Shenzhen Tianma A (000050.SZ): Net loss of 301 million yuan in the first quarter
Gelonghui, April 26 | Shenzhen Tianma A (000050.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 7.749.6 billion yuan, up 0.54% year on year; net profit attributable to shareholders of listed companies - 301 million yuan; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 563 million yuan; basic earnings per share - 0.1224 yuan.
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
Shenzhen Tianma A (000050.SZ): The current normal operation does not involve triggering ST
Gelonghui, April 18 | Shentianma A (000050.SZ) said on the investor interaction platform that the company continued to pay cash dividends for many years in the early stages. Since the company did not meet the conditions for implementing cash dividends stipulated in the “Articles of Association”, no dividends were paid in 2022 and 2023. In the future, the company will actively return dividends to investors in conjunction with the company's business development plan on the premise that the dividend conditions are met. Currently, the company is operating normally, and there are no circumstances involved in triggering ST.
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.
Little Excitement Around Tianma Microelectronics Co., Ltd.'s (SZSE:000050) Revenues
Tianma Microelectronics Co., Ltd.'s (SZSE:000050) price-to-sales (or "P/S") ratio of 0.6x might make it look like a strong buy right now compared to the Electronic industry in China, where around half
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.
Health Check: How Prudently Does Tianma Microelectronics (SZSE:000050) Use Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company is, we always like to look at its use of debt, since debt overload can lead to rui
Tianma Microelectronics Swings to Attributable Loss
Tianma Microelectronics (SHE:000050) swung to an attributable loss of 2.10 billion yuan in 2023 from a profit of 111.7 million yuan in 20222, according to a Friday filing with the Shenzhen bourse. Los
Huajin Securities: Apple is expected to increase the penetration rate of tablet OLEDs and production capacity is expected to continue to be released in 26 years
The Zhitong Finance App learned that Huajin Securities released a research report saying that the adoption of OLED technology by leading consumer electronics companies such as Apple will drive an increase in the penetration rate of OLED technology in high-end flagship tablets, and OLED panels will usher in faster market growth in 2024. Furthermore, as Samsung Display (SDC) and BOE's 8.X generation OLED production line is expected to officially enter large-scale mass production between 2026-2027, it is expected that the price of OLED panels will be reduced. Recommended attention: BOE A (000725.SZ), Shentianma (000050.SZ), Vicino (002)
Qunzhi Consulting: Global automotive display panel shipments reached a new high of about 210 million units in 2023, an increase of about 7% year-on-year
Combined with the development of intelligent automobiles, intelligent cockpits continue to penetrate the terminal car market, and the supply chain's demand for in-vehicle display screens is still active. In particular, shipments continued to reach new highs in the second half of the year.
Shentianma A (000050.SZ): Has cooperated with leading global car companies, top domestic PID terminal manufacturers, and leading consumer brand customers on innovative projects
Gelonghui March 7 | Shentianma A (000050.SZ) said on the investor interactive platform that transparent display technology is one of the company's key technology development directions, and the company has relevant technical reserves. In terms of micro-LED, the company is accelerating the development of technology and processes. In recent years, the company has successively developed micro-LED displays with an internal bending radius of 5mm, seamless splicing micro-LED displays, transparent micro-LED displays with transparency greater than 70%, and micro-LED displays with adjustable transmittance of 0.1% to 24%
Guojin Securities: OLED shows that supply and demand drive in both directions, domestic alternatives are promising
The Zhitong Finance App learned that Guojin Securities released a research report saying that starting in 23Q3, due to consumer electronics terminals pulling goods, increasing the price of small-size OLED screens, brand stocking, and LTPO technology upgrades for mobile phones, 24H1 may continue to rise due to structural shortages. Furthermore, Chinese OLED panel manufacturers, led by BOE, Vicente, and ShenTianma, have been actively laying out OLED production lines in recent years, and OLED production capacity is being transferred to mainland China at an accelerated pace. Looking at the supply side in the short term, the main ones that climbed the slope in 2024 were BOE's Chongqing, Vicino Hefei, and Tianma Xiamen TM18. The release was concentrated in the second half of the year. OLED panel prices in the first half of the year or
Shareholders in Tianma Microelectronics (SZSE:000050) Have Lost 45%, as Stock Drops 4.5% This Past Week
As an investor its worth striving to ensure your overall portfolio beats the market average. But its virtually certain that sometimes you will buy stocks that fall short of the market average returns
Shentianma A (000050.SZ): In the micro-LED field, it has cooperated with leading global car companies, top domestic PID terminal manufacturers, and leading consumer brand customers on innovative projects
Gelonghui January 9丨Shentianma A (000050.SZ) was surveyed by a specific target on January 7, 2024. Regarding “What layout has the company made in the micro-LED field?” The company replied that it is accelerating the development of technology and processes in the micro-LED field. It has now made major breakthroughs in technical directions such as high PPI, transparency, curved surface, narrow frame, and adjustable transparency. It has industry-leading technical capabilities, and has cooperated with leading global car companies, top domestic PID terminal manufacturers, and leading consumer brand customers. The company has cooperated with many partners
ShenTianma A (000050.SZ): HTD and folding products have been shipped one after another since 2023
Gelonghui January 9丨Shentianma A (000050.SZ) was surveyed by a specific target on January 7, 2024. Regarding “How is the development of the company's AMOLED mobile phone display business?” The company replied that in the first three quarters of 2023, the small and medium size display sector gradually continued to adjust from the bottom to a moderate recovery in demand. The cumulative shipment volume of mobile phone display products on the two flexible AMOLED production lines operated and managed by the company increased by more than 300% year-on-year in the first three quarters, ranking second in the country. In the field of AMOLED flexible mobile phone displays, the company has achieved full coverage of domestic brand customers, and customers are not sticky
Tianma Microelectronics Receives 300 Million Yuan R&D Grant From Government
Tianma Microelectronics (SHE:000050) has received a 300 million yuan research and development grant from the government. The subsidy, which equates to 266% of the company's 2022 net profit, is categor
Shenzhen Tianma A (000050.SZ): Wuhan Tianma received 200 million yuan in government subsidies
Gelonghui, December 29 | Shenzhen Tianma A (000050.SZ) announced that recently, Wuhan Tianma Microelectronics Co., Ltd. (“Wuhan Tianma”), a wholly-owned subsidiary of the company, received 200 million yuan in R&D grants. The above subsidy amounts to 177.74% of the company's net profit attributable to shareholders of listed companies as audited in 2022. The government subsidy received by Wuhan Tianma is related to daily business activities and is sustainable.
ShenTianma A (000050.SZ): The company already has mini-LED technology solutions to achieve shipments to major overseas automotive customers
Gelonghui, December 27 | Shentianma A (000050.SZ) recently said during a survey receiving institutional investors that mini-LED backlighting is one of the upgrade solutions for automotive displays. It can be matched with existing LCD traffic production technology, and can greatly improve the performance of LCD display products. The company already has Mini-LED technology solutions to achieve shipment to major overseas automotive customers, and new projects are being mass-produced one after another.
ShenTianma A (000050.SZ): In the automotive field, the company already has full-size coverage capabilities
Gelonghui, December 27 | Shentianma A (000050.SZ) recently said during a survey of institutional investors that the company's focus on the small to medium display field also shows a trend of medium to large size in many market segments. Based on business needs, the company has actively carried out forward-looking layout to build the 8.6th generation line and new display module production line, increase medium and large size dedicated lines, and actively promote the diversification of LTPS business to enhance the size and specifications of display products in vehicles, IT, industrial products, etc. In the automotive field, the company already has full-size coverage, and the proportion of medium to large products continues to increase, from 10+ to 40+
Shentianma A (000050.SZ): The company's folding and HTD products are now shipping
Gelonghui, December 27 | Shentianma A (000050.SZ) recently said during a survey receiving institutional investors that in the first three quarters of this year, the small to medium size display sector gradually continued to adjust from the bottom to a moderate recovery in demand. The cumulative shipment volume of mobile phone display products on the two flexible AMOLED production lines operated and managed by the company increased by more than 300% year-on-year in the first three quarters, ranking second in China. In the field of AMOLED flexible mobile phone displays, the company has achieved full coverage of domestic brand customers, and customer stickiness continues to increase. At the same time, the trend of improving product specifications is obvious, supporting the launch of flagship and high-end projects for many brand customers. Furthermore,
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