Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its 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.

cls.cnJan 20 10:44 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 14 18:48 ET

The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.

① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.

cls.cnJan 8 19:02 ET

TCL presents "main courses" at the Technology Spring Festival Gala.

Show the competitiveness of Chinese Technology companies.

wallstreetcnJan 3 03:26 ET

Dramatic drop of nearly 15%! In the past month, 12 listed companies announced the termination of mergers and acquisitions, with the popular Superconductivity Concept Jiangxi Lianchuang Opto-electronic Science&Technology notably among them.

① This week, four listed companies including Zhongying Technology, Jiangxi Huangshanghuang Group Food, Argus, and Chengdu Qinchuan Iot Technology Co., Ltd. announced the failure of their merger and reorganization, with incomplete Statistics indicating that 12 listed companies have announced the termination of mergers and reorganizations in the past month (see attached table). ② The termination of mergers and reorganizations delivered a heavy blow to many stocks; on the day after the announcement, Shenzhen Yitoa Intelligent Control, Hang Zhou Radical Energy-Saving Technology, and Chengdu Qinchuan Iot Technology Co., Ltd. saw declines of 8.66%, 9.62%, and 14.63% respectively.

cls.cnDec 21, 2024 02:48 ET