In the past two months or so, BOE A is a big star in the A-share market, its market value soared from more than 130 billion yuan to nearly 220 billion yuan. All this BOE performance has really entered the harvest period .Recently, BOE external expressed To the display and sensor devices, smart systems, health care innovation and transformation of the three major undertakings, 5 billion years after the sales reached 300 billion yuan. The future of BOE, but also hope to bring more surprises to the market.
More than two months rose more than Liu Cheng
As of today, BOE A's share price has basically risen steadily since September 18. As of today, BOE's share price has risen over 60% in two months or so, exceeding Kweichow Moutai (677.250, -1.90, -0.28 %) While its market capitalization skyrocketed from more than 130 billion yuan to more than 230 billion yuan.
According to statistics, in the two months from September 18 to November 17, the average daily turnover of BOE A exceeds 7.6 billion yuan. In the recent several sales department, BOE A daily trading volume exceeded 100 million yuan.
Behind this, it is in mid-September, the fund frequently go to the BOE research shows its strong interest in only the past October, there are hundreds of research agencies into the BOE. Wind data shows that this year During the third quarter, a total of 56 funds have been added to BOE A, totaling over 100 million shares.
Performance is expected to contribute to the hot situation
BOE A why the fire? This BOE performance has greatly increased the relationship. BOE A three quarterly shows that the company achieved operating revenue of 69.408 billion yuan the first three quarters, an increase of 51.41%; net profit of 6.476 billion yuan, an increase of 4503.51%. The first three quarters of the company achieved operating income of 69.408 billion yuan, an increase of 51.41%; net profit of 6.476 billion yuan, an increase of 4503.51%.
In addition to the performance itself, for performance expectations, but also the current round of BOE A soaring important reason.In October, BOE in Chengdu sixth generation flexible AMOLED production line production, which is China's first all-flexible AMOLED production line.In December of this year, BOE Originally scheduled to be put into operation in 2018 Hefei 10.5 generation LCD panel line, will be put into operation ahead of schedule. BOE earlier layout of multiple panel lines, and gradually into production or even mass production stage, making its stride into the international advanced level, but also contributed to the BOE A sought after in the market.
The company will really enter the harvest period
In early 2013, Wang Dongsheng, chairman of the BOE, said outside that the company has gradually entered a harvest period, but in contrast, the current adoption of this argument is even more convincing.
According to the market data of the first three quarters of this year, the output of BOE LCD monitors, tablet displays and notebook computers ranked the first in the world, with the display Display, TV screen output ranks second in the world.
At present, BOE is an important supplier to many world famous electronic brands such as Samsung, LG, Dell, Huawei, Skyworth, Sony, Xiaomi, OPPO and VIVO etc. There are market rumors that Apple has also been approached with BOE in order to get rid of Dependence on the Samsung screen.
The face of the recent bout these brisk BOE performance, in recent months, the major domestic brokerage research reports, the basic are given BOE A 'buy' or 'overweight' rating.
The future will be the transformation of Internet companies
However, BOE is not content with a breakthrough in panel production.In a recent BOE Global Innovation Partnership Conference held in Wuhan, BOE Chief Executive Chen Yanshun told the media, including "Yangcheng Evening News," that we have set a new business Positioning that BOE will be an IoT company that provides smart port products and professional services for information exchange and human health. "According to its introduction, BOE will make every effort to promote the innovation of display and sensor devices, smart systems and health care It is reported that BOE will expand more than 100 IoT segments within five years and provide at least 6 billion IoT ports.
This means that BOE forces in various fields in the future.On this basis, Chen Yanshun revealed that BOE will double its turnover in three years, five years later is expected to increase from 68.9 billion yuan in 2016 to nearly 300 billion yuan of scale.
In this regard, Southwest Securities Research reported that BOE follows Object Innovations, innovation and transformation, is expected to create a new leader in the Internet of Things era, giving a "buy" rating.This has only been "popular" stocks, The future or will bring more surprises to the market.