Use wechat to scan the QR code < / P > < p > to share with friends and circle of friends < / P > < p > < / P > < p > 21 Financial app Luo Yiqi's Guangzhou report < / P > < p > from being rumored by the market to really leaving Apple's supply chain system, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%AC%A7%E8%8F%B2%E5%85%89 "> oufeiguang < / a > in the past year, it has continued to walk on the downward path of the stock price. < p > < p > but interestingly, a few working days after the company confirmed that it would no longer provide services for Apple since the second quarter of this year, its share price began to stop falling and stabilize. Although not on the reverse substantially up, but also not "falling endlessly.". < / P > < p > this may be related to a meeting from within the company. On March 20, oufeiguang held a meeting of core cadres internally. During this period, Cai Rongjun, founder of the group, explained the company's development strategy and business planning. < p > < p > CAI Rongjun clarified that < strong > oufeiguang was able to enter Apple < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E4%BA%A7%E4%B8%9A%E9%93%BE "> industrial chain < / a >, not because of the acquisition of Sony South China factory < / strong >, but through its own strength. In addition, he stressed that the supply chain system of apple is influenced by the objectivity of the change of international trade environment. "We must explain a current situation: except for overseas specific customers, the company's other customer business still has a large scale, and the company will not collapse because of the stop of specific customer business, < strong > instead, it can get rid of the burden, focus on the core business and core competence < / strong >, and develop light and efficiently." < / P > < p > oufeiguang internal meeting < / P > < p > although Cai Rongjun resigned as chairman of oufeiguang a few days ago, there is no doubt that he is still the soul of the company. Therefore, its interpretation of the company's development, to a large extent, can represent the future development of the company. < / P > < p > according to his statement, the termination of the cooperation with "overseas specific customers" is in line with the company's long-term development strategy and business transformation direction. < / strong > at present, the company's capital chain is safe, its operation management is steady and solid, its business development is more focused, and its strategic transformation is active and clear. < / P > < p > according to the feedback from internal staff when the reporter visited delta imaging company in Guangzhou. Because one of its companies was listed in the "entity list" by the US Department of Commerce, Delta's business has indeed been affected to a certain extent in the past year. < / P > < p > the internal staff told the 21st century business reporter that the business personnel of the assembly line in the factory mostly rely on overtime to achieve more salary entry, but in the past year, overtime is not so frequent, the workload has been reduced, and many people are walking slowly. < / P > < p > may also be taking these factors into account, oufeiguang finally decided to "stop loss". According to Cai Rongjun's statement, oufeiguang has long-term and steady development of business and technical advantages. The company has obvious technical advantages, stable business operation, solid industrial foundation, and is basically oriented to good development. < / P > < p > "we have to work harder than ever before to make a comprehensive change of oufeiguang from the outside world within one year and prove ourselves with practical actions." He pointed out. < / P > < p > however, it should be noted that according to the previous response to the Shenzhen Stock Exchange, the performance contribution to Apple's services accounted for 30% of the company's revenue in 2020, and the revenue from Apple's related businesses accounted for 22.51% in 2019. The company expects specific customer related orders to ship until March 31. < / P > < p > to a certain extent, entering Apple's supply chain has improved the company's production and operation capacity. < / P > < p > the data of oufeiguang 2020 semi annual report also shows that the company's sales revenue of non Android image module products is 3.673 billion yuan, with a year-on-year growth of 95.95%; the comprehensive gross profit rate is 10.94%, with a year-on-year growth of 11.24%. < strong > this is mainly due to the increase of international large customer orders, which leads to the increase of capacity utilization and the share of dual camera module. < / strong > < / P > < p > therefore, in the process of gradual increase of internal revenue of Apple's related businesses, the sudden stop of services undoubtedly means that in the short term, the performance of ofI light will be tested. < / strong > < / P > < p > the company also admitted that due to the emergency, the company has started the evaluation of relevant assets, which is expected to affect the company's profit and net assets in 2020. The net profit in 2020 may be negative, and the specific data will be evaluated by professional evaluation institutions. < / P > < p > but from another point of view, under the influence of the external environment, the company has been difficult to maintain the normal service for Apple related businesses. The termination of cooperation and resale of related assets can also be understood as reasonable. < / P > < p > according to Cai Rongjun's statement, in the future, ofI light's strategic business will mainly focus on two directions: one is focusing on < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%85%89%E5%AD%A6 "> the company will make full use of the core business advantages of mobile phone optical camera and imaging lens to develop its core business. Second, focus on Microelectronics innovation business, speed up the layout of high-end sensors, new materials and other new business, and unswervingly develop towards the core technology field of high added value and high-tech content. < / P > < p > macroscopically, in the field of lens module, the shipment volume of ofI light has always been the top market share in the industry, and the industry chain has always been in a state of fierce competition. In fact, the optical technology routes of Android camp and apple camp are totally different. < / P > < p > even the manufacturers in the upstream optoelectronic field will extend to the downstream module field, and it is a common topic of the electronic industry chain in recent years to open up the upstream and downstream industry chain. Some analysts predict that as leading manufacturers such as ofI light and Dali optoelectronics start to maintain their business scale with aggressive prices, the industry competition will intensify. < / P > < p > (author: Luo Yiqi, editor: Li Qingyu) < / P > < p >