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

Zhitong Finance02:14 ET

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

Simply Wall StApr 18 00:06 ET

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.

Zhitong FinanceApr 17 01:30 ET

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.

Zhitong FinanceApr 3 02:52 ET

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.

Zhitong FinanceApr 1 21:41 ET

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

Gelonghui FinanceApr 1 05:47 ET