Xinyisheng (300502): 1Q24 performance exceeds expectations, high-quality optical module companies can expect high annual performance growth
Incident: The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue of 3,098 billion yuan, a decrease of 6.43%, and net profit to mother of 688 million yuan, a decrease of 23.82%;
Xinyisheng (300502): Significant increase in profitability, release high-speed products quarterly
Core view: First-quarter results exceeded expectations, and profitability improved significantly. The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved revenue of 3,098 billion yuan (YoY -6.43%) and achieved net profit to mother
Xinyisheng (300502) 2023 Annual Report and 2024 Quarterly Report Review Report: High-speed optical module emission Q1 performance is outstanding
Incident: On April 22, 2024, Xinyisheng released its 2023 annual report and 2024 quarterly report: in 2023, the company achieved operating revenue of 3,098 billion yuan, a year-on-year decrease of 6.43%; achieved ownership and listing
Express News | The concept of computing power continues to ferment, and many leading telecommunications companies have received intensive research from institutions
Beishui once again increased its holdings of the Bank of China by nearly HK$900 million and surpassed Meituan by nearly HK$800 million; Nanshuibong made a record purchase of 22.4 billion yuan
On April 26 (Friday), Southbound made net purchases of HK$1,174 million in Hong Kong stocks today. Kuaishou-W and HKEx received net purchases of HK$500 million and HK$117 million respectively.
The A-share optical module concept fluctuated, and Xuchuang rose more than 9%
Gelonghui, April 26 | Zhongji Xuchuang rose more than 9%, Xinyisheng rose more than 8%, and Mingpu Optoelectronics, Tianfu Communications, Firefight Communications, and Tongyu Communications quickly followed suit.
CPO concept stocks fluctuated and strengthened. Xinyisheng rose more than 8% to a record high, while stocks such as Yuanjie Technology, Zhongji Xuchuang, Tianfu Communications, Dongtian Micro, and Mingpu Optoelectronics rose more than 5%.
CPO concept stocks fluctuated and strengthened. Xinyisheng rose more than 8% to a record high, while stocks such as Yuanjie Technology, Zhongji Xuchuang, Tianfu Communications, Dongtian Micro, and Mingpu Optoelectronics rose more than 5%.
Optical Communications concept stocks continued to strengthen. Zhishang Technology rose more than 10%, Yuanjie Technology rose more than 8%, and Xinyisheng, Zhongji Xuchuang, Dongtian Micro, and Taichenguang followed suit.
Optical Communications concept stocks continued to strengthen. Zhishang Technology rose more than 10%, Yuanjie Technology rose more than 8%, and Xinyisheng, Zhongji Xuchuang, Dongtian Micro, and Taichenguang followed suit.
Xinyisheng (300502): AI drives 24Q1 profit to increase significantly year-on-year
Incident: The company publishes its annual report for the year 23 and the quarterly report for '24. Revenue for the full year of '23 billion yuan (-6.43%), net profit attributable to mother of 688 million yuan (-23.82%), net profit not attributable to mother of 6.78 billion yuan
Beishui raised more than HK$500 million from the Bank of China and sold Meituan for nearly HK$800 million; Nanshui bought CMB for nearly 700 million yuan
On April 25 (Thursday), Southwest Capital made net purchases of Hong Kong stocks of HK$1.88 billion today. The Hong Kong Stock Exchange and Tencent Holdings received net purchases of HK$407 million and HK$222 million respectively.
Guoyuan Securities released a research report on April 25 stating that it gave Xinyisheng (300502.SZ) a purchase rating. The main reasons for the rating include: 1) In 23, due to the impact of telecom market demand, profitability increased dramatically fr
Guoyuan Securities released a research report on April 25 stating that it gave Xinyisheng (300502.SZ) a purchase rating. The main reasons for the rating include: 1) In 23, due to the impact of telecom market demand, profitability increased dramatically from 23Q4 to 24Q1; 2) repurchase and cancellation of some restricted stocks, which progressed smoothly at a high rate and the new structure. (Mainichi Keizai Shimbun)
Xinyisheng (300502): High-speed products account for improved and leading cost control capabilities
Event: On April 22, Xinyisheng released Q1 reports for 2023 and 2024. In 2023, the company achieved operating income of 3,098 billion yuan, -6.43% year-on-year; achieved net profit of 6.88 yuan to mother
Eoptolink Technology Inc., Ltd. Just Recorded A 53% EPS Beat: Here's What Analysts Are Forecasting Next
Eoptolink Technology Inc., Ltd. (SZSE:300502) defied analyst predictions to release its quarterly results, which were ahead of market expectations. It was a solid earnings report, with revenues a
Beishui added nearly HK$800 million to sell Meituan for over HK$1.5 billion; Nanshui bought Ping An of China for over HK$500 million
On April 24 (Wednesday), Southbound made net purchases of HK$1,995 million in Hong Kong stocks today. The Hong Kong Stock Exchange and China Mobile received net purchases of HK$736 million and HK$494 million respectively.
Xinyisheng (300502.SZ): We have made sufficient technical reserves on the LPO related product side
Gelonghui April 24 丨 Xinyisheng (300502.SZ) held a conference call on April 23, 2024 to discuss “How do you view the advantages and disadvantages of LPO products? The market penetration rate of LPO?” The company replied that LPO technology has advantages such as low power consumption, low latency, and low cost. The company has made sufficient technical reserves on the LPO related products side and is currently actively promoting the progress of related projects. The future batch progress of LPO related products mainly depends on the market and customer needs.
Xinyisheng (300502.SZ): 800G products have been shipped in batches
Gelonghui April 24 丨 Xinyisheng (300502.SZ) held a conference call on April 23, 2024 to discuss “When will 800G products be shipped on a large scale?” The company replied that the company's 800G products have been shipped in batches, and shipments are expected to continue to increase in the next few quarters of this year.
Xinyisheng (300502.SZ): Successfully launched various new products such as the industry's latest 800G/1.6T optical module based on single-wave 200G optical devices at this year's OFC exhibition
Gelonghui April 24 丨 Xinyisheng (300502.SZ) held a conference call on April 23, 2024 to discuss “The company's progress on the new product side?” The company replied that the company has always attached importance to research on new technologies and products in the industry, and successfully launched the industry's latest 800G/1.6T optical module based on single-wave 200G optical devices at this year's OFC exhibition. It has now successfully launched 400G, 800G, 1.6T series high-speed optical module products based on VCSEL/EML, silicon light and thin-film lithium niobate solutions, and 400G and 800GZR/
Express News | A-share review: The Shanghai Index fluctuated and rebounded up 0.76%. Low-altitude economy and CPO concept stocks collectively surged
AI hardware strengthened after Dragon Boat Festival, Xinyisheng rose more than 15%
AI hardware strengthened after Dragon Boat Festival. Xinyisheng rose more than 15%, Cambrian rose more than 10%, and Zhongji Xuchuang, Industrialization Futures, Inspur Information, and Zhongke Shuguang quickly followed suit.
CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
CPO and computing power concept stocks fluctuated and rallied. Xinyisheng rose more than 12%, Aofei Data rose nearly 10%, and Zhongji Xuchuang, Guangxun Technology, IFF, and Cambrian had the highest gains.
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