Boe Technology Group expects to turn a profit with non-recurring net income for the first time in three years. Can the panel Industry continue the growth trend in 2025? | Interpretations
① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.
The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.
① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.
Holding more than 5%! The large Fund Phase II has invested in a Semiconductors "membrane technology" company.
① The subscribed capital contribution of the large Fund phase II amounts to 1.234568 million yuan, with a shareholding rate in Shenzhou Semiconductors reaching 5.2632%. ② As part of the semiconductor manufacturing process, Shenzhou Semiconductors provides "film technology" services. ③ Shenzhou Semiconductors is a publicly listed company in Yangzhou.
Related to listed companies! Huawei makes another push in the Steel large model.
① Recently, Hainan Airlines and Fangda Special Steel Technology, both under China Fangda Group in Liaoning, signed a cooperation agreement with Huawei. Based on the long-term in-depth cooperation in Aviation, Steel, and other sectors, both parties will further expand cooperation in the pharmaceutical sector. ② Fangda Special Steel Technology and Huawei will also collaborate to create a large model for the Steel Industry.
Tencent and Contemporary Amperex Technology responded to being included on the USA Department of Defense list: it is a mistake, and they will work together to resolve the misunderstanding.
Tencent stated in a statement that being included on this list is clearly a mistake, as we are neither a Military Industry enterprise nor a Military Industry supplier.
[Market Data] The trading volume of the Hang Seng Internet Plus-Related ETF surged tenfold as five major funds teamed up to bid for Foshan NationStar Optoelectronics.
① The trading volume of several Hang Seng Index-related ETFs has significantly increased, with the Hang Seng Internet ETF (513330) showing a 1037% increase in trading volume compared to the previous trading day. ② The AI glasses concept stock Foshan NationStar Optoelectronics has received a total buy of over 0.26 billion from five leading funds.