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

CTOnews.com October 12 news, Oufeiguang used to be Apple and Huawei and other mobile phone giants important suppliers, But since 2020, Has lost these two big customers orders, Cause the performance fell sharply, Share price all the way down. After two years of difficult adjustment, Oufeiguang recently ushered in a number of daily limit in A shares, market rumors that its camera module entered Huawei Mate60 series supply chain, and occupied the majority of the share.

At the end of September this year, it was reported that the Ophir camera module entered Huawei's Mate 60 series supply chain and accounted for most of the share, including rear camera, front camera and fingerprint module, with a single value of 500-600 yuan.

According to the First Financial Report, Cai Rongjun, chairman of Ou Feiguang, responded to Huawei's mobile phone orders by saying,"stubbornly alive." "In addition, some people familiar with the matter said that most of Huawei's (camera module) orders are indeed supplied by OFFICE.

It is worth mentioning that on September 12, Oufeiguang once answered investors 'questions on the interactive platform, saying that the company's optical lens business is progressing smoothly, the penetration of high-end lenses is accelerated, and the product structure continues to improve. 100 million pixel 7P optical lens, periscope 3X telephoto lens, internal focus lens has been mass produced; telephoto lens, macro lens and ultra-wide angle lens and other multi-performance products have entered the lens supply chain of mainstream mobile phone manufacturers in China.

According to CTOnews.com, Oufeiguang was founded in 2001. Its main business is smart phones, smart cars and new fields. Its main business products include optical imaging modules, optical lenses, microelectronics and smart car-related products. It was once a supplier of mainstream mobile phone manufacturers such as Apple and Huawei.

However, starting from 2020, there will be variables in both large customer orders. First, U.S. sanctions against Huawei led to a contraction in its mobile phone business; second, Apple kicked Ofeiguang out of the fruit chain in 2021. These two events dealt a huge blow to Ophelia. Financial data show that in 2020,2021 and 2022, Oufeiguang lost 1.945 billion yuan, 2.625 billion yuan and 5.182 billion yuan respectively. For "lost orders," Ou Feiguang had publicly apologized, but then the share price still fell all the way, from 23.63 yuan/share before breaking up with Apple to 4.50 yuan/share.

In April this year, Ou Feiguang's Weixin Official Accounts issued a document entitled "All staff are united in overcoming difficulties and blowing the" counter-attack horn." It is mentioned in the article that after experiencing the trough of 2022, the company has bottomed out and stabilized in 2023, and will blow the "counter-offensive horn." In 2023, the Company has two goals: to reduce costs and increase efficiency, to achieve reversal and profitability, to return to rationality, and to pursue both profit and scale.

However, according to the latest financial data released, Oufeiguang has not yet achieved "turnaround." On the evening of August 22, Oufeiguang released the semi-annual report of 2023. In the first half of the year, the company's operating income was 6.315 billion yuan, down 18.79% year-on-year; the net profit loss of parent company was 354 million yuan, narrowing year-on-year loss and 874 million yuan loss in the same period last year. Among them, in the first quarter of 2023, Oufeiguang's net profit loss was 358 million yuan, and the net profit in the second quarter turned from deficit to profit of 4.3921 million yuan. However, Oufei light deduction non-net profit is still in loss, the first two quarters of this year deducted non-net profit loss 381 million yuan, 193 million yuan respectively, so far, has deducted non-net profit loss for 9 consecutive quarters.

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