BK0923 Electronic ChemicalsⅡ
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Giants are planning to ship 170 million AI phones this year
① According to industry media reports, there is news that Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience. ② IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.
Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
Science and Technology Innovation Board Evening News|Kang Peng Technology Discloses Abnormal Fluctuations in Stock Trading Announces Termination of Gelan Ruo Science and Technology Innovation Board IPO
① The Beijing Municipal Government Counsellor's Office went to the National Low-Altitude Economic Integration Innovation Center to investigate and promote the high-quality development of the Beijing-Tianjin-Hebei low-altitude economy industry; ② MeiAir Technology plans to invest in high-end environmental protection equipment projects; ③ the first batch of products from the Daquan Energy semiconductor-grade polysilicon project was released.
The three major shareholders behind Ruilian New Materials plan to join forces to transfer controlling rights to Qingdao's state-owned assets to take over
① Ruilian New Materials said that after the equity transfer is completed, Zhuo Shi Partner plans to entrust the voting rights of the remaining company shares to Qingdao Development Zone Investment and Construction Group Co., Ltd.; ② There are many reasons for generally transferring the actual controller of the company. The starting point is not limited to considering many factors such as enterprise management, major shareholders themselves, industrial mergers, acquisitions and restructuring, and backdoor listing.
Mergers and Acquisitions News|Dinglong Co., Ltd. plans to acquire 19% of Dinghui Microelectronics's shares for 475 million yuan, and Steel Union Technology plans to acquire 37% of Longzhong Information
① Dinglong Co., Ltd. plans to acquire 19% of Dinghui Microelectronics's shares for 475 million yuan; ② Steel Union Technology plans to acquire 37% of Longzhong Information's shares.
Domestic photoresist technology welcomes major breakthroughs in the domestic market, and there is plenty of room for replacement
① Recently, Jiufengshan Laboratory and Huazhong University of Science and Technology formed a joint research team to support the Huazhong University of Science and Technology team research on “chemically amplified photoresist with double nonionic photoacid to enhance response” technology, based on the Jiufengshan Laboratory process platform. ② According to SEMI data, the size of the semiconductor photoresist market in mainland China was US$593 million, up 20.47% year on year, and the growth rate was much higher than the global semiconductor photoresist market.
Science and Technology Innovation Board Evening News|Autoway's net profit in 2023 increased 76.1% year-on-year, Guangzhou Steel Gas plans to invest 535 million yuan to build a nitrogen trifluoride electronic special gas project
① The Ministry of Industry and Information Technology publicly solicited opinions on the industrial robot industry's regulatory requirements and management implementation measures (draft for comments); ② Byte Acceleration AI: Flow has set up four major business lines to target a large number of Baidu Ali employees; ③ US companies have filed 337 investigation applications on specific optical fiber connectors, adapters, jumper cables, and jumpers.
The scale effect of new products is insufficient, Wright Optoelectronics will not increase revenue in 2023, and net profit will drop by nearly 30%
① During the reporting period, the penetration rate of the company's flexible AMOLED in smart phones, automotive and other display fields continued to increase, and domestic OLED panel manufacturers further increased their share of the global OLED market; ② Market analysts said that we need to be wary. The decline in OLED panel prices due to phased oversupply in the panel display sector may squeeze the profit margins of upstream material manufacturers.
Jinhong Gas's net profit in 2023 increased 39.25% year-on-year, and many electronic specialty gas products are in the industrialization stage, and demand in the photovoltaic market is good
① Jinhong Gas's net profit deducted from mother in 2023 increased by 49.22% over the same period last year. The company said that the customer structure and main product structure continued to be optimized, and the share of specialty gas products in total revenue was further increased; ② Jinhong Gas recently said that in the electronic specialty gas sector, there are currently 7 products in the industrialization process. Demand in the PV market in 2023 is good, and the overall price of ultrapure ammonia is on the rise.
Demand for panel terminals is recovering slowly, Ruilian New Materials' net profit fell 46.26% last year, and the LCD materials market is expected to improve this year
① According to Ruilian New Materials, demand for terminal consumer electronics recovered in 2023 but slowly. Downstream panel manufacturers still strictly control operating rates to maintain the balance between supply and demand and reduce panel price fluctuations, and demand for upstream display materials is still weak; ② The company expects the LCD materials market to improve in 2024, and speculates that the LCD sector business in 2024 will remain the same or decline slightly from the second half of 2023, depending on downstream demand.
Inventory of the top 10 A-share stocks in the Year of the Rabbit: Kaihua Materials, the leader in HBM materials, soared more than 4 times, and optical module concept stocks occupied 4 seats
① Beijing Stock Exchange's individual stock Kaihua Materials, which is close to the HBM materials concept, became the top A-share gainer in the Year of the Rabbit with an increase of more than 4 times; ② Optical module concept stock Zhongji Xuchuang and Tianfu Communications ranked 2nd and 3rd with an annual increase of more than 3 times, and Cambridge Technology and Liante Technology's annual stock price also rose more than 2 times; ③ China Aviation Electric Measurement also rose more than 2 times in February last year with 8 consecutive 20cm increases.
Ruizlian New Materials responds to 1 billion refinancing inquiries: divorce during the reporting period of the actual controller's convertible bonds and declining inventory turnover ratio attracted regulatory attention
① Ruilian New Materials said that the company's shares are currently in a sales restriction period, and the majority shareholders have no plans to reduce their holdings; ② The company believes that this fund-raising project has clear capacity absorption measures, that the absorption of additional production capacity is reasonable, and there is little risk that production capacity cannot be digested.
Science and Technology Innovation Board Evening News|Guangzhou Steel Gas plans to use 1.1 billion yuan of overraised capital to invest in the construction of new projects. In total, Huate Gas shareholders plan to reduce their holdings of the company by no
① Xinyuanwei: Advanced Manufacturing transferred 1% of the company's shares in an inquiry, and Kefa Industrial passively became the company's largest shareholder; ② IFT's fund-raising project was postponed.
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.
Some IPO fund-raising projects have been postponed twice and plans to expand production by 1 billion yuan have been repeatedly questioned Ruilian New Materials: Demand for display panels will increase next year
① Affected by the macro environment and weak demand in the downstream terminal market, Ruilian New Materials's IPO fundraising project has been postponed twice until the fourth quarter of next year. Another IPO fund-raising project, the “Harmless Treatment of Resources Project”, also revealed many management issues during the construction process; ② The company also recently told investors on the Easy Interactive Platform that it expects the LCD panel industry to slowly recover next year, and the OLED industry will grow more optimistically.
Two popular stocks from the Beijing Stock Exchange are back! Kaihua Materials and Zhisheng Information will resume trading tomorrow
① Zhisheng's information reminds shareholders to reduce the risk of holdings. ② The cumulative increase of 411.19% in the 7 trading days before the suspension of trading of Kaihua Materials was suspended.
The popularity of the OLED industry is picking up, and industry chain companies such as Oleid and Wright Optoelectronics have revealed the latest layout
① BOE A said that by building the world's first batch of high-generation AMOLED semiconductor display production lines, it is expected to seize the “blue ocean” opportunities simultaneously with products launched by international peers; ② Analyst Li Leiguang said that with the commencement of construction of the 8.6th generation AMOLED production line, it will greatly promote the extension of OLED to mid-size terminal applications and lead the upstream and downstream of the industry chain into a new stage of development.
The world's leading fund added Hong Kong stocks in Q3. How can it seize the market with smart money?
The new heavy stock holdings were mainly focused on education and hardware; software and photovoltaics were transferred out.
“The proportion of shipments made last year is very low”! “Lithography” became a secondary market, the sea demon, Xilong Science has clarified many times that the stock price is still doubling
① Xilong Science's stock price has fluctuated greatly. The company said that shipments of photoresist supporting reagents are low and have not changed much from last year; ② Analysts say that at present, many domestic companies have been shipping steadily; ③ Investors believe that this incident is market hype and investors are urged to invest with caution.
Xilong Science, which was punished, rebounded and became a demonic stock. It closed with 8 increases and stops in 9 days. The stock holding list actually saw the quantification of public offerings
① A feast of volatile capital hype. Xilong Science won the 8th board in 9 days, with a cumulative increase of over 116%; ② There are few public offering positions, and there are currently quantitative publicly funded funds on the shareholding list.