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京東方A(000725.SZ)2022年度預盈75億-77億元、同比下降70%-71%

格隆匯2月1日丨京東方A(000725.SZ)公佈,預計2022年度歸屬於上市公司股東的淨利潤75億元-77億元,同比下降70%-71%;扣除非經常性損益後的淨利潤為虧損18億元-20億元,上年同期為盈利240.67億元。

業績變動原因如下:1、2022年,受地緣政治風險頻發、全球通脹、疫情衝擊等多方面影響,全球經濟增長乏力,消費持續疲軟,消費電子終端品牌客户受影響尤為突出,半導體顯示行業延續了2021年下半年的下行趨勢,全年行業表現持續下行。

2、受終端消費需求明顯下降、下游品牌客户保守採購策略及行業低價競爭態勢等方面影響,2022年半導體顯示產品供需失衡,主流產品價格持續下降,部分產品價格降幅明顯,半導體顯示業務經營業績面臨巨大壓力;同時,公司部分產線仍面臨較大折舊壓力,OLED等業務業績持續承壓。面對行業頹勢,公司精益管理、深拓細分市場,着力產線、產品結構優化調整,在LCD方面發力車載、電競、AR/VR等高價值領域,提升整體盈利能力;在OLED方面大幅提升產品出貨量,提升高端產品出貨比例,實現車載、摺疊筆記本電腦等創新產品量產突破,加速推動業務持續改善。

3、2022年,公司加速推動“屏之物聯”戰略,持續深化“1+4+N+生態鏈”業務發展架構,創新事業產業規模呈現良好的增長態勢。

4、公司在戰略目標基本達成的情況下,綜合考慮國內外環境、自身戰略目標等多方因素,通過出售所持有的部分SES股份,收回部分海外投資,獲得部分收益。

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