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智雲股份(300097.SZ):擬調整業務結構 重點發展平板顯示模組自動化裝備業務
格隆匯 01-19 21:13

格隆匯1月19日丨智雲股份(300097.SZ)公佈,隨着5G時代的來臨,消費類電子產品、車載顯示屏和智能家居顯示終端等市場預計將迎來以5G通訊、5G應用為核心的新一輪創新及發展,國內顯示面板和模組廠商為應對顯示面板的需求增長和消費升級不斷擴大產能,其新增產線設備投資需求以及現有產線設備的升級改造需求也直接拉動對3C平板顯示模組自動化設備的需求。公司目前已掌握LCD、OLED、MiniLED和MicroLED等技術,未來有較大的市場發展空間。

鑑於上述背景,為聚焦主業發展,控制經營風險,保護股東利益,經公司審慎研究、分析,公司將調整優化現有業務結構:

1、為保證公司商業信譽,在積極有效保質保量完成在手訂單和保證員工利益的前提下,有序縮減業績前景堪憂的汽車動力總成自動化裝備的生產銷售,逐步退出該業務領域;

2、集中優勢資源重點發展平板顯示模組自動化裝備業務,達到公司資源優化配置。

次公司業務結構的調整,符合公司長遠業務發展需要,可以減少汽車動力總成自動化裝備業務對公司主業的影響,降低公司運營成本及管理成本,使公司將主要精力和財力聚焦在主業發展上。通過逐步對汽車動力總成自動化裝備業務的有序縮減,將有利於公司集中資源優勢發展核心業務板塊平板顯示模組自動化裝備業務,把握行業發展帶來的機遇,進一步控制經營風險,提高公司經營管理效率和效益。

基於前述業務結構的調整,公司將針對汽車動力總成自動化裝備板塊在手訂單的履約成本進行測算,對其中預期虧損的合同合理、謹慎地計提對應的存貨跌價準備或預計負債。

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