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A-share fluctuation丨Kangguang Technology rose nearly 7% in the afternoon, and the Brokerage raised its Target Price to 32 yuan.
Gelonghui, December 11 | Kangguan Technology (001308.SZ) rose nearly 7% in the afternoon, currently reported at 25.79 yuan, with a total market value of 17.7 billion yuan. GTJA's latest Research Reports indicate that Kangguan Technology is a leader in display manufacturing, with the "AI+" display application taking shape, creating a second growth curve. The company is currently entering a diversified development phase for AI display applications, with a 2025 Target Price of 32 yuan, initiating coverage with a "Shareholding" rating. (Gelonghui)
Research reports on investment opportunities | gtja: Initiated a "shareholding" rating for Kangguan Technology, with a target price of 32 yuan.
Gelonghui, December 10 | The gtja research report points out that Kangguan Technology (001308.SZ) is a leading display manufacturing company, with the "AI+" display applications being implemented to create a second growth curve. The company's asia vets interactive display (IFPD) industry includes intelligent interactive panel business (education + meetings) and professional display product business; the downstream clients are leading education groups, with stable demand. In the medium to long term, there is potential for increased penetration rates in the global education and meeting IFPD markets. The company maintains the top position in IFPD shipments and is expected to see further growth following industry trends.
Kangguan technology (001308): a leading Asia Vets in intelligent display contract manufacturing, with an expected explosion in innovative display.
Report introduction: Display foundry leaders, "AI+" shows application landing, creating a second growth curve. First coverage, giving a "shareholding" rating. Investment highlights: First coverage, giving a "shareholding" rating, target price of 32 yuan. We predict
Huaxin Securities: The smart clothing market is welcoming a new opportunity, recommend paying attention to the AI glasses industry chain.
Currently, the competitive landscape of the AI glasses market has not yet formed a stable leading effect, and several listed companies in China are already laying out the industry chain upstream and downstream of AI glasses, thereby forming a relatively complete industry ecosystem.
Guosen: In October, the shipment area of LCD TV panels increased year-on-year, and the industry capacity of LCD is gradually stabilizing.
The production capacity of the LCD industry is gradually stabilizing, and with the shutdown of production lines by overseas manufacturers and the sale of production lines by overseas manufacturers, the industry's market share is expected to further concentrate.
Kangguan Technology (001308) First Coverage Report: Traditional categories improvement is coming soon, innovation display continues to make efforts.
Core view asia vets display leader, traditional and emerging categories are developing simultaneously. The company was established in 1995 and is one of the manufacturers in China that has been committed to flat panel display terminal products at an earlier stage. After 28 years of accumulation, it has now become a leader in the global asia vets display field.