The five-year compound growth rate of electronic paper market is as high as 59%.
Recently, a new concept was born, that is, the concept of electronic paper. This concept is mainly because at the recent CES exhibition, BMW Group released the world's first color changing concept car completely wrapped in electronic paper - x flow, which attracted the attention of market funds to electronic paper. In addition, the recent meeting of the Ministry of industry and information technology also mentioned the need to strengthen the forward-looking industrial layout of e-paper, micro led and other technologies.
Under the double positive, the electronic paper concept has performed well recently. The leading stocks Yes Optoelectronics (Group) Co.Ltd(002952) have harvested two trading boards in a row, Holitech Technology Co.Ltd(002217) closed trading yesterday, and Yeal Electric Co.Ltd(300923) rose nearly 6%. According to the dragon and tiger list data, Yes Optoelectronics (Group) Co.Ltd(002952) the most seats bought in the past two days are Huaxin Securities Shanghai Branch, with a net purchase amount of more than 15 million yuan. The most sold seats were Everbright Securities Company Limited(601788) Zhanjiang Renmin Avenue North securities business department, with more than 16 million yuan sold. After hours, the company issued a change announcement. After verification, the company, the controlling shareholder and the actual controller did not have any major events that should be disclosed but not disclosed about the company, or major events in the planning stage.
It is reported that electronic paper is a special display screen, which is ultra light and thin, rewritable, easy to carry, and can maintain the display in case of power failure. It is also reported that at the exhibition, the car showed the ability to switch colors between black and white. BMW also claims that any color combination is possible. It is reported that this concept model of BMW is the product of cooperation with E Ink Yuantai technology, a leading global electronic paper manufacturer.
According to the prediction of Lotu technology, the terminal market scale of electronic paper market will reach US $11.3 billion in 2021 and US $72.3 billion in 2025, with a five-year compound growth rate of 59%. At present, among the application fields of electronic paper, the largest shipment is electronic paper labels. Lotu technology expects that the global shipment of electronic paper labels will reach 407 million pieces in 2022, entering the "fast lane" of growth.
there are 9 e-paper concepts in A-share market
Holitech Technology Co.Ltd(002217) the main products include display products (OLED / TFT / TN / STN / electronic paper, etc.), photoelectric sensing products, flexible circuit boards, 5g materials and application products. The products are widely used in consumer electronics, intelligent wear, intelligent retail, intelligent automobile, intelligent manufacturing and many other fields.
Yes Optoelectronics (Group) Co.Ltd(002952) has been cooperating closely with Yuantai technology. The company has a special R & D team to follow up on color electronic paper technology. The company's electronic paper products have projects in the fields of bus stop signs, electronic price tags and so on.
The key technology of PDLC flexible electronic paper display of Yeal Electric Co.Ltd(300923) adopts intelligent dimming film technology. The material has excellent optical parameters and the driving voltage is lower than 36V, which can effectively block strong light and heat insulation. At the same time, the technology can take protective treatment on some vehicle performance data according to the user's requirements, which is convenient for the user to maintain and view.
Shenzhen Laibao High-Tech Co.Ltd(002106) has developed new materials or products including TFT array driving substrate and CF for color electronic paper display, TFT array driving substrate for flexible electronic paper display, flexible touch screen sensor film (SFM, etc.), flexible 3D fingerprint sensor, COF and some products such as TFT and SFM for flexible electronic paper display have been industrialized in succession.
According to the statistics of securities times · databao, from the perspective of the net profit of the third quarterly report in 2021, Boe Technology Group Co.Ltd(000725) the net profit of the third quarterly report exceeded 20 billion yuan, a sharp increase of more than 7 times year-on-year; In addition, Tianma Microelectronics Co.Ltd(000050) net profit exceeded 1.4 billion yuan and Shenzhen Laibao High-Tech Co.Ltd(002106) net profit exceeded 400 million yuan.
From the perspective of institutional attention, Boe Technology Group Co.Ltd(000725) has 25 institutional ratings and Tianma Microelectronics Co.Ltd(000050) has 5 institutional ratings. From the perspective of market value, the market values of Yes Optoelectronics (Group) Co.Ltd(002952) and Yeal Electric Co.Ltd(300923) are less than 3 billion yuan, and the market values of Hanwang Technology Co.Ltd(002362) and Shenzhen Av-Display Co.Ltd(300939) are less than 5 billion yuan.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
(source: Data treasure)
