The concept of high-speed copper cable connections continued to weaken. Water shares fell to a standstill, Huafeng Technology fell by more than 18%, and Yidong Electronics, Ruikeda, Taichenguang, Huazheng New Materials, and Bochuang Technology fell more t
The concept of high-speed copper cable connections continued to weaken. Water shares fell to a standstill, Huafeng Technology fell by more than 18%, and Yidong Electronics, Ruikeda, Taichenguang, Huazheng New Materials, and Bochuang Technology fell more than 7%.
Taichenguang (300570): Performance has achieved steady growth, demand for MPO connectors is expected to be released quickly
Core view 2024Q1 The company's performance achieved steady growth. Although production capacity for core components in connectors was insufficient due to the earthquake in Japan, delivery of core connector products such as the company's MPO was affected, and the company's revenue increased in the first quarter
The pullback in the high-speed copper cable connection sector weakened. Boway Alloy fell more than 6%, Chuangyitong and Zhaolong Interconnect fell more than 3%, and Taichenguang and Shenyu Co., Ltd. followed suit.
The pullback in the high-speed copper cable connection sector weakened. Boway Alloy fell more than 6%, Chuangyitong and Zhaolong Interconnect fell more than 3%, and Taichenguang and Shenyu Co., Ltd. followed suit.
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.
Taichenguang (300570.SZ): There are DAC related products
On April 15, Gelonghui | Taichenguang (300570.SZ) said on the investor interactive platform that the company has DAC related products, and the company's exhibition includes some DAC products.
Taichen Light (300570.SZ): Products include various optical communication devices, integrated function modules, and optical sensing products and solutions
Gelonghui April 15 丨 Taichenguang (300570.SZ) said on the investor interactive platform that the company's products include various optical communication devices, integrated functional modules, and optical sensing products and solutions.
The A-share copper cable concept fluctuated and strengthened. Chuangyitong rose nearly 7%, while Dingtong Technology, Aofei Data, Wall Nuclear Materials, Taichenguang, and Zhongfu Circuit followed suit.
The A-share copper cable concept fluctuated and strengthened. Chuangyitong rose nearly 7%, while Dingtong Technology, Aofei Data, Wall Nuclear Materials, Taichenguang, and Zhongfu Circuit followed suit.
The CPO concept dived in the short term. Tongyu Communications fell more than 5%, Tianfu Communications fell more than 3%, and Xinyisheng, Taichenguang, and Cambridge Technology generally fell.
The CPO concept dived in the short term. Tongyu Communications fell more than 5%, Tianfu Communications fell more than 3%, and Xinyisheng, Taichenguang, and Cambridge Technology generally fell.
Taichenguang (300570): Demand picked up in the 23Q4 single quarter, AI drives new growth
Event: On March 28, 2024, the company released its 2023 annual report. During the reporting period, the company achieved operating income of 885 million yuan, a year-on-year decrease of 5.22%; realized net profit to mother of 155 million yuan, a year-on-year decrease
Guolian Securities released a research report on April 8 stating that it gave Taichenguang (300570.SZ) a purchase rating, and the target price was 46.8 yuan. The main reasons for the rating include: 1) short-term revenue pressure due to overseas customer
Guolian Securities released a research report on April 8 stating that it gave Taichenguang (300570.SZ) a purchase rating, and the target price was 46.8 yuan. The main reasons for the rating include: 1) short-term revenue pressure due to overseas customer withdrawals, and 23Q4 demand unleashed high performance growth; 2) passive devices have outstanding strength, and AI computing power drives new growth. (Mainichi Keizai Shimbun)
Tai Chenguang (300570): Draft Employee Stock Ownership Plan Boosts Confidence, Optimism About AI Computing Power Needs to Drive Performance Improvement
Incident: The company released its 2023 annual report on March 29, 2024. The company achieved operating income of 885 million yuan in 2023, a year-on-year decrease of 5.22%; net profit to mother was 155 million yuan, a year-on-year decrease
T&S Communications Co.,Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
There's been a notable change in appetite for T&S Communications Co.,Ltd. (SZSE:300570) shares in the week since its full-year report, with the stock down 12% to CN¥38.30. T&S CommunicationsLtd
Taichenguang (300570): AI releases new demand, strong performance in 23Q4
Incident: The company released its 2023 annual report. In 2023, it achieved revenue of 885 million yuan, a year-on-year decrease of 5.22%; net profit to mother was 155 million yuan, a year-on-year decrease of 13.86%; net profit not attributable to mother was 1.37 million yuan
Taichenguang (300570) 2023 Annual Report Review: Performance is in line with expectations. 23Q4 increased significantly year-on-month
Incident: On March 28, the company released its 2023 annual report. The company achieved revenue of 885 million yuan in 2023, a year-on-year decrease of 5.22%, and realized net profit of 155 million yuan to mother, a year-on-year decrease of 13.86%.
Taichenguang (300570.SZ): Net profit for 2023 will drop 13.86% to 155 million yuan, and plans to pay 10 to 5 yuan
On March 28, Ge Longhui (300570.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 885 million yuan, a year-on-year decrease of 5.22%; net profit attributable to shareholders of listed companies was 155 million yuan, a year-on-year decrease of 13.86%; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 137 million yuan, a year-on-year decrease of 22.59%; basic earnings per share of 0.69 yuan; and plans to distribute a cash dividend of 5 yuan (tax included) for every 10 shares to all shareholders.
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