Yitian Co., Ltd. (300812.SZ): Microchip has been re-certified as a high-tech enterprise
Gelonghui, May 14, 丨 Yitian Co., Ltd. (300812.SZ) announced that the holding subsidiary of the company, Shenzhen Microchip Semiconductor Technology Co., Ltd. (“Microchip Semiconductor”), has received the “High-tech Enterprise Certificate” jointly issued by the Shenzhen Science and Technology Innovation Commission, the Shenzhen Finance Bureau, and the Shenzhen Taxation Bureau of the State Administration of Taxation. The certificate number is GR202344208461. The date of issue is October 16, 2023, and is valid for three years.
Yitian Co., Ltd. (300812.SZ): Net loss of 133.18,500 yuan in the first quarter, increased year-on-year loss
On April 26, Gelonghui Co., Ltd. (300812.SZ) released its first quarter report. Operating income was 74.06 million yuan, down 45.35% year on year, net loss of 133.18,500 yuan. The year-on-year increase in losses, after deducting non-net loss of 13.49 million yuan, the year-on-year increase in losses, with basic earnings per share -0.0950 yuan.
The MR concept market initially strengthened. Chunzhong Technology and Liande Equipment rose more than 4%, while Insai Group, Zhishang Technology, Yitian Co., Ltd., and Netda Software rose more than 3%.
The MR concept market initially strengthened. Chunzhong Technology and Liande Equipment rose more than 4%, while Insai Group, Zhishang Technology, Yitian Co., Ltd., and Netda Software rose more than 3%.
Shanxi Securities: Apple XR is expected to lead the new cycle, two major segments are worth paying attention to
The release of Apple's MR headset is expected to drive the consumer electronics industry into a new cycle of industrial innovation. Demand for 3C automation equipment is also expected to benefit from factors such as accelerated industry ecological construction, technological improvement, and cost reduction into a period of rapid growth.
Yitian Co., Ltd. (300812.SZ): Not involved in robot production or sales
On March 7, Gelonghui | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that an industrial mother machine is a “production equipment” that provides intelligent production equipment and components for the equipment manufacturing industry. According to the “Opinions of the Shenzhen Municipal People's Government on Developing and Expanding Strategic Emerging Industrial Clusters and Cultivating and Developing Future Industries” issued on June 1, 2022, industrial mother machine clusters include key areas such as CNC machine tools, lithium battery manufacturing equipment, semiconductor manufacturing equipment, and display panel manufacturing equipment. The company's automation equipment belongs to semiconductor manufacturing equipment, display panel manufacturing equipment, and belongs to the industrial mother machine industry
Yitian Co., Ltd. (300812.SZ): The company has technologies related to OLED hard screens and flexible screens
Gelonghui, March 7 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that the company is mainly engaged in independent R&D, production and sales of special equipment for flat panel displays and semiconductor equipment. Currently, it mainly provides related special equipment for panel display equipment and semiconductor equipment manufacturers. LTPO technology is an OLED medium color low power screen technology. The company has technologies related to OLED hard screens and flexible screens.
Yitian Co., Ltd. (300812.SZ): It has developed wafer coating equipment in semiconductor-related laminating equipment
Gelonghui March 7 丨 Some investors asked Yitian Co., Ltd. (300812.SZ) on the investor interactive platform, “Does the company have advanced packaging technology?” The company replied that in the field of semiconductor-related special equipment, the company has developed wafer coating equipment in semiconductor-related laminating equipment. This process is applied before wafer thinning, and has been approved by customers. The holding subsidiary Microchip Semiconductor-related semiconductor packaging equipment can be used for advanced packaging such as WLP (wafer level packaging) and SIP (system level packaging).
Microchip semiconductor-related equipment of the subsidiary of Yitian Co., Ltd. (300812.SZ) can be used in the field of optical communication modules
Gelonghui, Feb. 1 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that the company's subsidiary microchip semiconductor-related equipment can be used in the field of optical communication modules and mainly participates in the patch process. Related patch equipment mainly includes silver adhesive equipment, eutectic welding and patch equipment, etc.
The MR sector of A-shares rose at the beginning of the market, and Yitian shares rose more than 10%
Gelonghui, January 22 | Yitian shares rose more than 10%, and stocks such as Silk Road Vision, Yidao Information, Huaru Technology, and Rongqi Technology rose rapidly. According to the news, on January 19, Vision Pro opened pre-sale on the US official website. Inventory was sold out 18 minutes after the order was opened. 2 hours after the order was placed, the delivery date was already scheduled for March.
What did fund bosses reveal in the Quarterly Report?
With the gradual disclosure of the 2023 Quarterly Report of Public Equity Funds, the latest equity fund position adjustments and fund managers' opinions were revealed one by one.
Yitian Co., Ltd. (300812): Display equipment core supplier silicon-based OLED back-end bonding equipment business starts a second growth curve
23Q3 performance increased significantly year on year. The comprehensive layout shows that the special equipment business achieved operating income of 113 million yuan in the third quarter of 2023, an increase of 12.57% year on year, a year-on-year decrease of 45.10%, and a return to the mother
Guojin Securities: Benefiting from the rapid expansion of the XR industry's Dongfeng Micro OLED market
Benefiting from Dongfeng in the XR industry, the Micro OLED market is expected to reach 30 billion dollars in 2027.
Yitian Co., Ltd. (300812.SZ): The business is currently not involved in the military industry
Gelonghui January 16 丨 Some investors asked Yitian Co., Ltd. (300812.SZ) on the investor interactive platform, “Is Haojiang Intelligence involved in the military industry?” The company replied that the company's business is currently not involved in the military sector.
Yitian Co., Ltd. (300812.SZ): Some products require the use of robot-related technology in the design process
Gelonghui January 16 丨 Some investors asked Yitian Co., Ltd. (300812.SZ) on the investor interactive platform, “Does your company have any products related to robots?” The company replied that some of the company's products require the use of robot-related technology in the design process, and have not yet involved robot production or sales.
Yitian Co., Ltd. (300812.SZ): The company's products do not include military grade sensors
Gelonghui, January 16 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that the company's products do not include military grade sensors, and that some of the company's holding subsidiary's microsemiconductor equipment can be used for military grade sensor assembly and aerospace technology.
Yitian Co., Ltd. (300812.SZ): In the field of VR/AR/MR display equipment, the company provides the equipment required for its display device production process, etc.
Gelonghui, January 16 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that in the field of VR/AR/MR display equipment, the company provides micro OLED (silicon-based OLED) wafer polarizer attachment equipment, PF film attachment equipment, OCA laminating equipment, HTH full bonding equipment, fully automatic inspection equipment, etc. required in the VR/AR/MR process stage, which basically covers the module assembly and related equipment required for the post-assembly process section of the VR/AR/MR process.
Yitian Co., Ltd. (300812.SZ): Currently, it mainly provides related special equipment for panel display equipment and semiconductor equipment manufacturers
Gelonghui, January 16 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that the company is mainly engaged in independent R&D, production and sales of special equipment for flat panel displays and semiconductor equipment. Currently, it mainly provides related special equipment for panel display equipment and semiconductor equipment manufacturers. The company has always strived to “become the world's best provider of special equipment.” Looking ahead to 2024, the company will continue to further consolidate the company's leading position in the field of special equipment for flat panel displays and expand its market share through continuous R&D investment and marketing network construction. At the same time, the company will closely meet market needs and technological development direction
Yitian Co., Ltd. (300812.SZ): The company has established cooperation with Hefei Shiya Technology
Gelonghui January 16 | Yitian Co., Ltd. (300812.SZ) said on the investor interactive platform that the company has established cooperation with Hefei Shiya Technology.
Yitian Co., Ltd. (300812.SZ): Some of the company's customers are direct or indirect suppliers of Xiaomi
Gelonghui, January 16 | Yitian Co., Ltd. (300812.SZ) said on the interactive platform that the company is mainly engaged in independent R&D, production and sales of special equipment for flat panel displays and semiconductor devices. Currently, its main products are LCD display equipment, flexible OLED display equipment, VR/AR/MR display equipment, Mini/Micro LED equipment and special semiconductor equipment. Some of the company's customers are direct or indirect suppliers to Xiaomi.
The mixed reality concept changes at the end of the session, and Yashi Optoelectronics rose and stopped
Gelonghui, January 16 | The mixed reality concept rose at the end of the session. Yashi Optoelectronics rose and stopped, while Yitian Co., Ltd., Rijiu Optoelectronics, Shuangxiang, and Liding Optoelectronics surged higher. According to the news, Apple's mixed reality headset Vision Pro will officially go on sale in the US on February 2. Pre-orders will begin on Friday, January 19, starting at $3,499.
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