★The iPhone X is empty and the growth momentum of Apple's supply chain is expected to recover in the second half of the year
Apple recently released its latest quarterly report. Its operating income was US$61.1 billion in the first quarter of this year, an increase of 15.58% year-on-year, a decrease of 30.76% from the previous quarter; net profit was US$13.8 billion, a year-on-year increase of 25.32%, a year-on-year decrease of 31.11%; quarterly EPS was US$2.73, year-on-year The growth rate was 30.00%, a decrease of 29.82% from the previous quarter. Looking forward to the second half of the year, Industrial Securities believes that continuous innovation in segmentation areas (optics, antennas, etc.) and the increase in the share of domestic manufacturers are the two major logic throughout the year. From the perspective of investment, Industrial Securities is mainly optimistic about : Sanhuan Group (300408.SZ), Lixun Precision (002475.SZ), Ouffy Technology (002456.SZ), Crystal Optical (002273.SZ), Han's Laser (002008.SZ), Goer Shares (002241. SZ), Xin Wei Communication (300136.SZ), Lan Si Technology (300433.SZ) and other manufacturers.
★ ZTE Postponed 2017 Annual General Meeting of Shareholders
ZTE Corporation announced on the evening of May 8 that the company originally planned to hold the company’s 2007 shareholders’ meeting on May 11 with a combination of on-site and online voting. As the US Department of Commerce’s Bureau of Industry and Security activated the refusal order, the company’s The 30th meeting of the 7th Board of Directors was reviewed and passed. The Company's 2007 general meeting of shareholders will be postponed and the stock registration date will remain unchanged. The company expects to hold the 2017 annual shareholders meeting by June 30.
★Tongfu Microelectronics: Has completed the transfer of shares in the company to major funds, etc.
On May 8, 2018, Tongfu Microelectronics issued the latest announcement. The company received a notice from Fujitsu China, Industry Fund, Nantong Merchants and Dao Kang Xinbin Investment, and issued a Securities Deposit Confirmation Letter issued by China Securities Depository and Clearing Corporation Limited. The transfer registration of the above-mentioned agreements for the transfer of shares has been completed. The transfer date is May 7, 2018. The nature of the shares is unlimited sales of outstanding shares. The Industrial Fund is a professional investment fund established for the purpose of promoting the development of China's integrated circuit industry. Fu Weidian has extensive experience in advanced packaging core technologies and key processes. Through this equity change, the industry fund will further strengthen cooperation and communication with Tongfu Microelectronics to support the development of leading IC companies and drive China IC manufacturing industry. The overall level and international competitiveness have risen.
★ Shanghai Xinsheng big silicon film sales to achieve!
Shanghai Xinyang recently revealed the latest status of its subsidiary company, Shanghai Xinshengda Silicon Project, in its investor relations activities. Shanghai Xinyang publicly stated for the first time that the Shanghai Xinshengda silicon chip was realizing sales! Electronic has already purchased Shanghai Xinshengzheng, but the number is small. At the same time, Shanghai Xinyang revealed that Shanghai's new monthly production capacity is 4-5 million pieces, and monthly sales volume is 2 to 30,000 pieces (there are positive films and accompanying films). According to the investment intensity and investment scale of the project, the normal construction period of the first phase of the project is 3 years. The monthly production capacity of the project is expected to be 100,000 pieces by the end of 2018, and the monthly production capacity will be 200,000 pieces by 2019. The monthly production capacity will be 300,000 pieces by the end of 2020. .
★TCL Group will intelligently transform Huaxing and Smart TV factories
TCL Group recently disclosed the results of the meeting, TCL said that the group will focus on artificial intelligence and big data, new semiconductor display technologies and materials, intelligent manufacturing and industrial Internet three major technologies, simultaneously promote the development of basic technology research and application technology. will set up intelligence The manufacturing and industrial Internet technology service companies will vigorously promote the smart manufacturing and industrial Internet capabilities of major industries. This year, we will carry out intelligent transformation and upgrading of the Huaxing Factory and smart TV factories to strengthen the competitiveness of industrial manufacturing.
★ Huan Xu Electronics’ April consolidated revenue was 2.191 billion yuan, an increase of 14.71% over the same period of last year
Huanxu announced yesterday evening that the consolidated operating income in April was 2.191 billion yuan, an increase of 14.71% year-on-year, and an increase of 6.87% from the previous quarter. From January to April, the consolidated operating income was 8.417 billion yuan, an increase of 0.44% year-on-year.
★Big Dipper Link: The actual controller reduced 513 million shares in the past two days
The Big Dipper Star announced yesterday that the company’s actual controller, major shareholder Zhou Ruxin, reduced the holding of 513 million shares through centralized bidding on May 7th and May 8th, accounting for 0.9999% of the company’s total share capital. Note: The company previously disclosed that Zhou Ruxin plans to reduce its holdings. Not more than 2.9999% shares.