Gelonghui September 11丨Dinglong Co., Ltd. (300054.SZ) was surveyed by a specific target on September 11, 2024. “What is the status of the company's semiconductor display materials?” The company said that in the first half of this year, the company's semiconductor display materials achieved product sales revenue of 0.167 billion yuan, a year-on-year increase of 232.27%; of these, in the second quarter of this year, it achieved product sales revenue of 97.07 million yuan, up 38.24% month-on-month and 160.53% year-on-year, and achieved monthly sales exceeding 40 million yuan for the first time in June, setting a new high monthly revenue. At present, the company's YPI, PSPI, and TFE-INK products have been sold on a client-side scale, and have become the first supplier of YPI and PSPI products to most mainstream domestic display panel customers, establishing a leading position in domestic supply of YPI and PSPI products. In the future, the company will continue to strive to improve the penetration level of display material products in panel factory clients, seize the opportunity of strong downstream demand in the OLED display panel industry, expected growth in medium and large size applications, and continued rapid growth in domestic OLED production capacity, and promote the company's display materials business revenue to maintain a rapid growth trend.