In the light market, due to factors such as the disclosure window of the third quarterly report, the popularity of institutional research remained at a low level. In that week, only 43 A-share companies disclosed investor relations records, and the research content focused on the main line in the first three quarters, with few hot concepts.
More than 60% of the companies surveyed recently disclosed the third quarterly report. Among the companies that have disclosed the "transcripts" in the first three quarters, 70% of the companies' performance increased year-on-year. In the first three quarters, the net profit of Mu Yuan, Ancestor Smart Power and Goer all increased by more than 65,438+000%, increasing by 65,438+04,654,38+03.28%, 65,438+076.49% and 65,438+004.765 respectively compared with the same period of last year.
It is worth noting that Goer's shares, which exceeded expectations, were also the most favored companies by institutions last week. After the third quarterly report was released on the evening of October 22nd, 65438/kloc-0, Goer received about 280 telephone surveys on October 23rd, 65438. Many well-known institutions including Gao Yan Capital, Thousand Joint Venture Capital, Lin Jing Assets and harvest fund have gathered. In terms of market performance, the company's share price fell back after a big rise, 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 returned to the mother was 206,543,806 yuan, up 65,438+004,438+0% year on year; The basic earnings per share is 0.63 yuan. Among them, the company achieved a net profit of 65.438+0.236 billion yuan in the third quarter, a year-on-year increase of 654.38+0.67.92%.
In addition, Goer shares predict that the net profit returned to the mother in 2020 will be about 2.753 billion yuan ~ 28. 1 billion yuan, up115.0% ~125.0% year-on-year. The increase in performance is mainly due to the increase in sales revenue of the company's smart wireless headsets (TWS headsets), precision components, virtual reality and other related products.
In the survey, Goer shares are optimistic about the future trend of its main business sectors. For example, in the spare parts business, in addition to the traditional precision spare parts business, the company is also actively expanding related spare parts business, including acoustic touch, wireless charging and other spare 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 growth space in the future; The company also has a variety of precision structure products entering the customer's supply chain system, and it is believed that the component business will continue to grow in the future.
For the TWS headset business that the market pays more attention to, Goer shares introduced that the market scale and company 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 has the 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 230 million units in 2020, 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 from the accelerated penetration of TWS.