Recently, there have been doubts about the prosperity of the panel industry. Although Jianding technology, Dingying electronics, Zhichao technology, Tongmeng electronics and other related PCB manufacturers emphasize that the combined revenue can maintain high-end, the recent stock price is generally depressed, and Zhichao is more attached to the right interest.

Recently, doubts about the panel industry have emerged one after another. After Youda announced that it would reduce the production rate and inventory in the third quarter, the market also heard that Samsung, the leading manufacturer, would reduce the shipping target of backlight module (LED) LCD TV. The market noise is constant. However, the revenue of Jianding, Zhichao and Tongmeng in July still rewrites the monthly high of previous years.

In the first half of the year, the after taxnet earnings per share of Jianding and Zhichao were 4.82 yuan and 2.88 yuan respectively, ranking among the top two listed cabinet printed circuit board (PCB) factories in terms of earnings per share, and Tongmeng had 1.93 yuan, both significantly better than the same period last year; Only 0.56 yuan of Ding Ying declined; Among them, Jianding and Dingying were better in the second quarter than in the first quarter. Zhichao and Tongmeng fell relatively, but their share prices showed weakness in the near future.

The world's largest thin film transistor liquid crystal display (TFT-LCD) printed circuit board (PCB) group, which is composed of Zhichao and Tongmeng, admitted that LCD TV slowed down slightly in September, but the range will not be too large, and the orders will be fully loaded in August.

Kingdee's main products are TFT-LCD, notebook computer (NB) and DRAM module PCB. In recent years, Kingdee has gradually conquered cities and territories in high-density connection (HDI) mobile phone PCB. Recently, the delivery speed of TFT-LCD PCB is not as urgent as before.

Kingdee stressed that in the second quarter, it has successively increased the monthly production capacity of PCB and HDI by 300000 square feet and 100000 square feet respectively, and the consolidated revenue in August and September is still at the level of July. Injecting new production capacity helps to meet orders at any time.