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11月12日广东骏亚涨停分析:军工,PCB板,小米概念股概念热股

Analysis of Guangdong Junya's daily limit on November 12th: military industry, PCB board, XIAOMI concept stock concept hot stock

證券之星 ·  Nov 12, 2021 02:16

Guangdong Junya rose to close at 27.89 yuan. The stock rose by the limit at 09:32 and opened the limit 19 times. The closing order capital was 10.8827 million yuan, accounting for 0.18% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 34.1174 million yuan, the net inflow of hot capital was 44.8702 million yuan, and the net outflow of retail funds was 13.3122 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is military industry, PCB board, XIAOMI concept hot stock, the same day military industry concept rose 2.28%, PCB board concept rose 2.22%, XIAOMI concept stock rose 0.8%.

The investment logic of the stock is as follows:

1. The company's main products include double panels, multilayer boards, etc., which already have large-scale manufacturing capabilities of rigid circuit boards, flexible circuit boards and rigid-flexible circuit boards, which are widely used in consumer electronics, computer and network equipment, automotive electronics and other fields; it has become a supplier to well-known enterprises such as Visual Source, Changhong, TPV, Flextronics, TCL, BYD, XIAOMI, Blue Microelectronics, Xinwanda, ZTE and so on. In the past 20 years, the revenue of PCB industry is 1.987 billion yuan, accounting for 100%.

2. In September 1919, Changsha Mutailai, which is to be acquired, is a supporting enterprise of military industry, and has obtained the third-level Secret qualification Certificate of weapons and equipment Scientific Research and production Unit and the Registration Certificate of equipment contractor (Category II).

3. XIAOMI supplier; the company mainly provides consumer electronics PCB products to XIAOMI, and XIAOMI's business income accounts for a low proportion of the company's operating income.

In terms of financial situation, the third quarterly report of Guangdong Junya 2021 showed that the company's main income was 1.96 billion yuan, up 33.25% from the same period last year, the net profit from its parent was 178 million yuan, up 113.06% from the same period last year, and deducting 153 million yuan from non-net profit, up 109.25% over the same period last year. Among them, the company's main income in the third quarter of 2021 was 719 million yuan, up 24.24% from the same period last year. The net profit of returning to the mother in a single quarter was 62.5703 million yuan, up 36.03% from the same period last year; the non-net profit in the single quarter was 51.1723 million yuan, up 30.86% from the same period last year; the debt ratio was 58.06%, the financial expenses was 23.6114 million yuan, and the gross profit margin was 22.52%.

According to the Securities Star valuation analysis tool, Guangdong Junya (603386) good company has a rating of 3 stars, a good price rating of 2.5 stars, and a comprehensive valuation rating of 2.5 stars. The stock has been rated by two agencies in the last 90 days, including one buying rating and one overweight rating. The average price of the agency target in the past 90 days is 23.1.

This article is compiled by the Securities Star data Center according to the public data and does not constitute investment opinions or suggestions. If there are any questions in the article, please contact us.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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