Huali Chuangtong Re-signs Big Orders
The stock price once rose.
On the morning of June 24th 10, Huali Chuangtong opened sharply higher, and its share price once hit a 20cm daily limit, and the daily limit order once exceeded 15000 lots. As of noon, the share price still rose more than 19%.
In the news, Huali Chuangtong recently won a big order after obtaining a chip order of RMB 265,438+0 million from a customer in the previous period.
101On the evening of October 23rd, Huali Chuangtong announced that as of the disclosure date of the announcement, the company had received a total purchase order from this customer of about 495 million yuan (including the previously disclosed 2 100 million yuan), exceeding 100% of the company's audited main business income in 2022. The announcement shows that the contract signed by the company is related to the core baseband chips of satellite navigation and satellite communication.
Previously, Huali Chuangtong announced on September 5 that the company signed a master purchase agreement with a customer in 2023. As of the disclosure date of the announcement, the company has received the customer's total purchase order for 12 months in a row, amounting to about 26,543.8 billion yuan (including tax).
It can be inferred from the above announcement that Huali Chuangtong has signed an order with a customer for 285 million yuan since September 5th.
On June 8, 2023, Huali Chuangtong said that the baseband chip designed by the company has a 40-nanometer process and has been used in industry terminals. Among them, Tiantong baseband chip has been applied to the satellite phone designed by the company itself, and the smart model adopts Android operating system, which is similar to consumer mobile phones.
The satellite communication industry is expected to usher in a golden period of development.
Since Huawei's flagship mobile phone supports satellite communication, relevant industrial chains have continuously attracted market attention. According to industry insiders, with the entry of Huawei and Apple, satellite communication is expected to become the standard of smart phones. However, due to the limited bandwidth resources provided by satellites, it also means that mobile phone manufacturers need to compete for satellite communication resources.
According to the research report of Huaxin Securities, according to UCS data, in 20 12 years, the number of newly launched satellites in the world was only 132, and in 202 1 year, the number of newly launched satellites in the world reached 1827, with a compound annual growth rate of 33.9%. With the stimulation of the downstream demand of satellite internet, it is expected that satellites will be launched every year around the world.
According to SIA calculation, the scale of China's satellite Internet industry was about 29.25 billion yuan in 20021year, and it is expected to rise to 44.692 billion yuan in 2025, with a compound growth rate of 65.438+0 1.2% from 202/kloc-0.
101From October 25th to 27th, the China Satellite Application Conference 2023 with the theme of "Digital Transformation Empowering Satellite Application Industry" will be held in Beijing, which is the largest annual event with the largest amount of information and scale in the industry. The agency believes that with the rapid and intensive iterative verification of China satellite network in the Tenth Five-Year Plan, the tenth five-year plan will usher in a comprehensive construction, and the satellite Internet is expected to usher in a ten-year growth period.
Institutions are optimistic about satellite communication concept stocks.
According to the statistics of DataBao, as of the close of1October 23rd 10, the average increase of satellite communication concept stocks this year was 19.85%, which greatly outperformed the Shanghai Composite Index in the same period. Huali Chuangtong, Yin Tian Electromechanical, China Weitong, Hangyuwei and Aerospace Intelligent Equipment ranked in the top five. At present, there are only four companies with a rolling P/E ratio of less than 30 times, namely Changjiang Communication, Hongyuan Electronics, Hainengda and Star Network Yuda.
The future growth potential of some concept stocks has been favored by institutions. According to data treasure statistics, according to the unanimous prediction of more than five institutions, there are 12 concept stocks whose net profit growth rate is expected to exceed 20% this year and next. Of the 12 shares, 10, the closing price on October 23rd, was higher than the high point of the year, and six shares, such as Aerospace Hongtu, Yihualu, Digital Zheng Tong, Longsoft Technology, Zhongke Xingtu and SuperMap Software, retreated more than 30%.
The largest retreat is the space grand plan, with a retreat rate of 45.75438+0%. The company is a leading satellite application enterprise in China, and has formed the business layout of the whole industrial chain of "upstream independent data-midstream independent platform-downstream scale application" for remote sensing satellites. According to Guo Sheng Securities Research Report, at the end of August 2023, Aerospace Hongtu completed the listing of six series 14 data products on the Shanghai Stock Exchange, and with the continuous expansion of data sources, it is expected to achieve a substantial increase in revenue.