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.
Jiangsu Skyray Instrument has been designated as a special treat and fined 3 million yuan. In recent years, there have been 10 other instances of illegal operation in production and management. | Quick read of the announcement.
① Jiangsu Skyray Instrument was fined 3 million yuan by the Securities Regulatory Commission, and several executives including chairman Liu Zhaogui were also penalized; ② The company's stocks will be subject to other risk warnings by the Shenzhen Stock Exchange, changed to "ST Jiangsu Skyray"; ③ In recent years, the company has faced up to 10 cases of violations related to environmental protection, safety regulations, and other operational misconduct.
Huawei Mate 70 series is coming, which core suppliers of A-shares are worth paying attention to?
1. Huawei officially launched the Mate 70 series, starting at 5499 yuan; 2. The market expects that this series will become another important flagship product for Huawei, with many institutions predicting sales of over tens of millions; 3. Core suppliers such as boe technology group, visionox technology inc., lens technology, and ofilm group co., ltd are worth paying attention to.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Completely abandon LCD? Apple is reportedly planning to use OLED displays on all iPhones.
①Apple first introduced the OLED display on the iPhone X in 2017. Since then, Apple has popularized the use of OLED displays in its mid-to-high-end models, but the iPhone SE series still uses an LCD screen. ②Insiders said that Apple has started ordering OLED displays for the new generation of iPhone SE from jd.com and LG.