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JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
Dongguan Aohai Technology's (SZSE:002993) Returns On Capital Not Reflecting Well On The Business
Has Dongguan Aohai Technology Co., Ltd.'s (SZSE:002993) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
Dongguan Aohai Technology (002993.SZ): Currently, there is a continuous supply of server power supplies below 3.6KW and 4KW server PDB power supplies, all of which are independently developed products of the company.
On December 11, Gelonghui reported that Dongguan Aohai Technology (002993.SZ) stated in an investor relations meeting that the company is actively expanding its Business in the datacenter Server power supply sector, developing cost-effective, highly reliable, and wide-range efficient Server power supplies. Currently, Server power supplies below 3.6KW and 4KW Server PDB power supplies are continuously supplied, all being self-developed products. Most products above 2.4KW are used in computing power servers. With the layout of the company's overseas manufacturing bases and the accumulation of product experience, the Business will continue to develop.
Dongguan Aohai Technology (002993.SZ): The subsidiary provides Electronic Control systems and domain control products and system solutions for New energy Fund Passenger Vehicle and Commercial Vehicle.
On December 11, according to Gelonghui, Dongguan Aohai Technology (002993.SZ) stated in its investor relations that its subsidiary Zhixin Control, as a leading Electronic Control company, provides Electronic Control systems (single/double motor and Generator controllers, high/low voltage Battery management systems, and vehicle controllers) and domain control (multi-in-one power domain control, vehicle domain control, and regional domain control, etc.) products and system solutions for New energy (including pure electric and plug-in hybrid) Passenger Vehicles and Commercial Vehicles. While leveraging the parent company's existing customer resources to assist in channel expansion, as the company accelerates its overseas layout and outputs competitiveness in the local supply chain, it is achieving a 'two-handed' approach in domestic and foreign customers.
Dongguan Aohai Technology (002993.SZ): In the first half of 2024, the company achieved overseas revenue of 1.015 billion yuan, a year-on-year increase of 42.93%, with revenue accounting for 34.29%.
Gelonghui reported on December 11 that Dongguan Aohai Technology (002993.SZ) stated in its investor relations that the company has been expanding overseas for eight years, possessing rich international manufacturing talent and management experience. It has established six overseas offices in the USA, Singapore, Japan, Vietnam, India, and Hong Kong to strengthen its global sales layout. The company has also set up six Global Intelligent Manufacturing bases in Dongguan Aohai, Zhixin Control, Jiangxi Aohai, India Xihai, Vietnam Aohai, and Indonesia Aohai. Additionally, each overseas manufacturing base has NPI capabilities. The international operation capabilities in manufacturing, sales, and research and development can optimize the company's resource allocation and respond more quickly to customer demands.
Returns On Capital Signal Tricky Times Ahead For Dongguan Aohai Technology (SZSE:002993)
