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Guosheng Securities: Multiple favorable factors resonate, and the fiber optic cable industry is expected to break out of the current industry trough in 24 years
Since entering 2024, domestic ocean wind construction has gradually recovered, overseas cable demand has begun, and high-end optical fiber is expected to break out of the “cycle product” attribute under AI demand. The fiber optic cable industry is expected to break out of this industry trough and move towards recovery.
Taichenguang (300570): Q1 meets expectations and waits for changes in overseas AI demand
Incident: The company released its 2024 quarterly report, achieving revenue of 220 million yuan, a year-on-year increase of 17.5%, a year-on-month decrease of 14.7%, and net profit to mother of 31.75 million yuan, an increase of 10.8% year-on-year and a year-on-month decline of 36.8 million yuan
Express News | Taichenguang: Net profit of 31.759 million yuan in the first quarter increased 10.8% year-on-year
Taichenguang (300570): Steady year-on-year growth in Q1, optimistic about AI opportunities in the long term
1Q24's performance grew steadily year on year. Long-term, the company is optimistic that the company will benefit from AI computing power side construction. According to the company's 2024 quarterly report, 1Q24's revenue was 220 million yuan, up 17.5% year on year, down 14 months on month
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.
The CPO concept fluctuated and boosted Taichenguang, and Dongtian rose slightly by more than 13%
The CPO concept fluctuated and increased, with Taichenguang and Dongtian rising slightly by more than 13%, while Zhaolong Interconnect, Mingpu Optoelectronics, Cambridge Technology, Zhongji Xuchuang, and Huagong Technology followed suit.
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