Buffett’s arrogance of $18.6 billion
Recently, the well-known unwilling investment technology company "stock god" Buffett's Berkshire Hathaway company significantly increased its holdings in Apple in the first quarter, as of March 31, 2017, Berkshire holds The number of Apple stocks more than doubled to 129 million shares, valued at $18.6 billion.
Buffett believes that Apple is a very valuable company, Coca-Cola in the beverage industry. No sound is already, blockbuster, Buffett has not been to Apple before, a three-quarter increase in holdings, it is very popular with Apple.
Apple's 10th anniversary
This year, the iPhone will celebrate its 10th birthday. The anniversary version of the iPhone 8 may bring major innovations. In the past two years, the release of new iPhone products has made consumers more dissatisfied. They believe that innovation is far less powerful than the Jobs era, which was sold in the previous quarter. The lower than expected number of mobile phones reflects this problem to a certain extent, so the iPhone 10 must be a masterpiece for Apple.
According to a research report issued by Morgan Stanley, the iPhone 8 will bring a total demand of $77 billion to upstream and downstream suppliers, which is 62% higher than the iPhone 7. So those companies on the A-share will benefit from this bonus? Phone 8's most likely innovations are mainly in 3D glass, OLED panels, etc. In addition, wireless charging, 3D sensors, and dual-camera upgrades will also become a highlight. Xiaobian today focuses on the impact on the OLED industry.
Impact on the OLED industry
Today's disk, OLED sector rose across the board, Kaisheng Technology (15.03 +2.24%, buy), Wanrun shares (16.04 +1.97%, buy) (002642), Fo Plastic Technology (7.27 -0.95%, buy ) Closed the daily limit, BOE A (4.11 -1.67%, BUY), Fuyang Huicheng (31.40 -3.30%, BUY) and Lansi Technology (35.22 -1.98%, BUY) rose more than 7%, a total of 18 Shares rose more than 5%.
Once Apple cites OLED, the promotion of the entire mobile phone market is not to be underestimated. It will inevitably lead to a large number of mobile phone manufacturers to follow the trend of using OLED screens, bringing subversion of the entire industry.
As the next-generation display technology, OLED has the advantages of self-illumination, colorful color, foldable and curved, etc. However, from the data point of view, the market share of OLED TV is still small. At present, the only factor that restricts the development of the OLED TV industry is the last one. The supply of OLED panels is tight. This means that once this bottleneck is broken, the OLED industry will develop very fast.
The advantages of being unable to be replaced and the situation of supply less than demand will all be an opportunity for the OLED theme to break out. The stock speculation is speculation. At the time when Apple's new product is about to be released, it is obviously promising to speculate on this sector.
OLED selection concept stocks at a glance
BOE A (000725): Local OLED panel leader, firm investment in flexible OLED capacity building
The company's 2016 annual report: In 2016, the company achieved revenue of 68.9 billion yuan, a year-on-year increase of 41.69%; net profit of 1.88 billion, an increase of 15%. Among them, Q4 achieved a net profit of 1.74 billion.
Profitability has increased significantly, and the panel market is not weak in the off-season: the company's Q1 gross margin reached 28.63%. Following the 27.26% of Q4 last year, the gross profit margin hit another 9-year single-season high.
The OLED business is progressing smoothly and establishes the leading position of domestic OLED. BOE leads the domestic OLED industry investment. Its 6th generation AMOLED (48k) line will be put into production in Q2 this year, and Q4 will be mass-produced. The Mianyang 6th generation AMOLED (48k) line is expected to be put into production in 2019. After the production line of Chengdu and Mianyang is fully produced, BOE OLED production capacity will account for 10% of global production capacity at that time. The production capacity of small-size OLED display will be in the international leading position.
Fuyang Huicheng (300481): Expanding the production capacity of high-end products and creating a leading electronic material
The company released its 2016 annual report and realized operating income of 376 million yuan, a year-on-year increase: net profit attributable to mothers was 65 million yuan, up 12.87% year-on-year, and EPS was 0.41 yuan.
The layout of high-end electronic materials, the downstream demand is large, the market attention is high. The company's main maleic anhydride anhydride derivatives are mainly used in electronic component packaging materials, electrical equipment insulation materials and other industries, and can maintain sustained and stable development. It is planned to increase the construction of hydrogenated bisphenol A. At present, only two Japanese companies are engaged in large-scale production. The company is expected to break through international monopoly and achieve import substitution. The 1,000 tons of electronic chemicals project to be built is mainly used in high value-added electronic chemicals, OLED intermediates and pharmaceutical intermediates. The company has already had a certain scale of OLED functional material production capacity, and the future of OLED intermediates is broad.
Wanrun Shares (002643): OLED industrialization has accelerated significantly, opening up room for growth
Wanrun is a subsidiary of China Energy Conservation Co., Ltd., which is involved in the OLED business, March Optoelectronics and Jiu Miao. March Optoelectronics focuses on the development of OLED display and lighting materials and devices. Yantai Jiumu Chemicals Co., Ltd. is a wholly-owned subsidiary of Wanrun Co., Ltd., which is currently producing OLED intermediates and monomer crude products, and has entered the mainstream supplier system.
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