What are the smart wear concept stocks?
The smart wear concept stocks include Crystal Optoelectronics (2273), Connett (361), Changjiang Communication (6345), * * * Da Diansheng (2655), Beijing Junzheng (3223) and Shanghai Xinyang (3236).
1. Connett [361] is a stock issued by Shanghai Connett Qiji Intelligent Technology Group Co., Ltd.
sectors: fund heavyweight sector, growth enterprise market sector, new Shanghai sector, Shanghai sector, smart wear sector, securities holding sector, plastic products sector, Yangtze River Delta sector.
2. Changjiang Communication [6345] is a stock issued by Wuhan Changjiang Communication Industry Group Co., Ltd..
sectors: smart wear, LED, 4G concept, virtual reality, Hubei, communication industry and digital TV.
business scope: development, production, technical service and sales of communication, semiconductor lighting and display, electronics and computer technology and products; Design and construction of communication engineering (operating with valid qualification); Communication information consulting service.
Extended information:
In p>216, the global wearable device market was more popular than expected, especially in the fourth quarter, the shipments reached 33.9 million units, up 16.9% year-on-year. Shipments in 216 increased by 25%, and the top five wearable device suppliers also constantly updated their product lines. According to data released by International Data Corporation, by the end of last year, the global shipments of wearable devices reached 12 million.
Technology giants have incorporated smart wearable devices into their potential main businesses, ranking second only to smart phones and tablets. Small and medium-sized enterprises are also making efforts and their innovation ability is constantly strengthening.
Baidu Encyclopedia-Connett [361]
Baidu Encyclopedia-Changjiang Communication [6345]
Baidu Encyclopedia-Smart Wear
There are Danbang Technology (2618), Goer Acoustics (2241), Iflytek (223) and Jiu 'an Medical (23).
Detailed introduction:
The origin of smart wear concept stock:
As a cutting-edge technology and sunrise industry, smart wear is the mainstream trend of the future development of mobile smart products, which will greatly change the lifestyle of modern people, have strong industrial growth space and bright development prospects, and the concept of smart wear has exploded strongly in the secondary market, with abundant investment opportunities or a wave of speculation.
Smart wear refers to the application of wearable technology to intelligently design daily wear and develop wearable devices, such as glasses, gloves, watches, clothing and shoes. The purpose of smart wear is to explore a new way of interaction between people and technology and provide exclusive and personalized services for everyone. Smart wearable device is a kind of technology equipment with far-reaching significance, which will lead the next wearable revolution, and we are moving towards a new world where technology interacts with people. Many technology companies, such as Google, Apple, Samsung, Microsoft, Sony, Olympus, etc., are scrambling to join the wearable device industry and conduct in-depth exploration in this brand-new field
What are the smart wearable concept stocks
Fenda Technology: a pioneer in medical wearable devices, building a super barrier in the IOT era
Fenda Technology is a pioneer in medical wearable devices and will build a super barrier in the IOT era. The company has steadily promoted the three-step strategy of "hardware-channel-service", and has been successfully embedded in the supply chain systems of many consumer electronics giants such as Huawei, Lenovo and Xiaomi. At the same time, the characteristics of the IOT era are customization and cloudization, so it naturally extends the development needs for back-end software and cloud platforms. At the same time, we judge that the company will build a complete big health mobile medical map through big data analysis on the cloud platform in the future.
Luxshare's comments on the first quarterly report: the performance has increased substantially, and will continue to be optimistic in the future
The performance has increased significantly, which is in line with expectations: the company's revenue in the first quarter was 1.811 billion yuan, up 33.57% year-on-year; The net profit attributable to shareholders of listed companies was 153 million yuan, a year-on-year increase of 69.11%; Earnings per share was .18 yuan, and the company's performance in the first quarter continued to grow substantially, which was also in line with our expectations.
There is no doubt that the annual performance has increased greatly: with the gradual mass production of new products, the continuous development of new customers and the start of supply, part of the company's production capacity has been released; In addition, the company completed the acquisition of minority shares in some subsidiaries in the second half of last year, further increasing the company's performance, and there is no doubt about the big increase in the annual performance
Derun Electronics, a leading company in software and hardware of smart cars
The company announced its 14-year annual report and 15-year quarterly report
The company announced its 14-year revenue of 2.635 billion yuan, a year-on-year increase of 27.29%; The net profit attributable to shareholders of listed companies was 98.61 million, a year-on-year decrease of 19.65%; EPS.24。 The company announced a quarterly report for 15 years: the revenue in the first quarter was 75 million yuan, up 5.78% year-on-year; The net profit attributable to shareholders of listed companies was 23.95 million yuan, a year-on-year increase of 2.15%; EPS.578。 In the first quarter, the company's revenue increased by 253 million yuan compared with the same period of last year, mainly due to the growth of the company's automobile products business, which has begun to show its performance in 15 years.
vertically integrate mergers and acquisitions to build first-class customers and perfect product platforms
The company has been in the layout for more than ten years, and has built first-class customer platforms and perfect product lines in the automotive field. A series of products, such as automobile connector harness, ebox, LED lights, sensors, radar, new energy automobile battery modules, charging piles, etc., will give the company sufficient performance support with the growth of billions of yuan in revenue every year.
Jiu 'an Medical: The performance is in line with expectations, and it is optimistic about the company's transformation from hardware to health big data services.
The company announced its annual report on April 14th. In 214, the company achieved operating income of 425 million yuan, up 4.39% year-on-year, and the net profit attributable to shareholders of listed companies was 1.2 million yuan, up 211.23% year-on-year, with earnings per share of .3 yuan, which was in line with our previous expectations. The main reason for the company's turnaround is that it transferred 6% of the shares of Sun Company's iSmartalarm Company at a price of US$ 12 million, and Sun Company's Bloomsky received a capital increase of US$ 4 million.
investment points:
Universal Scientific Industrial Co.，Ltd.: With the increase of SIP module shipments, 1Q is expected to be the low point of the whole year.
In the first quarterly report of p>215, the revenue was 4.26 billion yuan, up 22.5% year-on-year, and the net profit attributable to listed companies was 141 million yuan, down 1.5% year-on-year (excluding non-net profit of 19 million yuan, down 27.5% year-on-year). Earnings per share is .13 yuan.
investment points:
the lag in shipment of huanwei electronics is the main factor of poor profit performance in the first quarter. The gross profit margin in the first quarter was 11.% (12.85% in the same period in 14 years), which was the lowest point in 15 quarters. In the first quarter of Huanwei Electronics, the shipment time of S1 module of smart watch was delayed, while the cost and expenses increased a lot (the overall management expenses and financial expenses of the company increased by 38% year-on-year, with an increase of more than 79 million yuan).
Desai: The results of the interim report are in line with expectations, and new energy vehicles are actively deployed.
Key points of investment:
Reiterate the buy rating. We maintain the company's profit forecast of 1.47 yuan, 2.22 yuan and 3.2 yuan in 214-16, and the current price is 26.5X, 17.5X and 12.1X corresponding to the PE in 14-16. Considering the long-term space for the company to benefit from the stimulation of new Apple products and the promotion of new energy strategy, we think that the reasonable valuation level of the company in 6-12 months is 35 times the PE in 14 years, corresponding to 6-12 months.
Suzhou solid technetium: MEMS and photovoltaic business continue to improve
In the first three quarters of 214, the company achieved operating income of 692 million yuan, up 1.59% year-on-year; The net profit attributable to shareholders of listed companies was 33.234 million yuan, up 11.98% year-on-year; The basic earnings per share is .5 yuan.
the company's photovoltaic silver paste business made a certain breakthrough last year, and continued to grow this year, with revenue of 13.7294 million yuan in the first half of the year, 23.134 million yuan in the first three quarters, and the first quarterly profit in the third quarter. We expect the company's annual positive silver sales to exceed 5 tons. FC218A, a new generation product of the company's silver paste, was put on the market in May this year. After mass production test, the performance of the product is more competitive than that of the new generation products of foreign competitors. At present, it has passed a small number of tests in more than ten battery chip factories, of which 6 have entered mass production.
Shengli Precision, research report: endogenous and extensive development, high-speed growth can be expected
The strategy of large parts is deepening, and the profitability and development space are improved
Shengli Precision was established at the end of 23, providing frame structural parts for LCD TV manufacturers for a long time and accumulating relevant technical advantages, including: Base (base), metal structural parts (bracket, shielding cover) and plastic structural parts (shell). On this basis, the company has gradually developed from providing scattered structural parts to providing overall structural schemes and structural modules for LCD TVs, forming a preliminary large component strategy.
Zhongjing Electronics: Intel shares in Leyuan, and smart wear adds new allies
Investment points
Intel Semiconductor (Dalian) Co., Ltd. will subscribe for 9.9% of Leyuan Digital for 3 million yuan. After the equity transfer, Zhongjing Electronics holds 2.45% of Leyuan Digital. Zhongjing Electronics previously increased the capital and transferred the equity of Leyuan Digital, holding 22.5% of the shares, and reached an agreement with the original shareholders to acquire the remaining shareholders. Intel's shareholding does not affect Zhongjing Electronics' acquisition of the remaining shares of Leyuan. According to the announcement, the registered capital of Leyuan Digital subscribed by Intel Semiconductor (Dalian) Co., Ltd. at a premium of 3 million yuan is 5,392,222 yuan. After the transaction is completed, the paid-in registered capital of Leyuan Digital will increase to 59,314,444 yuan. Intel Semiconductor (Dalian) Co., Ltd. will hold 9.9%, Zhongjing Electronics 2.45% and Leliuping 54.13%.