导语：新一轮扩产来临，烧钱在所难免。 作者：市值风云 APP：贝壳 XY 在手订单 270 亿！新能源汽车弄潮儿，中小型压铸件"隐形冠军"， 汽车零部件吾股 NO.1 实力几何？ 5 月份，汽车行业最热闹的事莫过于北京车展，千家企业参展，百款车型首发， 百万人次参观，可谓盛况空前。车展俨然成为各大车企竞技的舞台，而广阔的国 内汽车消费市场也俨然成为国内外车企的兵家必争之地。 （动图） 此次车展以"新时代·新汽车"为主题，一个"新"字贯穿了整个车展，"新" 字背后又往往蕴含着机遇的出现。 至于机遇在哪儿，恐怕很难有人给出定论，那作为汽车行业的直接关联方—— 汽车零部件行业，会出现这个机遇吗？ 当然，汽车零部件是个老生常谈的话题。从动力系统到冷却系统，从安全气囊到 橡胶轮胎，从密封条到连接器，大大小小的领域基本都已被市值风云研报覆盖， 还对这些零部件公司进行了一个吾股排名。 在列入榜单的 145 家公司中，谁能问鼎第一宝座? < 市值风云评级 爱柯迪 0.00% 张跌幅 2020年报 2021年报 2022年报 2023年报 最新 83.3 84.6 76.6 89 89 77.9 76.5 74.2 79.2 ...

摘要：政策利好，该公司股价异动。 1、业绩持续增长，高比例分红。 以下为付费部分（不可见） 爱美客是国内领先的医疗美容产品提供商，目前已成功实现基于透明质酸钠的系列皮肤填充剂、基于聚乳酸的皮肤填充剂以及聚对二 医疗美容治疗可分为手术类治疗与非手术类治疗。公司目前的主要上市产品应用于非手术类治疗。 2024 年一季度，营业收入 8.1 亿元，同比增长 28%；扣非净利润 5.3 亿元，同比增长 36%。 近期看点： 2、广东卫健委政策增加美容外科项目内容，对医美行业形成实质利好。 氧环己酮面部埋植线的产业化。目前，正在开展重组蛋白和多肽等生物医药的开发。 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------|--------|--------|--------|--------|--------|------------|------------|------------|--------------------------|-------| | 项目 | 2019年 | 2020年 | 2021年 | ...

Investment Rating - The report does not explicitly mention an investment rating for the company [1] Core Views - The company's automotive business has shown rapid growth, with revenue from this segment exceeding 40% for the first time in the first three quarters of 2023 [6] - The company's products are widely used in automotive electronics, including ADAS, smart cabins, and body control systems, with ADAS and smart cabin products accounting for over 30% of the automotive business [6][38] - The company has achieved significant growth in high-end products such as cameras, radar, and domain controllers [6] - The company's 800G optical module components have been verified by multiple customers and are in mass production [14][22] - The company is involved in low-orbit satellite communication, with multiple PCB products already in mass production [13][47] - The company is a qualified supplier for NVIDIA and is participating in the development and verification process of AI server products [21] - The company has established strategic partnerships with multiple PC customers and is preparing for the expansion of product categories in the AI phone and AI PC markets [24][48] Financial Performance - In 2023, the company achieved revenue of 10.757 billion yuan, a year-on-year increase of 2.31%, and net profit attributable to shareholders of 936 million yuan, a year-on-year decrease of 12.16% [29] - In Q1 2024, the company achieved revenue of 2.74 billion yuan, a year-on-year increase of 17%, and net profit attributable to shareholders of 318 million yuan, a year-on-year increase of 50% [30] - The company's net profit in Q1 2024 was the second-highest since 2020 [19] - The company's revenue and net profit have shown consistent growth since 2019 [30] Product and Market Focus - The company's products are widely used in automotive electronics, industrial control, medical, consumer electronics, data centers, and communication fields [15][16] - The company has five major production bases in China, with a total of 11 factories [15] - The company's products include PCB, FPC, HDI, aluminum substrate, thick copper board, and high-frequency radar board, which are used in various applications such as motor control, ADAS, smart cabins, and BMS [6][16] - The company is actively involved in the development of AI servers, low-orbit satellite communication, and 800G optical modules [14][21][47] Shareholder and Market Behavior - The top ten shareholders hold a high proportion of the company's shares, with the top ten circulating shareholders holding around 78% of the shares since 2020 [8][40] - The number of shareholders decreased to 28,632 at the end of Q1 2024, with an average holding of 29,000 shares per shareholder [51] - Northbound funds have significantly increased their holdings in the company since March [52] - The company's financing activities have been active recently [41][55] Industry Trends - The company benefits from the rapid penetration of automotive electrification and intelligence, with its automotive business growing rapidly [6][50] - The development of AI servers and the strong sales of new energy vehicles have driven demand for automotive electronics and PCB boards [35] - The integration of low-orbit satellite construction and mobile communication technology in the 6G era is expected to enable emerging technologies such as smart cities, vehicle networking, and remote medical care [36][47]