301101 Mingyue Optical Lens
- 26.88
- -0.67-2.43%
Mingyue Optical Lens News
Mingyue Lens (301101): “Easy Control” products increased by 70% in 23 years, and the product structure continues to be optimized
Incident: The company released its 23 annual report, achieving operating income of 749 million yuan, an increase of 20.2%; net profit to mother of 158 million yuan, an increase of 15.7%; and a net interest rate of 21.0% to mother, a decrease of 0.8 pct;
Open Source Securities released a research report on April 27 stating that it gave Mingyue Lens (301101.SZ) a purchase rating. The main reasons for the rating include: 1) profitability: significant improvement in gross margin and accelerated cost investme
Open Source Securities released a research report on April 27 stating that it gave Mingyue Lens (301101.SZ) a purchase rating. The main reasons for the rating include: 1) profitability: significant improvement in gross margin and accelerated cost investment; 2) revenue split: star products lead the way, and defocus lenses continue to increase; 3) future outlook: focus on the “1+3” single product strategy, and channel construction deepens at an accelerated pace. (Mainichi Keizai Shimbun)
Mingyue Lens (301101) Company Information Update Report: 2024Q1 Performance Improves, Product Focus Strategy Highlights
The positive performance was in line with expectations. 2024Q1 revenue and profit increased, maintaining the “Buy” rating company in 2023 to achieve operating income of 750 million yuan (+20.2% year over year, same below), and net profit of 160 million yuan (+1)
Tianfeng Securities released a research report on April 25 stating that it gave Mingyue Lens (301101.SZ) an increase rating. The main reasons for the rating include: 1) the company publishes the 2023 report and the 2024 quarterly report; 2) upgrading the
Tianfeng Securities released a research report on April 25 stating that it gave Mingyue Lens (301101.SZ) an increase rating. The main reasons for the rating include: 1) the company publishes the 2023 report and the 2024 quarterly report; 2) upgrading the product structure and improving profitability; 3) focusing on high-quality customers and improving cost efficiency. (Mainichi Keizai Shimbun)
Mingyue Lens (301101): Conventional lens large single product strategy deepens the “Easy Control” series, continues to expand rapidly, and profitability is steadily improving
Incident: Mingyue Lens revealed its 2023 annual report and 2024 quarterly report. In '23, the company achieved revenue of 749 million yuan, +20.17% year on year; net profit to mother was 158 million yuan, +15.65% year over year;
Mingyue Lens (301101): Defocus lenses maintain a high increase in annual performance and remarkable resilience
Core idea: The company publishes the 2023 annual report and the 2024 quarterly report. In '23, the company achieved revenue of 749 million yuan, +20.2% year-on-year; net profit to mother was 158 million yuan, +15.7% year-on-year. Among them,
Moonlight Lens (301101.SZ): No contact lenses have been produced
Gelonghui, April 24 | Mingyue Lens (301101.SZ) said on the interactive platform that the company currently does not produce contact lenses. High-end optical resin lenses are the company's core products, and lens products are mainly based on its own well-known brand “Mingyue”. According to authoritative market research data published by the internationally renowned market research agency Frost & Sullivan (hereinafter referred to as “Sullivan”), in the retail pattern of the Chinese brand lens industry in 2023, in terms of retail volume, Mingyue Lens ranked first with a market share of 12.4%.
Bright Moon Lenses (301101): Conventional lenses and defocus lenses have both grown, and single products continue to grow
Incident: On April 22, 2024, the company issued an announcement. In 2023, it achieved operating income of 749 million yuan, an increase of 20.17% over the previous year; achieved net profit of 158 million yuan, an increase of 15.65% over the previous year;
Cinda Securities released a research report on April 23 stating that it gave Mingyue Lens (301101.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the disclosure of the 2023 annual report by Mingyue; 2) the 24Q1 industry was un
Cinda Securities released a research report on April 23 stating that it gave Mingyue Lens (301101.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the disclosure of the 2023 annual report by Mingyue; 2) the 24Q1 industry was under pressure, and the core products maintained a high increase in core products; 3) defocus lenses enjoyed a high increase in industry dividends, and prices are expected to rise steadily as the share of pros increases; 4) the company continues to improve channel strength and distribution efficiency to broaden customer network coverage. (Mainichi Keizai Shimbun)
Mingyue Lens (301101): Large single products focus on outstanding results channels to achieve steady development
Event: The company released its annual report for 2023 and the report for the first quarter of 2024. In 2023, the company achieved revenue of 749 million yuan, +20.17% year-on-year; net profit to mother was 158 million yuan, +15 million yuan year-on-year.
Guojin Securities released a research report on April 23 stating that it gave Mingyue Lens (301101.SZ) an increase in holdings rating. The main reasons for the rating include: 1) easy control of the growth rate and continuous promotion of the brand strate
Guojin Securities released a research report on April 23 stating that it gave Mingyue Lens (301101.SZ) an increase in holdings rating. The main reasons for the rating include: 1) easy control of the growth rate and continuous promotion of the brand strategy; 2) star products lead the way, PMC Super Bright grew by nearly 80% year on year; 3) steady increase in profitability under product structure optimization. (Mainichi Keizai Shimbun)
Express News | Mingyue Lens: Next, overseas business will have new ways of playing and opportunities, and we expect to focus on finding new growth points overseas starting in the second quarter
Mingyue Lens (301101.SZ) reported 2023 annual results with net profit of 158 million yuan, an increase of 15.65% over the previous year
Mingyue Lens (301101.SZ) released its 2023 annual report. During the reporting period, the company achieved operating income of 749 million yuan, up 20.17% year on year; net profit attributable to shareholders of listed companies was 158 million yuan, up 15.65% year on year; net profit attributable to shareholders of listed companies deducted 136 million yuan from non-recurring profit and loss, an increase of 46.99% year on year; basic earnings per share were 0.7818 yuan/share.
Mingyue Lens (301101) Company Review: Focus on easy control and good performance of the three major single products
Performance Brief Review On April 22, 2024, the company released its 2023 annual report. In 2023, the company achieved revenue of 749 million yuan (+20% YoY) and net profit to mother of 158 million yuan (+16% YoY)
Express News | Mingyue Lens and German company Leica reached an exclusive cooperation in the field of lenses
Mingyue Lens (301101.SZ): Plans to postpone the “High-end Resin Lens Production Expansion Project”
Gelonghui, March 19, 丨 Mingyue Lens (301101.SZ) announced that the company held the 12th meeting of the 2nd board of directors and the 12th meeting of the 2nd board of supervisors on March 19, 2024 to separately review and pass the “Proposal on the Extension of Partial Fund-raising Projects”, agreeing that the company will adjust the scheduled usage status of the “High-end Resin Lens Expansion Project” on the premise that the implementation entity, implementation method, construction content, investment use of capital raised and investment scale of the fund-raising project will not change. The 20th of the month.
Mingyue Lens (301101.SZ): Plans to jointly invest in Huhu Health Technology with related parties
Gelonghui, January 24, 丨 Mingyue Lens (301101.SZ) announced that the company held the 11th meeting of the 2nd board of directors and the 11th meeting of the 2nd board of supervisors on January 24, 2024 to review and pass the “Proposal on Joint Investment in Huhu Health Technology and Related Transactions with Related Parties”, and agreed that the company plans to sign the “Investment Agreement on Huhu Health Technology (Hangzhou) Co., Ltd.” with its own capital of 6 million yuan (holding 11.32% of shares), the company's affiliate Shanghai Mingyue Industrial Co., Ltd. (hereinafter referred to as “Mingyue” “Industry”) with own funds3
Mingyue Lens (301101) Update Report: All-round Competitive Advantage Expanding Casting Defocus Lens Track Leader
Guide to this report: The company has been deeply involved in the lens industry for more than 20 years, and the moat built with its core strengths continues to expand. The three major products have driven a sharp rise in the main lens business, and the effectiveness of myopia prevention and control products continues to be verified, which is expected to create a second growth curve. Investment required
Mingyue Lens (301101) In-depth Report: Conventional Lenses, Invisible Champion, Myopia Prevention and Control Business, Rapid Release of Domestic Lens Leaders Can Be Expected in the Future
Mingyue Lenses is a leading domestic lens manufacturer with advanced technology and leading sales in the country. The company was founded in 2002 and is a leading comprehensive eyewear lens manufacturer in China. With the lens business as the core, the industrial chain layout is perfect, and it has gone through more than 20 years of development
Bright Moon Lens (301101.SZ): Repurchase completed at a total cost of 29.9976 million yuan to repurchase 779.48 million shares
Gelonghui, December 25|Mingyue Lens (301101.SZ) announced that as of December 25, 2023, the company has repurchased a total of 7794.82 million shares of the Company's shares through centralized bidding transactions, accounting for about 0.39% of the company's current total share capital. The maximum transaction price for the repurchase of shares is 3907 yuan/share, the minimum transaction price is 36.82 yuan/share, and the total transaction amount is 29.9976 million yuan (excluding transaction fees). The company's current share repurchase plan has been implemented, and the actual repurchase time period is November 21, 2023 to December 25, 2023.
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