NTU Optoelectronics: The board of directors proposed to revise the “NTC Convertible Bonds” share conversion price downward
Jiangsu Nanda Optoelectronic Materials Co., Ltd. announced that from April 26, 2024 to May 21, 2024, the closing price of the company's stock price for 15 consecutive trading days was lower than 85% of the current share conversion price for 30 consecutive trading days, which once again triggered the downward revision of the share conversion price agreed in the “Prospectus”. In order to fully protect the interests of bondholders, optimize the company's capital structure, and support the long-term development of the company, the board of directors of the company proposed a downward revision of the “NTC Bonds Transfer” conversion price and submitted the bill to the company's shareholders' meeting for consideration.
Nanda Optoelectronics (300346.SZ) plans to pay 0.35 yuan for 10 shares to be deducted from interest on May 21
Nanda Optoelectronics (300346.SZ) announced that the company's 2023 equity distribution plan: 0.35 yuan (tax included) for every 10 shares to all shareholders; the exclusion date is: May 21, 2024.
Nanda Optoelectronics (300346.SZ) is the world's main supplier of MO sources, with a domestic market share of over 40%
Gelonghui, May 10 | Nanda Optoelectronics (300346.SZ) said on the investor interactive platform that the company is a major global supplier of MO sources, with a domestic market share of over 40%. The company's fluorine electronic specialty gas achieved a “double base” model, with the second highest production capacity of nitrogen trifluoride in China. In terms of hydrogen specialty gases, the company has become the largest supplier of electronic grade phosphane and arsenic in China. The company's ArF photoresist has three products that have been verified by customers and sold in small quantities. Currently, many products are being verified by key customers.
Ping An Securities released a research report on April 26 stating that it gave Nanda Optoelectronics (300346.SZ) a recommended rating. The main reasons for the rating include: 1) rising demand in the downstream photovoltaic/panel/semiconductor industry, d
Ping An Securities released a research report on April 26 stating that it gave Nanda Optoelectronics (300346.SZ) a recommended rating. The main reasons for the rating include: 1) rising demand in the downstream photovoltaic/panel/semiconductor industry, driving positive growth in the company's performance; 2) finalizing high-end product fund-raising projects; 3) increasing investment in R&D to fulfill employee bonus incentives. (Mainichi Keizai Shimbun)
Express News | NTU Optoelectronics: Net profit of RMB 821.05 million in the first quarter was RMB 821.05 million, up 9.52% year on year.
Jiangsu Nata Opto-electronic Material Co., Ltd. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Jiangsu Nata Opto-electronic Material Co., Ltd. (SZSE:300346) released its yearly result to the market. The early response was not positive, with shares down 7.9% t
Nanda Optoelectronics (300346.SZ): The third ArF photoresist product that has passed verification is an immersion photoresist
Gelonghui, April 11, 丨 Nanda Optoelectronics (300346.SZ) held a performance briefing on April 11, 2024 to discuss “How many nm processes does the certified ARF apply?” The company replied that the third ArF photoresist product that the company has verified is an immersion photoresist.
NTU Optoelectronics (300346): Advanced precursor release drives positive performance growth
Matters: The company released its 2023 annual report and achieved revenue of 1.703 billion yuan, yoy +7.72% in 2023; realized net profit of 211 million yuan, yoy +13.26%; deducted non-net profit from mother 1.
Ping An Securities released a research report on April 10 stating that it gave Nanda Optoelectronics (300346.SZ) a recommended rating. The main reasons for the rating include: 1) the high increase in sales of precursor materials is driving positive growth
Ping An Securities released a research report on April 10 stating that it gave Nanda Optoelectronics (300346.SZ) a recommended rating. The main reasons for the rating include: 1) the high increase in sales of precursor materials is driving positive growth in the company's performance; 2) the volume of high-purity specialty gas continues to increase, and various photoresists and precursor products will enter mass production and sales; 3) the acquisition of shares in important companies to enter more high-end materials; 4) actively implementing equity incentives for subsidiaries to gather core talents. (Mainichi Keizai Shimbun)
Nanda Optoelectronics (300346.SZ): Net profit for 2023 increased by 13.26% to 211 million yuan, plans to distribute 10 to 0.35 yuan
Gelonghui, April 9 | Nanda Optoelectronics (300346.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 1.703 billion yuan, up 7.72% year on year; net profit attributable to shareholders of listed companies was 211 million yuan, up 13.26% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 126 million yuan, up 0.23% year on year; basic income per share was 0.39 yuan; it plans to distribute a cash dividend of 0.35 yuan (tax included) to all shareholders for every 10 shares.
Express News | Nanda Optoelectronics: The company's ArF photoresists have yet to achieve large-scale mass production, and products that have passed verification in the early stages are sold in small quantities.
Nanda Optoelectronics (300346.SZ): Currently, ARF photoresists have been certified on downstream customer memory chip 50nm and logic chip 55nm technology node products
Gelonghui March 22丨An investor asked Nanda Optoelectronics (300346.SZ) on the investor interactive platform, “Are the company's ArF photoresist products dry or wet? What is the applicable range of integrated circuit manufacturing processes? Does it meet R&D expectations?” The company replied that at present, the company's ARF photoresists have been certified on downstream customer memory chip 50nm and logic chip 55nm technology node products, and at the same time, various products are being certified by downstream customers. Please pay attention to the relevant information disclosure for details.
Nanda Optoelectronics (300346.SZ): The company's business mainly revolves around key electronic materials such as advanced precursors, MO sources, electronic special gases, photoresists, etc.
Gelonghui, March 8, 丨 Nanda Optoelectronics (300346.SZ) said on the investor interactive platform that the company's business mainly revolves around key electronic materials such as advanced precursors, MO sources, electronic special gas, and photoresist.
Nanda Optoelectronics (300346.SZ): ArF photoresist products have been verified by a memory chip manufacturer and a logic chip manufacturer respectively
Gelonghui, March 7, 丨 Nanda Optoelectronics (300346.SZ) said at the investor briefing that the company's ArF photoresist products have been verified by a memory chip manufacturer and a logic chip manufacturer respectively. Currently, various products are being certified by multiple customers at the same time. A small number of products that have passed the verification in the early stages have been shipped in small quantities, and large-scale mass production has not yet been achieved.
Nanda Optoelectronics (300346.SZ): No indium phosphide products
Gelonghui March 5 丨 Some investors asked Nanda Optoelectronics (300346.SZ) on the investor interactive platform, “Does the company have indium phosphide materials?” The company replied that it has no indium phosphide products.
Nanda Optoelectronics (300346.SZ): Termination of issuance of shares and payment of cash to purchase assets and raise supporting capital and related transactions
Gelonghui, Feb. 29, 丨 Nanda Optoelectronics (300346.SZ) announced that the company held the 28th meeting of the 8th board of directors and the 26th meeting of the 8th board of supervisors on February 28, 2024 to review and pass the “Proposal on Termination of Issuance of Shares and Payment of Cash to Purchase Assets and Raise Supporting Funds and Related Transactions”, and decided to terminate the issuance of shares and payment of cash to purchase assets and raise supporting capital and related transactions. Since the company planned and first announced this transaction, the company has strictly followed the requirements of relevant laws, regulations and regulatory documents, and actively organized all parties involved in the transaction to promote the restructuring process
The photoresist market is expected to recover in 2024, and the investment value of the domestic photoresist industry chain is highlighted
① With the continuous improvement of downstream customer inventories, the gradual recovery of production capacity utilization, and the development of applications such as AI and smart cars, the semiconductor industry is expected to experience a recovery in 2024; the semiconductor photoresist market is also expected to rebound at that time. ② Pacific Securities pointed out that as the scale of wafer manufacturing continues to rise, China is expected to undertake a shift in the semiconductor photoresist industry chain.
Nanda Optoelectronics (300346.SZ): Ulanqab Nanda Optoelectronics plans to invest 600 million yuan to build a high-purity electronic grade nitrogen trifluoride production project with an annual output of 8,400 tons
Gelonghui, December 29丨Nanda Optoelectronics (300346.SZ) announced that in order to further implement the development strategy, accelerate the layout of the electronic specialty gas industry, and strengthen the fluorine electronic specialty gas business, Nanda Optoelectronics (Ulanqab) Co., Ltd. (“Ulanqab Nanda Optoelectronics”), a holding subsidiary of Jiangsu Nanda Optoelectronics Co., Ltd. (abbreviated “Ulanqab Nanda Optoelectronics”), signed a “Admission Agreement” with the Inner Mongolia Ulanqabuzhar High-tech Development Zone Management Committee. Ulanqab Nanda Optoelectronics plans to invest 600 million yuan in Bayin Chemical Industrial Park in the Chahar High-tech Zone, of which 450 million yuan will be invested in fixed assets to build 8,400 tons of high-purity electronic-grade trifluoride per year
Nanda Optoelectronics (300346.SZ): Mainly engaged in R&D, production and sales of high-purity electronic materials, not involved in HBM business
Gelonghui, December 29丨An investor asked Nanda Optoelectronics (300346.SZ) on the investor interactive platform, “Is your company involved in the HBM business? If so, what percentage of your company's business?” The company replied that the company is mainly engaged in R&D, production and sales of high-purity electronic materials, and is not involved in the HBM business.
NTU Optoelectronics (300346.SZ): Products are widely used in the manufacture of integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics and semiconductor lasers
On December 5, Gelonghui Optoelectronics (300346.SZ) stated on the investor interactive platform that the company is mainly engaged in R&D, production and sales of key semiconductor materials, and its products are widely used in the manufacture of integrated circuits, flat panel displays, LEDs, third-generation semiconductors, photovoltaics and semiconductor lasers.
No Data