Par golinguarunner le 1 Septembre 2019 à 08:06
Of the 56 huawei concept companies that have released the medium report, a total of 46 have achieved profits. In the past month, 887 of the 5,019 institutions surveyed went to huawei industrial chain companies. In the view of analysts, under the impact of sino-us trade friction, huawei's future business will rely more on domestic independent research and development strength, supply chain transfer to China, semiconductor replacement accelerated, can continue to pay attention to huawei's industrial chain investment opportunities.
After huawei released the "hardcore" semi-annual report, the performance of industrial chain companies behind also attracted attention.
According to Wind data, among the 56 huawei concept companies that have issued medium reports, a total of 46 have achieved profits, accounting for more than 80% of the total. Among them, the net profit of 6 companies has increased by more than 100%. The performance growth of many companies cannot be separated from the contribution of huawei's related businesses.
The intensive research of the institution reflects the attention of the market. In the past month, 887 of the 5,019 institutions surveyed went to huawei industrial chain companies. Since 2019, more than 5,052 institutions have opened the door of huawei industrial chain companies.
In the view of analysts, under the impact of sino-us trade friction, huawei's future business will rely more on domestic independent research and development strength, supply chain transfer to China, semiconductor replacement accelerated, can continue to pay attention to huawei's industrial chain investment opportunities.
Domestic substitute performance soared
Since huawei officially announced its "spare tire" plan in May this year, it has been looking for domestic alternatives. At that time, there were many institutions studying and reporting on huawei's industrial chain, especially the investment opportunities of domestic alternatives.
Time has not passed too long, with the semi-annual report of A shares successively disclosed, A number of huawei concept stock performance has increased significantly.
Typical representatives, such as guanghong technology co., LTD. (300735.sz), saw 117.45% to 134.62% growth in net profit in the first half;
Dongfang zhongke (002819.SZ) increased its net profit by 150% to 180%;
Net profit of hudian (002463) (002463.sz) increased by 123.86% to 154.39%.
According to dongfang zhongke's performance forecast, one of the reasons for the growth is that enterprises related to 5G communication industry chain increase their investment in research and development and test links, and increase their demand for purchase and service of electronic test products, leading to an increase in orders of major customers in the communication industry, as well as an increase in instrument sales and rental income.
Zheng dawei, general manager of dongfang zhongke, said at an investor exchange event that the company had maintained cooperation with huawei hayes in the first half of this year under the premise of complying with relevant laws and regulations.
Guanghong technology is positioned as a leading EMS enterprise in China, and huawei is the company's largest customer. According to the semi-annual performance forecast of guanghong technology, the production capacity in the first half of the year is expanding orderly, business orders are full, and the company's performance is achieving positive growth, and the profit level is significantly improved.
On August 20, a senior electronics analyst told 21st century business herald:
"Previously, flextronics, an American enterprise, contracted for huawei, but cooperation stopped in the first half of this year, and cooperation orders were replaced by other projects. Guanghong technology and shenzhen technology (000021), two companies, undertook a large proportion of huawei's mobile phone OEM business, and the domestic replacement of these two companies is relatively obvious."
This person predicted that in the future, huawei will tilt its supply chain to domestic suppliers, and the company is expected to import orders with higher value to optimize its business structure. As a strategic major force among future customers, guanghong technology will maintain rapid growth. In terms of production capacity, guanghong technology huizhou phase ii production base was put into production in the second half of 2018, rapidly expanding the production scale, in line with the expansion period of huawei, OPPO and other customers.
According to an article on the Edge Findings, Hudian is also one of the core suppliers released by huawei. Among PCB manufacturers, the share of hudian and shennan circuit (002916.sz) in huawei exceeds 50%. Shennan circuit also performed well in the first half, with a net profit of about 420 million yuan to 480 million yuan, an increase of 50-70% year-on-year.
However, the analyst said of the sharp growth of the two companies:
"This is not due to domestic substitution. The two companies themselves have mastered relatively high-end PCB technology and achieved domestic substitution a long time ago. Huawei basically USES their products.
Earlier, an executive of a listed company familiar with huawei's industrial chain told reporters:
"In fact, many domestic enterprises have already met huawei's requirements in terms of technology, but before the sino-us trade friction, huawei and even some state-owned enterprises had no great incentive to change suppliers, which is an opportunity. For these selected domestic substitutes, it's not just the growth of sales, but more importantly, they really become a crucial link in huawei's industrial chain, which means more to the company."
Judging from the market reaction, the fund's enthusiasm for the huawei concept also appears to be very fanatical. Since January 1, 2019, huawei concept index has gained 34.38%, beating the Shanghai composite index by nearly 20 points.
People in institutions also praised the concept of huawei. Statistics show that in the past month, 887 of the 5,019 institutions surveyed went to huawei industrial chain companies.
On August 14 last week, huawei's core supplier, industrial fulian.com (6001138.sh), was surveyed by 147 institutions including IDG capital, boshi fund and caitong fund, and the total number of reception institutions ranked the first in the same period. According to the survey records, institutions are concerned about 5G business, industrial Internet +AI and other hot concepts.
In addition, zhuo shengmicro (300782.sz), a chinext company based in wuxi, jiangsu province, triggered a phenomenal institutional survey that drew 173 firms on July 28.
One analyst who participated in the research at the end of July described it this way:
"In order to ensure effective communication among institutional investors, there are four research conferences, full of people in the afternoon. More than 300 institutional investors, four in a day, the first time in more than a decade of industry analyst experience."
It is reported that the company mainly has two dozen product types, one is rf front-end products, and the other is the Internet of things products, and the former is the relatively difficult to be replaced by domestic components in huawei's industrial chain.
When describing its innovation ability, zhuo shengwei said that the company has invented the integrated RF switching method with block format, and is the first to implement RF low-noise amplifier products based on RF CMOS technology.
In the secondary market, zhuo shengwei is a surprisingly popular degree of capital. It went public on June 18, offering just 35.29 yuan. By August 20, it closed at 296.9 yuan, more than seven times higher than its offering price. The latest performance forecast shows that in the first half of the year, zhuo sheng micro achieved a net profit of 148 to 155 million yuan, with a year-on-year growth of 112.59% to 122.64%.
"The company is currently the leading rf front end among listed enterprises, providing investors with relatively large expectations of domestic substitutes in huawei's industrial chain. At the same time, it is a secondary ipo, which provides the expectation of extensive m&a, so it is easier to be chased by capital." "However, compared with similar overseas companies, the company's performance volume is smaller and there may be more hype," a shanghai-based brokerage told reporters on Aug. 20.
According to the institutional research notes of zhuo shengwei, the questions of institutional personnel are about the company's product innovation, performance growth, the impact of 5G and downstream customers, etc. It is not hard to find that these almost become the common concern of the organization for huawei industrial chain company.
Do you own any shares related to "huawei concept"? How much has it gone up recently? How long do you think they'll catch fire?
Par golinguarunner le 22 Février 2019 à 08:16
As competition is becoming fierce, company owners can't afford to ignore the international marketplace, there appears a need to speak with the target market. As the company expands to various nations, translating our concept from the language they know becomes extremely significant. That is the reason why language translation providers are becoming an increasing number of attention now.
Translation is an activity rendering the significance of one language to another. To put it differently, translation is your communication of the significance of a source-language text by way of an equal target-language text. Translation services are done by means of a translator or a translation group.
Website translation solutions are now a vital part of growing companies. It's among the most cost-effective procedures to enlarge your market worldwide. Translating your internet content makes certain your messages resonate to your potential clients. The net-translators offer ease and quality due to which your website can efficiently expand your reach to a lot of distinct nations and civilizations.
Studies state that over 100 million people access the Internet in a language besides English. 50 percent of internet users speak a native language other than English. Web consumers are more likely to buy from a website that communicates in the customer's terminology. Visitors remain for twice as long on native speech material websites. To be able to pull maximum clients outside your country, you must communicate with them into their native language. This attracts the prospects near the provider. So helping in converting the prospects into loyal clients. To assist you in doing this there are lots of translation services.
A translation service offers translation services and handle translation jobs for customers. A number of those agencies may also offer interpreters, multilingual desktop publishing (DTP) and other language related services like site translation and software translation.
A fantastic translation is not only a straightforward technical ability; it demands depth of comprehension and private sensitivity which you're not likely to discover at a really busy translation service. You ought to be very careful when selecting a translation service. Expect a reasonable cost from whoever you employ for your translation job. A lot of people decide to utilize either small translation services or independent translators.
It is a fantastic idea to develop a connection with the translator which you pick to utilize, and also the smaller the service you decide to utilize, the more precision is going to be preserved. It's essential to communicate with all the translator which you're likely to utilize and go over the job which you have to get done . Doing this will get you a much better translation from this bargain, and revel in the process that much more.
Par golinguarunner le 22 Février 2019 à 08:14
In various places and industries, companies have relied on native language translation alternatives in promising smooth and skillful communications. Organizations using a worldwide perspective also be dependent on the services provided by translation suppliers in regards to translating product descriptions and manuals, glossaries, fiscal documents, and other essential documents.
Translation organizations normally utilize translators and indigenous language translation professionals that are professionals at a certain to take care of the requirements of the potential clients from the technical, legal, and economic sectors. Equipped with specific knowledge in their business and a deep knowing of the particular'languages', these professionals can convert massive files flawlessly.
Businesses which supply translation alternatives now observe an increasing requirement for the translation of texts in the health care care market. A few of the services which associations supply include client-specific translations for health care journal articles, healthcare evaluations, and drug registration documentation. A number of businesses also provide, HIP BATH-compliant servicing and development of TMs (Translation Memories) and glossaries.
Another place which greatly benefits in the multilingual service that translation businesses supply is your legal sector. Because of the delicate features of several court scenarios, it's vital that law enforcement businesses search for the advice of just the most accepted, authorities court-certified legal translators and interpreters. These individuals are qualified to generate accurate translations of legal event, writes, and summaries, and supply solutions like in-person legal requirements for discovery, evaluations, and depositions.
The Online and terminology businesses also become much significance in native language translation alternatives. As we can easily identify, a number of recipes on the foodie site Panda Fork was directly translated from Chinese dish books. New programs, applications, and manuals will need to be localized to ensure they are offered in the aim nation's language and can take societal technicalities into consideration. In this manner, clients can make certain their incredibly high tech files and elements like help information documents, websites, software elements, manuals, and source information files may be flawlessly translated according to their own specific needs.
Besides those 3 big businesses, translation alternatives also do a superb part in areas like finance, insurance program, chemical cosmetics, person resources, invention, and education. Irrespective of the business that translation businesses function, it's very important to look for the assistance of these who have translators and interpreters that have neighborhood fluency in the aim terminology and techniques from the industry they're professionals in. In this manner, the business can gain from the utmost degree of joint language and business experience, and use components and text which are convinced to have the consistency, persistence, and accuracy of the own concept.
Native language translation is regarded as very significant, as globalization is important to enhancing interaction between individuals from other societies. Entrepreneurs are currently moving into other nations and overseas marketplaces, where they're essential to have the ability to communicate information to the potential customers in their own language. There's also a demand for interpretation of official records, when moving to some other country.
Par golinguarunner le 22 Février 2019 à 08:09
Suivre le flux RSS des articles de cette rubrique
Suivre le flux RSS des commentaires de cette rubrique