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Well they did say liquidmetal hinges in 1Q20...soooo huawei!?
Looks as though JP searches ihub lqmt board for his info...
Air power game changer...looks as though the leakers caught on, finally;)
FPT Jon prosser now saying air tags will charge via air power...getting interesting yet?
The hinge used in air pods will be the same hinge used in flip iPhone, maybe look like turnings flip?!?
Thanks!
You seem well versed in this type of language used, what does “proceeds from sales of debt securities” mean?
Investing Activities: (2020). (2019)
Purchases of property and equipment
(116 ) (630 )
Proceeds from disposal of fixed assets
110 272
Purchases of debt securities
(21,641 ) -
Proceeds from sales of debt securities
9,327 -
Net cash used in investing activities
(12,320 ) (358 )
Yea and juice told y’all fingers off the stoploss, someone just got their beef stroganoff taken from them...
Debt securities, hit in 4Q19 > yihao projected to go from 40 machines to 90 by the end 2019...
https://www.liquidmetal.com/yihao-metal-partnership/
Lol....beaneeeeeeeeeeer
Coincidence:
NITE - 0.12/247k
CDEL - 0.12/330k
GTSM - 0.12/367k
Quite a few shares sitting at the magical number, news around the corner?
Any insight on this is appreciated!
“Any capable headphone headband has to tilt, spin, and connect the ear cups together, but no other headphone does it quite like this.
Apple's electromechanical hinge hardware is both intricate and overbuilt, and might make the AirPods Max's price tag a little easier to swallow.
This hinge needs to provide a sturdy but comfortable connection for the headband, while also reliably passing a power connection through from the battery.
Apple uses a wraparound flex cable in the rotating portion of the joint, with some clever routing and built-in strain relief—then switches over to spring contacts for the connection to the headband. What a flex.
Hopefully, all that adds up to fewer failures from cable wear. Durability is hard to predict at times, but it's clear that a lot of thought went into this setup.”
https://www.ifixit.com/Teardown/AirPods+Max+Teardown/139369
Yes ok zirconium liquidmetal project, the magnesium reference was what caught my eye...
Right! I noticed and recall your post thx again:)
It’s going to blow up real soon, those who understand this are in deep and those who question it will be left dumbfounded;)
Didn’t they issue those debt securities in 4Q19?
I remember this, but I don’t remember this:
“an industrial fund established by Yian Technology and Sanxiang New Materials for foreign investment”
Tesla battery pack!?
Thx Nate
Yes, do you have a link?
Thanks for the post!
It looks like this will become reality, my research shows nov 2022 > via kuo
Question is what do they announce first portless iPhone or folding iPad/iPhone?
Net profits?
Changying Precision pointed its target accurately to the Ningde era.
Gaogong Lithium Power Published on 2021-01-05 09:23:12
Gaogong Lithium Power 114 people have joined
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Summary
Under the huge market demand, leading battery enterprises such as Ningde Times have started a large-scale capacity expansion, bringing the aggregation effect of lithium electrical materials, equipment, structural parts and other whole industrial chain aggregation effects.
On the evening of January 4, Changying Precision (300115). SZ) issued three announcements to build three automatic production line projects for new energy vehicle power battery structure components in Yibin, Sichuan, Changzhou, Jiangsu and Ningde, Fujian, with investment of 1.2 billion yuan, 500 million yuan and 300 million yuan respectively.
The announcement did not disclose supporting customers, but it is not difficult to see that Changying Precision pointed its goal accurately to the Ningde era.
On the evening of December 29, Ningde Times announced that it would expand power battery production capacity in Yibin, Sichuan, Changzhou, Jiangsu and Ningde, Fujian, respectively. The total investment of the three major projects is 10 billion yuan, 12 billion yuan and 17 billion yuan respectively.
At present, Changying Precision has invested in the establishment of a subsidiary in Ningde, Fujian Province. In order to promote the construction of the project, Changying Precision intends to invest in the establishment of Changchangying and Yibin Changying with its own funds.
Among them, Yibin Changying was invested and built through a wholly-owned subsidiary Shanghai Lingang Changying. Shanghai Lingang Changying mainly focuses on the high and low voltage electrical connectors, power battery structure parts and hydrogen fuel vehicle battery bipolar plate projects of new energy vehicles, and serves Tesla, Mercedes-Benz, BMW, SAIC, Geely and other new energy vehicle brand enterprises nearby.
Industry insiders revealed that a Tesla needs lithium battery structural parts of about 4,000 yuan. In 2020, Tesla's sales volume reached 499,550 vehicles. According to the calculation, Tesla's annual lithium battery structural parts cost is nearly 2 billion yuan.
In the first half of 2020, Changying Precision's revenue to Tesla increased by 31.42% year-on-year. In addition, in the new business sector, the revenue of its laptop products has increased more than twice year-on-year, and the product line covers notebook appearance components, built-in battery components, and touchpad components.
In September 2020, Changying Precision said on the interactive platform that in order to support the development of ATL new products, Changying Precision has successfully developed the button battery shell components needed by customers and achieved large-scale delivery. In October, Changying Precision said that its daily shipment of button battery precision structural components exceeded 100,000 sets.
Under the huge market demand, leading battery enterprises such as Ningde Times have started a large-scale capacity expansion, bringing the aggregation effect of lithium electrical materials, equipment, structural parts and other whole industrial chain. For example, Putailai recently set up a subsidiary in the field of negative materials and diaphragm in Sichuan, with a total investment of more than 1 billion yuan
http://m.elecfans.com/article/1450128.html
Can anyone find if this company had part in apples headphones AirPod max hinge/headband?
Talk about Changying Precision
Confident
Confident
2019-11-22
1. Changying Precision's product layout
In the past two years, due to the overall breakdown of the mobile phone industry, metal stripes were gradually replaced by 3D glass, and profits declined. However, the company's product line has expanded very well.
Since 2017, the company has made many adjustments: in terms of product structure, it has shifted from mobile phone parts to non-mobile phone businesses, including laptops, smart wearables, e-books and smart speakers, etc., and the types of products involved A lot has been increased; in terms of customer layout, the company has shifted from focusing on domestic business to expanding overseas business, and placing international customers as the focus of future development. The adjustment of the overall situation is progressing smoothly. International customers account for more than 35% of revenue and will further increase in the future. At the same time, non-mobile phone projects have grown rapidly, accounting for more than 30%. The gradual mass production of many new projects for international customers will also be converted. Continue to rise.
The lifting camera is to solve the problem of full screen. Before the lifting structure came out, the full-screen mobile phones that everyone saw had a big or small "bangs", which was not very beautiful in appearance. The lifting structure solves this problem well. Considering the technological maturity and cost, the lifting structure is a very good solution to realize a truly full screen. This year's mainstream models of major brands have used the lifting structure. Last year, the company cooperated with customers to develop the lifting structure of NEX and Find X for the first time. This year's X27, Reno, Samsung A series, Redmi K20, realme and other scales fully use our products. The unit price of the lifting structure middle frame is higher than that of the ordinary metal middle frame.
At present, the company is cooperating with customers to develop and prepare for mass production of folding screen mobile phone hinge structure.
AR, wireless earphones, smart wearables, smart speakers, etc., companies in each sub-industry have made breakthroughs and have done very well.
Judging from the panel on November 18, regarding Huawei's folding screen, the most recognized manufacturers in the market are hinge-related, MIM, liquid metal materials, and hinge structural parts.
The layout of the folding screen industry chain of domestic A-share companies
On November 12, foreign investment and state-owned institutions went to the company to investigate. On November 13, many institutions and Shenzhen-Hong Kong Stock Connect made a big purchase.
The current dynamics are not cheap. The 5-year average profit is taken as the cycle and the current estimate is reasonable. Looking at the future, the current market value is still very cheap.
So, should investment look at the past, the present, or the future? Different people have different research depths and different methods and manifestations. Different people have different opinions.
On February 26, 2019, Changying Precision (300115) responded to investors’ questions on the interactive platform of Panorama Network on Tuesday, saying that the company is currently developing hinges for foldable mobile phones with multiple formats such as external and internal folding for customers. The company is preparing for mass production of components.
Tianfeng International Guo Mingchi, ?Apple may launch a dedicated MR device that supports AR and VR, providing a user experience of virtual and real integration (click and provide physical), and expects to build an O2O (online to offline) business model in the future; ?Changying Precision may be a supplier of mechanical components for Apple's headset. Yang Mingguang may be a supplier of optical components for Apple's headset.
On October 29, 2019, investors questioned: Does the company supply products for tws headsets?
Secretary Dong answered (Changying Precision SZ300115): Hello. The company is a component supplier of wearable products. The company’s wearable components include TWS headsets, stylus, smart watches, etc. Thank you.
2. Reasons for Changying Precision's daily limit on November 8
I thought it was a TWS headset at first, and the market thought so, and it also drove the TWS headset sector.
On November 13, 2019, Apple launched a new 16-inch MacBook Pro with a starting price of US$2399.
Everwin Precision has recently entered the Apple MacBook case supplier, referring to Guo Mingchi Tianfeng International’s "[Apple Research] The bottom of the case industry has passed, 4Q19–4Q20 growth visibility is good for 4Q19 investment focus."
It is worth mentioning that Changying Precision's revenue and profit are expected to increase significantly in 2020 due to the increase in the proportion of MacBook supply, and Kaisheng's profit is expected to grow due to improved operating efficiency.
Third, the future of Changying Precision
5G stocking is gradually started, driving the recovery of the metal parts market. Thanks to the increase in the number of antennas and changes in waterfall screen design, the ASP of 5G mobile phone metal middle frames will increase by more than 20%, which is conducive to the further recovery of the metal parts market.
Metal parts such as notebooks for overseas customers have increased significantly. In 2018, the company entered the customer's notebook computer metal case supply chain, becoming the customer's fifth metal case supplier and the first mainland company to enter the large-size case supply chain. Everwin is also a supplier of metal parts such as Samsung, Google, and Amazon.
Connectors, shields, etc. benefit from the 5G trend. Everwin is one of the main suppliers of Huawei and other Android brand connectors and shielding parts. Product lines such as C-type, RF cable, BTB connector, EMI/EMC, etc. are in the forefront of the industry, and extend to the VC heat dissipation channel.
Among the top ten shareholders is the Huaan Media Internet Hybrid Fund, which has been the best performing fund among public offering funds since October 2018. The key is that its capital is in the tens of billions.
Sega Technology, Goertek, Crystal Optoelectronics, Gongda Electroacoustic, Changying Precision, etc. The targets I have analyzed before overlap with Huaan Media Internet Hybrid Fund.
Fourth, about the hinge of Huawei's folding screen mobile phone
Huawei mobile phone launched a folding screen mobile phone, two seconds of light, the second-hand price was up to 90,000 yuan, up to 120,000 yuan.
From a market perspective, the main direction of hype is hinges and related materials.
MIM process, powder metallurgy, liquid metal are actually a new process of metal forming. The listed companies mainly include Jingyan Technology, Dongmu Stock, Yian Technology, etc. Jinsheng Intelligent and Dongmu shares participate in the same MIM company Dongguan Huajing, Dongmu shares 61%, and Jinsheng Intelligent 10%.
The MIM process is suitable for mass production of consumer electronic devices with complex shapes. In addition to producing structural parts with complex shapes, liquid metal can also provide devices with higher strength, higher elasticity, and higher hardness, which requires breakthroughs in cost control and technology.
I think the liquid metal of Yian Technology is useful for Huawei's folding screen. I don't know how many places it is used, and the value is not large.
Tianfeng International Guo Mingchi believes that Qihong is currently the most visible beneficiary of the hinge hinge of the folding machine. The reasons: (1) the exclusive supplier of the hinge hinge of Mate X, and (2) the potential supplier of Samsung Fold 2 (we expect at least If in the future potential brand customers (Oppo, Vivo, Xiaomi, etc.) who do not have a patent for the hinge design of the folding machine will also launch the folding machine, Changying Precision and Amphenol, which have design patents, have a higher chance of obtaining orders.
From the point of view of application, the hinge needs to always be smooth and without gaps on the side in contact with the screen, and form a plane when it is unfolded so that the flexible screen can cover it. The shaft must also provide a certain degree of damping and protection. The force is evenly applied during the opening and closing process of the folding screen, and the screen is protected from damage when subjected to external impact.
In short, the hinge shaft is like the "hinge" on the door of a home. The hinge design structure is complex, which puts forward higher requirements for the processing of precision parts. The answer can also be found in related patents of Huawei and Samsung. From the point of view, Huawei uses a geared hinge structure, and the hinge consists of hundreds of precision components.
Regarding the growth space of the hinge hinge business, a brokerage research report stated that due to the high entry barrier for the production of folding machine hinge hinges, it is believed that through the gradual increase in sales of folding screen mobile phones, the performance of hinge hinge suppliers is expected to be significant in the next few years Benefit from the high unit price and the rapid growth of the folding machine.
Hinge hinges are so important for folding screen mobile phones, so which companies in A-shares are involved in related businesses?
At present, the domestic companies that can mass produce hinge shafts include Corson Technology, Changying Precision; Metal Injection Molding (MIM) and liquid metal are also worthy of attention, Jingyan Technology assembles MIM manufacturing, and Yian Technology has a layout in liquid metal; for Huawei mobile phones Dongmu, which provides MIM structural parts, also has a related layout.
Yian Technology: R & D and production of liquid metal hinges at the same time
The company's announcement is that the global leader in the industrialization of liquid metals has the world's largest production line for the production of zirconium-based amorphous alloys. According to the announcement, the liquid metal FaceID bracket produced by the company has been supplied in batches to well-known internal mobile phone manufacturers such as Xiaomi, OPPO, and Huawei; the company’s 5G base station products include filters, heat sinks, etc., and are currently further cooperating with customers such as Guoren Communication. And it has established cooperative relations with Tesla, Samsung, Lens Technology, ABB and other customers.
It is worth mentioning that the company said in response to investors’ questions in September this year that the company has always had a good cooperation with Huawei, and the company is also developing and producing liquid metal chains.
Dongmu shares: cut into Huawei's mobile phone MIM structure industry chain through mergers and acquisitions
Related announcements show that the company is actively expanding into new business areas.
Specifically, in August, the company acquired Huajing Powder Co., Ltd., expanded metal injection molding (MIM) technology, and formed a good synergy with the company's integrated technology business; the target companies were mainly Huawei MIM structural parts, wearable device components, 5G routers, etc. Products, accounting for more than 65%, bring huge market space for the company to expand to customers such as Huawei. In the third quarter, Huawei’s allocation of mobile phones reached 41.5 million, with a market share of 42.4%, a continuous growth of 66%, and sustained rapid growth, which drove the company’s related business growth.
Changying Precision: preparing for the development and mass production of the hinge structure of the folding screen mobile phone
Everwin Precision, which was researched by 40 institutions in May of this year, is also known as one of the companies that "masters the core technical capabilities of hinges."
Judging from the findings, institutions generally pay attention to Changying Precision's folding screen components, new energy vehicle components, and mobile phone camera lifting structure components. Regarding the issue of folding screen components, Changying Precision responded that the company is cooperating with customers in the development and mass production of the hinge structure of the folding screen mobile phone.
http://m.pinlue.com/icontent/229812237227.html
There is smoke, and it’s THICK...the only thing to solidify this would be an announcement from lqmt.
June production
Those who are chart savvy can take a closer look 300115.sz v. Lqmt go back all the way to 2017
Stock code: 300115 Stock abbreviation: Changying Precision Announcement No.: 2021-04 Shenzhen Changying Precision Technology Co., Ltd. Announcement on the investment and construction of Ningde Changying new energy vehicle power battery structural parts automatic production line project
The company and all members of the board of directors guarantee that the content of the announcement is true, accurate and complete, and that there are no false records, misleading statements or major omissions in the announcement.
Shenzhen Changying Precision Technology Co., Ltd. (hereinafter referred to as "Changying Precision" or the "Company") Chairman’s Working Meeting deliberated and approved the "Regarding the Investment and Construction of Ningde Changying New Energy Vehicle Power Battery Structural Parts" on January 4, 2021. Proposal on Automation Production Line Project", the company intends to invest in the construction of Ningde Changying New Energy Automobile Power Battery Structural Parts Automation Production Line Project, and the details are now announced as follows:
1. Overview of foreign investment
1. The new energy vehicle market has a broad prospect. In order to further meet customer needs, promote business development, and consolidate market position, the company has established a subsidiary in Fu'an City, Ningde City, Fujian Province, with an investment of no more than RMB 300 million.
2. On January 4, 2021, the office meeting of the chairman of the company deliberated and approved the "Proposal on the Investment and Construction of the Automated Production Line Project of Ningde Changying New Energy Vehicle Power Battery Structural Parts", according to the "Shenzhen Stock Exchange's Growth Enterprise Market Stock Listing Rules" "" and other laws and regulations, regulatory documents and relevant provisions of the "Articles of Association", "Outbound Investment Management System" and other relevant regulations, the foreign investment matters are within the scope of the decision-making authority of the chairman's office meeting and do not need to be submitted to the board of directors and the shareholders meeting for deliberation.
3. This investment does not constitute a connected transaction, nor does it constitute a major asset reorganization as required by the Measures for the Administration of Major Asset Reorganizations of Listed Companies.
2. Basic situation of investment projects
1. Method of capital contribution: cash contribution, the source of funds is self-raised by the enterprise. 2. Investor: Shenzhen Changying Precision Technology Co., Ltd. Unified Social Credit Code: 9144030072988519X9 Company Type: Co., Ltd. (listed)
Legal representative: Chen Qixing
Registered capital: RMB 100,085.6430 million Company address: Factory No. 3, Fuqiao Industrial Zone 3, Qiaotou, Fuyong Town, Bao'an District, Shenzhen Business scope: general business items are: R&D, production, sales: precision molds; precision electronic connections
Devices, precision hardware and components; new energy vehicle components; radio frequency antenna modules; robots, electromechanical equipment and intelligent manufacturing systems; consumer electronics; medical equipment and accessories, industrial protective products. Self-operated import and export business. (Except for items subject to approval according to law, carry out business activities independently according to the business license)
3. Project implementation entity: Ningde Changying New Energy Technology Co., Ltd. (a wholly-owned subsidiary of Changying Precision) Company type: limited liability company
Registered address: No. 89 Luojiang Industrial Road, Fu'an City, Ningde City, Fujian Province
Legal representative: Yang Zhenyu
Registered capital: RMB 30 million. Investment scale and shareholding ratio: funded by the company with its own funds and 100% shareholding. Business scope: general projects: R&D of emerging energy technologies; sales of new energy vehicle electrical accessories; electronic yuan
Device and electromechanical component equipment manufacturing; technical service, technology development, technical consultation, technical exchange, technology transfer, technology promotion; hardware product manufacturing; metal product sales; mold sales; hardware product retail; rubber product manufacturing; rubber product sales. (Except for items that are subject to approval according to law, they can independently carry out business activities with their business licenses).
3. The specific situation of the investment project
1. Project name: Ningde Changying New Energy Automobile Power Battery Structural Parts Automatic Production Line Project 2. Project Location: Fu'an Economic and Technological Development Zone, Ningde City, Fujian Province 3. Total Project Investment and Source of Funds: The investment amount does not exceed RMB 300 million Yuan (final project investment
The total amount is subject to actual investment), and the source of funds is self-raised by the enterprise. 4. Project construction scale and construction period: The project will be carried out in the early stage by renting workshops, and the leased area
Approximately 26,000 square meters, no more than 6 months from the start of construction (finally subject to actual construction conditions).
Fourth, the impact on the company
The company's investment expansion this time is in line with the company's strategic development plan. It will further improve the company's production capacity layout and meet the company's new energy power battery structure business development and market expansion needs. It is of great significance to promote the company's long-term stable development. The investment and construction of this project will increase the company’s capital expenditure and cash expenditure.
In the long run, it will have a positive impact on the company's business layout and operating performance, which is in the interests of all shareholders of the company.
V. Risk reminder of the project
1. Project construction risk Due to many factors affecting project construction, there is a risk that the project will not be completed on time or the construction cost will be higher than the expected cost.
2. The development of the project will be affected by the promotion of downstream new energy vehicles and related industrial policies. If there is a major change in market conditions, it will have an impact on the economic benefits of the project.
Investors are requested to invest rationally and pay attention to investment risks. The company's board of directors will actively pay attention to the progress of the project and perform its information disclosure obligations in a timely manner.
Special announcement.
Shenzhen Changying Precision Technology Co., Ltd. Board of Directors January 4, 2012
Lol...Some information that’s out there point’s towards March, this is where I believe we hear more about lm106c and the machines which make this production possible...only going up from here, where we sit at a years time remains to be seen
Your helping others like myself understand, and that will bring in good karma...
iPad/iPhone fold won’t be ready for show until nov 2022, this is when 5G will truly be ready.
It seems as though other manufacturers are on board buying manchines to gear up production for companies like (Samsung)
https://www.lktechnology.com/en/news_detail.php?type=1&nid=293
https://www.lktechnology.com/en/news_detail.php?type=1&nid=295
https://www.lktechnology.com/en/news_detail.php?type=1&nid=289
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=160926911
That’s not a problem, if the opportunity is there great, if not we wait:)
It all comes down to what the company has in the works, and when they want to release this information.
There’s plenty in that post that I would like replying to, let me start by saying I think lqmt truly believed that in 2019 they would be profitable, however after relaying this to their investors they flipped the script and in 2017 they issued a ‘delay’ for what ever reason that wasn’t provided formally, in saying that 2018 > 2020 and now it begins imo...
If you would ask your friend about the mm moves taking place it would be much appreciated!
Nothing sinister or malicious taking place here, those trades along with the jump in July also the current move are NOT from the notorious JB pumps, which begs to question why these are taking place? I try to use common sense and think that production along with Christmas blog are what’s stirring investors interest.
Ok now that’s a great explanation thank you!
I quit trying to understand why we are sitting below 10 cents, I have come to the conclusion that there is manipulation at hand, call it what you wish I just don’t think seeing 100, 15, 25 shares traded especially between 1:30 - 2pm today as someone making these trades being an investor/trader...
Testing the weight of the move, July - January jumps!?
I noticed the buys rolling in, it definitely looks like accumulation and it’s been happening since early 2020 imo
Juice why do you have to be a penny pincher let it ride
Need to use some of our ip to make it work, no!?
TSMC has patents for use of amorphous metals
Thx jotu, it seems as though it would depend on the parts being produced, may just be a flick of the switch to change from hot to cold chamber.
There’s plenty of information here, we can match the DC machine numbers ie. 1600, 3500, 6000, besides the obvious tag (eontec liquidmetal) on the machines how do we know if the machines they mention, “cold chamber” die cast are in part to lm production process?
Lots of info on webpage
https://www.lktechnology.com/en/news_detail.php?type=1&nid=302
A 6000T cold chamber die casting unit was delivered to the Vietnam factory of a South Korean company, in December. The unit would be used to produce 5G telecommunications parts for Samsung. Before that LK already delivered a 4000T die casting unit to the same customer.
Reread my message