600114 NBTM New Materials Group
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NBTM New Materials Group News
The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.
① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.
nbtm new materials group (600114.SH): The holding subsidiary has been re-certified as a high-tech enterprise.
On November 22, Gelonghui reported that nbtm new materials group (600114.SH) announced that recently, the office of the national high-tech enterprise identification management leading group issued a notice regarding the filing of the second batch of high-tech enterprises recognized by the identification institutions in shanxi province for 2024. The company's holding subsidiary, shanxi nbtm huasheng powder metallurgy co., ltd. (referred to as 'shanxi nbtm'), has passed the re-certification as a high-tech enterprise, with the high-tech enterprise certificate number GR202414000533, but has not yet received the high-tech enterprise certificate as of now. This is regarding the original high-tech enterprise certificate of shanxi nbtm.
NBTM New Materials Group (600114): Q3 revenue continues to grow significantly year-on-year, with sufficient momentum in the MIM business.
Performance in the third quarter report: In the first three quarters of 24 years ago, revenue reached 3.611 billion yuan, yoy +29.8%; net income attributable to mother was 0.277 billion yuan, yoy +158.7%; non-net income was 0.263 billion yuan, yoy +30.
nbtm new materials group (600114.SH): Products indirectly supporting the nvidia next-generation GB200NVL72 server.
Gelonghui October 31st ∣ NBTM New Materials Group (600114.SH) stated on the interactive platform that in the 2024 interim report: "During the reporting period, the company successfully developed a total of two part numbers of high-speed connector housing MIM parts, as of the disclosure date of this report, one part number has been verified, and mass delivery has been achieved, with the products indirectly supporting the nvidia new generation GB200NVL72 server".
nbtm new materials group (600114.SH): As of now, the company has no plans for integration and mergers.
Gelonghui October 31st | nbtm new materials group (600114.SH) stated on the interactive platform that as of now, the company has no plans for integration and acquisition.
NBTM New Materials Group (600114.SH): The company's MIM technology platform involves business related to liquid metal products at Shanghai Chisheng Company.
Gelonghui, October 31st | NBTM New Materials Group (600114.SH) stated on the interactive platform that the company's MIM technology platform Shanghai Chisheng company's business involves liquid metal products, currently with existing orders, mainly used downstream in areas such as folding screen mobile phone hinges, automotive decorative parts. As of June 30, 2024, the company has equipped 5 folding machine hinge module production lines, implementing the development model from folding machine MIM parts to MIM parts + modules. In recent years, the company has been conducting research in the 3d printing field and paying attention to the industry's development. This year, it strategically positioned itself in the titanium alloy sector.
nbtm new materials group (600114.SH): As of June 30, 2024, the company has equipped 5 folding machine hinge module production lines.
Gelonghui October 31st | nbtm new materials group (600114.SH) stated on the interactive platform that the company has formed a production form of folding machine hinge parts + modules. As of June 30, 2024, the company has equipped 5 folding machine hinge module production lines. In terms of specific customers, due to commercial confidentiality requirements, specific details cannot be disclosed, please understand.
Dongmu Co., Ltd.: Dongmu Co., Ltd. third quarter report 2024
Dongmu Co., Ltd. 2024 Third Quarter Report
Nbtm New Materials Group (600114.SH) released its performance for the first three quarters, with a net income of 0.277 billion yuan, a year-on-year increase of 158.7%.
NBTM New Materials Group (600114.SH) released the third quarter report for 2024, with revenue for the first three quarters reaching...
NBTM New Materials Group (600114): Folding screen growth momentum released, company's MIM business sees high year-on-year growth.
Item: The company released the third quarter report of 2024, with a single quarter total operating income of 1.258 billion yuan in the third quarter of 2024 (+23.41% year-on-year, +0.53% quarter-on-quarter); net income attributable to the parent company was 0.087 billion yuan (year-on-year+
Express News | Sinolink Securities: Huawei releases the Mate XT foldable phone, bullish on continued penetration of foldable screens.
CSC: Huawei is about to launch a foldable mass-produced phone, and the demand for hinge MIM structural components is expected to see growth opportunities.
The new folding form drives a substantial increase in demand for flexible oled panels. The tri-fold phone adopts two sets of hinges to connect three shells, doubling the demand for MIM structural components for hinges.
Express News | Huawei, Apple, Xiaomi, and other companies are actively developing foldable screen smartphones. Kunshan Kersen Science & Technology has had seven consecutive trading limit days. Recently, nearly 30 listed companies have responded to the status of their re
NBTM New Materials Group (600114): The folding machine market is developing rapidly and is expected to continue to drive the company's performance growth.
Summary of this report: The company's consumer electronics-related revenue is rapidly developing under the drive of the folding machine market, and the folding machine market is expected to continue to experience high sales volume, benefiting the company significantly. Investment highlights: Maintain a shareholding rating, and raise the target price to 20.79 (+4
NBTM New Materials Group (600114): Performance reaches a new half-year high, significant synergy achieved through the cooperation of three major platforms.
Interim performance: in H1 of 2024, the revenue reached 2.353 billion yuan, yoy +33.5%; net income attributable to the parent company was 0.19 billion yuan, yoy +431.5%; non-GAAP net income was 0.178 billion yuan, a turnaround compared to the same period last year. Among them, Q2
Nbtm New Materials Group (600114.SH) indirectly supplies auto parts to Xiaomi autos.
Nbtm new materials group (600114.SH) stated on the interactive platform on August 20th that the company has been serving the automotive industry for a long time and indirectly supplies parts to Xiaomi autos.
NBTM New Materials Group (600114.SH): Indirectly supplying products to Nvidia servers.
On August 20th, Glon Hui reported that NBTM New Materials Group (600114.SH) stated on the interactive platform that the company disclosed in its 2024 semi-annual report that the company successfully developed two part numbers of high-speed connector housing MIM parts, and one part number has passed verification and achieved mass delivery, indirectly supporting Nvidia's servers. The other part number has completed domestic verification, and samples have been submitted overseas for final verification. In addition, the MIM technology of the high-speed connector housing can also be applied to autos and other similar products.
NBTM New Materials Group (600114.SH): VR glasses and other smart clothing products require a large amount of MIM technology to produce parts.
NBTM New Materials Group (stock code 600114.SH) stated on its interactive platform on August 20th that smart wearables such as VR glasses require a large number of parts produced by MIM technology.
NBTM New Materials Group (600114.SH): is researching and producing a new type of joint electric machine that can be applied to robots/dogs and other joints.
NBTM New Materials Group (600114.SH) said on the interactive platform on August 20th that the company holds 22% equity of Shenzhen Xiaoxiang Co., Ltd. through its stake in Dongmu Guangtai. The company is currently researching and developing a new type of joint electric machine suitable for robots/dogs and other joints. This type of electric machine has advantages such as small size and light weight, which can be used in the fields of flying autos, electric planes, drones, industrial robots, etc.
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