萊特光電(688150.SH):公司OLED有機材料保持較好的盈利水平
格隆匯9月5日丨萊特光電(688150.SH)近期接受特定對象調研時表示,公司OLED終端材料老產品價格雖逐年有一定比例下降,但因一款材料的供貨週期通常為三年左右,而在此期間公司通過持續升級迭代推出的新產品在材料性能方面有所提升,相比老產品的價格較好,從而減少老產品價格下降的影響;另外,公司擁有OLED有機材料一體化生產能力,通過工藝優化等降本增效措施也能夠降低老產品降價的影響,公司OLED有機材料保持較好的盈利水平。
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