Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18, 2024 18:09

Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.

Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.

cls.cnDec 2, 2024 07:53

Longao Company plans to introduce zijin mining group as the second largest shareholder. The stock price rose nearly 20% with increased volume ahead of schedule. Who is the "clairvoyant"? | Quick read announcement.

①Longgao shares intend to introduce war investment zijin mining group to become the company's second largest shareholder; ②Before the announcement, the stock price had already shown unusual movements several trading days in advance, showing a trend of increasing volume and rising, with a total increase of approximately 20% during this period.

cls.cnSep 22, 2024 23:29

Semiconductor market demand picking up, novoray corporation's revenue and net profit double in the first half of the year. The electronic grade powder project is expected to start production at the end of the year.

In terms of single quarters, the net income and non-GAAP net income of the company in Q2 2024 both reached a record high. The semiconductor market demand rebounded, and the company seized the industry development opportunities. Overall business income increased year-on-year, the product structure further optimized, the proportion of high-end products increased, and the profit obtained year-on-year growth.

cls.cnAug 26, 2024 09:11

High-purity quartz sand prices plummet, net profit of Jiangsu Pacific Quartz drops nearly 90% | Interpretations

① Jiangsu Pacific Quartz has changed its performance of "soaring" in recent years, with both revenue and net profit declining in the semi-annual report, especially with net profit plummeting by nearly 90%. ② The photovoltaic market has experienced huge fluctuations in the first half of the year, with the demand for quartz materials for photovoltaics significantly decreasing year-on-year due to the industry's efforts to reduce overcapacity and clear inventory. ③ The significant price decline of high-purity quartz sand this year has also led to a significant decline in the company's performance.

cls.cnAug 23, 2024 23:37

Sunstone Development and Geely are planning to jointly invest 1.7 billion yuan to construct a 600kt/a pre-baked anode carbon project, with the capital increase 'boot' now in place. Quick announcement reading.

① After the project is put into production, under the same conditions, Nippecraft purchases pre-baked anodes from the Tiandong Baimine of no less than 0.25 million tons annually; ② The project is expected to achieve an annual output value of 4.5 billion yuan after completion and reaching production capacity, and the total annual profit distribution shall not be less than 30% of the distributable profits realized in that year; ③ Sunstone Development stated that there is still a supply gap for pre-baked anodes in the Southwest region and that overseas pre-baked anode production capacity is entering a renewal cycle.

cls.cnAug 20, 2024 22:55