本文目录一览:
截至2022年6月24日收盘,中际旭创(300308)报收于30.5元,下跌1.36%,换手率2.16%,成交量16.15万手,成交额4.96亿元。
资金流向数据方面,6月24日主力资金净流出8867.1万元,游资资金净流入1111.37万元,散户资金净流入7755.73万元。
近5日资金流向一览
中际旭创融资融券信息显示,融资方面,当日融资买入5556.91万元,融资偿还2149.39万元,融资净买入3407.52万元,连续3日净买入累计5896.84万元。融券方面,融券卖出10.46万股,融券偿还9.62万股,融券余量104.27万股,融券余额3180.26万元。融资融券余额5.55亿元。近5日融资融券数据一览
该股主要指标及行业内排名
该股最近90天内共有22家机构给出评级,买入评级18家,增持评级4家;过去90天内机构目标均价为41.0。
注:主力资金为特大单成交,游资为大单成交,散户为中小单成交
新华社客户端上海5月30日电(
据悉,此轮疫情期间,人民银行上海总部联合银行间市场交易商协会,召开长三角地区人民银行分支机构金融市场工作专题会,了解长三角企业经营情况及市场预期,研讨相关做法。与此同时,人民银行上海总部与在沪主要承销商举行线上座谈会,鼓励承销商加大对受疫情影响企业的支持力度,解决惠民利企纾困政策落地的痛点难点,推动政策进一步惠及市场主体。
疫情期间,某企业承担了上海市粮油蛋奶等民生物资保供任务,需紧急完成一笔债券发行,用于经营周转和到期债务置换。上海银行按人民银行相关工作要求,第一时间开放绿色通道,优化业务流程,助力企业完成发行材料编制和报备工作,成功为其发行20亿元中期票据。本轮疫情期间,上海银行累计为21家企业提供约270亿元债券融资支持。
疫情期间,某民企作为生活物资保障单位,有一定资金需求,希望在4月中旬完成一单债券发行,该民企选择委任上海农商银行作为牵头主承销商和簿记管理人。在人民银行指导下,上海农商银行债券发行团队快速启动工作,最终顺利完成该笔债券的发行。上海农商银行在本轮疫情期间已顺利帮助16家在沪企业发行211亿元债券,为上海企业复工复产纾困解难。
新冠疫情突袭申城,许多场所面临紧急封控。海通证券积极响应人民银行的要求,采取多元化措施持续服务实体经济,协调投资人进行线上路演,将簿记场地灵活转移至其他城市,实现债券发行各个环节的无缝衔接,已成功助力上海联和投资科创债、临港投控集团私募债、浦发集团企业债等项目成功发行。
新华社
1月26日丨中际旭创(300308.SZ)公布2021年度业绩预告,公司公司预计实现2021年度归属于上市公司股东的净利润为8亿元-9.4亿元;预计实现2021年度扣除非经常性损益后的净利润为6.7亿元-7.9亿元。
业绩变动原因系:
1、报告期内,公司销售收入较去年同期相比有所增长,销售收入在季度间环比增幅显著。公司400G高端产品出货量持续增长,已占据首要销售份额。公司以美元销售收入为主,因受汇率波动影响,折算人民币销售收入低于美元收入增长。报告期内,公司持续降本、提升产品竞争力,综合毛利率逐季提升,全年毛利率较2020年度有所提升。
受全球流量的增长驱动,国内外数据中心客户持续加大资本开支投入、加快400G和200G等高端光模块的部署,公司订单需求旺盛,公司正全面部署生产资源、积极做好供应链管理,以最大程度满足客户的订单需求。此外,公司持续加大对新技术、新产品的研发投入,高端新产品将在未来逐步形成规模销售,带来收入增量。
2、报告期内,公司发生投资收益、政府补助等非经常性损益事项增加合并净利润约14400万元,对报告期内业绩产生一定影响。
CMB International Global Markets LimitedAlex Ng,Lily Yang,Lana Lin近期对中际旭创进行研究并发布了研究报告《Corporate Day Takeaways》,本报告对中际旭创给出买入评级,认为其目标价位为45.60元,当前股价为30.33元,预期上涨幅度为50.35%。
中际旭创(300308)
We hosted a conference call with Innolight mgmt. after market close yesterday. The stock price declined 4.9% yesterday, possibly due to investors’ fear over media report about potential capex cut from key client (although news on Twitterclearly stated order cut was over VR/AR devices). During the call, Innolightreaffirmed the orders for optical transceivers from overseas clients remain unchanged. This matches with the conclusions from our recent expert call (link)that the demand for optical transceivers from overseas cloud companies remain steady for 2022. We maintain BUY rating with TP of RMB45.6.
Market concerns over potential capex cut from overseas cloud companies. At the beginning of the year, leading cloud companies gave a very opportunistic capex outlook. 1Q22 cloud capex continued to grow at 29.4% YoY. Google’s 1Q22 capex grew the most among the four cloud companies, with 64.7% YoY and 53.5% QoQ. The Company reiterated its plan to invest aggressively in 2022. Meta expected its 2022 capex to be in the range of US$29-34bn, unchanged from prior estimate. Microsoft expected a sequential increase in capex as the Company continues to make investments so as to meet growing global demand for its cloud services. However, concerns are growing among investors as they worry these companies may lower their budgeted capex considering tough macros. Amazon has indicated overcapacity earlier and planned to lower operation's capital expenditures for 2022 (mainly to offset previous aggressively built fulfillment centers, etc.).
We still maintain our positive outlook for the cloud companies’ capex,based on the following reasons. 1) We should note that Amazon’s allocation to infrastructure capex (primarily supporting AWS) will still grow, from 40% (TTM as of 1Q22) to 50% in FY22E. 2) Datacenter infrastructure and AIrelated projects are likely among the last to cut, given these businesses are expected to outperform during tough economy. The growth of AWS/Google cloud/Microsoft cloud was 36.6%/43.8%/26% YoY vs. -1.8%/23.0%/18.4% YoY for their total revenue in 1Q22, suggesting cloud business positively contributed to their respective revenue growth.
Reiterate BUY with TP of RMB45.6. We believe Innolight is a major beneficiary of cloud capex growth. Maintain BUY. Potential risks include weaker capex from global cloud companies, slower deployment of 5G infrastructure and faster-than-expected tech advancement.
证券之星数据中心根据近三年发布的研报数据计算,兴业证券代小笛研究员团队对该股研究较为深入,近三年预测准确度均值高达97.46%,其预测2022年度归属净利润为盈利11.8亿,根据现价换算的预测PE为20.53。
最新盈利预测明细
该股最近90天内共有22家机构给出评级,买入评级18家,增持评级4家;过去90天内机构目标均价为41.0。证券之星估值分析工具显示,中际旭创(300308)好公司评级为3星,好价格评级为2.5星,估值综合评级为2.5星。(评级范围:1 ~ 5星,最高5星)
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