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The era of mobile phone full screen era 3D glass will meet the development opportunity

  • Author:Fanyu
  • Release on:2018-03-14
Since March, the 3D glass concept has changed frequently. Among the 21 stocks that can be traded, 20 stocks outperformed the broader market during the performance of stocks, accounting for more than 90%. Yesterday, there were a total of 9 leading stocks in the sector that were subject to the attention of large single funds, adding up to a net inflow of 191 million yuan.
Statistics of the past two years show that 22 A-share listed companies, including Lianchuang Electronics, Lansi Technology, Dongxu Optoelectronics, and Kaisheng Technology, have announced a total investment of over RMB 30 billion in the 3D glass industry.
Market participants believe that the cover plateglassBefore the advent of the 5G era, the consumer electronics industry has great investment opportunities. With the increase in the yield of 3D glass products and the increase in industrial penetration, 3D glass housings have become commercially available on a large scale. Under the guidance of Samsung and Apple's new generation of new models, smart phones will advance into the era of glass enclosures, and the 3D glass industry will enter a high-speed growth period.
Huatai Securities said that in the next 10 years, the smart phone industry will enter a new era led by a comprehensive screen. Full-screen production requires a new process, 3D glass, OLED, and special-shaped cutting are three major difficulties. The demand for new manufacturing equipment such as bending machines, precision engraving machines, and display inspections is prominent. The demand for 3D glass is expected to increase from 2017 to 2021. For the 97 billion yuan -15 billion yuan, the 3D glass industry is expected to usher in a great opportunity for development.
CICC believes that under the trend of wireless charging and 5G, domestically-manufactured 3D glass will rapidly infiltrate, and the prospect of 3D glass housing will be broad. It is recommended to pay attention to the industry leader: Lansi Technology, Weihong Stock, Luoyang Glass, Lianchuang Electronics, Crystal Optoelectronics, etc.