The data shows that as of Tuesday's close, the cumulative increase of the organic light-emitting diode index in February reached 40.07%, far exceeding the increase of the Shanghai Stock Exchange Index (13.8 1%), the Shenzhen Stock Exchange Index (2 1.52%) and the Growth Enterprise Market Index (25.98%) in the same period.
In terms of individual stocks, Guofeng Plastics and Huaying, the constituent stocks of the index, have increased by more than 100% since February, while nine stocks, such as Yizhizhao, Shentianma A and Jin Fu Technology, have increased by more than 50%.
Do the products of related companies really involve folding screen mobile phones? How much does the introduction of folding screen mobile phone contribute to the performance? Can it support the rise of the stock price? Time Jun found that many companies have answered relevant questions through announcements or interactive platforms.
Leading stocks have not planned products that can be applied to foldable screens.
Speaking of the concept of organic light-emitting diodes, we have to mention Guofeng plastic industry.
As the leader in the concept of organic light-emitting diodes, the unit has started the "mad cow mode" since February. As of 26th, the cumulative increase reached 147.6%, ranking first among all constituent stocks of the organic light-emitting diode concept index.
Surprisingly, however, the person in charge of the concept of organic light-emitting diodes has clearly stated that there are no products that can be applied to foldable organic light-emitting diode screens at present, and there is no product development that can be applied to foldable organic light-emitting diode screens.
On February 25th, Guofeng Plastics announced the abnormal fluctuation of stock trading. The announcement mentioned that the project of high-performance microelectronic PI thin film material with an annual output of 65,438+0.80 tons under construction has entered the stage of equipment installation and commissioning, and it is expected to be put into trial production in the second quarter of 2065,438+09. The initial product planning of this project is mainly used in the field of flexible printed circuit board (FPC) substrate manufacturing. There are no plans for products that can be applied to foldable OLED screens, and no products that can be applied to foldable OLED screens have been developed. After the project is put into production, it is uncertain whether the expected benefits can be achieved due to factors such as product quality and market environment.
It is worth noting that Guofeng Plastic Industry also pointed out in the announcement that the company's net profit attributable to shareholders of listed companies in 20 18 is expected to be about 95 million yuan, up about 58% year-on-year. After deducting the gains and losses from the disposal of non-current assets related to land purchasing and storage carried forward by the company in 20 18 according to the progress of land purchasing and storage, it is expected that the company will deduct non-recurring gains and losses.
In addition to Guofeng plastic industry, many companies said that they did not involve flexible screen products.
Among them, Lidman said that the company's existing business focuses on the research and development, production and sales of in vitro diagnostic reagents, diagnostic instruments and biochemical raw materials, and does not involve AMOLED flexible screen products.
Zhejiang Jiaoke said that the company is not a first-class supplier of Huawei's 5G folding screen mobile phone flexible screen, nor does it have AMOLED flexible screen products.
Lance Technology said that Huawei is an important customer and strategic partner of the company, and the company will continue to cooperate with Huawei in the production and research and development of 5G mobile phone related parts in the future. AMOLED flexible screen belongs to the display industry, and the company does not engage in related business.
Hengmingda said that the company currently does not produce AMOLED flexible screen related products.
Jinlong Electromechanical said that the company is not a supplier of Huawei's 5G folding screen mobile phone flexible screen, and the company currently does not produce AMOLED flexible screen products.
Maoshuo Power said that the company is not a first-class supplier of Huawei's 5G folding screen mobile phone flexible screen, and there are no AMOLED products at present.
These companies said that their products are used in Huawei folding screen mobile phones.
So which companies are the real OLED concept stocks?
According to the statistics of Time Jun, many companies have replied in announcements or interactive platforms that their products are used for folding screen mobile phones.
Among them, Zhong Shi Technology pointed out that its flexible graphite products are applied to Huawei's Mate X and other folding screen mobile phones.
Zhiyun shares said that Huawei has always been an important customer of the company, and the touch-related automation equipment of the display produced by the company is widely used in the screen production process of domestic smart phones such as Huawei. The company cherishes its cooperation with Huawei and is also stepping up efforts to expand the breadth and depth of cooperation with Huawei.
Chang Ying Precision said that the company is currently developing hinge components of foldable screen mobile phones in various formats such as folding outside and folding inside for many customers, and the company is preparing for mass production.
Ye Zheng Technology said that Yin Ji Technology, a subsidiary company, can provide customers with the back-end production line of organic light-emitting diodes, and the OLED module equipment technology is an extension of Yin Ji Technology on the basis of the original LCD module automation technology.
Da said that Huawei's folding mobile phone adopts the company's heat dissipation and conductive products.
British Tang Zhi Holding Company said that under Huawei's procurement mechanism, as a distributor, it currently indirectly provides products and services to Huawei mainly by supplying Huawei's suppliers. At present, the company mainly provides core products for organic light-emitting diode manufacturers, including photomasks, luminescent materials, nano-silver, driver chips and so on. Downstream customers include BOE, Huaxing Optoelectronics and Shentianma.
The organic light-emitting diode index rose by 40% in February, and all the stocks rose by more than 10%.
As the hottest index in February, although the organic light-emitting diode index showed a slight correction on Tuesday, the cumulative monthly increase was still as high as 40.07%.
In terms of individual stocks, the cumulative increase of 43 constituent stocks in February exceeded 10%. Among them, Guofeng Plastic Industry and Huaying Technology rose more than 130%, and 9 stocks including Lingyizhou, Shentianma A, Jin Fu Technology, Li Ande Equipment, BOE A, Kaisheng Technology, Dongshan Precision, Dafu Technology and Visionox rose more than 50%.
List of the top 20 stocks in the organic light-emitting diode index:
Can the organic light-emitting diode market continue?
Capital Securities said that the market size of organic light-emitting diodes is expected to be around 70 billion by 2020, but it is still in the order of 654.38+000 billion. According to this calculation, the compound growth rate in the next five years will be above 40%. With such rapid growth, the organic light-emitting diode industry chain has indeed ushered in the opportunity of market speculation.
Founder Securities said that domestic OLED panel manufacturing equipment has sufficient market space under the background of gradual decline in domestic OLED panel production capacity and rapid increase in demand. At present, the technology of domestic organic light-emitting diode detection equipment and module equipment is mature, which is expected to achieve large-scale order breakthrough among core customers quickly. Investors are advised to continue to pay attention to related stocks.
In terms of investment strategy, Haitong Securities proposed that folding mobile phones are ready to go, and many links in the supply chain are welcoming new opportunities. The change of folding mobile phone mainly lies in the material, which is reflected in the following points: flexible cover, hinge, touch control, OCA glue, polarizer, driving IC package and so on.
A shares suggest attention:
Organic light-emitting diode manufacturing: BOE A, Visionox, Shentianma, TCL Group, etc.
Rotating shaft: Chang Ying Precision, etc.
CPI: Xinlun Technology, Times New Materials, etc.
Equipment: Jin Tuo, Tiantong, Zhiyun, Li Ande equipment, precision electronics, Han laser, etc.
FPC: Ding Peng Holdings, Dongshan Precision, Wang Jing Electronics, Hong Xin Electronics, etc.
Antenna: Luxshare, Shuobeide, Xinwei Communication, etc.
Batteries: Xinwangda, Desai, etc.
Polarizer: Lie triple spectrum, etc.
Drive IC: Zhongying Electronics, etc.
Wireless headsets: Goer shares, etc.
GF Securities proposed: It is suggested to pay attention to the investment opportunities brought by the innovation trend of smart phone folding screen to the flexible organic light-emitting diode industry chain. Relevant targets of industrial chain include: BOE A and Visionox in the field of panel manufacturing; Wanrun shares and Puyang Huicheng in the field of luminescent materials; New nylon technology in the field of new materials: laser and precision measurement electronics in the field of equipment; Yi 'an Technology and Chang Ying Precision in the field of metal parts; Three spectra in polarizer field: Dongshan Precision and Hong Xin Electronics in FPC field; Drive Zhongying Electronics in the IC field.
(Article source: Securities Times Network)