China Galaxy: Terminal renewal resonates with promotional stocking, IT panel prices are rising
China Galaxy Securities released a research report saying that the panel industry has entered the promotional preparation season and new product launch season. At the same time, the supply-side competition pattern continues to improve, and the overall supply and demand situation is slowly improving. The price rebound trend in some segments of the panel is clear, and the industry is steady, moderate and positive. It is recommended to focus on large LCD & OLED related companies: BOE A (000725.SZ); it is recommended to focus on large LCD related companies: Rainbow (600707.SH); it is recommended to focus on OLED-related companies: Vicente (002387.SZ), Shentianma A (000050.SZ), TCL Technology (0
Visionox Technology to Build AMOLED Factory in Hefei
Visionox Technology (SHE:002387) will construct a new factory in Hefei for 55 billion yuan to boost the production of 8.6 generation active-matrix organic light-emitting diode displays or AMOLEDs, aco
Express News | China's new display industry increased its share of global revenue by 25 percentage points in 8 years
Express News | Vicino: The company signed a “Memorandum of Investment Cooperation” with the Hefei Municipal People's Government to invest 55 billion yuan in the construction of an 8.6th generation flexible active matrix organic light-emitting display (AMOLED) production
Vicino (002387.SZ): The main business is R&D, production, sales and technical services of AMOLED display products
On May 24, GLONGHUI (002387.SZ) said on the investor interactive platform that the company's main business is R&D, production, sales and technical services of AMOLED display products.
League of Nations Securities: OLED supply and demand ushered in a reversal of profit inflection point is expected
Guolian Securities released a research report saying that benefiting from the price reduction of OLED panels, mobile phone manufacturers introduced AMOLEDs at an accelerated pace in 2023, and as AMOLED prices fell to the bottom, panel supply and demand experienced a reversal. Under the reversal of supply and demand, panel prices picked up at the end of 2023. At the same time, the demand side continued to boom, and the OLED panel industry may usher in a profit inflection point. The domestic flexible OLED industry has improved on both the supply and demand sides, panel prices are expected to pick up, and the industry's inflection point is expected. The supply of OLED panels is shifting domestically, and the operating rate of domestic OLED production lines is gradually increasing, and a profit inflection point is expected. Recommended attention: BOE
Vicino (002387.SZ): Hebei New Display Industry Development Fund plans to cut capital
Glonghui (002387.SZ) announced on May 22丨Weixinuo (002387.SZ) announced that in order to further optimize the fund structure and better protect the rights and interests of fund partners, all industrial fund partners decided to reduce the capital of the Hebei Display Fund by 600 million yuan, and distribute the idle capital according to the actual investment ratio of each partner in the partnership. Up to now, the company's actual investment ratio to the Hebei Display Fund is 35.64%, and the proposed refund amount of about RMB 214 million due to this capital reduction is approximately RMB 214 million. After the capital reduction was completed, Hebei showed the actual investment of the fund
Vicino (002387.SZ) reported first-quarter results with a net loss of 630 million yuan
Vicino (002387.SZ) released its report for the first quarter of 2024. During the reporting period, the company achieved operating income of 1...
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
Vicino shipped the world's third largest smartphone panel in the first quarter, and the mid-size AMOLED automotive market expanded at an accelerated pace
In the current context of the gradual recovery of the global economy, competition in the smartphone market is becoming increasingly intense. According to statistics from CinnoResearch, global shipments of AMOLED smartphone panels in the first quarter of 2024 were about 190 million, a year-on-year increase of 44.6%, and demand continued to rise. In particular, with the rise of domestic screens in various market segments in the global smartphone market, high and low, they have achieved more than half of the overall shipment share. Among them, Vicino (002387.SZ) continued its 23-year development trend and achieved a year-on-year ratio of 232.4% in the first quarter
Xinlun New Materials (002341.SZ): It is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma
Gelonghui, April 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Is your company a manufacturer of the Huawei P70 phone?” The company replied that the company is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma, and supplies large quantities of optoelectronic material products to these manufacturers. The company does not yet know the supply information of downstream customers to Pura70. Please pay attention to the information posted by the end customer.
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.
Vicino (002387.SZ): Hybrid-TFT technology can achieve a wide range of dynamic refresh rates from 1 to 120 Hz, which can significantly reduce power consumption
On March 28, an investor asked Visionuo (002387.SZ) on the investor interactive platform, “The data shows that LTPOLED sales surpassed LTPSOLED for the first time, and the company laid out LTPO a long time ago. Has production been expanded in this area?” The company replied that the company's Hybrid-TFT technology can achieve a dynamic refresh rate of 1 to 120 Hz, which can significantly reduce power consumption. It has now been used in various brand customer products. Please also pay attention to the company's public information on the operation of the company's production line.
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.
Vicino (002387.SZ): As of March 8, 2024, the number of shareholders of the company was 38,472
On March 11, GLONGHUI (002387.SZ) said on the investor interactive platform that as of March 8, 2024, the number of shareholders of the company was 38,472!
Vicino (002387.SZ): Focuses on emerging display businesses, develops, produces and sells OLED small and medium size display devices, and Micro LED related products
Glonghui, March 8 | Weixinuo (002387.SZ) said on the investor interactive platform that the company focuses on the emerging display business, developing, producing and selling OLED small and medium size display devices, and micro LED related products. The application areas cover smart phones, smart wearables, tablets, laptops, in-vehicle displays, oversized, etc., and develops applications and services in the fields of smart homes, industrial control medicine, and innovative commerce.
Express News | Smartphone OLED orders from many panel manufacturers have increased, and some companies expect the capacity utilization rate of Q2 related production lines to reach 100%
Express News | “Big Brother Yang” led live broadcasts for 6 companies including BYD, BOE, and Guoxuan Hi-Tech
Express News | Vicino: Has supplied a variety of folding products to customers of multiple brands
Vicino (002387.SZ): We have sufficient technical reserves in the medium size sector and continue to innovate in technology
GLONGHUI Feb. 26 丨 Vicino (002387.SZ) was surveyed by a specific target on February 23, 2024, on “Does the company have a higher-generation production line plan?” The company replied that OLED has the characteristics of good display effect, fast response speed, low energy consumption, thinner, and variable shape, and has great potential in the medium size market. The company has sufficient technical reserves in the medium size field and continues to innovate in technology. Recently, the penetration rate of OLED in the mid-size IT and automotive markets has continued to increase, and there is plenty of room for expansion. The industry is planning to meet the needs of the mid-size market
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