Hengtong Optoelectronics and Buddha Photo Announced Third Quarter Results Pre-announcement


Hengtong Optoelectronics and Foshan Lighting announced the announcement of the third quarter results, including:

Hengtong Optoelectronics (600487) 1~3 quarterly results increased by more than 50% year-on-year. We expect EPS to reach 0.44 yuan, slightly higher than our expectation. In this case, we have sent an email reminder last month that Hengtong Optoelectronics' annual performance is expected. The year-on-year increase is about 50%, the net profit is over 85 million yuan, and the corresponding EPS is about 0.51 yuan. The main reason for the sharp increase in performance was the overall recovery of the fiber optic cable industry. The normal production of the company's Chengdu Optical Cable Factory increased the company's production and sales, while the parent company's fiber optic cable production increased.

Foshan Lighting (000541) 1~3 quarterly results increased by 100~120% year-on-year, and EPS is expected to reach 0.74 yuan. This growth is mainly due to the revenue contribution of stock investment in the secondary market, in line with our expectations.

At the same time, we expect Zhongtian Technology (600522) and Fiberhome Communications (600498) to also announce the third-quarter pre-announcement announcement. Both companies have disclosed in the report that the annual results have increased by more than 100% year-on-year, all benefiting from fiber-optic cables. The overall recovery of the industry. Among them, Zhongtian Technology's cost control effect is more obvious, and the gross profit margin of Fiberhome Communications has improved.
Guangxi lighting and lighting market from scattered to concentrated recent developments in the global semiconductor industry (Figure 2) Recent global semiconductor industry development characteristics (Figure 1) Electronic components semiconductor industry to maintain growth in fluctuations South China Sealights accounted for half of the world's global standards The semiconductor IP market is gradually maturing


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