This week (from October 19th to 23rd), the market fluctuated downwards, with the Shanghai Composite Index down 1.75% and the Growth Enterprise Market Index down 4.54%.
in the light market, due to the influence of factors such as the disclosure window period of the third quarterly report, the popularity of institutional research remained at a low level. Only 43 A-share companies disclosed investor relations records during the week, and the research content focused on the main performance lines of the first three quarters, with few research on hot concept topics.
more than 6% of the companies surveyed have recently disclosed the third quarterly report, among which 7% of the companies that have disclosed the "transcripts" of the first three quarters have increased year-on-year. In the first three quarters, the net profit of Mu Yuan, Anzhen Zhidian and Goer increased by more than 1%, increasing by 1413.28%, 176.49% and 14.71% respectively compared with the same period of last year.
It is noteworthy that Goer shares, whose performance exceeded expectations, was also the most favored company by institutions last week. After the release of the third quarterly report on the evening of October 22, on October 23, Goer received about 28 telephone surveys. Many well-known institutions, including Gaoyan Capital, Thousand Joint Venture Capital, Jinglin Assets and harvest fund, have gathered. In terms of market performance, the company's share price fell back after the surge, rising by 4.85% a week.
goer co., ltd. is mainly engaged in the research and development, manufacturing and brand marketing of precision components such as acoustics, sensors, optoelectronics and 3D packaging modules, as well as intelligent hardware such as virtual/augmented reality, smart wear, smart audio and robots. The third quarterly report shows that the company achieved revenue of 34.73 billion yuan in the first three quarters, a year-on-year increase of 43.9%; The net profit of returning to the mother was 2.16 billion yuan, a year-on-year increase of 14.71%; The basic earnings per share is .63 yuan. Among them, the company achieved a net profit of 1.236 billion yuan in the third quarter, a year-on-year increase of 167.92%.
in addition, goer co., ltd. predicts that the net profit returned to its mother in 22 will be about 2.753 billion yuan to 2.881 billion yuan, up by 115.% to 125.% year-on-year. The increase in performance was mainly due to the increase in sales revenue of the company's smart wireless headsets (TWS headsets), precision components and virtual reality and other related products.
In the survey, Goer shares are optimistic about the future trends of its main business segments. For example, in terms of parts business, besides the traditional precision parts business, the company is also actively expanding related parts business, including acoustic-related touch, wireless charging and other parts business, SiP product business representing the future direction, and optical and precision structural parts.
goer shares said that acoustic products are expected to continue to grow in the future; I firmly believe that VR/AR optical products will have huge room for growth in the future; The company also has a variety of precision structural products entering the customer's supply chain system, and it is believed that the component business will continue to grow in the future.
For TWS headset business, which is concerned by the market, Goer shares said that the market scale and the company's share are constantly improving. Some smart phone brands will gradually cancel the headset of inbox, which is expected to open a bigger market for TWS. The cooperation between the company and major customers also goes deep into the level of strategic cooperation, and there is an opportunity to win a bigger share.
A number of brokerage research reports believe that Goer shares will benefit from the high prosperity of TWS market. According to the forecast of Counterpoint, a market research organization, the shipment of TWS is expected to reach 23 million units in 22, up 78.29% year-on-year, among which the shipment of AirPods is expected to reach 82 million units, up 34.43% year-on-year. In addition, Apple's new machine cancels the gift of headphones, and the industry is expected to benefit the accelerated penetration of TWS.
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