華顯光電(00334.HK)：一季度營業額16.75億元 同比增長118.1%
格隆匯 4 月 26日丨華顯光電(00334.HK)公佈截至2021年3月31日止第一季度的業務更新，2020年上半年，新型冠狀病毒疫情影響全球手機銷售。在中國內地，隨着國內疫情漸趨穩定，消費者開支已回覆至正常水平，令集團可延續其於2020年下半年的增長勢頭。回顧期內，受惠於手機市場需求反彈，集團品牌客户積極下單。集團總銷量達3900萬片，同比增長92.1%，帶動營業額增長至人民幣16.753億元，同比增長118.1%。
在高性價比的A-Si產品銷售增長推動下，非加工類產品銷量同比增長135.8%，達1680萬片，佔總銷量43.0%，當中，貼合LCD模組產品銷量達1620萬片，同比增長153.0%，貢獻相應的營業額人民幣13.679億元，同比增長142.8%。加工類產品銷量達2220萬片，同比增長68.5%，貢獻相應的營業額人民幣2.534億元，同比增長79.0%。由於全球疫情成為“新常態”，市場需求逐漸傾向高性價比產品。回顧期內，集團整體平均銷售價格為人民幣84.9元(不包括加工LCD模組)。
展望未來，集團將力求生產效率和效益極大化，繼續履行一線客户的訂單，不斷鞏固客户基礎。此外，集團將把握5G智能手機換機週期以及遠端辦公室及學習產品增長趨勢，積極開拓智能家居及穿戴式產品市場。同時，集團位於中國惠州陳江的中小型LCD模組智能工廠已於2021年四月初正式開始建造，並預期於2022年5月建設完成。預期新工廠將有助擴大集團穿戴式及中尺寸顯示模組的產能，並進一步拓寬其產品範圍。
長遠而言，集團對顯示模組業務的發展前景仍然保持審慎樂觀的態度，有信心通過完善產業價值鏈，進一步提高技術和規模優勢，從而增強競爭力。在應對各項挑戰的同時，集團將保持銷售增長與穩定發展的平衡，併為集團及股東創造更大價值。
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