Core assets continued to be active. The Wind Mao Index rose more than 1%, Covos closed strongly, Weir Shares and Stone Technology rose more than 4%, and the Ningde Era rose nearly 2%.
Core assets continued to be active. The Wind Mao Index rose more than 1%, Covos closed strongly, Weir Shares and Stone Technology rose more than 4%, and the Ningde Era rose nearly 2%.
A-share changes丨Weir shares rose more than 6% at the beginning of the market, and Q1 profit increased sharply
Glonghui, April 29 | Welle shares (603501.SH) rose more than 6% at the beginning of the session, and the stock price returned above 100 yuan, with a total market value of 122.4 billion yuan. The company announced after the market on Friday that it achieved net profit of 558 million yuan in the first quarter, an increase of 180.5% over the previous year. According to a review by Zhongtai Securities, large-scale CIS shipments of high-end mobile phones helped the company's 24Q1 profit increase dramatically. Maintain a “buy” rating.
Vail Co., Ltd. (603501): Profit levels have reached a new level
Description of the incident On April 26, the company released its 2023 annual report and 2024 quarterly report. The company achieved operating income of 21.021 billion yuan in 2023, an increase of 4.69% over the previous year, and achieved a net profit of 5.5 billion yuan to mother
Huajin Securities released a research report on April 28 stating that it gave Vail shares (603501.SH) a purchase rating. The main reasons for the rating include: 1) the high-end mobile phone and automobile market continued to gain strength, with 24Q1 prof
Huajin Securities released a research report on April 28 stating that it gave Vail shares (603501.SH) a purchase rating. The main reasons for the rating include: 1) the high-end mobile phone and automobile market continued to gain strength, with 24Q1 profit growing at a high level; 2) CIS: full range of medium and high-end products, with core technology creating ultra-high quality imaging; 3) the shipment volume of touch and display chips increased by more than 60%, continuing to enrich the automotive analog product landscape. (Mainichi Keizai Shimbun)
Zhongtai Securities released a research report on April 27 stating that it gave Vail shares (603501.SH) a purchase rating. The main reasons for the rating include: 1) the mobile phone industry was low and high in '23, and the introduction of new products
Zhongtai Securities released a research report on April 27 stating that it gave Vail shares (603501.SH) a purchase rating. The main reasons for the rating include: 1) the mobile phone industry was low and high in '23, and the introduction of new products helped increase revenue; 2) high-end products established a leading position, and mobile CIS entered a new period of growth; 3) expanding the simulation business to automobiles to promote the introduction of multiple in-vehicle product verification. (Mainichi Keizai Shimbun)
Express News | Yang Jie, Chairman of China Mobile: United Lixun Precision, Hengtong Optoelectronics, etc. are building a benchmark project for new AI industrialization
Lixun Precision: The growth of the communications business in the next five years is very optimistic
Glonghui, April 28 | Lixun Precision recently said during institutional research that the best part of the communications sector currently being made by the company is high-speed electrical connections. Through this, it is foreseeable that the growth of the communications business in the next five years is very optimistic. It will be higher than the average development of the entire company, and the profitability of the communications business is also higher than the company average. Regarding the company's performance growth momentum in 2024, Lixun Precision said that the company has very diverse products, whether in the fields of consumer electronics, automobiles, communications, medical care, etc., except for growth in major customer product lines
Insiders At CoStar Group Sold US$18m In Stock, Alluding To Potential Weakness
Over the past year, many CoStar Group, Inc. (NASDAQ:CSGP) insiders sold a significant stake in the company which may have piqued investors' interest.
Express News | Lixun Precision: The complete set of GB200 NVL72 single cabinet can provide a solution of about 2.09 million yuan
Vail Co., Ltd. (603501): Leading new cycle starts
Mobile & in-vehicle CIS will drive both revenue and profit growth in 2023. Vail Co., Ltd. released its 2023 annual report and 2024 quarterly report: achieved revenue of 21.02 billion yuan in 2023, +5% year-on-year, and achieved a net profit of 5.6 million yuan to mother
Luxshare Precision Industry Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on Luxshare Precision Industry Co., Ltd. (SZSE:002475), given that the company fell short of expectations when it released its first-quarter results last
Vail Co., Ltd. (603501): High-end mobile phone CIS scale shipments helped 24Q1 profit increase dramatically
Event: The company released its 2023 annual report and 24Q1 quarterly report:) 2023: Revenue of RMB 21.02 billion, +4.7% year on year; net profit to mother of RMB 550 million, -43.9% YoY; net profit not attributable to mother of 1.4 million yuan
Lixun Precision (002475): Further improvement in operations and clear growth momentum
The company achieved operating income of 231.9 billion yuan in 23 years, +8.35% year on year; realized net profit of 11 billion yuan, +19.53% year on year; 24Q1 achieved operating income of 52.4 billion yuan, +4.93 percent year on year
Express News | Vail shares: net profit of 556 million yuan to mother in 2023, a year-on-year decrease of 43.89%
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.
Lixun Precision (002475): Consumer electronics-based AI drives diversified development
The incident describes the company's release of the 2023 annual report and the quarterly report for the year 24, as well as the performance outlook for the first half of the year. The company's revenue in 2023 was 231.905 billion, +8.35% year-on-year, and net profit to mother of 10.953 billion yuan
Shanxi Securities released a research report on April 26 stating that Lixun Precision (002475.SZ) was given a purchase rating. The main reasons for the rating include: 1) the steady growth of consumer electronics and the continued abundance of product lin
Shanxi Securities released a research report on April 26 stating that Lixun Precision (002475.SZ) was given a purchase rating. The main reasons for the rating include: 1) the steady growth of consumer electronics and the continued abundance of product lines; 2) the rapid growth of new businesses such as communications and automobiles; 3) the 24-year guide has maintained steady growth. Based on industry recovery, AI intelligence trends drive the company's long-term growth; 4) the risk of macroeconomic fluctuations; 5) supply chain risks caused by international trade frictions; 6) the risk of increased industry competition; and 7) the risk of customer innovation falling short of expectations. (Mainichi Keizai Shimbun)
Zhongtai Securities released a research report on April 25 stating that Lixun Precision (002475.SZ) was given a purchase rating. The main reasons for the rating include: 1) the steady growth of consumer electronics and the increasing contribution of the a
Zhongtai Securities released a research report on April 25 stating that Lixun Precision (002475.SZ) was given a purchase rating. The main reasons for the rating include: 1) the steady growth of consumer electronics and the increasing contribution of the automotive/communications business; 2) The full range of communication products is expected to grow rapidly under the AI wave. (Mainichi Keizai Shimbun)
LUXSHARE(002475):FY23 IN-LINE WITH BETTER-THAN-FEARED 1H24 EARNINGS GUIDANCE; SOLID OUTLOOK AHEAD
Luxshare posted FY23 revenue/NP growth of 8%/20% YoY, largely in-line with pre-a
SDIC Securities released a research report on April 25 stating that Lixun Precision (002475.SZ) was given a purchase rating, and the target price was 37.20 yuan. The main reasons for the rating include: 1) the increase in the share of revenue from the com
SDIC Securities released a research report on April 25 stating that Lixun Precision (002475.SZ) was given a purchase rating, and the target price was 37.20 yuan. The main reasons for the rating include: 1) the increase in the share of revenue from the communications business, which has broad prospects for benefiting from the construction of computing power; 2) the automotive connectivity business is contributing to high growth. (Mainichi Keizai Shimbun)