As a veteran high-end optical lens leader in China, Phoenix Optics has recently attracted the attention of the market. Da Li Guang and Sunny Optics have successively announced price increases of 25-30%, which has ushered in a reversal of supply and demand in the lens and module industry, which has brought an opportunity for the reversal of Phoenix Optics' main business.
The company has a share in the automotive field in M7 and a share in the consumer electronics field in NOVA, which means that the company has a certain market share and competitiveness in these fields. At the same time, the actual controller of the company is China Electronics Technology Group, which also makes the company expected to benefit from the positive performance of state-owned enterprise reform and capital operation.
In terms of state-owned enterprise reform and capital operation, CETC Group has been active, successively acquiring E-Hualu and restructuring CETC chips. In this context, Phoenix Optics, as a subsidiary of CETC Group, is expected to benefit deeply. In addition, the company's chip structure is clean and there are no institutional holdings, which also provides more possibilities for the company's future development.
To sum up, Phoenix Optics, as a veteran high-end optical lens leader in China, is expected to benefit from the reversal of supply and demand in the lens and module industry, as well as the positive performance of state-owned enterprise reform and capital operation. At the same time, the company's chip structure is clean and there are no institutional holdings, which also provides more possibilities for the company's future development. Therefore, Phoenix Optics is worth paying attention to and can be used as one of the elastic small ticket targets.
A shares