On July 16, Glon Hui reported that Hubei Dinglong (300054.SZ) disclosed the investor relations activity record. The company's semiconductor display materials YPI, PSPI, and TFE-INK have been sold in bulk to mainstream panel manufacturers in China, among which YPI and PSPI products have become the first suppliers of some mainstream panel customers in China, establishing a leading position in domestic supply of related products. In 2024, the company's semiconductor display materials business is in the stage of scaling sales, and it is expected to achieve sales revenue of approximately 0.168 billion yuan in the first half of the year, a year-on-year increase of 234.56%. Sales revenue of 70.21 million yuan was achieved in the first quarter and sales revenue of approximately 98.25 million yuan is expected to be achieved in the second quarter, continuing the trend of double growth on a year-on-year and month-on-month basis, maintaining a good performance growth trend. As downstream panel customer capacity improves with the recovery of the display industry, and related display material products continue to be promoted in the customer market, the company will strive to maintain the growth trend of sales revenue in semiconductor display material business.