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
TCL Technology Group Corporation's (SZSE:000100) Earnings Haven't Escaped The Attention Of Investors
TCL Technology Group Corporation's (SZSE:000100) price-to-earnings (or "P/E") ratio of 57.8x might make it look like a strong sell right now compared to the market in China, where around half of the c
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.
Dongwu Securities: Panel prices rose across the board in March, and the profitability and sustainability of leading panel manufacturers are expected to gradually improve
As industry concentration is further skewed towards mainland Chinese manufacturers, the LCD panel industry's cyclical attributes weaken and growth attributes increase. In the short term, as demand drives up prices and operating rates, the profitability and sustainability of leading panel manufacturers are expected to gradually improve.
Minsheng Securities: Panel prices continue to rise, and the supply-side pattern is further clarified
Both supply and demand are stimulated, and the global TV panel market is still showing a dynamic tight supply and demand situation.
Dragon Tiger List | Huasheng Technology advances to the 8th straight board, Fang Xinxia and Qujiang Chi grab TCL Technology
The top three net purchases on the Dragon Tiger list are TCL Technology, Hemai Co., and Hanrui Cobalt
A-share afternoon review: GEM index rose 2.63%, leading the panel concept, automotive, and liquor sectors
The main A-share indices opened high. As of the midday close, the Shanghai Index rose 1.02% to 3072.29 points, the Shenzhen Stock Exchange Index rose 2.35%, and the GEM Index rose 2.63%.
Guoxin Securities: TV panel prices accelerated in March, and profit stability is expected to gradually strengthen
The price of TV panels of all sizes accelerated in March, and it is expected that the price of LCD TV panels of all sizes will continue to rise in April.
TCL Technology Group Corporation's (SZSE:000100) Market Cap Dropped CN¥3.1b Last Week; Individual Investors Who Hold 48% Were Hit as Were Institutions
Key Insights Significant control over TCL Technology Group by retail investors implies that the general public has more power to influence management and governance-related decisions The top 25 shar
Guojin Securities: The Q2 price increase for large-size panels is expected to continue in the long run, depending on the LCD supply and demand pattern improving
The Zhitong Finance App learned that Guojin Securities released a research report stating that according to TrendForce data, looking back at 2023 panel prices, early October was the highest TV panel price in 2023. The average price of 65-inch/55-inch/43-inch/32-inch TV panels in early October 2023 was 169 US dollars/126 US dollars/66 US dollars/38 US dollars, respectively. In late March '24, the price of 65/ 55 inch had already surpassed the high of 2023. On the supply side, the competitive pattern in the LCD panel industry is stable, and domestic price alliances continue. It is expected that panel manufacturers will continue to rationally adjust operation and control
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.
Is There Now An Opportunity In TCL Technology Group Corporation (SZSE:000100)?
Today we're going to take a look at the well-established TCL Technology Group Corporation (SZSE:000100). The company's stock led the SZSE gainers with a relatively large price hike in the past coup
Guoxin Securities: The rise in TV panel prices in February opens a new cycle of price increases
The price of TV panels of all sizes rose in February, and it is expected that the price of LCD TV panels of all sizes will continue to rise in March.
Can TCL Technology Group Corporation (SZSE:000100) Improve Its Returns?
Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to
Investing in TCL Technology Group (SZSE:000100) Five Years Ago Would Have Delivered You a 77% Gain
Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the market average. Buying under-rated businesses is one path to excess returns. To
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
Haitong Securities: OLED mobile phone panel prices rose in January, OLED demand continued to grow
The Zhitong Finance App learned that Haitong Securities released a research report saying that according to the WeChat account of Qunzhi Consulting, the prices of ROLED and FOLED mobile phone panels increased sequentially in January 2024. Entering the first quarter, demand for ROLED continued to grow steadily, and the relaxed supply and demand environment was greatly improved. Along with mass production of new projects, the price of rigid OLED panels is expected to gradually rebound. Moreover, terminal demand for FOLED panels is still active, and domestic panel factories' production capacity is still relatively tight. As a result, flexible OLED panels will seek a new round of price adjustments in the first quarter. The bank believes that along with the industry
712 (603712.SH): No business dealings with TCL Technology, the second-largest shareholder, and no procurement of its products
Gelonghui, January 18, 丨 712 (603712.SH) said on the investor interactive platform that currently the chips for the company's products are mainly purchased from outside. Currently, the company has no business dealings with TCL Technology, the second-largest shareholder, and has not purchased its products.
Does TCL Technology Group (SZSE:000100) Have A Healthy Balance Sheet?
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
Hisense, TCL, Samsung Roll Out Mini, Micro-LED TV Series at Consumer Electronic Show in Las Vegas
Asian consumer electronics companies rolled out new products at the Consumer Electronics Show in Las Vegas, Yicai Global reported Wednesday. Hisense Home Appliances (SHE:000921, HKG:0921), for instanc
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