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Lite Technologies (688150.SH): Shareholders Junlian Chengye and Junlian Huicheng have cumulatively completed a Shareholding reduction of 2.00% of the company's shares.
On December 17, 2023, Longhuai announced that Lite Optoelectronics (688150.SH) disclosed that on December 17, 2024, the company's shareholders Junlian Chengye and Junlian Huicheng issued a notice regarding the completion of the Shareholding plan for Shaanxi Lite Optoelectronics Materials Co., Ltd. Between October 29, 2024, and December 17, 2024, Junlian Chengye and Junlian Huicheng collectively reduced their shareholding in the company by 4,024,375 shares through block trading and by 4,024,375 shares through centralized bidding, totaling a reduction of 8,048,750 shares.
Raytronics (688150): Localization of oled materials speeds up, dual-layer oled drives new growth.
Investment Highlights in One Sentence: Logic Lattice Optoelectronics is a leading domestic oled luminous material manufacturer, benefiting from the domestic oled panel manufacturers' capacity expansion/share increase + accelerated localization of luminous materials, as well as new display technologies such as dual-layer oled.
Leyard Optoelectronic (688150): Maintained high growth in the first three quarters, accelerating the verification of multiple materials.
Event: Lite Optoelectronics released the third quarter report of 2024, achieving a revenue of 0.356 billion yuan in the first three quarters, up 79.9% year-on-year, and achieving a net income attributable to the parent of 0.13 billion yuan, up 131.7% year-on-year; with the third quarter realizing revenue
Raytronics (688150.SH): Junlian Chengye and its concerted parties' total shareholding has decreased to below 5%.
Lumentum Holdings Inc. (688150.SH) announced that shareholder PekingJunlian Chengye Private Equity Investment Partnership (Limited Partnership)...
Shenzhen Lait Photovoltaic (688150): High growth in the third quarter, benefiting significantly from the increase in oled penetration rate.
Event overview: In the first three quarters, revenue was 0.356 billion yuan, a year-on-year increase of +79.91%. Net income attributable to the parent company was 0.13 billion yuan, a year-on-year increase of +131.7%. Non-net income attributable to the parent company was 0.116 billion yuan, a year-on-year increase of +187.89%.
Learnew Optoelectronics (688150): Performance meets expectations, focusing on the incremental demand for luminescent materials brought by mid-size/stacked screens.
3Q24 performance meets our expectations. LITE-ON Technology announced its 3Q24 performance: revenue of 0.111 billion yuan, with a year-on-year change of +95.5% and a quarter-on-quarter change of -15.8%; net income attributable to shareholders of 0.037 billion yuan, corresponding to earnings per share of 0.09.
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