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Does Visionox Technology (SZSE:002387) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Vicino (002387.SZ) reported first-quarter results with a net loss of 630 million yuan
Vicino (002387.SZ) released its report for the first quarter of 2024. During the reporting period, the company achieved operating income of 1...
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
Vicino shipped the world's third largest smartphone panel in the first quarter, and the mid-size AMOLED automotive market expanded at an accelerated pace
In the current context of the gradual recovery of the global economy, competition in the smartphone market is becoming increasingly intense. According to statistics from CinnoResearch, global shipments of AMOLED smartphone panels in the first quarter of 2024 were about 190 million, a year-on-year increase of 44.6%, and demand continued to rise. In particular, with the rise of domestic screens in various market segments in the global smartphone market, high and low, they have achieved more than half of the overall shipment share. Among them, Vicino (002387.SZ) continued its 23-year development trend and achieved a year-on-year ratio of 232.4% in the first quarter
Xinlun New Materials (002341.SZ): It is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma
Gelonghui, April 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Is your company a manufacturer of the Huawei P70 phone?” The company replied that the company is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma, and supplies large quantities of optoelectronic material products to these manufacturers. The company does not yet know the supply information of downstream customers to Pura70. Please pay attention to the information posted by the end customer.
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.
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