Infrared thermal imaging industry chain tracking: Wuhan Guide Infrared Co.Ltd(002414) vs Raytron Technology Co.Ltd(688002) vs Zhejiang Dali Technology Co.Ltd(002214)

Today, we are tracking the infrared thermal imaging industry chain: infrared (also known as infrared light and infrared thermal radiation) refers to the thermal motion of object molecules, with a wavelength of 0.76 μ Electromagnetic spectrum between M ~ 1mm (located outside the visible light and red light). In nature, any object whose temperature is higher than absolute zero (- 273 ℃) will radiate infrared rays, and the higher the temperature, the greater the radiated energy.

Although the infrared band is invisible to the human eye, it contains rich information. As early as World War II, infrared detection technology for measuring and observing infrared information has been born. At present, infrared detection technology has widely penetrated into special and civil fields.

From the recent growth of participants in the industrial chain: Wuhan Guide Infrared Co.Ltd(002414) – the third quarterly report of 2021 achieved an operating revenue of 2.445 billion yuan, a year-on-year increase of 26.26%; The net profit attributable to the parent company was 919 million yuan, a year-on-year increase of 15.49%.

Raytron Technology Co.Ltd(688002) – the third quarterly report of 2021 achieved an operating revenue of 1.209 billion yuan, a year-on-year increase of 12.15%; The net profit attributable to the parent company was 424 million yuan, a year-on-year increase of – 8.84%.

Zhejiang Dali Technology Co.Ltd(002214) – the third quarterly report of 2021 achieved an operating revenue of 741 million yuan, a year-on-year increase of – 9.37%; The net profit attributable to the parent company was 251 million yuan, a year-on-year increase of – 25.96%. According to its performance forecast for 2021, it is estimated that the net profit attributable to the parent company will be 170 million yuan to 218 million yuan in 2021, a year-on-year decrease of 44.16% – 56.46%.

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