Oupai Home (603833): Multi-category and multi-channel drive 19 years of steady growth can be expected

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Oupai Home (603833): Multi-category and multi-channel drive 19 years of steady growth can be expected Event: The company announced the 2018 annual report and realized revenue of 115 in real terms. 09 million yuan, an increase of 18 in ten years. 53%; net profit attributable to mother 15. 72 ppm, an increase of 20 in ten years. 90%; deducting non-profit increased by 25 in ten years. 25%. The company expects that operating revenue, total operating costs, and net profit will increase by 15%, 15%, and 20% in 2019, respectively. Comments: 1. Multi-category and multi-channel growth are clearly driven. The leading competitive advantage highlights the company's advantages in integrating brand categories. In recent years, it has taken the lead in breaking through a single channel, digging into the complete equipment and…
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Spring Wind Power (603129) First Coverage Report: Different Leisure Transformation

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Spring Wind Power (603129) First Coverage Report: Different Leisure Transformation What is a consumer motorcycle? The main products of Spring Wind Power are consumer motorcycles and ATVs, which are a brand new expectation under the background of consumption upgrade. Unlike traditional motorcycles, which mainly produce scooters, consumer-grade motorcycles have a displacement of more than 125cc. They are mainly for leisure and entertainment purposes, taking into account the effects of scooters. Behind them is the youth's pursuit of fashion and sports. In 09-17, consumer-grade motorcycles began to replace traditional motorcycles, with sales increasing from 350,000 to 1.02 million, with a compound growth rate of more than 10%, which accounted for 1% of total motorcycle sales in 2009. 5% to 6% in 2007. Among them, large motorcycles over 250cc ushered in rapid…
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Air China (601111): July ‘s capacity growth rate is expected to be slightly attractive, with a slight increase in load factor

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Air China (601111): July 's capacity growth rate is expected to be slightly attractive, with a slight increase in load factor The company's recent situation Air China announced operating data for July: demand (RPK) further increased6. 4%, supply (ASK) increased by 5 in ten years. 6%, the load factor rose 0 in ten years. 6 up to 81. 1%. On January 7, 2019, the company's RPK exceeded growth by 6. 4%, may I increase by 5 per year. 7%, the cumulative load factor increased by 0 every year. 5 up to 81%. Commenting on the company 's capacity growth in July, the domestic line capacity increased rapidly, and the international line capacity accelerated. The company's July ASK increased by five months. 6%, higher than June 4. 2% annual growth rate,…
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Goodix Technology (603160): Optical fingerprints are progressing smoothly and new products are gradually breaking through

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Goodix Technology (603160): Optical fingerprints are progressing smoothly and new products are gradually breaking through Core Views Optical fingerprints are progressing smoothly and growth is sustainable: Since this year, most of the flagship models of various brands have adopted optical fingerprint solutions, and they have begun to be used at levels below 2,000 yuan. Genting has exclusiveness among domestic mobile phone manufacturers' suppliers.Advantage. As of April 23, the commercial setting of Huiding has reached 32 models. iHS predicts that 2019 will be the take-off phase of the under-screen fingerprint module. It is estimated that the expansion of 29 million units in 2018 will increase by 580%, close to 200 million units, and may even be as high as 2. 400 million units, will still be in the growth stage in…
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Lier Chemical (002258): MDP promotes smooth and significant increase in sodium glufosinate

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Lier Chemical (002258): MDP promotes smooth and significant increase in sodium glufosinate Event: In order to further optimize the production process of major products such as Guang'an Lier grass grass ammonium formaldehyde, and smoothly realize the integration with the methyl phosphorous dichloride (MDP) project, in order to improve the product technology level and competitiveness, Guang'anLier implemented the shutdown and the line, the estimated time is about 3 months. Opinion: We analyze that this concurrent line will be beneficial to the company's product cost reduction and the improvement of the park's efficiency, and may also change the current competitive landscape of the glufosinate industry. MDP is the core intermediate of the glufal-formaldehyde Bayer process. Among them, the continuous gas phase MDP barrier is the highest. After the company's efforts, it has…
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Shiji Information (002153) Annual Report 2018 Review: Cloud Consumption Continues to Advance with Large Consumption as the Core

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Shiji Information (002153) Annual Report 2018 Review: Cloud Consumption Continues to Advance with Large Consumption as the Core Event: The company released its 2018 annual report: Report integration 杭州桑拿网 to achieve revenue 30.9.8 billion with an increase of 4.6%, achieving net profit attributable to shareholders of listed companies4.6.3 billion with an increase of 10.6%. Revenue grew steadily, research and development expanded and gradually expanded basic development. In 2018, the company's hotel information management system business achieved revenue10.6.2 billion increased by 16.6%, business circulation management system business realized income6.3.2 billion increased by 16.7%; social catering information management system business realized revenue of 90.61 million yuan, down 26.9% is expected to be mainly due to the increase in cloud projects leading to partial revenue recognition in installments.The selling expense ratio and the…
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CYTS (600138): + performance has picked up + mid-term point of view is still recognizing the repair opportunities at the bottom

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CYTS (600138): + performance has picked up + mid-term point of view is still recognizing the repair opportunities at the bottom The company announced three quarterly reports, and achieved revenue of 95 in the first three quarters of 19th. 4.5 billion / + 6. 90%, to achieve net profit attributable to mother 5. 45 ppm / -0. 33%, net of non-attributed net profit4. 21 ppm / -5. 43%. In the third quarter alone, revenue reached 36. 92ppm / + 9. 83%, net profit attributable to mothers1. 6.3 billion / + 14. 77%, single quarter revenue and performance growth continued to improve.   Core Viewpoint Q3 The performance of Wuzhen improved, and the drop in passenger flow in Gubei Water Town narrowed. 1) Wuzhen achieved operating income in the third and third…
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Honglu Steel Structure (002541): Plenty of orders to support high growth and early start-up of new construction base to lower overall gross profit margin

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Honglu Steel Structure (002541): Plenty of orders to support high growth and early start-up of new construction base to lower overall gross profit margin The company recently announced its semi-annual report for 2019 and achieved operating income of 47 in the first half of the year.79 trillion, an increase of 52 in ten years.9%; net profit attributable to parent company1.700 million, an annual increase of 4.81%.The opinions are as follows: Plenty of growth in orders in hand, new production base capacity is expected to gradually release the company's total production plant area of about 2.3 million square meters, total steel structure capacity of more than 210, the output of 81 in the reporting period.At the beginning of 1996, it increased by 30 compared with the same period last year.30%.The company…
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Po Laiya (603605) Annual Report Comments: Performance Exceeds Expectations, 19 Years of High Growth Expected Continues

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Po Laiya (603605) Annual Report Comments: Performance Exceeds Expectations, 19 Years of High Growth Expected Continues Po Laiya Annual Report Comments: Performance exceeded expectations, 19 years of high growth expectations continued performance Brief: Po Laiya achieved revenue 23 in 18 years. 61 ppm / +32. 43%, net profit attributable to mother 2. 8.7 billion / + 43. 03%, deducted non-net profit 2 from the mother. 78 ppm / +50. 03%; net operating cash flow 5. 1.3 billion / + 53. 47%. The decrease in non-recurring items in 18 years compared to 17 was mainly due to the confirmation that the government subsidy supplemented about 18.98 million yuan in 18 years (the government subsidy confirmed in 2017 was about 15.45 million yuan).   The offline growth rate exceeded expectations, and the online…
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Changbao Shares (002478) Tracking Express Report: Underestimating the second-quarter results of the oil and gas industry chain standard is expected to be a catalyst

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Changbao Shares (002478) Tracking Express Report: Underestimating the second-quarter results of the oil and gas industry chain standard is expected to be a catalyst Matters: The second quarter results will be released soon, and the company's second quarter results are expected to grow even higher, which is expected to become the latest catalyst. Comment: Demand: Short-term oil prices have improved, but there has been less disruption to demand. Since the energy security strategy has been proposed many times, upstream oil and gas extraction companies have accelerated their exploration progress in an attempt to achieve an oil production volume of more than 200 million tons in the red line this year, and the correlation between mining progress and oil prices has weakened significantly. From the perspective of PetroChina's drilling ruler operation…
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