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Company News >> Policies support the development of OLED industry Six Gadgets such as Liandai and Han's Laser are worth focusing on 24th,Apr,2018
                                              Recently, Wu Shengwu, deputy director of the Department of Electronic Information of the Ministry of Industry and Information Technology, said in a work conference of the national electronic information industry in 2018 that in order to guide the healthy and orderly development of the industry, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly prepared a three-year action plan for the new type of display industry beyond development. ” will be released soon. In the next step, the Ministry of Industry and Information Technology will guide and support enterprises in accelerating the R&D of mass production technologies such as new backplanes, ultra-high-definition panels, and flexible panels, and drive product innovation through technological innovation to achieve product structure adjustment. Accelerated the research and deployment of AMOLED microdisplays, quantum dots, printed OLED displays, and MicroLED displays, and other forward-looking display technologies to strengthen the technical reserves and complete the exploration and deployment of new industrial routes.
In this regard, market participants generally believe that under the multiple factors resonance, China will usher in a new round of import substitution, especially in some high-end technology-intensive industries will become the main battlefield of a new round of import substitution, and the national strategy to support the OLED field Will gradually replace LCD as the mainstream of the new generation of display panels, and will drive the OLED industry to accelerate localization. In this context, the OLED industry continues to rise, and the OLED display industry is expected to usher in a double increase in performance and valuation.
With the strong support of policies, the profitability of listed companies in the OLED industry was further released. According to statistics, the Media Market Research Center found that as of now, 12 listed companies have disclosed the first quarterly report of 2018, and their net profits have increased year-on-year during the reporting period. The number of companies reached 8, of which, the two companies in the first quarter of 2018 had doubled their year-on-year growth in net profit in the first quarter of 2018. In addition, there are 38 companies that have disclosed quarterly earnings forecasts, and the number of pre-joyed companies reached 29, accounting for nearly 80%. Among them, Dongshan Precision, Nanda Optoelectronics, Xinlun Technology, Jituo, Han's Laser, and Precision Seven companies such as Electronic Measurement and Shenzhen Konka A are expected to report net profit growth of over 100% in the first quarter of 2018. In a comprehensive view, among the companies that have disclosed a quarterly report or performance forecast, nine companies reported that their net profit in the first quarter of 2018 is expected to achieve year-on-year growth, indicating outstanding performance in the continued growth of the industry.
In the secondary market, since April, the performance of the OLED sector has been relatively active. Nearly 50% of the stocks in the sector have outperformed the broader market (the Shanghai Composite Index has dropped by 3.18% over the same period). Among them, Danbang Technology, Tiantong Stock, Taiji Industrial, Qiangli New Material, Zhongying Electronics, Runxin Technology, Maijie Technology, Jintuo Shares, and Tin Industry Shares had the highest cumulative gains during the period, all exceeding 4%.
With regard to capital flow, performance-supporting blue-chip stocks have become the focus of recent fund placements. Statistics show that since April, a total of 14 concept stocks in the sector have demonstrated a net inflow of large-scale funds, including Tiantong (546.471 million yuan). Strong new materials (20.526 million yuan), Nanda Optoelectronics (1955.72 million yuan), Fuyang Huicheng (9.5405 million yuan), and Maijie Technology (2.4568 million yuan), etc. Five quarterly earnings pre-stocking stocks were sought after by large single funds. A total of 107 million yuan was collected.
It is worth noting that recently, the agency’s attention to the outstanding performance of leading banks has begun to rise. Statistics show that in the past 30 days, 24 OLED concept stocks have been given “buy” or “overweight” rating by the institutions. Among them, Dongshan Precision, Xinlun Technology, Jintuo Shares, Linked Equipment, Han's Laser, and Precision The results of six quarterly electronic surveys, such as electronic surveys, are expected to be double-quoted and collectively recommended by institutions. Institutions are bullish on the number of rated households are all above 5, and the market outlook is likely to have greater potential for growth, which warrants attention.
Xin Lun Technology: Fixed increase in approvals, performance growth
Event: The company announced that the issuance of shares and payment of cash to purchase assets and raise related funds have been approved by the China Securities Regulatory Commission.
Thousands of Hong Kong electronics consolidation and imminent, from the second quarter, the company's performance is expected to achieve substantial growth compared to the previous quarter: As OPPO, VIVO Q4 and 18 years Q1 sales fell slightly year-on-year, the market worried that this year's Qianhong electronic performance commitments are difficult to achieve expectations, and our view:
1) Apple has taken the lead in industrial technology upgrades. OV has begun to deploy in advance: Apple's iphone X launch in 17 years has seen tremendous changes in the appearance and functionality of the mobile phone industry chain to upgrade the overall direction of the glass cover and bang-type screen. In order to respond to industrial technological upgrading, OV strategically cleared stocks in Q4 and Q18 in 2017 to prepare for the launch of new models equipped with full screens and glass covers this year, which is a small year-on-year increase in OV sales. The main reason for the decline.
2) After the launch of the new model, OV sales are expected to return to the rising channel: In March, OV has launched two high-end models, the OPPOR15 and VIVOX21, respectively, which is earlier than the new model launch time in the same period in previous years. Among them, OPPOR15 has adopted the Liu Hai type full screen. + Glass back cover, VIVOX21 uses bangs full-screen + screen fingerprint technology, according to market data, these two new models have quickly occupied the top position in mobile phone sales.
3) Continuous introduction of new products, Qianhong is expected to further increase the value of stand-alone machines in OV: relying on a close strategic partnership with OV and forward-looking product technology reserves, technology upgrades have brought a lot of new business opportunities to Qianhong, and we expect The value of single machine will increase by 30 to 40% year-on-year. Under the premise of a rapid increase in the value of stand-alone machines, Qianhong Electronics' operating revenue is expected to exceed 1 billion yuan in 18 years, and the probability of completing performance promises is greater.

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