龍騰光電(688055.SH):目前公司訂單飽滿、整體運作正常
格隆匯3月16日丨龍騰光電(688055.SH)公佈,2022年以來,面對疫情反覆、產業上下游企業減產停產、原材料供應短缺、物流不暢、人力成本上升等複雜的市場環境,公司管理層堅定既定戰略、調整營運策略,通過加速研發創新、不斷增強供應鏈韌性、進一步提升智能化及數字化運營水平、員工多元化激勵等措施,統籌推進新冠疫情防控和企業穩健發展,目前公司訂單飽滿、整體運作正常。
(1)產品技術方面:不斷推進全球首創隱私防窺顯示技術升級優化,實現該技術在筆記本電腦、智能手機、車載、醫療、財經應用等領域的多元化應用;進一步研發佈局Mini LED技術,實現該技術從主要應用於車載延伸擴展應用到筆電面板;同時,公司重點佈局金屬氧化物、四向防窺等核心技術,不斷加強技術儲備、產品儲備;2022年1-2月,公司已獲得授權專利72件;
(2)供應鏈管理方面:提前預測,積極佈局,不斷推進供應鏈的安全性、本地化、多元化採購,與多家供應商建立穩定的戰略協同關係,並充分利用原材料本土化採購率達70%以上等優勢,目前供應鏈保持安全可控;
(3)智能化運營方面:持續加大自動化、智能化改造,推進數字化轉型,積極開發5G+AR遠程協助應用、5G+雲應用等,將新一代信息技術與工業制造深度融合,進一步提升運營效率及安全生產水平,核心工藝製程段實現自動化率超過90%;
(4)人才激勵方面:公司於2022年2月實施股權激勵計劃授予,調動了員工的積極性,不斷提升團隊凝聚力,助力公司進一步推廣長期經營、長期績效理念,促進員工和公司共同成長,為公司整體核心競爭力的快速提升提供了保障。
伴隨5G、AIoT技術及全球數字化進程的加速發展,消費類電子產品滲透率持續提升,新場景新應用推動IT產品多元化發展,新能源車市場快速成長帶動顯示面板需求持續成長;為滿足市場增量需求,根據戰略規劃,公司將規劃擴充新產能、儲備新技術,進一步提升公司科技力、產品力與市場力。未來,公司將持續做好各項工作,積極增強核心競爭力,努力提升公司價值,全力為投資者創造更好回報。
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