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China Galaxy Securities: Panel industry continues to decline, while AMOLED phones are in high demand.
The promotion performance of the panel industry fell short of expectations, and the terminal demand was slightly weak, but the large size of TV panels and the increase in the penetration rate of AMOLED mobile phones continue to be the main driving force for the industry's development.
BOE Se Convierte En La Primera Empresa Tecnológica China En Apoyar El IDSSD
Express News | BOE Signs Partnership Agreement With Unesco to Be the First Chinese Tech Company in Support of the Idssd
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.