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| Shun electronic components apple industry chain drive system |
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Jinlong Electromechanical, sunwoda and Han's laser has just started, the future is still very large space and flexibility.
Verification from the industrial chain, we expect the Jinlong electromechanical linear motor in 3000W above, and has raised space. The company expected future motor net interest rate rises to 30%. Company acquired a photoelectric April net profit to 15000000, the whole year is expected to exceed the agreement on gambling doubled; Jiaai motor will make the motor assembly, added value will increase. Sunwoda key customers in North America 5.5 inch mobile phone, share will be significantly more than market expectations, the whole year is expected to more than 1000000000 orders, the domestic high-end machine in short supply, more than 50% growth. The establishment of the Qinghai New Energy Company, clear cut photovoltaic energy storage and power battery trillion level blue ocean market, the global high growth performance. Han's laser, short-term logic about Apple marking equipment at the end of 4 is expected to start shipping, medium logic about sapphire cutting equipment, we expect the company cut in mobile phone sapphire will reach 70%~80%, Iwatch will reach 50%, the long-term logic point of view, with the precision manufacturing process complex, each link of apple industry chain will introduce laser automation technology. We hypothesized that only vibration motor laser processing procurement will amount to nearly 200000000 yuan.
Non apple industry chain imitation and demand for Apple's new characteristics of promoting the business development and sales growth. The metal casing processing for smaller than for the trend is more obvious, according to industry chain to speculate, Jin Sheng shares CNC machine will expand to 900 units this year; fingerprint identification chip packaging and testing in crystal, science and Technology (603005, shares) and He Shuo Bade (300322, shares), belong to the apple industry chain and non apple industry chain.
Last week we organize Dongxu photoelectric (000413, shares) one-on-one exchanges in Shanghai and Guangzhou Shenzhen area and investors, through communication and thinking, we think, the next few years the upstream material and equipment industry will become the key to break through the bottleneck of the development of electronic industry.
Security industry growth determination, fundamental free: we predicted by the upstream and downstream industry chain research, UOB shares (002236, shares) on the front end first half of overall shipments increased by 90%, UOB shares and Hikvision (002415, shares) first half sales and net profit growth of 40%-50%, the second half of the year will continue the growth trend. Constant industry duopoly pattern, will be in the field of B2C different Internet strategy.
Last week the market review: electronic plate rose last week fell 2.01%, outperform the Shanghai and Shenzhen 300 index 1.90 points, since the beginning of the year rose a cumulative 4.16%, outperform the Shanghai and Shenzhen 300 index 11.96 points. Sub industry last week in semiconductor, elements, optics and optoelectronics, electronics, electronic manufacturing price respectively is 4.23%, 0.36%, 0.75%, 3.05%, 2.68%.
Last week the industry and Company review: xwoda Qinghai subsidiaries into power and energy storage battery, Xing Sen Technology (002436, shares) and Shanghai Xin Yang (300236, shares) cooperation for 300 mm wafers project, Dong Xu photoelectric and BOE signed an agreement of its 60% in production of glass substrates for panel. Many companies this week will be assigned rights, ex dividend.
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