Liquidmetal Technologies Inc (LQMT)

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https://xincailiao.ofweek.com/news/2020-08/ART-180420-8500-30451030.html

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i'an Technology's leading signs are beginning to show

Currently, companies with liquid metal technology are mainly Antai Technology, Yunhai Metal, Yian Technology, Dongfang Zirconium, and Shenghua Beike. Different companies have different speeds and plans for product and technology development, which also causes different companies to perform differently.

Let me first talk about the above-mentioned Yian Technology.

For a listed company, if it cannot achieve large-scale applications, no matter how good the technology is, it will not bring actual benefits to the company, nor will it return the support of shareholders. Fortunately, Yian Technology is also at the forefront of the industrialization of liquid metal. As one of the few suppliers in the industry that realize the commercial use of liquid metal precision structural parts in the consumer electronics field, Yian Technology has mastered the core technology of liquid metal products in terms of materials, processes and equipment, and has small products and large parts. Product production capacity. Yian Technology's liquid metal industry applications are mainly divided into two major sectors. One is consumer electronics structural parts. The company is one of the few suppliers in the industry that realizes the commercial use of liquid metal precision structural parts in the consumer electronics field. It has established cooperative relationships with well-known customers such as Huawei, OPPO, and Lens Technology.

From the outside perspective, competition in the consumer electronics market has shifted from the past purely pursuit of shipments and cost-effective product competition to high-end boutique and differentiated competition. The high-quality route has increasingly improved the performance of consumer electronic products such as lightness, beauty, wear resistance, corrosion resistance, and high strength. In this case, the application prospects of liquid metals with outstanding performance advantages can be expected.

Shengyi Technology also serves the electronic field just like Yian Technology. The main products of Shengyi Technology (600183) include flame-retardant epoxy glass fiber cloth copper clad laminates, composite substrate epoxy copper clad laminates and series prepregs for multilayer boards, which are widely used in mobile phones, automobiles, communication equipment, computers and various High-end electronic products. Shengyi Technology has undergone an unusual move, and the surcharge has increased significantly by 7.35%, setting a record high (pre-reset price). As of press time, the stock is 26.13 yuan per share, with a trading volume of 543,274 lots, a turnover rate of 2.39%, an amplitude of 7.6%, and a volume ratio of 1.83. The future can be expected.

Dongfang Zirconium is a well-known enterprise with leading technology and scale in the domestic zirconium industry, and one of the most complete manufacturers of zirconium products in the world. The company currently provides raw materials for liquid metal manufacturing in the wearable field. However, due to the stagnant demand in the wearable field, the market demand of Oriental Zirconium has not been greatly expanded. On February 2nd news, Oriental Zirconium Industry released its 2019 annual performance forecast: last year's estimated profit loss was 160 million-230 million yuan, and a profit of 10.62778 million yuan in the same period last year. Oriental Zirconium said that the reasons for the changes in performance: during the reporting period, the company was affected by factors such as the economic situation and financing environment changes, as well as the company's capacity utilization rate did not meet expectations, and the unit cost of products increased. Affected by changes in the operating environment , some of the non-current assets of the company's subsidiary Chaoyang Dongzirconium New Materials Co., Ltd., as well as the mineral processing equipment, camp buildings, and prospecting rights of the overseas subsidiary Mingrui Zirconium Co., Ltd. may have signs of impairment.

Antai Technology (000969) is one of two companies in the world that can produce amorphous strips. The National Amorphous Microcrystalline Alloy Engineering Technology Research Center of Antai Technology Amorphous Products Company has launched a 10,000-ton grade amorphous strip and product project. However, in the near future, Antai Technology's operating problems are still more prominent. On February 13, Antai Technology issued an announcement on the sale of related assets and related transactions of the hot isostatic pressing service business. Antai Technology stated that the company’s HIP business has now entered a development bottleneck period. According to the company’s implementation of business focus and asset optimization strategic guidance, in order to better reflect the value of HIP business assets, timely recover the initial investment, and feed back the main business. Business development; at the same time, it is necessary to reduce the company's asset burden and further optimize the asset structure.

It can be seen from the above that the development of a company is inseparable from its upstream and downstream industry development and planning, so the leading signs of Yian Technology are still very obvious, let us wait and see.