2025’s [10x Stock] - KaiSheng Technolog

2025’s [10x Stock] - KaiSheng Technology
The following information is all derived from official sources. We know that KaiSheng Technology is a new material company under China National Building Material (CNBM), mainly operating in two business segments: display materials and applied materials. The display materials business, in conjunction with KaiSheng Group’s资源优势 in electronic glass, has formed a close upstream and downstream industrial chain synergy, extending into a relatively complete display industry chain, including ultra-thin electronic glass, flexible foldable glass, ITO conductive film glass, flexible touch control, panel thinning, and display touch integrated modules. The company’s applied materials products mainly revolve around three elements: zirconium, silicon, and titanium, based on zirconium products such as fused zirconia, zirconium silicate, and stabilized zirconium, and expanding the product series to include spherical quartz powder, high-purity synthetic silica, nano barium titanate, rare earth polishing powder, and other products.
Further research reveals that KaiSheng Technology leads the nation in UTG (Ultra-Thin Glass), is the world’s largest producer of zirconium oxide, and is about to commercially scale its semiconductor-grade high-purity synthetic quartz. It also has glass substrates, thermal management materials, optoelectronics, aerial imaging, and the nation’s largest automotive display modules, all of which indicate a broad growth space and long-term 10x investment value.
Ultra-Thin Glass (UTG):
KaiSheng Technology is a global leader and a domestic producer capable of mass-producing UTG cover glass. With the rapid growth of the foldable phone market, UTG, as an ideal material for foldable phone cover glass, the company has a first-mover advantage and is expected to fully enjoy the benefits of industry development. The company’s UTG industry chain profit presents a “smiling curve,” and the integrated production advantage will bring more substantial profits to the company.
Solid-State Batteries:
KaiSheng Technology is the world’s largest producer of zirconium oxide, which is one of the key raw materials for solid-state batteries. The company has a monopolistic position in the field of solid-state battery materials. With breakthroughs in solid-state battery technology by domestic enterprises, the value of KaiSheng Technology’s zirconium oxide and other series will be re-evaluated.
High-Purity Quartz:
KaiSheng Technology’s high-purity synthetic quartz has entered the practical application phase, with a 5,000-ton production line under construction, expected to be massively introduced to the market between 2024 and 2025. The company’s synthetic high-purity quartz sand has a low cost, which is a significant advantage compared to natural quartz sand, and it is expected that costs will further decrease with future expansion.
Glass Substrates:
If NVIDIA successfully navigates the glass substrate packaging and testing track, the value of KaiSheng Technology’s glass substrates needs to be re-evaluated. The value of KaiSheng Technology Group (large scene series application glass substrates) will also be enhanced as a result.
Optoelectronics/Optical Modules:
KaiSheng Technology has several domestic and internationally leading products in the field of optoelectronics/optical modules, such as UTG one-time forming, nano barium titanate, spherical quartz powder, and rare earth polishing liquids.
Thermal Management Materials:
KaiSheng Technology’s spherical materials are widely used in various high-tech fields such as electronic packaging and semiconductor thermal conduction, and can also serve as thermal conduction materials for new energy batteries.
Aerial Imaging:
Although the search results do not directly mention aerial imaging technology, considering KaiSheng Technology’s technical accumulation in the field of display materials, the company may expand and apply its technology in this area.
Huawei Automotive:
As the exclusive supplier of UTG glass for Huawei’s triple-fold phone, with Huawei’s layout in the automotive field, the application of KaiSheng Technology’s UTG materials in the automotive field is also worth looking forward to.
In summary, KaiSheng Technology’s technological advantages and market potential in the fields of UTG, solid-state batteries, high-purity quartz, glass substrates, optoelectronics, and thermal management materials provide a solid foundation for its future investment value. With the maturation of related technologies and the growth of market demand, KaiSheng Technology is expected to achieve rapid growth in performance.