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Research on the epidemic resistant institutions: focusing on online education and apple industry chain

category:Finance
 Research on the epidemic resistant institutions: focusing on online education and apple industry chain


Tuowei information is a small and medium-sized board listed company in Shenzhen, mainly engaged in online education. Under the new coronavirus infection of pneumonia, online education is booming, so the company has become the focus of research in the eyes of institutions.

Securities Times e reporter noted that in less than 24 hours from 15 hours in February 3rd to 11 hours in February 4th, Tuo Wei held three telephone conferences, which received a centralized survey of 79 investment institutions nationwide. At 19:30 in February 4th, the company held a telephone conference, which attracted the participation of 83 institutions. Among the participating institutions, there are many well-known asset management companies such as Jinglin, ivy, Taikang and Goldman Sachs.

The development of online education business of Tuowei information is the focus of the organization. The company said that Tuowei information, together with Huawei cloud, has built a smart education cloud solution and online learning platform for primary and secondary school students in Changsha City. The platform has been promoted in Hunan, Guangdong, Gansu, Sichuan, Zhejiang, Guizhou, Shandong, Yunnan and other provinces, and used by more than 10000 schools and 2 million students. During the epidemic, the company has been shortlisted in the online learning directory of Hubei Province, and promoted the landing of other provinces simultaneously.

Qixin group is favored by organizations for its online office concept. On February 2 and February 3, the company held conference calls with many organizations participating. On the whole, the company said, as the first quarter is the Spring Festival, the proportion of revenue has always been the lowest, and the epidemic has little impact on the companys business. In addition, during the period of SaaS business, such as cloud video, the company launched 500 end free services to assist in cloud Conference Office of all walks of life. The number of new registered customers and users has increased several times compared with the same period of previous years. After the epidemic, some users are expected to be converted into paid customers of the company.

In terms of market performance, Tuowei information and Qixin group have been trading up and down for two consecutive days.

Controllable impact of Huagong Technology

Huagong technology is located in Wuhan, Hubei Province. It is also a key supplier of Apples long-term cooperation and a supplier of Tesla ceramic PTC chips. Therefore, its situation affected by the epidemic is of great concern.

According to the survey summary, on February 2, the day before the opening of the market, Huagong technology received telephone surveys from about 200 institutions, such as Wells Fargo fund, Jiutai fund, Huatai new industry fund, China Life Asset, shangya investment, Yuema capital, etc.

It is said that as of February 1, among the 8536 employees of Huagong Technology Co., Ltd., one case was confirmed to be in Xiaogan. The isolation treatment was in good condition. There was no abnormality between the company and its close contacts. Four employees were suspected. Generally speaking, in the short term, it will affect the companys order delivery rhythm in hand, about 4-7 days. In the medium and long term, the orders of key customers are not affected, and the customer demand can be effectively guaranteed and the impact can be controlled.

In the survey minutes, Huagong technology called Apple Company A. Huagong technology said that the supply chain strategy of the whole industrial chain of company a is very clear and will be supported by more than two enterprises with relatively strong comprehensive strength. The company has a team that has been in the United States, and nearly 100 key employees have been supporting company as projects at the customers site years ago, and at the same time, resources support has been transferred from the East China South China subsidiary nearby. At present, company a has great trust in the company, projects are advancing normally, and the company has always maintained the order share advantage with company as headquarters in cutting-edge product development projects.

In addition, in terms of supply chain support, Huagong technology has made comprehensive preparations. If core chip import is involved, arrangements and layout have been made in the early stage, which can effectively ensure the timely and safe supply chain and guarantee the production and delivery according to the plan.

Huagong technology also answered questions about the impact of the epidemic on the entire 3C industry chain that investors are concerned about. The company said that the big node of 5g communication infrastructure construction is this year. The growth of business volume of 5g related businesses has driven the whole 5g industry layout, which is close to the mid-term. The year 2020 is the real first year for 5gs most important application 5g mobile phones, and last year was just a test. It is expected that the whole 5g inflection point will be delayed for 3-6 months due to the impact of the epidemic. 60% - 70% of the 3C consumer electronics industry chain is basically located in mainland China, which will have a certain impact. The proportion of Chinese brands in the international market may be reduced.

Large increase in orders from several companies

Crises often contain opportunities. This epidemic situation is also the case. Stimulated by the epidemic situation, the orders of representative enterprises in medicine, medical equipment, food and other industries are significantly rising, such as Sanquan food, Gaode infrared, Boya biology, and Lexin medical.

Recently, Lexin medical revealed that the demand for medical devices certified by professional medical certification is increasing from the perspective of epidemic situation. As a supplier of health IOT and intelligent health overall solutions, the company has seen more opportunities.

In addition, it is understood that from a professional point of view, in the absence of specific drugs, intravenous injection of human immunoglobulin (IVIG) can be used as the first choice for the treatment of new-type coronavirus pneumonia. According to the data, 98% of the infected people have decreased serum albumin, 27% have used intravenous injection of C, while some doctors in large hospitals also used intravenous injection of C during the diagnosis and treatment of SARS.

On February 1 and 2, Boya biology received research from hundreds of institutions respectively for the production of related products of jingc. According to the company, due to the current shortage of jingan-c in China, if the epidemic lasts too long, the supply of jingan-c will be in short supply. At present, the stock of jingan-c in the market is not large. It is expected that the demand of jingan-c in China will be large this year. The specific situation depends on the later epidemic situation. The terminal price of jingan-c products will not be adjusted for the time being and will follow the market principle in the future.

Housing economy has sprung up

Some companies, such as Sanfu outdoor and Saturday, have realized the emergence of online business through the housing economy brought by this years special spring festival.

Sanfu outdoor said that after the outbreak of the new coronavirus pneumonia, in response to the epidemic prevention requirements of local governments, it has suspended part of its business, which has a certain impact on its operation. However, the search volume of Sanfu e-commerce platform has increased dramatically, and consumers habits of online consulting and purchasing products have been further formed and enhanced. In the future, the company will continue to increase its efforts in network promotion, such as focusing on the development of online red tape products.

Saturday said the companys main anchor fans are still growing during the Spring Festival, and express delivery is also gradually recovering. Generally speaking, the live e-commerce will benefit from the epidemic situation. Because its interaction is more similar to offline, its advantages can be played well, and it can play a certain role of substitution. It is expected that the business will still have room for growth in the future. At the same time, the live e-commerce has also undertaken the commodities that can not be digested offline for a long time, that is to say, the return to work late will not affect the development trend.

However, it can not be ignored that many enterprises will be under pressure in the short term due to the epidemic. In terms of raw materials, at present, the companys inventory basically meets the production needs of the first quarter. In terms of product delivery, it is expected to start normal supply in late February, and the company is expected to fully return to normal operation by the end of February. Overall, the companys operation in the first quarter of 2020 is expected to be under pressure due to the impact of the epidemic delay, but it will start to stabilize and improve in the second quarter. Zhou Dasheng, a jewelry company, also said that the long-term development trend of the jewelry industry and the needs of peoples wedding and self dressing objectively exist. The epidemic only temporarily suppressed the demand. After the epidemic, consumption will rebound, and the company is still full of confidence in the future development. In addition, Jidong Cement, a representative enterprise of the cement industry, also told the agency that the outbreak took place in the traditional off-season of the market, and the country has also entered the critical stage, so the current outbreak has little impact on the companys building materials products. At present, the companys sales are normal. It is expected that the market will start to recover at the end of February and the beginning of March, and normal demand will return in March. Source: responsible editor of Securities Times: Yang bin_nf4368

However, it can not be ignored that many enterprises will be under pressure in the short term due to the epidemic. In terms of raw materials, at present, the companys inventory basically meets the production needs of the first quarter. In terms of product delivery, it is expected to start normal supply in late February, and the company is expected to fully return to normal operation by the end of February. Overall, the companys operation in the first quarter of 2020 is expected to be under pressure due to the impact of the epidemic delay, but it will start to stabilize and improve in the second quarter.

Zhou Dasheng, a jewelry company, also said that the long-term development trend of the jewelry industry and the needs of peoples wedding and self dressing objectively exist. The epidemic only temporarily suppressed the demand. After the epidemic, consumption will rebound, and the company is still full of confidence in the future development.

In addition, Jidong Cement, a representative enterprise of the cement industry, also told the agency that the outbreak took place in the traditional off-season of the market, and the country has also entered the critical stage, so the current outbreak has little impact on the companys building materials products. At present, the companys sales are normal. It is expected that the market will start to recover at the end of February and the beginning of March, and normal demand will return in March.