Express News | Shenzhen Tianma A: The Ledao SUV L60 is equipped with a large Tianma central control screen and a rear entertainment screen
Express News | Shenzhen Tianma A: The company's main business profit gradually improved in the first quarter, but the flexible AMOLED business still faced significant depreciation pressure in the short term
Shenzhen Tianma A (000050.SZ): The company's automotive electronics business achieved sales exceeding 100 million in a single month in March, and is expected to accelerate scale growth this year
Gelonghui, May 16 | Shentianma A (000050.SZ) investor relations activity record sheet shows that the company's automotive electronics business mainly delivers automotive display assembly products to leading international car companies. It is more integrated than traditional vehicle display products, and the production process is more complex and technical requirements. In 2023, the company's automotive electronics business began batch delivery to leading international customers. Currently, the company has obtained a series of cooperation projects from 5 leading international automakers. The company's automotive electronics business achieved sales exceeding 100 million in a single month in March. This year, it is expected to accelerate the scale of the company's automotive display business
Shentianma A (000050.SZ): The overall revenue of the company's automotive display business increased by more than 40% year-on-year and 10% month-on-month in the first quarter
Gelonghui, May 16 | Shentianma A (000050.SZ) investor relations activity record sheet shows that in the first quarter of this year, the overall revenue of the company's automotive display business increased by more than 40% year-on-year and increased by more than 10% month-on-month. Among them, shipments of LTPS technology vehicle display products increased by more than 200% year on year. The automotive electronics business for leading international car companies surpassed 100 million in a single month in March, and is expected to accelerate this year. Although the terminal car market faces pressure such as intense competition and price challenges, with the active promotion of new energy vehicles, the continuous increase in the penetration rate of intelligent cockpits, and the increase in demand for new scenarios,
Shentianma A (000050.SZ): The company's automotive electronics business mainly delivers automotive display assembly products to leading international car companies
Gelonghui, May 15 | Shentianma A (000050.SZ) said on the investor interactive platform that the company's automotive electronics business mainly delivers automotive display assembly products to leading international car companies. It is more integrated than traditional vehicle display products, and the production process is more complex and technical requirements. In 2023, the company's automotive electronics business began batch delivery to leading international customers. Currently, the company has obtained a series of cooperation projects from 5 leading international automakers. In the first quarter of 2024, the company's automotive electronics business accelerated. In March, sales surpassed 100 million in a single month. This year, it is expected to accelerate scale growth, which will help
Shenzhen Tianma A (000050.SZ): Plans to increase capital to the subsidiary Wuhu Tianma Auto Electronics to invest in the construction of a complex automotive electronics module production line project
Gelonghui, May 13 | Shentianma A (000050.SZ) announced that in order to better implement the company's development strategy, the board of directors agreed to increase the company's capital by 470 million yuan to the wholly-owned subsidiary Wuhu Tianma Automotive Electronics Co., Ltd. to invest in a complex automotive electronics module production line project.
Shenzhen Tianma A (000050.SZ): As of April 30, 2024, the number of shareholders of the company was 72,522
Gelonghui, May 10 | Shentianma A (000050.SZ) said on the investor interactive platform that as of April 30, 2024, the number of shareholders of the company was 72,522 (including credit accounts).
Shenzhen Tianma A (000050.SZ): The automotive electronics business for leading international car companies achieved sales exceeding 100 million in a single month in March, and is expected to accelerate scale growth this year
On May 7, Ge Longhui | Shentianma A (000050.SZ) said during a survey of specific subjects that the company has been deeply involved in the automotive field for nearly 30 years, has professional teams in various fields from automotive R&D, manufacturing, quality, marketing, supply chain management, etc., and has maintained the world's highest shipment volume for 4 consecutive years in TFT vehicle front display and vehicle instrument display (data source: Omdia). In the first quarter of this year, the company's automotive business revenue increased by more than 40% year over year and more than 10% month over month. Among them, shipments of LTPS technology automotive display products increased by more than 200% year on year, and the automotive electronics business for leading international car companies
Shenzhen Tianma A (000050.SZ): The company's flexible AMOLED mobile phone product shipments are expected to continue to grow rapidly in 2024
On May 7, Ge Longhui | Shenzhen Tianma A (000050.SZ) said in the field of AMOLED flexible mobile phone displays, that in the field of AMOLED flexible mobile phone displays, the company has achieved full coverage of mainstream domestic brand customers, and customer stickiness continues to increase. At the same time, there is a clear trend of product specification improvement, supporting multi-brand customer projects, and high-end folding, HTD, and MLP products to achieve flagship model delivery. In the first quarter of this year, the two AMOLED flexible production lines (TM17 and TM18) operated and managed by the company maintained good operation. The company will continue to promote production capacity exploration for the TM17 production line, seek more sales opportunities, and at the same time add
Express News | Shenzhen Tianma A: Currently, the price of downstream flexible OLED mobile phone display products is still being repaired upward
Shenzhen Tianma A (000050.SZ): Net loss of 301 million yuan in the first quarter
Gelonghui, April 26 | Shenzhen Tianma A (000050.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 7.749.6 billion yuan, up 0.54% year on year; net profit attributable to shareholders of listed companies - 301 million yuan; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 563 million yuan; basic earnings per share - 0.1224 yuan.
China Galaxy Securities: The industry has entered a traditional peak sales season, and the price rebound trend is clear in some segments of the panel
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the panel industry has entered the traditional peak sales season, and demand is boosted. At the same time, the supply-side competition pattern has improved, and the overall supply and demand situation is gradually improving. The price rebound trend in some segments in the panel is clear. The industry will usher in structured investment opportunities. It is recommended to focus on large LCD & OLED related companies: BOE A (000725.SZ); it is recommended to focus on large-size LCD related companies: Rainbow (600707.SH); it is recommended to focus on OLED-related companies: Vicente (002387.SZ), Shentianma A (000050
Shenzhen Tianma A (000050.SZ): The current normal operation does not involve triggering ST
Gelonghui, April 18 | Shentianma A (000050.SZ) said on the investor interaction platform that the company continued to pay cash dividends for many years in the early stages. Since the company did not meet the conditions for implementing cash dividends stipulated in the “Articles of Association”, no dividends were paid in 2022 and 2023. In the future, the company will actively return dividends to investors in conjunction with the company's business development plan on the premise that the dividend conditions are met. Currently, the company is operating normally, and there are no circumstances involved in triggering ST.
SDIC Securities: The OLED industry continues to catalyze domestic replacement of upstream equipment materials and is expected to benefit
On the demand side, the penetration rate of OLED panels in smartphones is gradually increasing, and penetration is accelerating from high-end models to mid-range and low-end models.
Meeting the Future | TIANMA Hat Einen Starken Auftritt Auf Der Embedded World 2024
NÜRNBERG, Deutschland, 11. April 2024 /PRNewswire/ -- Die weltweit größte Embedded-Messe, die Embedded World 2024, findet vom 9. bis 11. April im Messezentrum Nürnberg statt. Zahlreiche führende
Shentianma A (000050): 4Q23 gross margin, improved layout compared to the previous month, mainstream display technology in all fields of small to medium size
Revenue in 2023 increased 3% year-on-year, and net profit to mother decreased month-on-month in 4Q23. In 2023, the company's revenue was 32.271 billion yuan (YoY +2.62%), and net profit loss to mother was 2,098 billion yuan; of these, 4Q23
Huaxi Securities: LCD panel price increases are expected to return to a high point, OLED structural shortages drive price increases
It is expected that Q2 panel prices will still rise, and TV panel prices are expected to break through last year's high.
Express News | The agency's latest research roadmap released, Tomson Beijian received the most attention
Express News | Shenzhen Tianma A: Flexible OLED mobile phone display product prices are being repaired upward
Express News | Shenzhen Tianma A: As downstream demand improves, the current operating rate of the company's TM17 production line is full
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