京东方A(000725.SZ):预计2020年净利润48亿元–51亿元 同比增长150%-166%
格隆汇1月29日丨京东方A(000725.SZ)披露2020年度业绩预告,预计2020年度归属于上市公司股东的净利润48亿元–51亿元,同比增长150%-166%;扣除非经常性损益后的净利润25亿元–28亿元,上年同期亏损11.67亿元;基本每股收益约0.12元–0.13元。业绩变动原因如下:
1、新冠疫情在全球的蔓延给半导体显示产业链的原材料供应及物流等问题带来冲击,公司在经营面临严峻挑战下,及时调整内部策略,优化产品结构,部分产品销量大幅增长,全年营收较上年稳定增长。
2、半导体显示行业景气度相对去年同期较高,尤其是IT、TV类产品需求大幅回升,且产品价格自2020年年中持续上涨,公司经营业绩较去年同期大幅提升。
3、公司柔性AMOLED产品出货较2019年大幅增长,但因产线尚处于爬坡期,新增折旧短期承压。随着出货量持续提升,未来有望进一步增强公司整体竞争力。
4、进入2020年以来,公司坚持物联网转型方向,积极把握发展机会,加强风险预警,在半导体显示事业、MiniLED、传感器及解决方案、智慧系统创新创及智慧医工事业等多个领域获得较快发展,物联网转型战略稳步推进。
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