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

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

Show the competitiveness of Chinese Technology companies.

wallstreetcnJan 3 03:26 ET

[Market Data] The trading volume of the Hang Seng Internet Plus-Related ETF surged tenfold as five major funds teamed up to bid for Foshan NationStar Optoelectronics.

① The trading volume of several Hang Seng Index-related ETFs has significantly increased, with the Hang Seng Internet ETF (513330) showing a 1037% increase in trading volume compared to the previous trading day. ② The AI glasses concept stock Foshan NationStar Optoelectronics has received a total buy of over 0.26 billion from five leading funds.

cls.cnDec 27, 2024 04:50 ET

[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.

① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.

cls.cnDec 16, 2024 05:02 ET

[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.

① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.

cls.cnDec 13, 2024 04:52 ET