深天馬A(000050.SZ):一季度公司運營管理的兩條AMOLED柔性產線(TM17、TM18)均保持良好的稼動
格隆匯6月6日丨深天馬A(000050.SZ)近日在機構策略會上表示,在AMOLED柔性手機顯示領域,公司已實現國內主流品牌客户全覆蓋,客户粘性不斷增強,同時產品規格提升趨勢明顯,支持多元品牌客户項目,高端摺疊、HTD、MLP 產品實現旗艦機型交付。
今年一季度,公司運營管理的兩條 AMOLED 柔性產線(TM17、TM18)均保持良好的稼動。公司將繼續推進 TM17 產線產能挖潛,爭取更多的銷售機會,同時加快 TM18 產線第二階段產能的逐步釋放。
今年一季度,下游柔性 OLED 手機顯示產品需求旺盛,產品價格還在向上修復中,公司將持續提升技術實力,強化在旗艦、高端產品技術創新能力,加大在頭部客户旗艦項目覆蓋,提升出貨量和高端產品佔比,不斷提升產品競爭力和盈利能力。預計 2024 年公司柔性 AMOLED 手機產品出貨將繼續保持快速增長,並目標進入品牌客户更多高端、旗艦項目。
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