龍騰光電(688055.SH)：上半年研發經費達到了1.10億元，同比增加21.80%
格隆匯9月25日丨龍騰光電(688055.SH)在業績説明會上表示，2023年上半年，外部宏觀環境複雜多變，全球消費電子市場需求復甦緩慢，顯示面板行業整體處於週期底部盤整期，筆電面板、手機面板等中小尺寸產品價格承壓，現已逐步企穩，有望緩步回升，但仍面臨諸多不確定性。在行業處於嚴峻壓力的背景下，公司專業管理團隊堅守差異化發展方向，加大研發投入力度，精耕先進顯示技術，立足高效運營優勢，全方位推動降本增效，上半年實現營業收入17.57億元，其中第二季度收入環比增長28.85%，扣非後盈利狀況逐季改善。
公司持續進行差異化革新以及核心技術的整合，保持研發投入強度，上半年研發經費達到了1.10億元，同比增加21.80%，佔營業收入6.26%。公司不斷精進獨具特色的動態隱私防窺技術，豐富拓展其應用場景，持續強化動態隱私防窺、MiniLED、觸控一體化等核心技術在車載產品上的整合應用，為客户提供整合面板、觸控、蓋板玻璃等全方位整體顯示解決方案。同時順應市場發展趨勢，大力推行TED、電子紙、反射式等綠色低碳、健康護眼顯示產品，自主研發的TED筆電面板已實現全球首家量產出貨；此外，公司氧化物TFT技術相關工藝開發及產品設計已達成預期技術指標，將持續投入研發，提升產品性能，以滿足市場對於高質量顯示產品的需求。
當前顯示行業的供需格局正在持續改善，顯示終端需求逐步復甦。與此同時，隨着大數據、人工智能、雲計算、物聯網等新一代信息技術的飛速發展，以及新能源汽車的快速興起，顯示應用場景不斷擴容，行業整體趨勢向好。未來，我們將順應數字經濟和綠色低碳的長期發展趨勢，積極應對海外市場變化及客户需求，強化與國內外品牌客户的戰略合作，鞏固海外市場地位，不斷拓展新興業務領域，塑造發展新動能，保持並提升公司在全球市場中的競爭優勢，實現穩健高質量發展。
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