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The rise in mainstream panel prices in April may further expand the industry to welcome structured investment opportunities
① Qunzhi Consulting predicts that with the further increase in panel demand, the price increase of mainstream panels is expected to expand further in April. ② According to the China Galaxy Research Report, there is a clear trend of price rebound in some segments in the panel, and the industry will usher in structured investment opportunities.
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
Express News | BOE A: TV panel shipments and area are expected to achieve double growth this year
Express News | Northeast Securities resumed tracking BOE and rated purchases.
BOE A (000725.SZ): Maintains good cooperative relationships with thousands of suppliers around the world
Gelonghui, April 22丨An investor asked BOE A (000725.SZ) on the investor interactive platform, “Does your central control screen and magnesium alloy structural parts have business cooperation with Shengli Precision?” The company replied that the company maintains good cooperative relationships with thousands of suppliers around the world, and that it is inconvenient for the company to respond to the progress of cooperation with specific suppliers, so please understand.
Express News | BOE holds shares in Dongfang Juzhi to establish a company in Hefei with a registered capital of 10 million
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