Jacques Technology (002409): Rapid development of semiconductor materials with performance in line with expectations

Jacques Technology (002409): Rapid development of semiconductor materials with performance in line with expectations
The company achieved operating income in the first half of 20198.610,000 yuan (ten years +32.73%), achieving net profit attributable to the parent1.One million yuan (ten years +136.76%), achieving net profit after deduction is 0.9.3 billion (twice +204.27%).The company achieved revenue in the second quarter alone4.460,000 yuan (ten years +30.78%, +7 from the previous quarter.21%); achieve net profit attributable to mother 0.59 trillion (decade +134.00%, +43 from the previous quarter.90%), net profit after deduction is 0.540,000 yuan (ten years +250.23%, +38.46%).It is expected that the company will realize net profit attributable to mothers from January to September.52-1.70 ppm, an increase of 62 in ten years.70-81.97%. The environmental protection progress is strict, and the flame retardant plate has been significantly improved.Due to the strict national security supervision and environmental protection policies, and the impact of the explosion in the Xiangshui County chemical plant, the company’s flame retardant plate production was affected in the first half of the year.Xiangshui Jacco achieved 杭州桑拿网 revenue of 75 due to the suspension of production.110,000 yuan, a decline of 98 every year.19%, net profit was 11.48 million yuan, down 994 in excess.90%; due to the rectification of the park, Binhai Jacques realized revenue of 45.92 million yuan, a year-on-year decrease of 38.76%; realized a net profit of 12.01 million yuan, a decline of 988 each year.02%.Overall, the flame retardants segment achieved revenue2.82 ppm, a decrease of 29 per year.74%, gross margin of 21.99%, an increase of 4 a year.43 points. The rapid development of semiconductor materials.KOMET and Jiangsu Senko were consolidated on April 30, 2018, and were consolidated for two months in the same period last year. In the first half of the year, the company’s electronic special gas segment achieved revenue1.75 ppm, an increase of 335 in ten years.39%, gross margin 杭州夜网论坛 48.78%, an increase of 11 per year.48pct; semiconductor chemical materials to achieve revenue 2.110,000 yuan, an increase of 335 in ten years.39%, gross margin 48.78%, an increase of 11 per year.48 points.The company’s layout in the semiconductor materials industry, integrated circuit packaging field, and electronic special gas industry has been further consolidated through its wholly-owned subsidiaries Huafei Electronics, Jiangsu Scitech, and Chengdu Komet, a holding company. Under the background of the Sino-US trade war, domestic productionProgress is accelerating. LNG thermal insulation sheet business continued to improve.The company advanced sales orders signed with Hudong Zhonghua Shipbuilding Company as planned.In the first half of the year, LNG insulation materials achieved revenue of 47.58 million yuan, an annual increase of 154.12%.At the same time, the company’s LNG insulation boards have successively obtained relevant certifications. In the future, it is expected to obtain orders from well-known classification societies and shipyards at home and abroad. Lowered profit forecast: Affected by the suspension of production by subsidiaries, the profit forecast of the company was lowered, and the company is expected to realize net profit attributable to mothers in 2019-2021.53/3.51/4.30 ppm, corresponding to PE of 33/24/19 times, maintaining the “Buy” level. Risk reminder: The price of the product drops, and the risk of new project launch is less than expected.

Aerospace Development (000547): Rapid growth of core stock business Network information security and micro system injection of new momentum

Aerospace Development (000547): Rapid growth of core stock business Network information security and micro system injection of new momentum
The pure national defense informationization is nominal. The high-quality listed platform of the Aerospace Science and Industry Group is regarded as the pure national defense informationization. Through continuous capital operation, the split company has gradually formed an electromagnetic technology engineering and military communications business as the basis.Information security and micro-systems are the “endogenous + extension” two-wheel drive development layout for incremental business. The company is a high-quality listing platform for Aerospace Science and 无锡夜网 Industry Group. At present, the group’s shareholding ratio is 8.99%, rising to the company’s largest shareholder, will give the company more support in the future strategic layout, policy and resource sharing.The company’s military products business accounts for 75%, and its military property attributes are an important platform for the group’s military business integration, which helps to benefit from the improvement of the group’s asset securitization rate. The core stock business is growing rapidly, in line with national strategy, and has a broad market prospect. Benefiting from the construction of national defense information technology, the two stock businesses of electromagnetic technology engineering and military application communications have been developed rapidly, and future growth can continue: the actual combat level of military training through the state.The requirements continue to increase. The military’s need to conduct simulation training in complex electromagnetic environments has increased year by year. The company’s electronic blue army business profits have maintained steady and rapid growth, which is the company’s main source of revenue.Through the acquisition of Jiangsu Ocean, Nanjing Changfeng has been upgraded into an overall unit of the high-speed aquatic target system, further consolidating the local area, and the future development prospects are expected.The military industry has accused the communications business of temporarily changing due to the effects of the military reform. It is now recovering stable growth and has a certain performance elasticity. Cultivate the two new kinetic energy of network information security and micro-systems, and further enhance the strength of the information technology industry.69 yuan / share issue 1.3.6 billion shares completed on Rui’an Technology 43.34%, one binary 100% and aerospace Kaiyuan 100% equity acquisition.According to the performance commitment, the target companies from 2018 to 2020 will bring 1 respectively.2, 1.44、1.6.8 billion in performance increased.The business scope of the acquisition and merger of the company extends to the field of network information security and is expected to become an important growth pole for the company in the future. In November 2018, the company controlled and jointly established related micro-system technology companies with a registered capital of 1 billion yuan.Improve the company’s micro-system industry layout and enhance the company’s overall strength in the information technology industry.Focus on promoting the miniaturization, chip and integration of weapons and equipment to achieve the independent controllability of core components, which is expected to become a supporting unit in the microsystem field of Science and Industry Group. Estimates and investment recommendations The company’s net profit attributable to its parent from 2018 to 2020 is 4, respectively.32 billion, 5.6.9 billion and 6.62 billion, EPS is 0.27 yuan, 0.35 yuan and 0.41 yuan, the current sustainable corresponding PE is 40x, 30x and 26x.The average evaluation level of national defense informatization comparable companies in 2019 is approximately 41x, and the company’s estimated level is significantly underestimated, maintaining a “recommended” rating

Mu Linsen (002745) 2019 semi-annual report performance forecast: Q2 deducted non-performance gradually improved LEDVANCE gradually entered a good situation

Mu Linsen (002745) 2019 semi-annual report performance forecast: Q2 deducted non-performance gradually improved LEDVANCE gradually entered a good situation

Preview 19 H1 deduction of non-net profit of at least -11%?
-33%, deduction before and after Q2 + 13%?
33% of companies forecast a net profit range of 2 in 19H1.



200 million, of which deduction is 0.


8 billion, down 11% every year?

Mainly because the 18-year subsidy was 3.

9.4 billion, the proportion of subsidies increased in 19, resulting in a decline in net profit in the first half of the year.

In the first half of the 杭州桑拿 year, the company’s non-recurring profit and loss was about 2.


4 billion, a year-on-year decrease of about 44%.

Due to the weak overall macro environment and the Q1 Chinese New Year factors, the price of LED products fell and caused a gap in the company’s profitability. The weak performance of non-performance in Q1 decelerated the company’s first half performance.

In Q2, non-net profit was deducted for a single quarter.


3.3 billion, a 13% increase each year?
33%, turn around loss and profit.

The estimation is mainly due to the company’s continuous adoption of operational strategy adjustments to achieve the results, LEDVANCE and the company’s headquarters continued to improve performance.

It is expected that the performance of Q2 headquarters will be deducted from about 0.


300 million, LEDVANCE deduction is about 0.


The improvement of the non-deduction of LEDVANCE significantly promoted the non-profit improvement of the company’s Q2 deduction.

It is expected that the non-profit deduction of LEDVANCE Q2 exceeds market expectations. In the future, there is room for improvement to break through the gap between Q2’s overall non-deduction performance improvement and the main reason is that LEDVANCE Q2 turned losses into profit, and the non-profit deduction of 0 is estimated.

8?1 ppm, ranking Q1 deduction unexpectedly improved about 50 million.

The accelerated personnel integration and asset disposal since LEDVANCE Q1 have achieved initial results, and the overall expense ratio improved in the second quarter.

The second quarter is the traditional off-season in the overseas market, and it is not easy to deduct non-profits. In the second half of the year, LEDVANCE deserves further expectations.

The integration of LEDVANCE has achieved initial results, the product continues to be upgraded, and it is planned to reduce financial costs. As LEDVANCE replaces Mulinsen, the company has gradually integrated the supply chain around LEDVANCE to strengthen the strategic positioning of high-end brands.

Since 18 years, the company has actively adjusted the production capacity structure of Zhongshan Mulinsen, Ji’an (factory) and other major production bases, significantly improved the level of automation, and increased the proportion of high-end products.

The company’s strategic goals are clear. During the capacity adjustment and upgrade process, additional capital expenditures were carried out, so the debt ratio increased, resulting in financial expenses of 4 in 18 years.
8 billion.

The gradual completion of the company’s convertible bond raising is expected to further reduce financial costs and improve profitability.

LED IDM integration leader, maintain “Buy” rating After successfully integrating LEDVANCE, Mu Linsen, as a scarce leader in IDM integration of China’s LED industry chain, welcomes the best growth opportunity.

It is expected that the company’s net profit for 2019-2020 will be 816/1021 million yuan, corresponding to approximately 18 times the PE, and maintain the “Buy” rating.

Risks suggest that the LED industry demand is less than expected, and integrated LEDVANCE repeatedly appears.

Medicinal food clove

Medicinal food clove

[Source of medicinal materials]Lilac for evergreen tree plant Myrtaceae


et Perry).

Mainly produced in developing countries, Malaysia, peanuts and other places.

It is cultivated in Guangdong, Guangxi and other places in China.

Usually from September to March, the buds are harvested when they turn from green to red.



  [Sexual flavor]Xin, warm.

Return to the spleen, stomach and kidney.

  [Medicinal properties]This product is warm, good and warm, the middle and lower two burners, and fall back and stop, er, it is commonly used in the middle burner, and the cold and impotence in the lower Yuan.

Wenzhong Jiangni This product can disperse the cold in the middle, warm the stomach and reduce the inverse, can treat stomach cold and vomiting hiccups, and can also use the spleen and stomach asthenia, loss of appetite, vomiting, diarrhea.

  2.Wenshen Zhuyang is often used to treat gynecological cold abdominal pain and impotence.

  [药理知识]  1.Treatment of intestinal obstruction: 30 to 60 g of clove ground, alcohol blended, apply to the umbilicus.
(“Guangxi Journal of Traditional Chinese Medicine” 1988) 2.Treatment of premature ejaculation: 20 grams each of cloves and asarum, immersed in 100ml of 75% ethanol for half a month, remove the extract, and rub the top of the penis, after 15?
The intercourse was performed within 30 minutes, and 156 patients with premature ejaculation were treated better because of mental factors. The prescription alone was effective. For other reasons, it should be treated with internal medicine.

(《浙江中医杂志》1988)  [有效成分]花蕾含挥发油即丁香油。The oil mainly contains eugenol, acetyl eugenol, β-caryophyllene, and methyl n-pentyl ketone, methyl salicylate and the like.

  [临床应用]   1.The ether extract containing clove of 1%, water extract or clove decoction containing 8% of clove have inhibitory effects on various pathogenic fungi such as Xanthomonas solanacearum and Candida albicans.

At higher concentrations, it also inhibits new cryptococcus.

  2.Water or alcohol extract has paralytic or killing effect on Ascaris suum in vitro.

Clove oil is better than decoction.


5% eugenol emulsion can significantly increase gastric mucus secretion, but the acidity is not enhanced; the effect of eugenol is slightly worse.

Continuous application can deplete mucus and partially recover the reaction after 36 hours.

After a few months, it was fully restored.

  4.Clove oil (a small amount of drip) disinfects the cavity of caries, destroys its nerves, and reduces toothache.

  5.Intravenous injection of eugenol in rabbits can produce anesthesia, lower blood pressure, respiratory depression and anticonvulsant effects.

However, subcutaneous injection in mice does not produce anesthetic effects.

Clove also contains uterine contractions.

Nostalgic belly dance says NO to little belly

Nostalgic belly dance says NO to little belly

For women dancing, no one wants to put graceful music on suitable occasions, show off the beauty of the costumes, the swaying of the figure is aligned with the abdomen, and only the belly dance is the most unlocking of your style at this time.

  For women dancing, no one wants to put graceful music on suitable occasions, show off the beauty of the costumes, the swaying of the figure is aligned with the abdomen, and only the belly dance is the most unlocking of your style at this time.

This mysterious dance from Egypt has a hot charm, charming and elegant movement, and a woman’s enchantment in joy . It is a wonderful trick to say BYE-BYE to the little belly!

  Now, for your swollen belly, start dancing -1.

Wave-the body is like a wave. This movement has the waist and abdomen as the center. The head first looks forward, then is aligned. Above and waist, the body seems to drill through a loop.

From the side, the body looks like a wave, showing an “S” shape.

But what you need to keep in mind is so iterative.


Swinging around the crotch is like a stroke. You must know how to lift the crotch upward.

After you move around your crotch like this, try to draw a flat “8” character with your crotch?

Pay attention to exerting even force when exercising, it is expected to maximize the amplitude.


Shake – Make the beads on the abdomen tremble. Stand with your feet and shoulder width. Make the crotch wiggle slightly forward, backward, up and down. You must see the beautiful beads on the abdomen flutter because of your shakingGet up, and the small fat on the belly seems to be slightly slight, they will tell you BYE-BYE!


Did you hear Ding Dong’s voice? Did the vibration of the abdomen and crotch be completed by twisting the slight flexion and alignment of the fracture of the leg, this kind of vibration feels very beautiful.On your belly, use it as the center point of your consciousness.


Flick-Throw the crickets out to a large extent. You can use your waist to lift your crickets up and down. And, from the squatting state to the toes, the change in the body’s up and down amplitude makes your whole body take the waist as the fulcrum.Dancing.

At this time you can use your upper limbs to sway the whole body with it.


Upright will try to open the top to fix the lower body, and only move the upper body above your waist.

First, turn your shoulders back and try to send the dark colors out.

Then, shake your body from side to side as if you are growing tall in steps, while your shoulders move backwards rhythmically to drive the skull.


Turn-Steady movements to keep your body’s center of gravity belly dance is a way to relax your body. You can turn your body at will, but be careful, let it relax and let your upper limbs drive the body.

Parents do these things first when baby falls from bed

Parents do these things first when baby falls from bed

Moms and dads have tried their best to provide TA with the best protection since the baby was born, but to avoid the baby slowly turning over and crawling, accidents will always happen, such as falling from a baby bed, or falling from a bed or sofa.

When a baby falls, many people’s first reaction is to pick up the baby, but in fact, when the baby falls from a bed or sofa or other high place, the first thing we need to do is not to lift, not to check the baby’s condition.
  Zhu Cuiping, director of the emergency department of Guangzhou Women’s and Children’s Medical Center, said that the child’s safety is the first time that the child is in an accident. Parents should first judge the degree of injury when the child is in an accident. It is recommended to master the “life triangle”, that is, by observing the child’s appearance (appearance), Breathing (breathing) and circulation (circulation) to make a preliminary judgment.

If the child is unwell, unconscious, lethargic or irritable, his face is pale, blue, breathing is not smooth, gasping or not breathing, and his hands and feet are cold, it may indicate respiratory failure and early shock. At this time, he should seek medical treatment as soon as possible.
  Parents do these things first when the baby falls from the bed. Do not pick up the child immediately. Instead, wait for 10-20 seconds to prevent the baby from causing secondary injuries if the injury is unknown.


Looking at your baby’s landing position Generally speaking, your baby’s back to the ground is the most dangerous.

If your baby falls face down, it is generally less dangerous; if it’s the back of the head and it’s directly on the hard floor, you should be extra careful with concussion or intracranial hemorrhage; if your limbs are abnormal, you shouldPay attention to whether there is a fracture. If a fracture occurs, fix the fracture site. You can use a wooden (paper) board and other hard objects to fix the fracture limb to reduce further damage to the surrounding tissue of the fracture.


Depending on the state of the baby, if the baby falls down, if you cry immediately, it is usually a tiny interval of brain injury. If you have vomiting, coma, unconsciousness, crying, abnormal movements, etc., you should rush to the hospital.


See if your baby has bleeding or hematoma. If your baby has bleeding, you should immediately stop the baby by dialysis. If your baby has a bleeding hematoma, apply cold compresses on a cold towel to reduce the amount of bleeding. If it is not absorbed after three days, you can apply a hot compress.


See if the baby has a limb movement disorder Pay attention to observe whether the baby has a limb movement disorder, such as a certain limb does not move or the movement is reduced, if there is no active bleeding and movement disorders, you can lift the baby to comfort.


Pay attention to follow-up observation of the baby for abnormalities. If the baby does not have abnormal conditions, you can go to the doctor without medical attention, but you still need to pay attention to the follow-up observation (at least 24 hours), including sleep, eating, playing conditions, routine, mental state, etc., once the baby is abnormalSeek medical attention in a timely manner.


Pay attention to soothing the baby ‘s emotions After the baby ‘s injuries are eliminated, parents should first soothe the baby ‘s emotions, including physical touch and language comfort, to reduce the psychological harm caused to the baby by fright.

  Finally, parents are reminded once again that after the baby has an accident, they must be calm, do not hug the baby because of worry, first observe the baby’s condition, and take emergency measures according to the situation, so as not to delay the illness or cause secondary injuries.

Comparison of 5 kinds of abdominal muscle exercise methods

Comparison of 5 kinds of abdominal muscle exercise methods

Below we compare 5 kinds of abdominal muscle exercises to see which one can strengthen the rectus abdominal muscles more effectively.

  Boarding in the air: Lie on your back with your back and the ground close to the ground.

Put your hands on the side of your head and open your arms.

Raise your legs and slowly climb the bike.

Exhale, lift your upper body, touch your left knee with your right elbow joint for 2 seconds, then return.

Touch the left knee with the right elbow again for 2 seconds, then slowly return to the starting position.

  Fitness ball crunches: lying flat on the fitness ball, feet flat on the ground, hands on the side of the head, arms open.

The chin is retracted slightly toward the chest, exhaling, contracting the abdominal muscles, lifting the upper body about 45 degrees, holding it for 2 seconds, and then slowly returning to the starting position.

In order to maintain balance, your feet can be separated.

If you increase the difficulty, you can do it with your feet together.

  Lift your legs and roll your abdomen: Lie on your back with your lower back pressed against the ground.

Put your hands on the side of your head and open your arms.
Raise your legs at 90 degrees to your upper body, cross your legs, and flex your knees slightly.

Exhale, contract your abdominal muscles, lift your upper body, keep your lower back off the ground, hold for 2 seconds, then slowly return to the starting position.

Attention should be paid to keep the chin down slightly to the chest.

  Reverse belly curl: Lie on your back with your lower back close to the ground, your hands on the main axis of your body, your legs raised 90 degrees to your upper body, your legs crossed, and your knees slightly bent.

Tighten the abdominal muscles, then exhale slightly to raise the top, lower hips slightly off the ground, hold for 2 seconds, and then slowly return to the starting position.

  Traditional abdominal crunch: Lie on your back with your lower back pressed against the ground.

Put your hands on the side of your head and open your arms.
Keep your legs flat on the ground and bend your knees.

The chin is retracted slightly toward the chest, contracting the abdominal muscles, exhaling and lifting the upper body, the lower back cannot be off the ground, hold for 2 seconds, and then slowly return to the starting position.

  Electromyography (EMG) tests have found that airborne boarding is the most effective exercise for rectus abdominis.

The second place is to lift your legs and crunches, and the third is to exercise the crunches.

Studies have shown that when a type of training requires sustained stability and body rotation of the abdominal muscles, the abdominal muscles can produce maximum activity.

Because of the need to control balance in an unstable environment, exercise ball crunches require more muscle contraction and control than traditional crunches during crunch training.

  In fact, for best results, it is recommended to try a variety of exercises on a regular basis, because this can build different muscles and is not easy to get tired.

Never choose a certain exercise method, training and strengthening the abdominal muscles takes time and patience.

Keep in mind that the training goal for abdominal muscles is muscle endurance, without increasing muscle and strength.

Finally, remember to perform muscle contraction after exercise.

Chiropractic can be deadly

Chiropractic can be deadly

A healthy spine looks like a graceful “S” from the side. It even provides support to the human body and provides necessary protection to the nerve center.

However, if we maintain the same posture for a long time or perform the same action repeatedly, such as long-term desk work, our spine and surrounding muscles will be forced to maintain the same shape, and the spine and related tissues will be unknowinglyChanges occur, which is a kind of gradual and cumulative static damage.

  Each of the 24 “components” that make up the spine has six joints, so it can rotate in six directions.

After a spinal injury occurs, these “components” will gradually leave their original “jobs” and become dislocated.

Because almost all the nerves from the brain pass through the spine to reach the various organs of the human body, once they become small “parts” that are dislocated, compressing the nearby nerves and the soft tissues of the blood vessels, it will affect the information transmission of related organs and parts., Blood circulation, the elderly affect the functioning of the organs, causing the body to appear waist and leg pain, palpitation, insomnia, chest tightness, nausea, numbness in the arms, decreased vision, dizziness, tinnitus and other symptoms.

  The middle and lower segments of the cervical spine were inserted into the brachial plexus and compressed, causing shoulder, back, and hand pain or numbness.

The misalignment of the third thoracic spine can cause chest tightness, panic, and misalignment of the sacroiliac joints may cause “long and short legs” and so on.

A common form of cervical dislocation is rotary dislocation. Drivers, engineers, basketball players, and people who are often forced to work at heights are most prone to this type of cervical dislocation.

  Because spine problems are common in the crowd, many people like to patronize massage institutions to “loose loose” for their stiff necks and aching waists.

However, non-professional spine massage may make the spine joint dislocation more serious and may cause more serious consequences.

A professional chiropractor will definitely ask the patient if there are contraindications to spine massage such as spinal fractures, tumors, tuberculosis, etc. before performing massage treatment for the patient.

If you still receive massage with the above contraindications, or the masseur’s technique is incorrect, it may cause the spinal cord to be compressed, damaged, and the patient may experience paraplegia or even death.

In fact, the step of asking if there are contraindications is often overlooked by non-professional masseuses.

Prevent type 2 diabetes with a bowl of high-fiber cereal

Prevent type 2 diabetes with a bowl of high-fiber cereal

Eating a bowl of high-fiber cereals can help prevent type 2 diabetes and other health problems.

  A new study shows that eating high-fiber cereals reduces insulin production in men with hyperinsulinemia and lowers blood sugar.

  Researchers believe that by reducing elevated insulin and elevated blood sugar (after eating a high-glycemic meal), the risk group for diabetes can avoid developing diseases and complications; other studies have shown that exercise and diabetes medications can alsoPrevent these people from being at risk for diabetes.

  The study reported that the researchers compared the results of eating high-fibre or low-fibre and ready-to-eat breakfast cereals to 77 men without diabetes.

It was found that 42% of men had elevated insulin.

  Men with hypercholesterolemia are significantly heavier, with a thick waistline and low HDL cholesterol. Being overweight is one of the biggest risk factors for diabetes. HDL hypertension is often low in people at risk for diabetes.

Studies show that eating high-fiber cereals has significantly lower blood glucose than eating low-fiber cereals; gradually, men with hyperinsulinemia who eat high-fiber cereals have significantly reduced insulin production.

8 great hydration tips in late summer to save allergic muscles


8 great hydration tips in late summer to save allergic muscles

In the autumn, the skin is prone to various allergic symptoms. How to prevent it beforehand and prevent the source of killing in time is something we must know!


hzh {display: none; }  方法1  1.When the skin is sensitive, using protein on the face can alleviate the symptoms.

  Method 2 2.

Pour the lotion on the mask daily for 5 minutes and apply it on the face for 5 minutes.

  Method 3 3.

Easily sensitive skin, eat foods rich in vitamin B2, such as soybeans, eggs, dairy products, etc., can promote normal blood circulation.

  Method 4 4.

If the skin is rough and dry, you can eat vitamin H foods, such as wheat, animal liver, bananas, etc.

  Method 5 5.

Consuming foods containing vitamin E, such as eggs, milk, liver, corn, etc., can prevent wrinkles and prevent skin aging.

  Method 6 6.

If the skin is itchy in winter, you can put the lotion in the refrigerator and apply it on the whole body, which can relieve itching and moisturize the skin.

  Method 7 7.

When the face is rough, apply it to dry parts with watermelon peel to keep the skin delicate.

  Method 8 8.

If the skin is prone to redness, store the lotion in the refrigerator and freeze it, then take it out and apply it on a wooden board to reduce the symptoms.