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龍騰光電(688055.SH):目前公司訂單飽滿、整體運作正常
格隆匯 03-16 17:13

格隆匯3月16日丨龍騰光電(688055.SH)公佈,2022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、員工多元化激勵統籌推進新冠疫情防控和企業穩健發展前公司訂單飽滿、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;20221-2月,公司已獲得授權專利72

(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90%

(4)人才激勵方面公司於20222月實施股權激勵計劃授予,調動員工的積極性,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5GAIoT技術全球數字化進程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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