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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
BOE A (000725.SZ): Maintains good cooperative relationships with thousands of suppliers around the world
Gelonghui, April 22丨An investor asked BOE A (000725.SZ) on the investor interactive platform, “Does your central control screen and magnesium alloy structural parts have business cooperation with Shengli Precision?” The company replied that the company maintains good cooperative relationships with thousands of suppliers around the world, and that it is inconvenient for the company to respond to the progress of cooperation with specific suppliers, so please understand.
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.
BOE Technology's Q1 Profit to Soar Up to 304%
BOE Technology (SHE:000725, SHE:200725) expects to record a net profit attributable to shareholders of between 800 million yuan and 1 billion yuan in the first quarter, soaring up to 304% from the yea
BOE A (000725.SZ): Net profit forecast to increase 223%-304% in the first quarter
Gelonghui, April 11 | BOE A (000725.SZ) announced its results forecast for the first quarter of 2024. Net profit attributable to shareholders of listed companies during the reporting period was 80 million yuan to 100,000 yuan, an increase of 223%-304% over the same period of the previous year; net profit after deducting non-recurring profit and loss of 460 million yuan to 66,000 yuan, loss of 166.7.93 million yuan for the same period last year; basic earnings per share was about 0.021 yuan/share — 0.026 yuan/share. During the reporting period, although the semiconductor display industry was in a traditional low season, it benefited from a good supply profile
We Think That There Are More Issues For BOE Technology Group (SZSE:000725) Than Just Sluggish Earnings
BOE Technology Group Company Limited's (SZSE:000725) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along with soft profit numbers, investors should be awar
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