Continuing the good trend in the first half of the year, in the future, Lansi Technology is expected to use the 3D glass to support the explosion of flexible OLEDs, ushered in a new high.
On October 15, Lansi Technology released its third-quarter results forecast. The forecast shows that Lansi Technology’s net profit for the first three quarters of 2018 was 1.04 billion-10.9 billion yuan, a year-on-year increase of 16.5%-23.02%. . Among them, the third quarter net profit was 580 million to 640 million yuan, an increase of 0%-10%, which is the highest peak of Lansi Technology’s 2018 performance. However, not long ago, the market value of Lansi Technology once shrank, and it evaporated more than 6 billion yuan in one day.
Market value fell
As a leader in the glass cover industry, Lansi Technology is engaged in the research, development, production and sales of high-end Windows touch protection glass panels, touch modules and new window touch protection materials. It has international and domestic quality products such as Apple, Samsung and Huawei. Customers are highly recognized by them.
Since its listing in 2015, the market value of Lansi Technology has approached 100 billion yuan. It is worth mentioning that according to the data of “2018 Hurun Global Self-made Women‘s Rich List”, the founder of Lansi Technology Zhou Qunfei has become the world‘s most successful female entrepreneur with 61.5 billion yuan of wealth, ranking first, and wealth is up 45% from 2017. %.
Shortly after the release of the quarterly report, Lansi Technology’s share price plummeted and Zhou Qunfei’s price shrank by nearly half. As for the decline in market value, relevant industry insiders believe that Lansi Technology is the main supplier of Apple glass accessories, and its performance is closely related to Apple. This year, influenced by Apple’s concept stocks, the performance of Lansi Technology will inevitably be affected.
In order to get rid of the situation of relying too much on Apple, this year, Lansi Technology said in the 2018 semi-annual report that it will increase the productivity of the four domestic mobile phone brands such as Huawei, OPPO, vivo and Xiaomi.
Promote one-stop layout
There are roughly three types of mobile phone body materials: metal, ceramic, and glass. Compared with the expensive ceramic body and the outdated metal body, the more cost-effective glass body is more sought after by consumers. “The dual glass body solution is favored by more and more consumers and mobile phone suppliers. In the future 5G era, glass will become one of the main materials of mobile phones.” Sun Yanxi, dean of the first mobile phone industry research institute, said, “2018 In the second half of the year, the demand for flexible OLEDs for 3D glass is likely to usher in an explosive period.”
With the advent of the 5G era and the popularity of wireless charging technology, the dual-glass design has also gradually increased, and “1 machine 2” has also brought room for growth in Lansi Technology.
According to the First Mobile Research Institute, in the first half of 2018, the global mobile phone market declined overall. Lansi Technology provided back cover double-sided glass and 3D glass for domestic mobile phone brands such as Huawei, OPPO, vivo and Xiaomi. Sis Technology still maintains revenue growth year-on-year in the face of overall industry fatigue.
In addition, Lansi Technology also lays out other industries. In 2018, Lansi Technology successively laid out the field of sapphire glass lenses and precision ceramics. At the same time, it cooperated with Japanese companies to set up a blueprint for the field of touch sensor modules, and entered the field of Hao En Acoustics. In the future, Lansi Technology is expected to usher in a period of rising performance when the demand for 3D glass breaks out.