This company OLED core material breaks through "coincides with" panel cycle inflection point, has achieved stable supply of Huaxing + Tianma + Vicino, analysts see 40% valuation repair space; there is also a market-wide scarcity.

① domestic OLED core material breakthrough "coincides with" panel cycle inflection point, the company to Huaxing + Tianma + Vicino stable supply, related equipment accelerated introduction of downstream customers, analysts look at 40% valuation repair space; ② this year's scarce "bottom performance reversal + institutional position low" section, counter-cyclical attributes can effectively hedge the weak economy, the next 2-3 quarters performance will continue to accelerate compared with the same period last year.