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There's Reason For Concern Over Shenzhen Qingyi Photomask Limited's (SHSE:688138) Massive 26% Price Jump
Despite an already strong run, Shenzhen Qingyi Photomask Limited (SHSE:688138) shares have been powering on, with a gain of 26% in the last thirty days. While recent buyers may be laughing, long-te
Qingyi Optoelectronics (688138): Strong performance growth continues to promote domestic replacement of “double wing” panels and semiconductor mask versions
Event: The company released its 2024 quarterly report and 2023 annual report. In the first quarter of 2024, the company achieved revenue of 272 million yuan, a year-on-year increase of 48.54%; net profit to mother was 50 million yuan, an increase of 155 million yuan over the previous year
Qingyi Optoelectronics (688138.SH): At present, the mask substrate gluing production line at the company's Hefei plant has been put into production
Gelonghui, May 7, 丨 Qingyi Optoelectronics (688138.SH) said during an investigation by specific subjects that judging from the current level of technology, most of the lithographers and quartz substrates used to produce mask plates are imported. The company has been actively exploring the expansion of the upstream industrial chain. It has cooperated with many domestic manufacturers for a long time, and has accumulated rich experience in promoting the localization of the upstream industrial chain. At present, the masking substrate gluing production line at the company's Hefei factory has been put into production, which helps the company reduce the overall procurement costs of raw materials, expand the product line, and improve the quality of terminal products.
Qingyi Optoelectronics (688138.SH): The production capacity of the Hefei factory is mainly used for high-end products such as AMOLED/LTPS
Gelonghui, May 7 丨 When Qingyi Optoelectronics (688138.SH) was surveyed by specific subjects, some investors asked: How are the product categories of the company's Hefei factory and Shenzhen factory divided? What is the current status of capacity utilization? A: 1) The product categories of the Shenzhen factory include flat panel display mask versions and semiconductor chip mask versions. The Shenzhen factory (parent company) mainly produces panel display mask versions. In 2023, the pace of product restructuring was accelerated, and shipments of products such as FFM and TFT a-Si with high added value increased rapidly, increasing FMM's large-size high-precision mask plates and
Express News | Qingyi Optoelectronics: Using a DUV lithography machine to produce high-standard products will increase the use of mask plates
Express News | The concept of lithography machine and photoresist fluctuated, and Qingyi Optoelectronics increased by more than 15%
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