[Quotation Performance]
October 28 to November 1
This weeks Shanghai Stock Exchange Index fell 0.84%, and the glass glass fiber section fell 2.39%.
Honghe Technology fell 3.97%this week, with a total turnover of 405 million yuan. As of the closing of this week, Honghe Technologys stock price was 7.98 yuan.
Honghe Technology: The high -end electronic material leader under the opportunity of the electronic industry
With the disclosure of the third quarter of 2024 in A shares, andThe consumer electronics areas in technology and life have received high attention. After preliminary statistics, it is found that listed companies in the electronics industry chain generally have achieved good growth in growth.Due to the increase in market recovery, the introduction of new products, and the increase in the alternativeness of the industrial chain, the upstream material manufacturers have benefited simultaneously. (securities abbreviation: , securities code: 603256) Discovered on the evening of October 29, the companys operating income in the first three quarters was 619 millionYuan, a year -on -year increase of 24.55%; net profit attributable to the owner of the parent company was 7.7268 million yuan. The net loss of 43.5427 million yuan in the same period last year, the loss to profit and increased by 117.75%, becoming the largest company in domestic glass fiber listed companies.A number of policies have helped recover the electronic industry, and the demand for upstream electronic materials has increased greatly.
Guolian Securities will give macro and technology buying rating, and the average price and profitability will be improved. Pay attention to the new application
Research reports said that Honghe Technology (603256.SH, the latest price: 8.17 yuan) was given.The reasons for rating mainly include: 1) 24Q3 off -season sales phase weaker, and the average price of electronic cloths increases the same as the month; 2) The gross profit margin has continued to improve the same period month -on -month, and the profitability of profitability has continued to increase.Risk reminder: demand is lower than expected; competition is intensified; prices of raw fuel prices fluctuate; suppliers and customers have a high concentration of risk.AI Comment: Honghe Technology has received a focus on research reports in the past month, adding 1 to increase holdings.
Honghe Technologys net profit in the third quarter was 6.91 million yuan
Honghe Technology (603256) announced the third quarter of 2024. The company achieved the first three quarters of the company.Operating income of 620 million yuan, an increase of 24.6%year-on-year; net profit returned to the mother was 7.73 million yuan, an increase of 117.7%year-on-year; the net profit of the deduction of non-returning mother-2.48 million yuan, an increase of 95.6%year-on-year; the net cash flow was 88.67 million yuan, Year -on -year increased by 216.3%; EPS (full diluted) was 0.0088 yuan, an increase of 117.8%year -on -year.In the third quarter, the companys revenue was 210 million yuan, a year -on -year increase of 1.2%; net profit of home mother was 6.91 million yuan, an increase of 130.3%year -on -year; net profit of deducting non -returning mother was 2.61 million yuan, an increase of 109.8%year -on -year;Growing 130.4%.
Honghe Technology: The profit of 7.7268 million yuan in the first three quarters of 2024 turned a year -on -year losses
Honghe Technology (603256) disclosed on October 30, 2024Report in the third quarter.In the first three quarters, the company realized operating income of 619 million yuan, an increase of 24.55%year -on -year; net profit of returning to the mother was 7.7268 million yuan, a year -on -year losses; the loss of non -net profit was 2.484 million yuan, and the loss of 56.5261 million yuan in the same period last year;The net amount was 88.668 million yuan, and the same period last year was -76.263 million yuan. During the reporting period, Honghe Technologys basic earnings per share were 0.01 yuan, and the average net asset yield was 0.54%.Based on the closing price on October 29, the current price-earnings ratio (TTM) of Honghe Technology (TTM) is about -625.67 times, the net ratio (LF) is about 5.15 times, and the market sales ratio (TTM) is about 9.45 times.
Tianfeng Securities Gives Honghe Technology to increase its holdings. The gross profit margin has increased significantly year -on -year, and the demand for downstream terminal consumer electronics & amp; AI server demand high views
Tianfeng Securities released a research report on October 30 that the rating of Honghe Technology (603256.SH) was given.The reasons for rating mainly include: 1) Q3 electronic fabric price increases, downstream terminal consumer electronics & amp; AI server demand high prosperity; 2) Q3s profitability has improved significantly, and cash flow has improved significantly.Risk Tips: The risk of demand and new projects is lower than expected, suppliers and customers concentrate risks and supply.【Performance of the stock price of companies in the same industry -glass glass fiber】
Code name The latest price rose and declineOn the 10th, the monthly rising decline 600660 Fuyao Glass 56.96 yuan -5.68%-2.8%-0.09%601636 flagbin group 6.71 yuan 2.13%12.96%-4.96%600176 Chinese boulder 11.36 yuan 9.97%0.53%835438 GeBiga 19.45 yuan -6.85%-4.84%-16.02%002080 China Materials Technology 12.71 yuan -0.63%6.99%-2.00%This article originated from: the financial industry
Author: A-share Jun
