China touch screen network news, Shunyu's mobile phone lens shipment target increased by nearly 30% this year, and the gross profit margin of mobile phone modules improved. Shunyu optics (02382) held a performance release investor promotion meeting. President Sun Wei said that there are many new types of mobile phones this year and the overall business is expected to be better than last year. In the first half of the year, many new orders were made for mobile phone lenses, and the target shipment volume increased by nearly 30% this year. I believe that with the further improvement of research and development capacity and production efficiency, I am confident that "I will not be led by my competitors 」.
Last year, the group's overall gross profit margin fell 2.6 age points to 18.9%, of which the gross profit margin of mobile phone camera module business fell 4.7 age points. The Company believes that although some low-end products were added to the product structure in the second half of last year, the gross profit margin did not drop significantly during the period and remained stable compared with the first half of last year.
Huang Peiling, secretary of the joint company, said that with the cost-effectiveness improvement of the camera lens module, there will be room for improvement in gross profit margin this year, and the trend of three lenses will also help increase the unit price of the product, however, more time is still needed to observe the market penetration rate of the three lenses before the future pricing of related products can be determined.
In terms of car lens, group chairman Ye Liaoning said that many people are optimistic about the development of this market. In the face of competition, it is normal and I believe that the market share will continue to increase.
The group's capital expenditure this year is estimated at 3 billion yuan (RMB. The same below), of which 9 to 1 billion yuan is used for the expansion of mobile phone mirror neck, 2 to 0.3 billion yuan is used for car lenses, 7 to 0.8 billion yuan is used for mobile phone modules, and the rest is used for the construction of new industrial bases.
Shunyu optics's net profit fell more than 14% year-on-year last year, which was within the scope of the surplus police forecast. However, this morning's share selling pressure was still heavy, with a sharp drop of more than 7% at one time, as low as 90.1 yuan, then the decline gradually narrowed, temporarily falling 0.6% to 96.7 yuan.
Strong anti-interference performance
Supports gloved & water touch
Compatible with explosion-proof glass
Sunlight-readable outdoors
Highly customizable
Stable quality & long product lifecycle


