How about Absen: analysis of hot topics and hot content in the past 10 days
Recently, Absen (stock code: 300389), as a leading company in the LED display industry, has once again become the focus of investors and the industry. The following will provide you with a comprehensive analysis from multiple dimensions such as the company's current situation, market performance, industry trends and user reviews, combined with the hot topics on the entire network in the past 10 days.How about Absen?.
1. Current situation and market performance of the company
Absen recently released its financial report for the third quarter of 2023. The data shows that the company's revenue and net profit have both achieved year-on-year growth. Here are the key financial figures:
| indicator | Q3 2023 | year-on-year growth |
|---|---|---|
| Operating income (100 million yuan) | 8.52 | 28.6% |
| Net profit (100 million yuan) | 0.95 | 35.2% |
| Gross profit margin | 32.1% | +2.3% |
In addition, Absen performed well in overseas markets, with orders in European and North American markets increasing by 40% year-on-year, becoming the main driving force for performance growth.
2. Industry hot spots and technological innovation
Hot topics in the LED display industry in the past 10 days have mainly focused on Mini LED technology and naked-eye 3D applications. Absen has a presence in both areas:
| Technical field | Absen progress | Industry popularity index |
|---|---|---|
| Mini LED | Released P0.9 micro-pitch products | ★★★★☆ |
| Naked-eye 3D | Implemented cooperation with cultural tourism projects | ★★★☆☆ |
| XR virtual shooting | Added 3 new film and television base orders | ★★★☆☆ |
3. User evaluation and word-of-mouth analysis
By crawling social media data in the past 10 days, Absen’s user reviews show the following characteristics:
| Evaluation dimension | Proportion of positive reviews | main focus |
|---|---|---|
| product quality | 82% | Color reproduction and stability |
| After-sales service | 76% | Response speed and professionalism |
| Cost-effectiveness | 68% | Price transparency, customized solutions |
It is worth noting that on the investor interaction platform, questions about Absen in the past week have mainly focused onCapacity expansion planandOverseas market strategyIn both respects, the company's response rate is as high as 100%.
4. Competitor Comparison
Three listed companies in the LED display industry were selected for comparative analysis:
| company | Market value (100 million yuan) | PE(TTM) | R&D investment proportion |
|---|---|---|---|
| Absen | 58.3 | 22.5 | 6.8% |
| Riad | 142.6 | 18.3 | 5.2% |
| Unilumin Technology | 67.8 | 25.1 | 7.1% |
5. Perspectives of investment institutions
In the past 10 days, a total of 3 brokerages have released research reports on Absen. The main points are as follows:
1.CITIC SecuritiesMaintain the "overweight" rating with a target price of 12.5 yuan, believing that the company has obvious advantages in overseas channels;
2.Tianfeng SecuritiesPointed out that the Mini LED product line will increase gross profit margin levels;
3.Guotai JunanIt is suggested that attention should be paid to the risk of raw material price fluctuations.
Summary:Based on the market data of the past 10 days, Absen has shown strong competitiveness in terms of technological innovation, overseas expansion and financial performance, but it needs to continue to pay attention to the price competition situation in the industry. Regarding the question "How about Absen?", the current market givescautiously optimisticevaluation.
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