Recently, the company held a performance instructions in Deep Textile A (000045). After the analyst meeting, the research report said that the company's industry supply and demand patterns have been improved, and the company will usher in the fast release period of production capacity in the second half of the year.

According to the public information, Deep Textile A was established in 1984, predecessor is Shenzhen Textile Industry Company. The company has upgraded the strategic transformation in 1995, from the traditional textile and garment processing industry into the LCD polarizer industry. At present, the company's focusing liquid crystal display polarizer field, its own property management business and high-grade textile and apparel business. From the financial report of the company history, polarized products are the company's main income source in recent years. The company has shown that the company's polarizer product camp accusation is 92.77% in the first half of 2021.

Sigmaintell data shows that the average size of the global LCD TV panel in 2020 has increased significantly from 1.8 inches, which is expected to grow by 1.5 inches in 2021, reaching 48.6 inches. The average size of over 1.5 inches is expected to be deformable will exceed 200K G8.5 generation capacity. Zou Lanlan, a Great Wall Securities Electronic Researcher, said that the current trend will help the high generation panel capacity, and will directly load the polarizer requirements.

Great Wall Securities said in the development report that polarizing plates benefited from the proportion of local panel production capacity, and its raw material supply shortage will speed up the process of polarizing domesticization. With the rise of the landlift faucet manufacturers, the domestic process of the upstream raw materials supply system is expected to accelerate. In addition, the current panel raw material supply has a shortage of raw materials such as a glass substrate and a driving IC, and the head enterprise supply chain management strategy is cooperated by cost-oriented steering strategy. The local raw material supplier welcomes the import window, new expansion capacity It is expected to be digested smoothly, and the local raw materials supply chain.

The publication shows that the deep textile A has 7 mass production polarizer production lines, including TN, STN, TFT, OLED, 3D, dye sheet, touch screen optical film and other fields. Among them, the Line 7 is a 2500mm ultra-wide production line, which is put into production in July and enters the mass production period. The Great Wall Securities Development shows that in the context of the panel supply and demand pattern, the price of polarizer has also slightly upstream, which will bring considerable profit elasticity to deep textile, superimposed company Line 7 large-sized TV polarizer The production capacity of the industrialization project is gradually released, and the company's polarizer business will maintain a rapid development trend.