Konfoong Materials (300666.SZ) — market event timeline

NashNova tracks 3 market events mentioning Konfoong Materials (300666.SZ) between 2026-06-30 and 2026-07-02, each with a dated one-line analysis of how the event relates to the asset.

1. 2026-07-02Morgan Stanley Raises Longsys Target Price to 673 Yuan, AI NAND Shortage Prompts Profit Center Reassessment

   Direct subject of the event. Morgan Stanley raised its target price to 673 yuan, with the core thesis being a reassessment of the profit center driven by the AI NAND supply gap.

2. 2026-07-01Chinese Chip Material Makers Race to Catch Japan as T-glass Becomes AI Hardware Bottleneck

   China's leading semiconductor target material maker, benefiting from policy-driven domestic substitution in semiconductor materials.

3. 2026-06-30China's Chip Material Makers Accelerate Expansion, Competing for $73 Billion Market

   Parent company of KFMI (Konfoong Materials International); the world's largest sputtering target shipper by volume, currently building a plant in South Korea to expand its overseas client base.

For research and information only — not investment advice.