沃格光电创5个月新高立讯精密预计全年净利增长20%至25%

智选洞察10-29

10月29日，沃格光电（603773）股价大幅上涨，截至13点21分，沃格光电上涨5.11%，报24.50元/股，创近5个月新高，成交3.91亿元，换手率8.08%。消息解读近日，苹果产业链陆续公布三季报业绩，立讯精密最新发布了2024年三季报及2024年年度业绩预告。财报显示，2024年全年，立讯精密预计实现归母净利约为131.43亿元至136.91亿元，同比增长20%至25%。面对复杂多变的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029132231a1f418a7&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月29日，沃格光电（603773）股价大幅上涨，截至13点21分，沃格光电上涨5.11%，报24.50元/股，创近5个月新高，成交3.91亿元，换手率8.08%。消息解读近日，苹果产业链陆续公布三季报业绩，立讯精密最新发布了2024年三季报及2024年年度业绩预告。财报显示，2024年全年，立讯精密预计实现归母净利约为131.43亿元至136.91亿元，同比增长20%至25%。面对复杂多变的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029132231a1f418a7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1997245094.SGD","symbol_name":"安联神州A股基金AT Acc 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25%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603773":1,"002475":1},"content_text":"10月29日，沃格光电（603773）股价大幅上涨，截至13点21分，沃格光电上涨5.11%，报24.50元/股，创近5个月新高，成交3.91亿元，换手率8.08%。消息解读近日，苹果产业链陆续公布三季报业绩，立讯精密最新发布了2024年三季报及2024年年度业绩预告。财报显示，2024年全年，立讯精密预计实现归母净利约为131.43亿元至136.91亿元，同比增长20%至25%。面对复杂多变的国际政治经济环境，立讯精密继续保持增长。同时，立讯精密披露的2024年三季报显示，前三季度，公司共实现营业收入约1771.77亿元，同比增长13.67%；归母净利润约90.75亿元，同比增长23.06%。其中，第三季度，立讯精密营收735.79亿元，同比增长27.07%，净利润36.79亿元，同比增长21.88%。这也符合半年报时，立讯精密对于三季度业绩的预期。谈及增长原因，立讯精密指出，今年前三季度，公司所处消费电子、通讯及数据中心、汽车等领域相继呈现新趋势、新亮点。在消费电子领域，随着AI应用在消费电子终端设备的加速落地，推动了手机、PC、XR、可穿戴设备以及智能家居、智能办公等IoT设备的全面迭代。在通讯及数据中心领域，全球AI大模型的快速普及，拉动了数据中心核心零部件在高传输、低损耗、抗干扰等方面需求的快速增长。在汽车领域，中国电动化智能化汽车在全球的接受度以及全球汽车品牌对中国汽车零部件能力的认可正在持续提升，已然成为推动中国汽车产业发展的重要力量。不久前立讯精密刚刚收购了线束巨头莱尼公司相关业务。10月以来，随着消费电子旺季来临，手机厂商们都在发力推出新品。不论苹果还是安卓、鸿蒙厂商，正在展开激烈的角逐。本周荣耀发布Magic7系列、小米发布15系列，据本报记者从供应链了解，预计11月华为会推出Mate 70。虽然现在手机换机周期拉长，但是今明两年正在迎来新一波换机潮。根据Counterpoint Research智能手机360追踪的初步数据显示，2024年第三季度，全球智能手机销量同比增长2%，这是自2018年第三季度以来首次同比增长。这是全球智能手机市场连续第四个季度的增长，证明了市场正在持续复苏。然而，与前几个季度相比，增长速度已经放缓。由于消费者信心和宏观经济因素继续好于去年，市场在2024年保持稳定，从十年来最低的销量中反弹。Counterpoint Research研究总监Tarun Pathak评论道：“所有智能手机OEM厂商都受益于2024年的市场复苏。前十名品牌均巩固住了其市场份额，三星和苹果在2024年第三季度维持住了前二排名，其次是小米、OPPO和vivo。”。再从国内市场看，IDC最新手机季度跟踪报告显示，2024年第三季度，中国智能手机市场出货量约6878万台，同比增长3.2%，连续四个季度保持同比增长。IDC的数据显示，当期国内市场份额排名前五的厂商依次是vivo、苹果、华为、小米和荣耀。vivo，华为和小米等厂商市场表现亮眼，推动了Android市场同比增长3.8%。苹果新品上市首销以后，市场需求并无明显改变，iOS市场出货量同比下降0.3%。但是苹果凭借年度新品上市，以15.6%的市场份额重返中国市场前五位，随着后续市场优惠力度的加大以及苹果智能的上市，iPhone16系列的市场需求有望在未来陆续释放。IDC中国研究经理郭天翔指出，自去年四季度以来，中国智能手机市场表现稳步回升，过去三年积压的换机需求逐步释放，许多用户已到了不得不换手机的时候，经济环境因素并未明显抑制换机需求。随着9月下旬开始政府多项促进经济政策的推出，明显增强了市场信心和活力。如果相关政策可以持续改善市场信心，推动经济企稳回升，有望进一步刺激消费，进而对手机市场的稳定表现起到更加积极的作用。此外，数据统计显示，近半年内2家券商给予买入建议。资金动向截止发稿，沃格光电获得主力净流入2257万元，其中超大单流入189万元，大单流入2068万元。数据显示，该股今日净流入较近5日净流入均值增加813万元。主营业务及业绩沃格光电公司主营业务为FPD光电玻璃精加工业务。最新财报显示，今年三季报，沃格光电实现营业收入16.43亿元，同比增长31.29%，净利润为-4,942.23万元，同比减少141.22%，基本每股收益为-0.22元。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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沃格光电创5个月新高 立讯精密预计全年净利增长20%至25%

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沃格光电创5个月新高立讯精密预计全年净利增长20%至25%