[Condiments for cured meat]_How to make_How to make

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[How to eat starfish]_sea disk car_how to eat _home practice

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Huatian Technology (002185) Company Research: Closed Test and Bottom Signal Now Operation Situation Enters Inflection Point

Huatian Technology (002185) Company Research: Closed Test and Bottom Signal Now Operation Situation Enters Inflection Point

19Q2 revenue and profit increased month-on-month, and further growth is expected in 19Q3.

The company released the semi-annual report for 2019, and the company achieved operating income of 38 in the first half of the year.

4 ppm, an increase of ten years.

41%; net profit attributable to mothers was 85.61 million yuan, a year-on-year decrease of 59%.

Among them, the operating income in the single quarter of 2019Q2 was 21.

3 ppm, an increase of 14 in ten years.

5%, an increase of 24 from the previous month.

3%; net profit attributable to mothers was 68.95 million yuan, a year-on-year decrease of 46.

6%, an increase of 314%.

Considering that the consolidated net profit of Unisem in the first half of the year was 20.67 million yuan, but the increase in attributable expenses led to a better actual profit instead of this effect.

In addition, from the perspective of the 天津夜网 industry’s warming radiators, we expect Q3 to continue to repair QoQ.

The industry bottom signal is now available, and the company’s inventory has been significantly reduced.

In terms of inventories, the company’s ending inventory was 13.

7.5 billion, 69 days of inventory turnover, a decline of 15 days a year, and a decrease of 8 days from the previous month.

In the semiconductor industry, there is a need for replenishment of declining inventory, and the advent of 5G will further increase the industry’s demand.

The acquisition of Unisem forms a long-term industrial layout and embraces 5G radio frequency.

In January 2019, the company acquired 58 of Unisem through a tender offer.

With 94% equity, Unisem has changed the company’s merger scope since January 31, 2019. The company’s industrial development layout 无锡桑拿网 has been further improved, and the market for radio frequency and automotive electronics has been further expanded.The basics.

Reported gender increased operating income due to merger of Unisem8.

550,000 yuan, the net profit attributable to shareholders of listed companies increased by 20.67 million yuan.

We believe that the worst phase of the company’s fundamentals has passed, Q2 has maximized from the benefit capacity, and the operating situation has reached an inflection point.

At the same time, Q3 began to pass Tianshui, and Xi’an’s production capacity was maximized, and the company is expected to usher in a ring-by-quarter growth for many years.

We expect the company’s revenue growth in 2019-2021 will be 28 in ten years.

2% / 13.

2% / 14.

2%, achieved 91 revenue.

3/103.

4/118.

0 ppm; The company’s net profit attributable to the parent will grow at an annual rate of 7 in 2019-2021.

2% / 54.

4% / 21.

1%, net profit attributable to mothers4.

2/6.

5/7.

80,000 yuan, maintain “Buy” rating.

Risk Warning: Downstream Demand Does Not Meet Expectations; Global Supply Chain Risks; M & A Integration Is Less Than Expected; Risk of Intensified Competition

Tongwei (600438) 2019H1 performance evaluation: rapid growth in performance awaits the peak season

Tongwei (600438) 2019H1 performance evaluation: rapid growth in performance awaits the peak season
Company News Matters The company released its semi-annual report for 2019.In the first half of 2019, the company achieved operating income of 161.2.4 billion, an annual increase of 29.39%; net profit attributable to shareholders of listed companies14.5.1 billion, an annual increase of 58.01%; net profit after deduction of 13.8.6 billion, an annual increase of 55.69%. Matter comments Q2 performance increased year-on-year, the overall volume and profit of the photovoltaic business rose in the second quarter of 2019, the company achieved operating income of 99.5.5 billion US dollars, a year-on-year increase of 38%, 61% month-on-month; net profit attributable to mothers9.600 million yuan, an increase of 60% a year, an increase of 96%.Q2 overall gross profit margin 21.86%, an increase of 1 each year.4 averages, the chain average is 0.39 averages.The company’s photovoltaic business achieved revenue 81 in the first half of the year.59 ppm, an annual increase of 54%; the gross profit margin of the photovoltaic business reached 29.17%, an increase of 2 per year.13 averages. The battery chip contributed the main performance increase. The price is expected to stabilize and rebound in the second half of the year. In the first half of 2019, the company’s solar cells are full production and sales, achieving about 6GW of battery production and sales, an increase of about 97%.The company’s solar cells contributed net profit in the first half of the year.US $ 7.7 billion was the main growth point of the company’s profits in the first half of the year.We expect the company’s battery business gross margin to exceed 30% in the first half, leading the industry.The company’s battery production capacity is expanding at a high speed. It is expected that the overall production capacity will reach 20GW by the end of 2019 to the first half of 2020. At present, the utilization rate of new production capacity has exceeded 110%, and the scale effect is significant.At present, due to the empty window period of demand, the price of battery chips continues to drop, with the average price at 0 per watt.91-0.Around 93 yuan, the cost line of the old battery capacity has fallen below, the company’s profitability is leading, and it can still maintain a gross profit margin of about 15% -20%.With the start of domestic demand in the second half of the year and the advent of the overseas peak season, we expect the battery price to stabilize and recover. The low price of silicon material is under pressure. Profits are planned to be released, and profitability will pick up. The company achieved high-purity crystal silicon sales in the first half of the year.28 years, with an annual increase of 162.85%, business gross margin is about 16.98%.With the market price falling by 40% -50% compared with the same period of last year, the company’s silicon material production capacity still maintained full production and sales, and the proportion of single crystals exceeded 80%.Baotou and Leshan each 2.5 Achieved new 南京夜网 production capacity The total output has reached 100 tons / day, the maximum production capacity exceeded 140%, and the production cost was reduced to 4 million tons / ton.With the increase of additional output, the proportion of materials for slope and single crystals continues to increase (Q3, Q4 will reach 80% -85%), and the company’s high-purity crystal silicon business profitability will pick up. Earnings forecast and estimation We expect the company’s operating income in 2019, 2020 and 2021 to be 379.85, 454.58 and 536.5.8 billion yuan, with a growth rate of 37.95%, 19.67% and 18.04%; net profit attributable to shareholders of the parent company is 30.18, 41.44 and 52.9.5 billion yuan, with a growth rate of 50.01%, 37.31% and 27.76%; Fully diluted earnings per share were 0.78, 1.07 and 1.36 yuan, corresponding to PE is 16.深圳SPA会所46, 11.99 and 9.39 times.The company’s production capacity is expanding at a high speed, and its leading rank is remarkable.With the growth of domestic photovoltaic installation demand, the price of battery cells is expected to stop falling and rise, surpassing the company’s cost advantage. We are optimistic about the future growth of the company and maintain the company’s “overweight” rating. Risks suggest that photovoltaic installations are less than expected, the outlook for international trade is changing, and the prices of silicon materials and cells have fallen more than expected.