机构调研策略周报：重点关注业绩超预期的公司

Group 1 - The company is a leading mobile phone manufacturer in Africa, with 44% of its revenue coming from this region in 2022. It is expanding into emerging markets such as Southeast Asia, the Middle East, and South America [2] - In Q1 2024, the company achieved revenue of 17.443 billion yuan, a year-on-year increase of 88.10%, and a net profit of 1.626 billion yuan, up 210.30% year-on-year [2][50] - The company is focusing on enhancing its production capacity, particularly at its Shanghai Lingang factory, which is set to become a major production base for conductive substrates [4] Group 2 - The company is actively pursuing international expansion, establishing a local operational headquarters and focusing on six major international business regions, including MEA, SEA, EU, CA, Japan, and Australia [44] - The company has reported significant growth in its performance, with a 33.69% increase in revenue to approximately 62.295 billion yuan in 2023, and a net profit increase of 122.93% to about 5.537 billion yuan [58] - The company is leveraging AI and high-performance computing trends to drive demand for high-bandwidth memory modules, with its MRCD/MDB chips starting to see significant sales [22][67] Group 3 - The company is experiencing strong demand for its 800G optical modules, with expectations for increased production capacity to meet future demand [35] - The company has successfully implemented a new "1+2+N" smart factory architecture, which has been applied in over 4,000 sets across various industries, enhancing its market influence [45] - The company is focusing on high-quality product development and maintaining competitive pricing strategies to capture market share in the evolving electric vehicle and robotics sectors [38][53]