OLED + Integrated Circuit + High Delivery Transfer 10 To 9 PCB Semiconductor Photoresist World-class Leading Stock!

 一．The direction of capital flow-where is the wind blowing?

    Analysis of the Dragon and Tiger Rankings on May 9: The super hot money bosses began to increase their positions and send them to a new high. New Media Shares ($Xin Media Shares) Zhang Jianping bought 12.9 million, Sanxin Medical ($Sanxin Medical) Little Crocodile bought 15.75 million, Xingrui Technology Happy Sea bought 11.95 million, c$Disonli second board, Sun Yu bought 19.85 million , Broadcom Integration ($Broadcom Integration) bought 98.22 million in hot money, Pork Rong bought 14.21 million, Dishengli ($Dishengli) second-line hot money bought 10.22 million, $Aguang Technology Foshan helped buy 29.24 million, Shennan Brother bought 21.97 million In addition, Zhang Jianping still holds Lakala. Although the funds are not much, Zhang Jianping, Sun Yu, Happy Sea, Foshan Wuyingjiao, and Rong Chao have all joined the game of second-highest share transfer.

   For next week’s similar good stocks have been selected, friends who are interested, click the author name at the top of my article to find me in my live broadcast room, click here to directly enter the author’s live broadcast room. If you hold a stock quilt in your hand, it may not be judged. Friends of the trend can discuss it together. I see that I will definitely help and answer questions for everyone.

   二．Decomposition of the photoresist king-the indispensable "superglue"

From PCB, LCD to semiconductor, with the improvement of integration and performance, the size of the device continues to shrink, and the requirements for the accuracy of pattern lithography are also gradually increased. As an important material in lithography technology, photoresist has performance requirements. The precision of lithography is also improved accordingly.

In the past, these high-precision glues had to be imported, imported, and re-imported!

   1. Strongly occupy the absolute leader in the PCB dry film photoresist initiator market

Chairman Qian Xiaochun said: "For a long time, the photoinitiator series products in the field of printed circuit board (PCB) photoresist have been one of the company's main sources of income, and the market share has been ranked first in the world."

   2.The domestic semiconductor market will maintain relatively rapid growth.

Domestic semiconductor photoresist With the prosperity of the electronic equipment market and the approach of the Internet of Things, the construction of the domestic semiconductor industry is accelerating, and the demand for KrF semiconductor photoresist will maintain rapid growth, driving the growth of upstream material demand

   3."Qianli Yulei" of Qianli Holding is expected to become the head enterprise of OLED materials

Combining the technical advantages of Tai Yu Lei's OLED light-emitting organic materials, it established a holding subsidiary, Qiangli Yu Lei, to fully deploy the field of OLED materials. With the cooperation of LG Chem, the company's technology and channel development is expected to occupy the leading position of OLED upstream materials

   4.Strongly increase the market share of LCD photoresist initiators.

The global LCD production capacity has been transferred to the domestic on a large scale, and mainland China will be the world's largest panel production capacity in 2018. There are currently 8 LCD production lines under construction in Mainland China, with a cumulative investment of 284.6 billion yuan. my country's LCD photoresist import substitution space will explode, and the company is expected to rapidly increase the market share of LCD photoresist initiators

   5. Green UV-LED curing business is expected to open a market of 100 billion yuan

Environmental protection policies have become stricter, and the development of zero VOCs emission technology in various fields is imminent. With the breakthrough of UV-LED curing technology, the company has successfully entered new application scenarios such as inks and coatings. The new business is expected to break the ceiling of the previous business and open up the market of 100 billion light curing materials

    6. The growth of operating income continues to accelerate, and the gross profit margin remains high.

The company's gross profit margin is maintained at more than 40%, and the net profit margin is maintained at about 20%. Through the acquisition of the upstream raw material company Jiaying Photosensitive, it has achieved long-term stable supply of raw materials, effectively controlled costs and maintained high-margin operations.