华显光电(00334.HK)中期营收大增178.3%业绩实现扭亏为盈
格隆汇8月12日丨华显光电(00334.HK)公布中期业绩，截至2019年6月30日止6个月，公司实现营业额35.17亿元人民币(下同)，同比增长178.3%；毛利7698.1万元，同比增长219.5%；母公司拥有者应占溢利1312.2万元，上年同期亏损1189.6万元；基本每股盈利0.63分；不派发中期股息。
公告表示，期内，受惠于大客户对订单的需求提升，集团销售量达4960万片，同比上升182.3%。回顾期内，集团营业额达35.2亿元，同比上升178.3%；其中贴合LCD模组产品(不包括加工LCD模组)营业额为29.0亿元，同比上升206.4%，非贴合LCD模组产品营业额为5.98亿元，同比上升88.4%。回顾期内，部分产品的原材料由客户直接提供，故该等原材料成本并未反映于相关产品的销售价格内，导致销售价格下降。然而，由于产品组合改善，整体平均销售价格同比上升2.1%至73.4元(不包括加工LCD模组)。
自2019年6月，集团开始提供加工服务。此项新业务模式可降低集团的采购成本及存货管理成本，以致毛利率较销售集团制造的LCD模组高，亦可减少由原材料成本波动带来的风险。回顾期内，加工服务营业额达2000万元，占总销量4.0%。
回顾期内，受惠于销量增长，集团实现毛利7700万元，同比上升219.5%。集团毛利率录得2.2%，同比增长0.3个百分点。毛利率没有明显改善的原因主要为：1)为积极抢占市场份额，提高销售规模，争取与客户建立长远的稳固关系，集团采取了较进取的价格策略；2)原材料成本高居不下。集团于回顾期内录得母公司拥有者应占溢利达1310万元。
此外，集团一方面会利用现有合作关系，继续巩固客户基础，抢占市场份额；在武汉华显光电扩产的同时，积极降本增效，力求产业效率和效益极大化；另一方面集团将加强研发，提升并储备前沿屏幕显示技术，包括屏下指纹及AMOLED技术，为新时代的到来奠定良好的运营基础。除此之外，集团也在积极部署智能家居及车载显示市场以把握该等市场的庞大机遇，横向拓宽自身业务。
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