in a bull market, the market often plummets, and sometimes it is very desperate.

Many people hope to find a way to sell their stocks on the eve of the plunge, or to buy stocks that do not fall but rise in the plunge.

there is no such method.

in the stock market, no one can catch all the booms, and no one can avoid all the slumps.

avic optoelectronics (2179) is mainly engaged in the production and sales of optoelectronic components and electronic information products.

avic optoelectronics: as a leading enterprise of military connectors in China, its products are widely used in aerospace and military fields, communication networks and data centers. The company pays attention to R&D investment, has strong military competitiveness, strong expansion of civilian products business and strong sustainability of profitability, and its annual performance is expected to continue to maintain steady growth. Under the influence of the accelerated commercialization of 5G, a large number of connector requirements will be released, and the company's communication business will usher in new growth points.

Aspect:

Military products are highly competitive, with steady growth in annual performance

The company's performance growth is basically in line with expectations. As the leading enterprise of military connectors in China, the company's products are widely used in aerospace and military fields, communication networks and data centers. The company has strong military competitiveness, strong expansion of civilian products business and strong sustainability of profitability, and its annual performance is expected to continue to maintain steady growth.

The prosperity of the p>5G industry is high, opening up the company's growth space

The company's civilian products business is mainly carried out in the fields of communication and new energy vehicles. As the first enterprise to enter the field of new energy vehicle connectors, it has obvious first-Mover advantage when enjoying the dividend brought by the development of the industry.

in the field of communication, the company has strong competitiveness and a stable position in the industry. Its downstream customers include Huawei, ZTE and other core manufacturers of communication equipment. At the same time, it is exploring international business. Under the influence of the accelerated commercialization of 5G, a large number of connector demands will be released, and the company's communication business will usher in a new growth point.

R&D investment has increased substantially, and the company's forward-looking ability is worth looking forward to.

The company's increased product structure adjustment and R&D investment will help to cultivate new performance growth points and enhance the market competitiveness and market share of products. At present, the company is one of the enterprises with the largest number of connector products covering the downstream market segments in China. The steady growth in the equipment field is boosted by the demand in emerging fields, and the future performance flexibility potential is still relatively large.

the company's high-quality management team is one of its core advantages in the early stage, and its management efficiency and forward-looking ability are worth looking forward to, optimistic about the company's long-term development prospects.

Grasping the industrial trend, the prospect of integration of defense and civilian technologies can be expected

The company has the gene of marketization. Apart from the leading position of military products, high-speed backboards and high-speed connectors for civilian products are equally beneficial to Shuang Sheng, and there is a strong demand for domestic substitution. 5G commercial promotion is just around the corner in 22. As a global gold supplier of Huawei, the company's 5G business will gradually enter the heavy volume stage.

in terms of new energy, the company has steadily expanded the international market, and the supporting Renault models were officially put on sale in September. Under the background of inventory consumption at the beginning of the year and the continuous sale of new models, the company's new energy business is expected to usher in a profit turning point.

The stock market has plummeted. Why dare to be optimistic about AVIC Optoelectronics

pure military pedigree, but it is a military stock with achievements

AVIC Optoelectronics belongs to the Aviation Industry Group and is a military stock with roots and roots. However, compared with other military stocks with a price-earnings ratio of hundreds of thousands, it has a high degree of marketization. One is that the civilian market is doing well, and it is a gold supplier of Huawei and ZTE. The other is that as a central enterprise, it has implemented equity incentives, and the management has shares, which naturally has the motivation.

from p>214 to 218, the performance has nearly tripled.

why do you dare to be optimistic about avic optoelectronics?

in the field of military connectors, avic optoelectronics is the domestic leader, occupying 6% to 7% of the market. The military sector is currently at a low level, which can be said to be both offensive and defensive.

Connector leader, benefiting from downstream 5G communication industry

Driven by downstream communication, automobile, consumer electronics and other fields, China connector market maintained rapid growth. From 29 to 217, the market scale increased from 6.77 billion yuan to 19.82 billion yuan, with a compound growth rate of 13.8%.

at present, avic optoelectronics has the second market share, and the first is the famous Luxshare. At present, the market is relatively scattered and the market share of leading enterprises is increasing, which should be a general trend.

The stock market has plummeted, so why do you dare to be optimistic about AVIC Optoelectronics?

The new energy field has accumulated a lot, and the new performance growth point

The new energy is the new track that AVIC Optoelectronics has seized, and the connector has the first market share at present, showing its market expansion ability.

avic optoelectronics has accumulated in the field of connectors for new energy vehicles for nearly 1 years, and has long-term and in-depth cooperation with Chery, JAC, BYD, Yutong, Zhongtong and Contemporary Amperex Technology Co., Limited and Guoxuan Hi-Tech.

Tesla will build factories in China and cooperate with Contemporary Amperex Technology Co., Limited, which is expected to bring about the explosion of new energy vehicles. This is a new growth point of avic optoelectronics.

The triple blessing of military industry, 5G and new energy is genuine and has excellent historical performance. This big drop in mud and sand is a good opportunity provided by the market.