Amazo
n's new products Aspect lot: Amazon announced the new Kindle e-book reader and tablet PCs, display, sound, wireless network, processor, Aspect lot, with the current tablet market mainstream products gap gradually narrow.
The Amazon tablet product prices remain competitive advantages: The new e-book reader Kindle the Paperwhite provide WiFi and 3G two versions, priced at $ 119 and $ 179, respectively. The new Tablet PC 8.9-inch 16GB version priced at $ 299 Kindle Fire HD, 7 inches 16GB version priced at $ 199 Kindle Fire HD. Prices relatively flat products on the market, still has an edge.
Welcomes Wanda benefit from the Amazon tablet products raise the status of: We expect competition will intensify Tablet PC. Amazon's new products can not change a single show Apple in the tablet market, but the relative gap is narrowing. We expect lower prices will push these products achieved strong sales performance, Amazon will increasingly get good position in the mobile market. As the main supplier of the Amazon tablet battery, we expected welcomes Wanda will be scheduled for delivery this year, and thus performance to achieve positive growth, long-term benefit from Amazon tablet market to enhance the status.
Laptop lithium battery Approaching: domestic notebook computer production base, lithium battery module manufacturing companies already have a laptop battery manufacturing capacity, and therefore, we believe that the transfer of lithium battery module industry is an unstoppable trend. Welcomes Wanda have already given the first-line Tablet PC manufacturers lithium battery module supply capacity, at the same time, the company is currently actively enhance the capacity of production automation to meet the demand for automated production of notebook battery module, we expect in the fourth quarter of this year before and after will have the opportunity to see the company into the international first-tier notebook brands in the battery supply chain, thus opening space for future growth of the Company, we expect the next two years, the revenue CAGR of 85%.
Earnings forecasts and investment recommendations: We expect 2012-2014 operating income 14.1,21.34,29.41 billion, a year-on-year growth of 36.75%, 51.35%, 37.79%, net profit of 105,167,230 one million yuan, The year on year growth of 27.43%, 58.93%, 37.42%, corresponding to EPS were 0.43,0.69,0.94 yuan, PE 32,20,15 times. We believe that the company next year have the ultra expected probability, given a "buy" investment advice.
Risk Warning: Huawei's market share is lower than expected, lower than expected into the notebook manufacturers supply chain
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