According to statistics, the electronic component industry has been steadily growing since 2020. The demand in 2023 has significantly declined, and both revenue and net profit have declined sharply. However, in the first half of this year, the industry has once again started to rise, achieving operating income of 127.308 billion yuan, a year-on-year growth of 18.58%. The net profit attributable to the owners of the parent company reached 10.678 billion yuan, a year-on-year increase of 35.74%, approaching historical highs. Among individual stocks, there are a total of 57 A-share companies in the electronic component sector, with 30 of them experiencing year-on-year growth in net profit in the first half of the year. Additionally, 6 stocks have turned losses into profits and 2 stocks have reduced losses. Among the stocks with net profit growth, 7 stocks including Shengyi Electronics, Goldenmax International, and Founder Technology have seen net profit increase by over 100%. In terms of the amount of net profit attributable to the owners in the first half of the year, Wus Printed Circuit ranks first, achieving a net profit of 1.141 billion yuan, reaching a new high in the same period since listing, with a year-on-year increase of 131.59%. Three-Circle (Group), the leading passive component company, has a net profit attributable to the owners following closely after Wus Printed Circuit, achieving a net profit of 1.026 billion yuan in the first half of the year, with a year-on-year increase of 40.26%. The semi-annual report shows that the company's multilayer ceramic chip capacitors (MLCC) have formed a rich product portfolio and are widely used in industries such as mobile communications, smart terminals, and new energy.
电子元件7股净利润增幅超过100% 龙头业绩大增
The net profit of 7 electronic component stocks increased by over 100%, and the performance of leading companies greatly improved.
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