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研報掘金丨東吳證券:京東方A營收逐季穩步提升 看好公司“1+4+N+生態鏈”佈局

東吳證券研報指出,京東方A(000725.SZ)營業收入和扣非歸母淨利潤實現逐季度增長,全年保持穩定經營。2023年前三季度,TV類產品價格明顯上升,IT類產品價格逐步企穩,行業呈現量價回暖的態勢;Q4後半進入備貨尾聲,產品價格小幅回落,行業波動逐步平抑。公司柔性AMOLED競爭優勢突出,重點推動LTPO、摺疊、COE等高端產品快速滲透,公司柔性AMOLED出貨量有望保持大幅增長,並持續改善產品結構及提升盈利能力,成為公司新的業績增長點。公司全面佈局“1+4+N+生態鏈”,把握智能物聯時代大機遇。維持“買入”評級。

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