Shulou(Shulou.com)11/24 Report--

CTOnews.com November 9 news, Gale shares opened down the limit, as of press release reported 20.72 yuan per share, with a total market capitalization of 70.87 billion yuan.

Yesterday night, Gale shares (002241) issued a notice that the company recently received a notice from a major customer abroad, suspending the production of one of its intelligent acoustic machine products. At present, the cooperation between the company and the customer's other product projects is still under normal development. It is emphasized in the announcement that this business change is expected to affect the operating income of no more than 3.3 billion yuan in 2022, accounting for about 4.2% of the company's audited operating income in 2021.

Analyst Guo Mingyi said in a post today that the suspension of production may be AirPods Pro 2, or because of production problems rather than demand problems. Guo Mingyi is also called to fill the production gap. Apple's first supplier, Lixun Precision, has expanded production and won all orders for AirPods Pro 2, making it the exclusive assembler of AirPods Pro 2. It is unclear when Gale will resume production of the AirPods Pro 2, and whether the impact of the incident will be extended to its Apple orders or other Apple product orders next year.

CTOnews.com learned that according to the 2022 semi-annual report of Goll shares, the company's current revenue was 43.6 billion yuan, of which intelligent acoustics machine business income was 12.338 billion yuan, accounting for 28.3% of the revenue. The company's highest revenue business was smart hardware, with current revenue of 24.811 billion yuan, including VR / AR, wearable devices and so on.

The company's latest quarterly report shows that in the first three quarters, the company achieved revenue of 74.153 billion yuan, an increase of 40.47% over the same period last year, a net profit of 3.84 billion yuan, an increase of 15.23%, and a non-net profit of 3.485 billion yuan, an increase of 15.46% over the same period last year.

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