MORALIGHT Optics (688502.SH): Currently not involved in the development of DUV, EUV light sources.
On November 29, Gelonghui reported that Maolai Optical (688502.SH) stated on the investor interaction platform that the company is currently not involved in the research and development of DUV and EUV light sources.
MORITEX Optoelectronics (688502): Semiconductor revenue continues to grow, with related technology progressing smoothly.
Event: On October 26th, Moray Optics released its third quarter report for 2024, with a revenue of 0.134 billion yuan, an 11.25% year-on-year increase; net income attributable to the parent company was 0.009 billion yuan, a year-on-year increase.
Express News | Star Market review: Semiconductor sector rose strongly, optics optoelectronics, and photovoltaic sectors performed actively.
The A-share lithography sector surged abnormally, with shanghai zhangjiang hi-tech park development hitting the daily limit.
On October 31, Zhangjiang Hi-Tech Park Development hit the limit up, Maolai Optics rose more than 9%, Shenyang Blue Silver Industry Automation Equipment, Shanghai Highly, PWave Optoelectronics and others followed the uptrend.
Molai Optics (688502): The growth rate has slightly increased, acquiring and expanding product line.
Event: Meolux Optics released the Q3 financial report for 2024. The company achieved a revenue of 0.375 billion yuan in 2024 Q1-Q3, a year-on-year growth of 4.33%; achieved a net income attributable to the parent company of 0.024 billion yuan, a year-on-year decrease of 32.54%.
Mollai Optics (688502): Domestic substitute catalyst core symbol performance growth rate hits bottom and rebounds.
Investment Highlights: Event: The company released the third quarter report of 2024, in line with expectations. The company's revenue for the first three quarters of 2024 was 0.375 billion, a year-on-year increase of 4.33%; net income attributable to the parent company was 24.49 million, a year-on-year decrease of 32.5%;
Third Quarter Report 2024
Mowei Optics (688502.SH) released its performance for the first three quarters, with a net income of 24.4906 million yuan, a decrease of 32.54% year-on-year.
Maolai Optics (688502.SH) released the report for the first three quarters of 2024, with the company achieving revenue during the reporting period...
Express News | Morrow Optics: plans to increase the capital of its subsidiary by 15 million US dollars
Express News | Molai Optics: The company's PE ratio is significantly higher than the industry's PE ratio level.
A-share semiconductor sector hits bottom and rebounds, with lithography leading the way.
Grainews on October 22nd | Maolai Optics, Tech Semiconductors, and Hangzhou Silan Microelectronics hit the daily limit, Nations Technologies Inc., National Technology, Jinhua Micro rise by over 10%, Shenzhen Sunmoon Microelectronics Co., Ltd, Aisen Stock, and Huizhi Micro etc. rise by over 5%. On the news front, Guangdong issued an action plan to accelerate the innovation and development of the optoelectronic industry (2024-2030), proposing to vigorously promote the research and development and localization of key optoelectronic equipment such as etching machines, bonding machines, epitaxial growth equipment, and optical vector parameter network testers.
Express News | Star market closing review: cybersecurity concept stocks lead the gains, semiconductors sector shows active performance.
Molai Optics (688502.SH): has cumulatively repurchased 0.4699% of shares.
Gelonghui October 8th丨Maolai Optics (688502.SH) announced that as of September 30, 2024, the company has repurchased 248,093 shares through centralized competitive trading, accounting for 0.4699% of the total share capital of 52,800,000 shares, with the highest repurchase price of 118.80 yuan/share, the lowest price of 71.01 yuan/share, and a total amount of funds paid of RMB 26,923,480.72 (excluding stamp duty, transaction commission and other transaction costs).
MORI Optical (688502.SH): Provides optical components for lithography optical systems, used for uniform illumination and relay imaging modules, projection lenses.
Gelonghui September 25th | Maolai Optics (688502.SH) stated on the investor interaction platform that the company provides optical components for uniform illumination and relay illumination modules, projection lenses for lithography optical systems, and prism components for stage displacement measurement systems, which are core modules for lithography machines to achieve light uniformity and exposure imaging. The large-aperture lithography exposure lens produced by the company based on core technology breaks through the indicator requirements of conventional lens size and accuracy, with a surface shape accuracy of less than 30nm.
Molex Optoelectronics (688502): Short-term profit pressure, high year-on-year growth in the semiconductor and self-driving cars sectors.
Morai Optics released the 2024 interim report: In the first half of 2024, the company achieved revenue of 0.241 billion yuan, a year-on-year increase of 0.83%; net income attributable to shareholders of the listed company was 0.016 billion yuan, a year-on-year
Mowei Optics (688502.SH): Developed lidar lenses and high-precision cover isolation films for the field of self-driving car applications.
Gelonghui, September 23rd | Maolai Optics (688502.SH) stated on the investor interaction platform that the company has developed lidar lenses and high-precision outer casing isolation sheets for the self-driving car application field. The lidar lenses and other components provided by the company meet the detection distance and accuracy requirements for L4 level self-driving cars.
Minglai Optics (688502.SH): Not involved in dangerous goods testing.
Gelonghui September 20th | Maolai Optics (688502.SH) stated on the investor interaction platform that the company's products mainly cover six major sub-application scenarios, including semiconductors, life sciences, aviation, self-driving cars, biometrics, AR/VR testing. Do not involve dangerous goods detection.
Molai Optics (688502.SH): relying on the technology of human eye bionic optical system, it has produced AR/VR optical test modules and optical detection equipment.
Mao Lai Optics (688502.SH) stated on the investor interaction platform on September 5th that the company has produced AR/VR optical test modules and optical inspection equipment using the human eye biomimetic optical system technology. The company has reserved testing technology for comprehensive performance parameters of optical devices, projection modules, and micro display modules that are applied to AR/VR terminal products. The relevant theoretical models can be applied in reverse to a wider range of biomimetic vision system applications, including the medical field. The company is currently working on standardization, serialization, and generalization of the products, improving the maturity of the products, and exploring and expanding new application opportunities.
Express News | Molai Optical: The output of the Thai factory is expected to increase this year. There are many new projects brought by the R&D center in the USA.
Minglai Optics (688502.SH): Currently, there is no direct business cooperation with ASML.
On September 3, ML Optronics (688502.SH) stated on the investor interactive platform that the company has no direct business cooperation with ASML. The company continues to empower semiconductor customers through long-term close cooperation, steadily improving its technological strength, and jointly developing and producing from sample trial production to large-scale production.
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