With the release of the 2019 annual reports of major mobile phone concept stocks, the author counts the A-share listed companies whose main business is the smartphone industry, and a total of more than 60 companies are counted (because some mobile phone concept stocks' 2019 performance reports and annual reports were not disclosed , So it is not included in the statistics, such as BOE A and Huiding Technology).
Overall, there are 17 companies with a revenue of more than 10 billion, accounting for 28%, and 23 companies with a revenue of 3 billion to 100 billion, accounting for 39%, with a revenue of 30 There are 20 within 100 million, accounting for 33%. Among them, there are 52 companies with a year-on-year increase in revenue, and only 8 companies have a year-on-year decrease in revenue!
According to statistics, the total revenue of these 60 mobile phone concept stocks is 609.198 billion, of which 17 companies with a revenue of more than 10 billion have reached a total of 464.592 billion, and 23 companies with a revenue of 3-100 billion have a total of 110.481. The total amount of 20 companies with revenue less than 3 billion is 34.125 billion!
1. The revenue of 17 companies exceeds 10 billion, and the total amount exceeds 460 billion.
From the perspective of revenue, there are 17 mobile phone concept stocks with a revenue of more than 10 billion in 2019, with a total revenue of 464.592 billion yuan, and this time the total of 60 concept stocks totaled 6091.98 100 million, which means that the total revenue of these 17 companies accounted for 76.26% of the total.
In terms of breakdown, there are a total of 6 companies with a revenue of more than 30 billion, namely Lucent Precision (625.16 billion), Ophelia (51.974 billion), Wingtech (415.78 billion), GoerTek (35.147 billion), Lansi Technology (30.314 billion), Shenzhen Tianma A (30.218 billion).
A total of 5 companies with revenues ranging from 20 billion to 30 billion are Pengding Holdings (26.614 billion), Chuanyin Holdings (25.313 billion), Xinwanda (25.268 billion), Lingyizhizao (238.15), and Dongshan Precision ( (23.552 billion); there are a total of 6 companies with revenue of 10 billion to 20 billion, namely Helitai (18.499 billion), Desai Battery (18.442 billion), Weir shares (13.631 billion), Shengyi Technology (13.241 billion) , Shengli Precision (130.93 billion), Furi Electronics (11.377 billion).
From the perspective of its year-on-year growth rate of revenue in 2019, only Shengli Precision's revenue in 2019 declined, with a year-on-year decrease of 24.70%. The largest increase was Wentai Technology, with a year-on-year growth rate of 139.85%, followed by The revenues of Lixun Precision, GoerTek, Weir and others have also increased significantly, with year-on-year growth rates of 74.38%, 47.99%, and 40.51%, respectively, and other companies have also experienced small increases!
From the perspective of growth, most companies benefit from the industry's centralization trend. For example, one of the important reasons for the rapid growth of Wentai Technology's performance is the acquisition of the target performance, and the reason for the sharp decline in Shengli Precision is the acquisition of the target. mine!
It is worth mentioning that from the above 17 companies, most of the supply chain companies are Apple suppliers. At the same time, they are almost one of the leading companies in their field, and most of them have already started. Involved in the field of automotive electronics.
2. Midstream and upstream of mobile phone concept stocks: mainly benefit from domestic mobile phone brands
In 2019, there are 20 companies with revenues ranging from 3 billion to 100 billion, 11 of which have revenues exceeding 5 billion, and 9 companies with revenues below 5 billion. It can be said that this part of the company is in the middle of the mobile phone concept stocks. Most companies are located in the second echelon of their industry, and some companies have low revenue due to product attributes, but they are still the leader in their industry. .
Judging from the year-on-year revenue growth of these 20 companies, the number of companies that experienced a year-on-year decrease has increased compared with those with revenues exceeding 10 billion. Among them, the largest increase was Xingxing Technology, which had a year-on-year increase of 62.96%. There are 5 companies, among which Changxin Technology has the largest year-on-year decrease of 37.42%.
There are 23 companies with a revenue of less than 3 billion, of which 10 companies with a revenue of more than 1 billion, including three listed companies on the science and technology board: Rainbow Software, 800 million time and space and Fangbang shares.
In terms of year-on-year revenue growth rate, most companies have increased, the largest increase is Zhuo Shengwei, with a year-on-year increase of up to 170.45%, followed by Fei Rongda's year-on-year increase of 97%, only Jingfang Technology and Jintuo shares have declined The former decreased by 1.04% year-on-year, while the latter decreased by 16.16% year-on-year.
If most of the companies with revenues exceeding 10 billion mainly benefit from Apple, then most of the companies with revenues below 10 billion will mainly benefit from domestic mobile phone brands. Secondly, these companies will also mainly benefit from the mobile phone industry chain. Many midstream and upstream enterprises are material or equipment manufacturers, and their products are not directly supplied to mobile phone terminal manufacturers.
