Author|Ding Zhenyu, Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On April 24, A-shares shrank and rose, and the concept of copper cable connection and low-altitude economy were the biggest highlights of the market. Among them, the market is crowned with the concept of copper cable connection and the concept of low-altitude economy, and the 20cm daily limit of Shenglan shares. From a technical point of view, Shenglan shares rebounded after the shrinkage to the early starting point last week, and today the market sentiment drove the volume limit. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
The latest research report is in 2022, when Guosen Securities was optimistic about its main logic was to open up incremental space for new energy vehicle connectors.
In the near future, the market is optimistic about the low-altitude economy and the high-speed connection of copper cables, and it is also optimistic about the incremental space.
Market research firm LightCounting has released a new and influential research report detailing the explosive growth of the global high-speed copper cable market over the next five years. According to the report, the high-speed copper cable market will continue to expand at a staggering compound annual growth rate (CAGR) of 25% over the five-year period from 2023 to 2027. This data reveals the strong demand for high-speed copper technology in multiple applications such as data centers, cloud computing, 5G communications, smart homes, and industrial automation.
In response to the concept of market concern, Shenglan shares said on the investor interactive platform: some of the company's products can be used in solid-state batteries, but only related orders; the company's shareholding of Zhaoming Electronics and Nvidia has no direct cooperative relationship; for the low-altitude economy, the company said that it will strive to expand more business; the company has some connector products can be applied to 5G, 6G communication equipment.
In terms of performance, the company's performance in the first three quarters hit a new high in the past four years, which is comparable to the performance in 2021. The company will announce its results after market hours on April 25, because the company has not announced the performance forecast, according to which it is speculated that the company's performance in 2023 is very likely to be thunderous, and the performance will not exceed the growth rate of 50%.
Recently, the performance of A-shares has been intensively disclosed, and those whose performance exceeds expectations and the stock price is lower than the average market increase will often rise in retaliation. Similarly, if the performance growth rate is not outstanding, but the stock price far exceeds the market in the short term, you need to pay attention to the risk of the stock price falling.
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