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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.
konfoong materials international (300666.SZ): has achieved partial localization of ultra-high-purity metal raw materials.
On November 28, Gelonghui reported that konfoong materials international (300666.SZ) stated on the investor interaction platform that the company has established a long-term and stable global strategy partnership with major suppliers. Domestic relevant suppliers have significant advantages in supply stability and timeliness. The company has achieved partial localization of ultra-pure metal raw materials, thus promoting the import substitution of high-purity metal materials and increasing the reliability, security, and stability of the company's supply chain.
Research Reports Spotlight | BOC International: Konfoong Materials International's revenue continues to increase quarter by quarter, maintaining a "shareholding" rating.
Gelonghui November 21st | boc international research reports pointed out that with the global semiconductor industry development and the company's target materials, precision components production lines expansion, Konfoong materials international (300666.SZ) has maintained a quarterly increase in revenue since 2023Q2, with high growth rates in revenue, net income attributable to mother, both year-on-year and quarter-on-quarter, in 2024Q3. The company is actively expanding its layout in ultra-high-purity target materials and key materials for third-generation semiconductors. At the same time, in 2023, a subsidiary was established in South Korea, planning to build a semiconductor target material production factory in South Korea, which will help improve the company's international competitive strength and supply chain stability. Considering the trend of independent controllability, the company's target materials and precision
Konfoong Materials International (300666): Impressive revenue performance growth in Q3, continuous layout of target materials and components.
The company released the third quarter report of 2024, achieving revenue of 2.625 billion yuan in the first three quarters of 2024, a year-on-year increase of 41.77%, net income attributable to the parent company of 0.287 billion yuan, a year-on-year increase of 48.51%, net profit attributable to non-parent shareholders
Express News | konfoong materials international: Currently, the company's production capacity utilization rate is good.
Konfoong Materials International (300666.SZ): Currently not involved in the solid state battery business.
On November 18, Gelonghui reported that konfoong materials international (300666.SZ) stated on the investor interaction platform that the company's major production equipment, the ultra-large hot isostatic pressing device, is mainly used for the preparation of large-size target materials for high-end liquid crystal panels, powder metallurgy materials, and the densification treatment of special materials. It can be used to eliminate pores and voids in single batteries, enhancing the contact effect between components in solid state batteries, and currently does not involve solid state battery business.
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