欧飞光（已退出小组）开了报价单并取消了限额。 该公司在盘中市场飙升！ 是否替换了“水果链”业务？ _东方财富网

原标题：“从小组中撤出”的欧飞光开启了极限，公司一飞冲天！ 是否替换了“水果链”业务？

概括

[Oufeiguangwhowas”retired”openedthequotationanddroppedthelimitThiscompanysoaredintheintradaymarket!Isthe”fruitchain”businessreplaced?】AffectedbyOFILM’swithdrawalfromtheAppleindustrychainanothermemberofthe”fruitchain”movedupinearlytradingHongKongstockCowellElectronicsoncesoaredbymorethan13%inearlytradingandthemarketexpectedittobenefitfromOFILM’swithdrawalfromtheAppleindustrychain(ShanghaiSecuritiesNews)

Was kicked out of the “fruit chain” on Wednesday morningOFILMThe opening limit fell to 9.14 yuan.

A few like a few.Hong Kong stocksGaowei ElectronicsSoaring by more than 10% in early trading,marketLooking forward to benefiting fromOFILMdrop outappleindustrychain.

　　OFILMMarket value

　　Evaporated 39 billion yuan from last year’s high

Even though Ou Feiguang denied it many timesthe companyBe excludedappleIndustry chainThe rumors, but the rumors were finally confirmed.

On March 16, OFILMannouncement, The company recently received overseas specificclientAccording to the notice, a specific customer plans to terminate the purchasing relationship with the company and its subsidiaries, and the subsequent company will no longer obtain existing business orders from specific customers. 2019 byauditSpecific customer-related businessOperating incomeIt was 11.698 billion yuan, accounting for 22.51% of the total audited operating income in 2019.

　　This means that OFILM will completely interact withapple“Break up”, terminate the provision of camera modules for the iPhone, etc.product。

In early trading today, Ou Feiguang did not have any suspense, and the limit was lower.Cover sheetUp to 896,000 hands. The stock has fallen by more than 30% during the year, down by more than 60% from last year’s high, and its market value has evaporated by more than 39 billion yuan.

The data shows that the company’sshareholderAlthough the number of households has declined, there are still 365,500 households. The stock price cut in half, coupled with the rumors of being kicked out of the group by Apple, is undoubtedly worse for these 365,500 shareholders.

　　Private equity boss Feng Liu or quilt cover

As a once-prosperous white horse stock, Ou Feiguang is also favored by some private equity executives.

Ou Feiguang’s third quarterly report for 2020 shows that Gao Yi Linshan No. 1 Yuanwang Private Equity, managed by Feng Liu, a well-known private equity leaderfundRanked among the top ten shareholders, holding 17.8 million shares of OFILM, accounting forTotal equity0.66% of the ratio.Is Feng Liu alreadyLighten updo not know yet.

　　It is worth noting that this year, OFILM has been trying to divest Apple-related business units, get rid of the burden, and go lightly. On February 7, OFILM GuangheWingtechBoth released announcements. The announcement shows,WingtechIt intends to purchase the relevant business assets owned by OFILM in cash and related to the supply of cameras to specific overseas customers.

However, as pointed out in the Shenzhen Stock Exchange’s letter of concern, the termination of the purchase relationship by a specific overseas customer is not relevant to the “transfer of business assets related to the supply of cameras to specific overseas customers toWingtechWhether the progress of the transaction will have an impact, it will take time to give an answer.

　　Gaowei ElectronicsSurged by more than 10%

Affected by OFILM’s withdrawal from the Apple industry chain, another member of the “fruit chain” moved in early tradingPull up。

Hong Kong stocksGaowei ElectronicsIn early trading, it rose sharply by more than 13%, and the market expected it to benefit from OFILM’s exit from the Apple industry chain. As of press time, Gaowei Electronics has risen by more than 10%.Deal28.11 millionHong Kong dollar。

It is reported that on December 17, 2020,Luxshare PrecisionIts subsidiary, Lijing Innovation, has acquired a total of 374 million shares of Gaowei Electronics, accounting for 44.87% of the latter’s issued shares; as of February 4, 2021, Lijing Innovation owns 50.41% of the issued shares of Gaowei Electronics. The market is looking forward to Gaowei Electronics’ obtaining some orders from Apple.

Gaowei Electronics is the main camera module for Apple mobile devicessupplier, The main business is camera modules and optical components, and the core business is camera modules. In the first half of 2020, camera module revenue accounted for 99.97%.The company mostBig customerIt is Apple, which contributes more than 80% of its annual revenue.

(Source: Shanghai Securities News)

(Editor in charge: DF358)