Recently, Apple's new products, iPhone 11 and AirPods Pro, are selling well, showing a market situation that is in short supply, driving the growth of PCB supply chain. Component suppliers such as Huatong, Yaohua, Xinxing, and Ding-KY have received large orders. At the same time, the share price of the PCB group also rose in the past three months.
At present, Apple's AirPods Pro sales are excellent, and PCB-related supply chains including Xinxing and Yuding-KY operations have also increased. In the past month, Wei Ding's share price has increased by nearly 50%. Xinxing's share price has risen by more than 30% in the past three months. It is reported that the headset is still designed with soft and hard boards as the main design, while Huatong and Yaohua as suppliers will also A large number of orders were seized.
Yaohua’s third-quarter earnings report showed a revenue of 6.204 billion yuan, combined with a pre-tax net profit of 878 million Taiwan dollars (the same below), after-tax earnings per share of 1.08 yuan, an annual increase of more than 1.8 times, accumulated from January to September before tax Net profit was 1.79 billion yuan, and after-tax earnings per share was 2.23 yuan. In the past three months, Yaohua's share price rose more than 50%.