The consumer electronics sector rose in early trading, and Yingli shares rose 19.97% to 15.86 yuan.
On the news side, at the Microsoft Build developer preview conference, Microsoft unveiled a new artificial intelligence computer called Copilot+PC, and described it as a new class of Windows PCs.
Yingli Co., Ltd. is mainly engaged in the research and development, design, production and sales of consumer electronics structural parts modules and related precision molds, and is committed to providing customers with comprehensive services from design, mold manufacturing to structural parts module production of consumer electronic products
Introduction and main business of Yingli shares
During the reporting period, the company's main products were notebook computer structural modules and related precision molds. The company is deeply engaged in the field of notebook computer structural parts module, and has become one of the leading enterprises in the field of notebook computer structural parts in China through continuous technological innovation and deepening integrated production capacity, and continues to create high-quality products with leading technology, excellent quality and comprehensive service. Through years of industry operation, the company has established long-term and stable cooperative relations with world-renowned notebook computer foundries such as Lianbao, Compal, Wistron, etc., and the laptop terminal application brands served include Lenovo, Dell, HP, Acer and other global mainstream laptop brands. In 2019, Lenovo Group awarded the company the honor of "Perfect Quality", Lianbao Group awarded the company the "Quality Award" and "Perfect Quality Award", and Dell Group awarded the company the "Operational Excellence Award". In 2018, the company was rated as "Anhui Digital Workshop" by the Anhui Provincial Department of Economy and Information Technology, and in 2019, it was rated as "Lu'an Enterprise Technology Center" by the Lu'an Municipal Bureau of Economy and Information Technology.
The concept of Yingli shares
Specialized, special and new, green power, consumer electronics, TOPCon battery, micro-cap stocks, AIPC, Anhui plate, convertible bond target, pre-profit and pre-increase, solar energy, margin trading, Tesla, GEM comprehensive, depreciation benefit, Xiaomi concept, HIT battery, photovoltaic building integration
What are the domestic peer companies of Yingli Co., Ltd.?
Topband, Xinhao Optoelectronics, Heertai, Goertek, Luxshare Precision, Lingyi Intelligent Manufacturing, Lens Technology, Industrial Fortune Union, USI, Deep Technology, Yingqu Technology, Changying Precision, Xinwei Communication, Hengmingda, Anjie Technology, Yitron, Jiahe Intelligence, Lianchuang Optoelectronics, Chaoyang Technology, Shenglan Shares, Langte Intelligence, Xinya Electronics, Xiechuang Data, ECT, MeiG Intelligence, Spring and Autumn Electronics, Darui Electronics, Transart Technology, Feirongda, Jingyan Technology, Yitian Shares, Zhidong, Zhenbang Intelligence, Fuliwang, Tsit Wing Technology, Yingtong Communication, DEREN Electronics, Zowee Technology, Shengli Precision, Gongda Electroacoustics, Moso Power, Fenda Technology, Xingrui Technology, Jinlong Electromechanical, Xingxing Technology, Hejing Technology, Shuobeide, Langke Intelligence, OC3, Guanghong Technology, Haineng Industry, Beshidaq, Bird Co., Ltd
What is the status of Yingli in the industry?
In terms of operating income, Yingli shares are lower than the industry average and rank 226th in the industry. Click to see more.
What is the basic situation of Yingli's stock issuance?
The total share capital of Yingli shares is 132 million shares, of which the number of outstanding A shares is 57 million shares. As of May 21, the total market capitalization was 2.093 billion, the circulating market value was 904 million yuan, and the price-to-earnings ratio was -220.34. The number of shareholders is 11,900. The largest shareholder is Shanghai Yingzhun Investment Holding Co., Ltd., with the top ten shareholders accounting for 52.6% of the shares.
What about the financial data of Yingli shares?
According to the 2023 annual report, Yingli's total revenue was 429 million yuan, and the net profit attributable to the parent company was -07 million yuan, with a year-on-year increase of 88.54% in total revenue and a year-on-year increase in attributable net profit of -85.9%.
Electronics Industry Weekly: Focus on consumer electronics technology innovation
Investment Highlights:
The implementation of AI terminals has accelerated, and consumer electronics has entered a new round of innovation cycle. In the first quarter of 2024, after a downturn of about two years, the consumer electronics sector returned to growth. According to Canalys data, the global smartphone/PC/tablet market in 24Q1 achieved 10%/3%/1% growth, respectively. Behind the bottoming out, in addition to the repair of the supply chain, the hardware innovation cycle restarted by AI is the core driving force for a new round of replacement demand. Recently, domestic and foreign giants have increased the hardware research and development and product implementation of AI Phone and AI PC, and a new form of intelligent terminals is gradually taking shape in various aspects such as models, chips, operating systems, and software applications. In terms of AI PCs, Lenovo released a series of AI PC products equipped with personal models and agents for the first time in April. In terms of AI phones, Apple recently announced that iOS18 will introduce a series of new AI-based features, further strengthening the integration of AI and device ecosystems. Although the current large model is still dominated by cloud computing power calling, under the joint promotion of the industrial chain, the unit cost of computing power chips is constantly "deflation", heterogeneous performance is constantly improving, and processor iteration is accelerating. IDC predicts that by 2026, nearly 50% of terminal equipment processors in the Chinese market will be equipped with AI technology. With the gradual maturity of hardware terminals, end-to-end AI will drive the consumer electronics industry chain into a new round of innovation and growth.
The form of consumer electronics terminals needs to be driven by innovation, and XR has opened a new chapter. The iteration of consumer electronics products mostly revolves around improving user interaction experience and providing convenient functions, while XR will bring revolutionary innovation and upgrading with its technological evolution in spatial computing, five-sense interaction, generative AI, etc., and will also lead the opening of this round of consumer electronics innovation cycle. As a milestone achievement in the history of XR development, Apple's Vision Pro has been comprehensively upgraded in terms of hardware (chips, optics, display, interaction, etc.), content ecology, and application scenarios. The mass production of Vision Pro not only brings opportunities to hardware manufacturers in all links of the industry chain, but also accelerates the construction of an ecological closed loop of the XR industry, opening up a greater imagination space for the XR industry chain and even the consumer electronics market.
Folding screen mobile phones may become a new trend for consumers to replace their phones. The functions carried by smartphones are becoming more and more diverse and complex, and they are gradually touching the boundaries of the needs that can be met by straight screens. Folding screen mobile phones have significant advantages in scenarios such as large-screen file reading and split-screen multitasking, and are expected to be favored by more and more consumers. In recent years, folding screen mobile phones have rapidly iterated and innovated, products have continued to be thinner and lighter, and prices have continued to fall, so that their sales have gradually strengthened, becoming a rising star in the smartphone market. Among them, the screen and hinge, as the key differentiating components for the performance improvement of the folding screen terminal, are expected to fully benefit from the sales growth of the folding screen. With the gradual consolidation of the hardware base of folding screen mobile phones, its user experience will continue to be optimized, and it is expected to become another new growth pole in the field of consumer electronics.
Risk warning: the development and implementation of technology are less than expected; Downstream terminal shipments are less than expected; Downstream demand is less than expected; the risk of intensifying market competition; geopolitical risks; The recovery of the electronics industry is less than expected.
Reference Sources:
Huafu Securities-Electronics Industry Weekly: Focus on Consumer Electronics Technology Innovation-20240520
Investment advisory support: Yu Xiaoming Practicing certificate number: A0680622030012
Disclaimer: The above content is for reference only and does not constitute specific operation advice