MLCC continues to rebound! Guangdong Fenghua Advanced Technology Q2 net profit increased by 80% compared to the previous quarter. AI promotes high-capacity products and the future market is still optimistic | Interpretations
① MLCC prices continue to rise, with Guangdong Fenghua Advanced Technology's Q2 net income increasing significantly year-on-year and quarter-on-quarter, reaching the highest gross margin in 9 quarters; ② Downstream demand differentiation, high-end business growth is an important driver for Guangdong Fenghua Advanced Technology's profitability improvement; ③ Analysis believes that the MLCC market will continue to show differentiated demand in the future, and continuous improvement of product structure is still an important issue for relevant manufacturers.
The recovery of consumer electronics has spread to the upstream of the industry chain, and Jiangsu Boqian New Materials stock has seen consecutive growth in performance | Interpretations
Consumer electronics recovery has spread to upstream raw material companies, and Jiangsu Boqian New Materials, a nickel powder production company for MLCC, saw a 223.67% increase in performance in the first half of the year. Journalists have noticed that since the fourth quarter of last year, the performance of Jiangsu Boqian New Materials has shown a continuous growth momentum. Insiders in the industry believe that in the second half of the year, with the increase in shipment volume of consumer electronics peak season and AIPC, AI mobile phones, etc., the performance of upstream raw material companies is expected to continue to improve.
Yeebo Associate Nantong Jianghai Capacitor Logs 48% Surge in January-September Profit
Analysis of the limit of Taijing Science and Technology on September 24: Huawei Hayes concept, passive components, Huawei Industrial chain concept Hot stocks
Securities Star data Center News, Taijing technology trading closed, closing price 50.67 yuan. The stock rose by the limit at 13:15, but did not open the limit. The closing capital was 55.0276 million yuan, accounting for 0.64% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 60.2236 million yuan, the net inflow of hot capital was 39.3744 million yuan, and the net outflow of retail funds was 39.7844 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is Huawei Hayes concept, passive component, Huawei industrial chain concept hot stock, Huawei Hayes concept rose 0.43% on the same day. The stock is invested.
Igor: four institutions, including Guolian Securities Co., Ltd., Zhuhai Hengqin Nanshan Open Source Asset Management Co., Ltd., investigated our company on September 22.
On September 23, 2021, Igor (002922) issued a notice saying: sun Shuming of Guolian Securities Co., Ltd. Liang Fenglun, Zhan Shigan of Zhuhai Hengqin Nanshan Open Source Asset Management Co., Ltd., Dai Zhenhua of Guangfa Fund Management Co., Ltd., Fan Zhengwei of Yi Fangda Asset Management Co., Ltd., Ji Hao investigated our company on September 22, 2021. The survey was received by Chairman Xiao Juncheng, Deputy General Manager Zhao Nannan and Board Secretary Chen Lijun. The main content of this survey: Ms. Chen Lijun, secretary of the company's board of directors, showed you the company's production workshop and introduced the company's foundation to the visitors.
The pre-announcement of the third quarterly report unveiled a substantial increase in the performance of these stocks (list)
With the end of the semi-annual report of listed companies, some companies have also begun to issue earnings forecasts for the third quarter of 2021, and a high-quality three-quarter report will boost share prices and investor confidence. Compared with previous years, the companies that take the lead in the "spoiler" three-quarter report this year are "rare". The market expects that the double season may be approaching, after which there will be a wave of intensive three-quarter forecast period. Statistics show that as of September 16, a total of 61 companies have issued three-quarter forecasts, accounting for more than 80% of the performance stocks (pre-increase, slight increase, profit continuation, reversal of losses). From performance