Super large order: 11 large orders inflow in excess of 200 million electronics industry inflows ranked first

Super large order: 11 large orders inflow in excess of 200 million electronics industry inflows ranked first [Super Large Order]The net inflow of 11 extra large orders exceeded US $ 200 million, with the circulation of the electronics industry ranking first.US $ 6.2 billion, of which 11 net inflows of oversized orders exceeded US $…

CNOOC (601808): 4Q18 performance was significantly higher than expected; the recovery trend is determined to remain recommended

CNOOC (601808): 4Q18 performance was significantly higher than expected; the recovery trend is determined to remain “recommended” Performance review The 2018 results are in line with market consensus expectations. In 2018, CNOOC’s net profit attributable to mothers gradually increased by 65. 5% to 70.8 million yuan, implying a profit of 3 in 4Q18. 5 ppm,…

Lianchuang Electronics (002036): Optical veteran glass plastic set sail

Lianchuang Electronics (002036): Optical veteran glass plastic set sail Summary of the report: 5G, high-definition screens and smartphones differentiated competition have spurred new demands for optical innovation, and the trend towards finer and smaller sizes has increased the requirements for lens materials.The resolution of the image output is improved, and the 5G rate of image…

Zhonghuan (002129): Photovoltaic, semiconductor wafer two-wheel drive production capacity expansion leading position stable

Zhonghuan (002129): Photovoltaic, semiconductor wafer two-wheel drive production capacity expansion leading position stable Company dynamics The company released its 2018 annual report. In 2018, the company achieved total operating income of 137. 5.6 billion, an annual increase of 42. 63%, achieving net profit attributable to shareholders of listed companies. 3.2 billion, an annual increase of…

CITIC Bank (601998) Third Quarterly Report Study: Increase in interest margin slightly exceeded expectations

CITIC Bank (601998) Third Quarterly 深圳桑拿网 Report Study: Increase in interest margin slightly exceeded expectations Event: On the evening of October 17, CITIC Bank released its third quarter 2019 performance report. Investment suggestion: CITIC Bank’s third-quarter performance in 2019 is slightly higher than expected, of which the net interest margin has been increased by 2bps,…

Sangang Minguang (002110): Continuing high dividends and focusing on subsequent capital operations

Sangang Minguang (002110): Continuing high dividends and focusing on subsequent capital operations Event: The company released the 2018 annual results and reported that the combined company realized operating income of 362. 48 ppm, an increase of 14 in ten years. 40%; net profit attributable to shareholders of listed companies 65.厦门夜网 06 trillion, an increase of…

Guosheng Securities-Liquidity continues to be loose, short-term shocks do not need to panic (with gold shares)

Guosheng Securities: Liquidity continues to be loose, short-term shocks do not need to panic (with gold shares) The stock market depends on the research report of Jin Qilin analysts. It is authoritative, professional, timely and comprehensive, helping you to explore potential topic opportunities!   How to configure under the epidemic? ——February Allocation Recommendations & Gold Stock…

Baby Room (603214) 2019 First Quarterly Report Review: E-commerce business growth has improved faster than the gross profit margin

Baby Room (603214) 2019 First Quarterly Report Review: E-commerce business growth has improved faster than the gross profit margin [Investment Highlights]Baby-friendly Room released the first quarter report of 2019. At the core of the report, the company achieved operating income5. $ 4.5 billion, an annual increase of 13. 21%; Net profit attributable to shareholders of…

UFIDA (600588) 2019H1 Review: Cloud Business Continues High Growth and Autonomous Controllable Acceleration

UFIDA (600588) 2019H1 Review: Cloud Business Continues High Growth and Autonomous Controllable Acceleration Event description UFIDA released the 2019 semi-annual report, and our comments are as follows. Event Comment Cloud business still performed well, showing cloud advance collection indicators for the first time. Affected by the macro economy, the company’s overall operation was under pressure,…