深天馬A(000050.SZ):小尺寸顯示領域逐步從底部持續調整進入需求温和復甦
格隆匯11月13日丨深天馬A(000050.SZ)11月10日接受特定對象調研時表示,今年前三季度,中小尺寸顯示領域逐步從底部持續調整進入需求温和復甦,公司運營管理的2條柔性AMOLED產線的手機顯示產品前三季度累計出貨量同比增長超300%,預計保持市佔率國內第二。AMOLED柔性手機顯示領域,公司已實現國內品牌客户全覆蓋,客户粘性不斷增強,同時產品規格提升趨勢明顯,支持多個品牌客户旗艦、高端項目首發。此外,公司摺疊和HTD產品現已開始陸續出貨。
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