deeply involved in the field of electronic ceramic components and basic materials for more than half a century. It has evolved from the initial single resistor business to the present
Sanhuan Group (300408.SZ): MT ferrules and guides can be applied to MPO/MTP multi-core optical fiber connectors and high-speed optical module components
Glonghui, December 11|Some investors asked Sanhuan Group (300408.SZ) on the investor interactive platform, “How is the application of the company's traditional ceramic ferrule business in MPO different from the application in the past in the optical connector business?” The company replied that the company's MT ferrules and guides can be applied to MPO/MTP multi-core optical fiber connectors and high-speed optical module components.
Sanhuan Group (300408): High year-on-year growth in 23Q3 performance grasps new opportunities for MLCC localization and high-end
Key investment points and measures promote development in parallel. The 23Q3 performance increased year over year. The company actively explored the product market, accelerated the pace of technological innovation, and continued to carry out process improvement and cost control work. 23Q3 performance achieved high year-on-year growth. 23Q3
Sanhuan Group (300408.SZ): At present, the company can produce MLCC products of various specifications
Gelonghui November 28 | Sanhuan Group (300408.SZ) said on an interactive platform on November 28 that at present, the company has been able to produce MLCC products of various specifications. The company's MLCC products are widely used in home appliances, lighting, consumer electronics, security, industrial control, automotive electronics and other fields.
Sanhuan Group (300408.SZ): At present, the company has become the main supplier of SOFC electrolyte separators and SOFC single batteries in the world
On November 28, Gelonghui Group (300408.SZ) said on an interactive platform on November 28 that the company is optimistic about the future development prospects of solid oxide fuel cells (SOFC). After years of continuous technological innovation, the company has now become the main supplier of SOFC electrolyte separators and SOFC single batteries in the world, and has completed the inspection of the “210kW high-temperature fuel cell power generation system development and application demonstration project”. The company will promote the industrial application of fuel cells. Please stay tuned for further relevant announcements for specific progress.
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