Changjiang Commercial Daily News ● Changjiang Commercial Daily reporter Wang Jing
The tide, the peak circuit turns, and the (002456.sz) led by Cai Rongjun, it seems to usher in the "bottoming rebound".
21 years ago, Cai Rongjun bought the endangered Opheflight at the vertical bankruptcy at a price of 4.39 million yuan.The industry "leader".After setting up the "fruit chain", Opheli once reached the top, becoming the "fragrant citron" that everyone loved in the capital market. However, due to the sudden sanctions, Ophelia dropped thousands of feet, and blood loss was nearly 10 billion yuan.
Now, Cai Rongjun seems to "kill" again.Binding , in the first three quarters of 2024, the operating income and net profit of Ophi Guang increased. The most important thing was that the deduction of non-net profit reached 26.74 million yuan, ending the losses for four consecutive years.
In the secondary market, the latest stock price of Ophelong reached 17.34 yuan/share, which was closer to double from the end of September, and its stock price was only 4.5 yuan/share when the trough was low.
"After winter, spring will always come." For the future, Cai Rongjun is full of confidence.Cai Rongjun, who has been kicked out of the "fruit chain" lesson, is focusing on pioneering the smart car business.Under his leadership, can Ophel Guang reproduce glory?
Four "stubborn" transformation leads the company to break through
Ophi Guang seems to "live".
On November 8th, Ophelia harvested the daily limit, and the stock price closed at 17.34 yuan/share, about 9 yuan/share at the end of September. The stock price was close to double, with a total market value of 57.4 billion yuan.
The sense of smell of capital is always extremely keen.Ophei, who was once "Kick away", seemed to have won the favor of Huawei again.In October last year, there were reports that Ophei won most of the Huawei Mate60 series rear cameras, front cameras and fingerprint modules.However, at that time, Cai Rongjun did not formally respond to this market rumor for the confidentiality agreement. Instead, he replied to the media: "Live stubbornly." One year later, Ophi Guangs performance and stock price also showed that it also showed that, the performance and stock price of Ophi Guang also showed that it also showed that, the performance and stock price of Ophi also showed that the performance and stock price of Ophi also showed that, the performance and stock price of O Fei also showed that, the performance and stock price of Ophi also showed that, it also showed that the performance and stock price of Ophem also showed that, it also showed that, the performance and stock price of Ophi also showed that, it also showed that the performance and stock price of Ophi also showed that, the stock price and stock price also showed.This former giant seemed to "live stubbornly" after thousands of feet.
"After winter, spring will always come." Cai Rongjun said.Driven by the needs of the Huawei Mate60 series new machines, Ophi Guang has obtained most of the rear and front cameras and fingerprint module orders.At the same time, although the cooperative relationship with Huawei has been widely recognized due to the unable to disclose the confidentiality agreement, it has been widely recognized in the industry.
Starting from the glory of Ophel Light, which is on the verge of bankruptcy, "Stubborn" seems to run through Cai Rongjuns entrepreneurship.
Cai Rongjun has always been low -key, and he did not seem to show his desire to the outside world.Cai Rongjuns experience before starting a business was simpler -after graduating from Shantou University, he entered Kodak Company and grew from technician to the core engineer. He spent 6 years.
In 2002, Cai Rongjun and his younger brother Cai University noticed Ophi Guang, who was on the verge of closure.As the core engineer of Kodak, Cai Rongjun has technology.So he made up his mind to pay 4.39 million yuan with his younger brother, and in two years, he broke through the key coating of the filter.Relying on this technology, Offe has obtained 30%of the worlds market share and has become head manufacturers.
Born in worries, died in peace.Cai Rongjuns sense of crisis is very strong, and he has led Ophei to transform four times.
Ophi Guang first entered the field of touch screen and entered the Huawei supply system in 2012 to become its first supplier of touch screen.In the same year, Cai Rongjun suddenly decided to enter the field of camera modules across the border.
Due to the large cross -border range, this move was opposed by many people at the time, but Cai Rongs military power arranged and successfully achieved the camera business from "zero" from "zero".To the leap of "the worlds leading".
In 2014, Cai Rongjun implemented an industrial transformation plan for the fourth time, developed fingerprint identification modules, and invested in building the largest fingerprint recognition module factory in Asia.In 2016, Offe began to supply Apple and became one of Apples 30 suppliers in China.In 2018, it became a Huawei supplier.
So far, Opheli is famous under the leadership of Cai Rongjun. In 2011, the companys revenue was only 1.245 billion yuan, and it leapt more than 50 billion yuan in 2019, reaching 51.974 billion yuan.In 2017, its net profit reached 823 million yuan, a record high.
Turn non -net profit to turn losses after four years
The good times are not long.Its dark moment. "
In July 2020, Ophi Guang was included in the physical sanctions list. In March 2021, Apple will kick the list of 33 fruit chain companies including Ophei.
At the same time, due to physical sanctions, Huaweis mobile phone shipments have also fallen sharply.For the high dependence of these two customers, Offei has also ushered in a major blow.
In Cai Rongjuns memories, the arrival of that day was extremely sudden.On the night of July 20, 2020, he was preparing to sleep. The employee sent him a message saying that the company seemed to be on the list. His first reaction was that it was impossible at all.
Immediately, Cai Rongjun ushered in a three -year trough.Overnight, Ophel fell thousands of feet.From 2020 to 2022, O Fei Guangs operating income was 48.35 billion yuan, 22.844 billion yuan, 14.827 billion yuan, a year -on -year decrease of 6.97%, 52.75%, and 35.09%. The net profit lost 1.945 billion yuan, 2.625 billion yuan, and 5.182 billion yuan.In just three years, blood loss was nearly 10 billion yuan.
In the secondary market, on July 14, 2020, the stock price of Ophi Light is 23.63 yuan/share, and the companys market value once exceeded 63 billion yuan; on April 28, 2023, the minimum stock price was the lowest.Only 4.5 yuan/share, when the market value is the lowest, less than 14.7 billion yuan.
However, in 2023, Huawei revived the Mate60 series.As the main supplier of key components such as camera modules and fingerprint modules of this popular model, Ophi Guang has finally survived the "dark moment".
In 2023, Ophi Guangs annual operating income reached 16.8 billion yuan, an increase of 3.72%year -on -year, and the end of the three consecutive years declined; the net profit was 76.91 million yuan.Non -net profit still loses 293 million yuan, but its losses have narrowed significantly compared to the previous three years.
In the first three quarters of 2024, Ophi Guang achieved operating income of 14.472 billion yuan, an increase of 33.76%year -on -year, and net profit was 47.12 million yuan, an increase of 115.74%year -on -year.The most important thing is that the non -net profit reached 26.74 million yuan, ending the loss for four consecutive years.
Why does Ophelum achieve adversity?This may be related to Cai Rongjuns adherence to independent research and development innovation from beginning to end.
The financial report shows that from 2018 to 2020, the annual R & D expenses of Ophi Light were 2.043 billion yuan, 1.735 billion yuan, and 1.83 billion yuan, respectively.From 2021 to 2023, although the companys main business was losing money, the research and development costs of its investment were still not low, respectively, 1.362 billion yuan, 1.273 billion yuan, and 915 million yuan, respectively.In the first three quarters of this year, the companys R & D expenses were 787 million yuan, and the R & D rate was 5.44%.
It is worth noting that even if the performance of Ophi Guangs performance is gradually warming up, Cai Rongjun seems to have learned the lessons of Apple, and realize that the height of the single dependence brings the brings of the single dependence brought by the height of the single dependence.Cost risk.
At present, Cai Rongjun takes smart car business as a key development business area, relying on the technological advantages of optical optoelectronics to deeply lay out smart driving, body electronics and smart cockpits.
The contribution of this business has increased significantly in Ophelum.In the first half of 2023, Ophi Guangs smart car business revenue was 616 million yuan, accounting for only 9.75%.In the first half of this year, the business revenue was 1.068 billion yuan, and the revenue accounted for 11.2%.
Ophei also revealed that, in addition to the smart car business sector, the company continues to strengthen related products in new research and development areas, with a multi -position layout of smart door locks, sports cameras, industrial and medical care, VR/AR, etc.Optoelectronics business in new fields.In the first half of this year, the business revenue achieved revenue of 1.007 billion yuan, accounting for 10.56%.
