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舜宇光学(2382,买入):稳健而多元化的发展战略,提升公司价值
国内领先光学企业,09-12年总体收入CAGR为24.7%:公司是国内最大的光学产品制造企业,多年实施“名配角”战略积累了一批一线厂商 客户。通过分享它们快速扩张的收益,公司将能获得超越行业平均水平的增长。行业预测10年全球手机出货量增速为12.8%(不包含双光电模组手机)。因 此,我们认为10年公司手机模组及镜头收入增速将达25%及20%;其基础光学零部件玻璃球面镜片收入也将随之增长20%。预计09-12年总体收入 CAGR为24.7%,将在2012年达到25.43亿元人民币。
毛利率有明显提升空间:竞争对手台湾大立光的手机镜头毛利率有43.17%;信利外购镜头组装手机模组,毛利率尚有12%,说明公司在手机镜 ...
__wah__
18 Jun 10
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今日無意中見到1328重大收購既公告。本文將為你介紹1328大股東以1元成本搏30億元收益的 "以空氣換鑽石" 交易手法。
fung3010
26 May 10
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Gene expression is an important topic in molecular biology. Gene expression is usually regulated by the use of different transcription factors. These transcription factors will recognize the specific signals on the DNA sequence and bind on these as to assist the binding of RNA polymerase onto the DNA molecule. Hence, these signals actually control the timing of expression of genes. These transcription factor binding sites ...
georgewu
22 Jan 10
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Glycosaminoglycans(GAGs) are linear polysaccharides made up of negatively charged disaccharide repeating units. Based on the structures of the repeating unit, GAGs can be classified into hyaluronan, the chondroitins, the keratins and the heparans. In tissues, the GAGs are covalently linked to the core proteins of proteoglycans. Metabolic turnover results in internal cleavage of core proteins or component GAG chains and thus ...
georgewu
21 Jan 10