Horse-Drawn Cannon Excavation: Tiantong Shares

StrawberryIce · 2026-03-12T23:42:32+00:00

Tiangtong Co., Ltd. specializes in electronic materials, particularly holding a leading position domestically and internationally in lithium niobate and related fields. Its products are widely applied in industries such as AI, photovoltaics, and defense, with customers including Nvidia and Apple. The company emphasizes full industrial chain synergy, with significantly increased production capacity, and is expected to achieve high growth. Technical analysis also indicates the stock price has breakthrough potential. Investment should be approached with caution.

StrawberryIce

2026-03-12 23:42:32

Abstract generation in progress

Tian Tong Co., Ltd. [Taoguba]
Lithium Niobate + 5G + Military Industry + Photovoltaics + Lithium Batteries + Automotive Electronics + Data Centers + Chips + Energy Storage + New Materials + PCB Concepts + Advanced Packaging.

Fundamentals

I. Main Business

Electronic Materials (Core, Revenue Share ≈86.5%)

• Soft Magnetic Materials (Manganese-Zinc Ferrite): Top 3 globally / No. 1 domestically; used in AI server power supplies, new energy vehicle OBC/DC-DC, photovoltaic inverters, data centers; supply chain for NVIDIA, BYD, Sungrow.

• Piezoelectric Crystals (Lithium Niobate / Lithium Tantalate): Domestic leader (Market share ≈50%); used in 1.6T/3.2T optical modules, 5G/6G RF filters, satellite communications; mass production for 4–12 inch, only 8-inch domestically.

• Sapphire Materials: Top 3 globally; used in LED substrates, consumer electronics (Apple/Huawei cameras, watch faces), 2.5D/3D packaging substrates, satellites; only domestic producer of 400kg-grade ingots.

• Silicon Carbide Substrates: Expanding 8-inch production to 80,000 wafers/year; used in new energy vehicles, photovoltaics.

High-End Equipment (Revenue ≈9.4%)

• Crystal Growth Equipment: Photovoltaic single crystal furnaces, sapphire crystal growth furnaces, lithium niobate crystal growth furnaces; material + equipment synergy, domestically controlled over 80%.

• Powder Molding Presses: Magnetic materials, lithium batteries, powder metallurgy; rapid growth (2025+117%).

• Photovoltaic/Semiconductor Equipment: CZ single crystal furnaces, silicon wafer processing equipment.

II. Company Highlights

• Full Industry Chain + Material + Equipment Synergy: From crystal growth, cutting, grinding, to devices and equipment, autonomous control, strong cost advantages.

• Domestic Substitution + AI/Optical Communication/New Energy Triple Resonance: Lithium niobate (optical modules), soft magnetic materials (AI servers), sapphire (consumer/satellite) — three high-growth sectors erupt simultaneously.

• Top-tier clients: NVIDIA, Apple, Huawei, BYD, Zhongji Xuchuang, Sungrow, Military/Space.

• Standard Setter: Leading formulation of national standards for soft magnetic materials, guiding revision of international crystal standards.

• Capacity Explosion: Lithium Niobate 4.2 million wafers/year (full capacity by 2026); sapphire 4,700 tons/year; silicon carbide 80,000 wafers/year.

III. Uniqueness/Rarity (Most Core)

Piezoelectric Crystals (Lithium Niobate) — Only domestic, top four globally

• Only domestic producer of 8-inch lithium niobate crystals; globally only 2 companies with 12-inch technology (Tian Tong + Japan).

• Only domestic mass producer of large-diameter RF piezoelectric wafers (4.2 million wafers/year), with about 50% market share.

• Core material for 1.6T/3.2T optical module thin-film lithium niobate modulators, domestically replacing Japanese JCC and German Crystec.

Sapphire Materials — Only domestic producer

• Only domestic mass producer of 400kg-grade sapphire ingots; top three globally, LED substrate market share >95%.

• Core supplier for Apple/Huawei supply chain (camera/watch face components accounting for 30%–50%).

Soft Magnetic Materials — Only domestic / globally scarce

• One of the largest soft magnetic ferrite producers worldwide; exclusive supplier to NVIDIA for high-frequency low-loss magnetic cores in AI servers.

• Leading formulation of national standards for soft magnetic materials, controlling technical dominance.

Aerospace/Satellite — Only domestic provider

• Tian Tong Jingdian: Only supplier for aerospace technology’s eighth institute in digital transformation of satellite electrical systems; supplies sapphire + lithium niobate components for low-earth orbit satellites.

Technical Perspective

On March 9, the market bottomed out at 2.2, after a strong five-day decline, supported by a rebound! The next day, the first board hit the break point of Meiliyun, representing computing power; Tian Tong represents raw materials like lithium niobate. With reduced volume, the initial surge stabilized, controlled by major players. On March 11, a shakeout occurred, releasing trapped positions; on March 12, volume decreased again, stabilizing at the market bottom point of March 3, with effective support from intraday retracements at the auction support level! Only about 2 points away from the historical high of 22.01!

Yesterday’s late trading saw East Mountain Precision rallying, while Guangxun Technology pulled back to the intraday moving average, resonating with Tian Tong. Guangxun has already broken its historical high, Tian Tong is pre-breaking. If Zhongnan Culture breaks through, capital flow preferences increase, suitable for breakout; if it breaks, the market favors pre-breakout or oversold rebounds at low levels!

On March 10, the strongest intra-day direction was optical communication CPO, establishing a new trend after three days of strength. Today’s opening shows a battle with chemical industry stocks; if CPO outperforms chemicals and power diverges, optical communication stocks like Tian Tong, Guangxun, and East Mountain Precision are expected to gain momentum!

If power continues to be strong, it may retrace for a shakeout, then test Huadian Energy and Greenland Power’s break points; if power weakens and diverges, Tian Tong could start accelerating with a strong first surge!

First target price: 30, expected by the end of this month!
Second target price: 40.

Working overtime to post new content, brothers, be active! Can we make it into a highlight within an hour?

The above views are for reference only, profits and losses are personal responsibility!

Core: In the era of quantification, during the downturn, focus on core divergences, not following the consensus!

Only leading stocks have the greatest profit potential!

Disclaimer: I am just recording my own trades and do not force anyone to follow. Please trade cautiously. This blog only documents my operations. (Investing involves risks, trade carefully, plans are never faster than market changes. All actions follow market conditions. The content reflects personal ideas and records, only for sharing, not investment advice. Trade at your own risk!)

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