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LGD's Guangzhou factory trade may land, and the consolidation of the panel industry is accelerating. It is expected that the voice of Chinese-funded manufacturers will be further enhanced.
Recently, it has been rumored in the market that the sale of LGD Guangzhou factory has entered the sprint stage. According to the Korean media ETNews, the buyer's due diligence for the project has been completed, and the two parties involved in the transaction have entered the negotiation stage of bargaining and trading terms. All three companies participating in the acquisition are mainland Chinese manufacturers, and the relevant transactions are accelerating. Market analysts believe that although the identity of the final buyer has not been confirmed yet, it is basically certain to be a mainland Chinese manufacturer; the production capacity of LGD Guangzhou factory is considerable, and the sale of this project means that LGD and other Korean enterprises will completely withdraw from the LCD field and accelerate the further integration of global LCD production capacity into mainland Chinese manufacturers.
Investors Still Waiting For A Pull Back In BOE Technology Group Company Limited (SZSE:000725)
Lixiaoxing, Silver Fund's heavy stock changes significantly in the second quarter, increasing military industry, electronics, green energy, etc.
The second quarterly report of the Silverflower Heartwarming Fund managed by well-known fund manager Li Xiaoxing shows that as of the end of the second quarter of 2024, the fund's stock position was 92.39%, a decrease of 1.41 percentage points from the end of the first quarter.
In May and June, the LCD industry utilization rate of jd.com A (000725.SZ) decreased slightly.
On July 18th, BOE Technology Group Co. Ltd. (000725.SZ) stated in an investor relations activity that according to consulting agency data analysis, in March and April, due to downstream brand factory stocking demand, the LCD utilization rate, especially the TV utilization rate, remained at a high level; with the decline of phase-out stocking demand, the LCD industry utilization rate had a small decline in May and June. In the third quarter, it is expected that the industry will continue to operate with the "production on demand" strategy to maintain the healthy development of the industry.
JD.com (000725.SZ): Prices of some laptop products have slightly increased since late April, continuing to rise slightly in June.
On July 18th, Glon Hui reported that JD.com's product prices have shown a narrow increase in May's LCD TV panel prices according to consulting agencies and analysis. In June, the prices remain stable at a high level. Desktop monitors have increased in price partially since March and continue to slightly increase in price in June. Some laptop products have slightly increased since late April and continue to slightly increase in price in June.
BOE Technology Group (000725.SZ): Has applied artificial intelligence technology in many fields.
On July 15th, Glonhui reported that BOE Technology Group (000725.SZ) on the investor interaction platform stated that the company attaches great importance to artificial intelligence technology and adheres to the route of integration with the industry's development. The company has already applied artificial intelligence technology in many fields. In the field of semiconductor display, the company has launched a large model of display industry, covering multiple industrial subdivision business sectors. The first phase results have been put in place first. The "Defect Detection Vision Large Model Technology Scheme" aimed at improving quality control has been running steadily in BOE Technology's Lighthouse Factory, and the application case of the large model has been successfully selected by the China Artificial Intelligence Industry Development Union.