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The power supply of the big factory group has shown the trend of 'the first half of the year, the second half of the jump', and this year obviously has not left the 'convention'. The group said that the third quarter is in the smart speaker, e-sports and Type- C-note power and other power supply shipments have grown, and the third-quarter operation has the opportunity to hit a single-season record high.

In the second quarter of the group, revenue was 7.692 billion yuan, up 23.3% from the first quarter, up 10.4% from the same period of last year. The net profit after tax increased slightly by 5.4% from the previous quarter. The EPS was 0.59 yuan, and the EPS in the first half of the year was 1.14. Yuan. Qundian pointed out that the second quarter was affected by the depreciation of the RMB, and the exchange loss was about 91 million. However, under other industry concerns, the overall outside contribution was about 81 million, which is similar to the first quarter.

From the point of view of operational inertia, the gap between the group and the second half of the year is quite large. After the company entered July, the operation accelerated rapidly, with a monthly revenue of 2.85 billion yuan, a record high of nearly 10 months and a year-on-year growth rate of 21.2%. The accumulated revenue for the first seven months was 16.8 billion yuan, an increase of 10.2% over the same period last year.

In fact, from the analysis of the performance of domestic power supply groups, group computing is the strongest growth in revenue this year. Compared with Delta, Guangbao, Kangshu, and Hanhan, it is much better. Actively transforming a few years in advance, from the PC field to game consoles, servers, smart homes, smart speakers, smart lights and other markets; as for the PC product line, there are also a small number of high-margin e-sport products, and other peers are under heavy pressure. , driving the operation against the trend.

The legal person pointed out that the group's third-quarter revenue is expected to increase by 8-10%, the gross profit margin can be increased by about 1-2 percentage points compared with the second quarter, and the annual revenue will also exceed the 30 billion yuan mark for the first time. Set a record high, surpassing the annual level of 27.87 billion yuan.

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