Research Reports Mining丨Huaxin Securities: Maintain Hubei Dinglong "Shareholding" rating, Bullish on the company's growth potential in fields such as photoresists.

Gelonghui, December 12 | Huaxin Securities Research Reports indicate that Hubei Dinglong (300054.SZ) has achieved breakthroughs in orders for temporary bonding adhesives and high-end silicon wafer photoresists. Considering the advantages of the company's platform-based layout, there is a Bullish outlook on the company's growth potential in the field of photoresists, maintaining a 'Shareholding' rating. The high-end photoresist product orders obtained this time mark another important market progress after the company's sales achievements in display panel photoresists and advanced packaging photoresists, realizing the complete domestic control of the entire process from key materials to photoresist products, enhancing the company's comprehensive creation of photoresist applications in the Semiconductors and general Semiconductors fields.

Gelonghui FinanceDec 12 15:33 · Ratings

Hubei Dinglong (300054): Temporary bonding adhesive and high-end wafer photolithography adhesive have both achieved breakthrough Orders.

Hubei Dinglong announced on November 20, 2024, and December 9, 2024, that its temporary adhesive products have first received a purchase Order from a domestic mainstream wafer fabrication customer; a certain type of immersion ArF wafer photoresist.

China Xinxin SecuritiesDec 11 18:12

Express News | Hubei Dinglong: The controlling subsidiary has received its first customer order for the immersion ArF and KrF wafer photoresist products.

BreakingsDec 9 17:35

Bearish sentiment settled! The USA has announced export control measures on semiconductors to China, causing stocks related to Hong Kong and A concept to surge.

The semiconductor industry is once again facing unreasonable pressure from the usa, and domestic production is expected to accelerate further.

Gelonghui FinanceDec 3 10:35

Hubei Dinglong (300054.SZ): There has been no substantial terminal business developed in the low-altitude economy field.

Hubei Dinglong (300054.SZ) stated on the investor interaction platform on November 29 that the company is a leading domestic platform company in various core "neck-holding" import substitution innovative materials in key competitive track fields, currently focusing on the semiconductor innovative materials business area. At present, the company has not yet carried out substantial terminal business in the low-altitude economy field, but there is an indirect but important connection between the low-altitude economy and semiconductor chips. With the rise of the low-altitude economy, the demand for high-performance, low-power chips may increase, potentially providing new growth points for the semiconductor industry.

Gelonghui FinanceNov 29 15:30

Hubei Dinglong (300054.SZ): Some KrF/ArF wafer photoresist products have entered the gallon sample verification stage, and the verification progress is smooth.

Gelonghui, November 29th丨Hubei Dinglong (300054.SZ) stated on the investor interaction platform that: 1. The company's semiconductor business has become an important driving force for the dual growth of the company's main business revenue and profits, while the traditional printing and copying consumables business maintains stable annual revenue, profit, and cash flow at a good level. The company may also continue to expand its layout in other major application areas of new materials in the future, consolidating its position as a leading innovative materials platform enterprise in China. Currently, there are no plans to change the stock abbreviation. 2. The specific sales prices of the company's products involve commercial secrets and cannot be disclosed.

Gelonghui FinanceNov 29 15:25