Behind the trend of the A-share market to pursue the flexible screen concept stocks, there is also a listed company - Yantai Wanrun (002643.SZ) silently "stealth".
Stealth
A few days ago, some investors paid attention to the development of Yantai Wanrun LCD business and the "flexible screen concept" of OLED, and asked questions on the interactive platform. The company responded that the holding subsidiary Jiangsu March Optoelectronics Technology Co., Ltd. will focus on the development, production and sales of OLED display and lighting materials and devices, with the technical team as the core and the long-term accumulation of technology and customer resources in OLED materials.
“Jiangsu March is the main body of research and development of flexible screen materials, but it is not for the attention of most people.†A Shanghai electronics industry researcher told reporters.
However, according to the company's response, Yantai Wanrun and Peking University jointly cultivate talents as reserve talents for OLEDs. Its holding subsidiary, which focuses on OLED (Jiangsu March Optical Technology Co., Ltd.), is expected to contribute profits in 2015.
The reporter checked the information, Yantai Wanrun is currently one of the major suppliers of the global LCD industry's three giants. The company responded to investors that its initial investment project “Annual production of 600 tons of liquid crystal materials expansion and expansion project Phase I (400 tons)†will be put into operation at the end of this year; the company had previously expected that the project will increase by 850 million yuan per year after the project is put into production. Revenue, the average annual net profit during the period was 146 million yuan.
Recently, Beijing Visionox Corporation released a 3.5-inch monochrome flexible AM-OLED display, which uses thin film packaging technology and is the first flexible AM-OLED display in mainland China with a bending radius of less than 10 mm. Visionox is a high-tech company founded in 2001 based on Tsinghua University's OLED technology. The company also announced that the 5.5-generation AM-OLED production line, which is under construction, is progressing smoothly and is expected to be put into production in the second half of next year. The market generally believes that this news will greatly promote the development and innovation of domestic wearable devices and other electronic devices.
Yantai Wanrun, the leader in the liquid crystal material industry, has not caused much attention. Check Yantai Wanrun's 2013 semi-annual report. From January to June, the company achieved operating income of 438 million yuan, a year-on-year increase of 22.39%; total profit of 73.05 million yuan; net profit of 62.72 million yuan. The company also expects the net profit of January-September 2013 to vary between 0% and 20%.
In detail, the company gradually expanded from a single liquid crystal material business to a comprehensive fine chemicals business, including liquid crystal intermediates, liquid crystal monomers and pharmaceutical chemicals. Among them, for the liquid crystal business, the company is one of the raw material suppliers of the oligopolistic hybrid liquid crystal factory of Merck, Chisso and DIC, and providing high-margin customized service is the core competitiveness of the company.
Yantai Wanrun disclosed in the report that in the future, with the expansion of Merck mixed crystal and the liquid crystal monomer will not be expanded, it will gradually become full. After that, the company's procurement ratio must be increased, which will further increase the company's gross profit margin.
Institutions
It is worth noting that although Yantai Wanrun has not been used as a flexible screen concept in the market, it is already a fund.
In the 2013 Interim Report, China Post's core growth stock-type securities investment fund, Huashang Shengshi Growth Equity Securities Investment Fund, and Yinhua Advantage Enterprise (balanced) securities investment fund emerged among the top ten tradable shareholders. On July 26, in the joint investigation of the organization, the Huashang Fund was once again listed in the research group. The researcher also included the researcher of ICBC Credit Suisse and Zheshang Securities.
In the research outline, in addition to the progress of the expansion and expansion of 600 tons of liquid crystal materials for investment projects, the issue of institutional investors also involves the situation of environmentally friendly materials products V-1 and pharmaceutical products.
The “850-ton V-1 product project with an annual output†was officially put into operation on June 6, 2013. The company expects to increase the operating income of the company by about 100 million yuan this year, and the total new profit will be about 17 million yuan. The total profit is about 15 million yuan.
Yantai Wanrun was listed on the small and medium-sized board on December 20, 2011, raising funds of 800 million yuan. The fundraising project has an annual production capacity of 600 tons of liquid crystal materials expansion and expansion project (400 tons) and an annual output of 850 tons of V-1 products.
With the continued popularity of the flexible screen concept, concept stocks such as Ou Feiguang, Danbang Technology, and Shengyi Technology are highly sought after. It has been reported that the concept mobile phone designer recently released a conceptual design rendering for the Apple iPhone 6. The basic idea of ​​the design is to wrap the mobile phone with a flexible display. In addition, with the rise of electronic products such as smart wear, flexible screens have become an essential component of the device.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Stealth
A few days ago, some investors paid attention to the development of Yantai Wanrun LCD business and the "flexible screen concept" of OLED, and asked questions on the interactive platform. The company responded that the holding subsidiary Jiangsu March Optoelectronics Technology Co., Ltd. will focus on the development, production and sales of OLED display and lighting materials and devices, with the technical team as the core and the long-term accumulation of technology and customer resources in OLED materials.
“Jiangsu March is the main body of research and development of flexible screen materials, but it is not for the attention of most people.†A Shanghai electronics industry researcher told reporters.
However, according to the company's response, Yantai Wanrun and Peking University jointly cultivate talents as reserve talents for OLEDs. Its holding subsidiary, which focuses on OLED (Jiangsu March Optical Technology Co., Ltd.), is expected to contribute profits in 2015.
The reporter checked the information, Yantai Wanrun is currently one of the major suppliers of the global LCD industry's three giants. The company responded to investors that its initial investment project “Annual production of 600 tons of liquid crystal materials expansion and expansion project Phase I (400 tons)†will be put into operation at the end of this year; the company had previously expected that the project will increase by 850 million yuan per year after the project is put into production. Revenue, the average annual net profit during the period was 146 million yuan.
Recently, Beijing Visionox Corporation released a 3.5-inch monochrome flexible AM-OLED display, which uses thin film packaging technology and is the first flexible AM-OLED display in mainland China with a bending radius of less than 10 mm. Visionox is a high-tech company founded in 2001 based on Tsinghua University's OLED technology. The company also announced that the 5.5-generation AM-OLED production line, which is under construction, is progressing smoothly and is expected to be put into production in the second half of next year. The market generally believes that this news will greatly promote the development and innovation of domestic wearable devices and other electronic devices.
Yantai Wanrun, the leader in the liquid crystal material industry, has not caused much attention. Check Yantai Wanrun's 2013 semi-annual report. From January to June, the company achieved operating income of 438 million yuan, a year-on-year increase of 22.39%; total profit of 73.05 million yuan; net profit of 62.72 million yuan. The company also expects the net profit of January-September 2013 to vary between 0% and 20%.
In detail, the company gradually expanded from a single liquid crystal material business to a comprehensive fine chemicals business, including liquid crystal intermediates, liquid crystal monomers and pharmaceutical chemicals. Among them, for the liquid crystal business, the company is one of the raw material suppliers of the oligopolistic hybrid liquid crystal factory of Merck, Chisso and DIC, and providing high-margin customized service is the core competitiveness of the company.
Yantai Wanrun disclosed in the report that in the future, with the expansion of Merck mixed crystal and the liquid crystal monomer will not be expanded, it will gradually become full. After that, the company's procurement ratio must be increased, which will further increase the company's gross profit margin.
Institutions
It is worth noting that although Yantai Wanrun has not been used as a flexible screen concept in the market, it is already a fund.
In the 2013 Interim Report, China Post's core growth stock-type securities investment fund, Huashang Shengshi Growth Equity Securities Investment Fund, and Yinhua Advantage Enterprise (balanced) securities investment fund emerged among the top ten tradable shareholders. On July 26, in the joint investigation of the organization, the Huashang Fund was once again listed in the research group. The researcher also included the researcher of ICBC Credit Suisse and Zheshang Securities.
In the research outline, in addition to the progress of the expansion and expansion of 600 tons of liquid crystal materials for investment projects, the issue of institutional investors also involves the situation of environmentally friendly materials products V-1 and pharmaceutical products.
The “850-ton V-1 product project with an annual output†was officially put into operation on June 6, 2013. The company expects to increase the operating income of the company by about 100 million yuan this year, and the total new profit will be about 17 million yuan. The total profit is about 15 million yuan.
Yantai Wanrun was listed on the small and medium-sized board on December 20, 2011, raising funds of 800 million yuan. The fundraising project has an annual production capacity of 600 tons of liquid crystal materials expansion and expansion project (400 tons) and an annual output of 850 tons of V-1 products.
With the continued popularity of the flexible screen concept, concept stocks such as Ou Feiguang, Danbang Technology, and Shengyi Technology are highly sought after. It has been reported that the concept mobile phone designer recently released a conceptual design rendering for the Apple iPhone 6. The basic idea of ​​the design is to wrap the mobile phone with a flexible display. In addition, with the rise of electronic products such as smart wear, flexible screens have become an essential component of the device.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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