Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18 05:09 ET

Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.

Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.

cls.cnDec 1 18:53 ET

Longao Company plans to introduce zijin mining group as the second largest shareholder. The stock price rose nearly 20% with increased volume ahead of schedule. Who is the "clairvoyant"? | Quick read announcement.

①Longgao shares intend to introduce war investment zijin mining group to become the company's second largest shareholder; ②Before the announcement, the stock price had already shown unusual movements several trading days in advance, showing a trend of increasing volume and rising, with a total increase of approximately 20% during this period.

cls.cnSep 22 11:29 ET

Semiconductor market demand recovers, Novoray Corporation's revenue and net profit double in the first half of the year, and the electronic-grade powder project is expected to start production by the end of the year.

① In the second quarter of 2024, the company's net income and non-net income attributable to mothers both reached a historic high. ② The semiconductor market demand has rebounded, and the company has seized the industry development opportunities, with overall business income increasing year-on-year. The product structure has been further optimized, with a higher proportion of high-end products and increased profits year-on-year.

cls.cnAug 25 21:11 ET

The price of high-purity quartz sand has plummeted, and the net profit of Jiangsu Pacific Quartz has dropped by nearly 90% | Interpretations

① Jiangsu Pacific Quartz has changed its performance trend of recent years, with its half-year revenue and net profit both declining, especially with a nearly 90% decrease in net profit. ② The photovoltaic market has experienced significant fluctuations in the first half of the year, and the demand for quartz materials in the photovoltaic industry has greatly decreased due to the industry's effort to reduce overcapacity and clear inventory. ③ The price of high-purity quartz sand has experienced a significant decline this year, which has also led to a significant decline in the company's performance.

cls.cnAug 23 11:37 ET

Sunstone Development and Geely are planning to jointly invest 1.7 billion yuan to construct a 600kt/a pre-baked anode carbon project, with the capital increase 'boot' now in place. Quick announcement reading.

① After the project is put into production, under the same conditions, Nippecraft purchases pre-baked anodes from the Tiandong Baimine of no less than 0.25 million tons annually; ② The project is expected to achieve an annual output value of 4.5 billion yuan after completion and reaching production capacity, and the total annual profit distribution shall not be less than 30% of the distributable profits realized in that year; ③ Sunstone Development stated that there is still a supply gap for pre-baked anodes in the Southwest region and that overseas pre-baked anode production capacity is entering a renewal cycle.

cls.cnAug 20 10:55 ET