The Huawei Mate 70 is expected to be released in November. There is hope for a new wave of phone upgrades.
①According to media reports, informed sources said that Huawei's flagship phone Mate 70 is expected to be released around November this year. ②Ping An Securities released a research report stating that Android phone manufacturers will follow Apple's lead in launching new AI phones. AI phones are expected to become the next wave of phone replacement after 5G, and related industry chain companies are expected to continue to benefit.
AI phone drive thermal material upgrade, related products are expected to see simultaneous increase in volume and price.
①One of the world's largest consumer electronics exhibitions, the Berlin Consumer Electronics Show (IFA) 2024, will open on September 6th. This year marks the 100th anniversary of the event. ②Minsheng Securities believes that the localized running of large models poses new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
Combined with panel factories' increased investment in OLED technology, the recovery of terminal demand has resulted in historic highs in Q2 revenue and net profit for Royole Corporation.
1. By the end of the reporting period, the annual production capacity of OLED terminal materials of LITE-ON Technology is 12 tons. 2. Domestic panel factories are increasing investment in high-generation OLED production lines, and the demand for OLED organic materials market is further expanding as the OLED panel production capacity rises. 3. LITE-ON Technology's sales to jd.com account for a large portion of its revenue, and the two sides have agreed on discount-related regulations in the framework agreement.
Jiang Huawei: Zhenjiang subsidiary plans to introduce strategic investors by way of capital increase
Jiang Hua Wei (603078) announced that Zhenjiang Jianghua Micro, a wholly-owned subsidiary, intends to introduce strategic investors in the form of capital increase, which is the Golden Stone Manufacturing Industry Transformation and upgrading New Materials Fund (limited partnership). The amount of the capital increase is 280 million yuan, and the additional registered capital of the target company is 200 million yuan, and the excess part of the investment money is included in the capital accumulation fund. After the capital increase, the new materials fund is expected to hold 40% of the equity in the underlying company.
Sinorama Science and Technology ranked first among the "Top 50 Electronic Materials in China" and "Top 10 majors in Electronic and Chemical Materials".
Guangzhou September 27 / PRNewswire-Asianet /-- September 24-25, "2021 China Electronic Materials Industry Technology Development Conference" was solemnly held. With the theme of "enabling New Development and Innovation Future", the conference specially invited well-known academicians, authoritative experts and elites of electronic materials enterprises to gather in Guangzhou, China, from the perspectives of national policy, cutting-edge technology, collaborative innovation and other dimensions. in-depth discussion of new technologies, new developments and new applications of electronic materials to promote the breakthrough of China's electronic materials foundation and the high-end breakthrough of the industrial chain. At the meeting, the organizers released the fourth session.
A picture to read Jinhong Gas 2021 China News
According to the Securities Star data Center, Jinhong Gas 2021 reported that the company's main income was 779 million yuan, up 42.05% from the same period last year; the net profit from its parent was 86.9216 million yuan, up 5.1% from the same period last year; deducting 68.4378 million yuan from non-net profit, down 3.83% from the same period last year; debt ratio 22.86%, investment income 3.1405 million yuan, financial expenses-4.9509 million yuan, gross profit 31.93%. There are 10 new shareholders in this period. Suzhou Xiangcheng Daixi Venture Capital Co., Ltd. holds 10 million shares, accounting for 3.86% of tradable shares.