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兆馳股份(002429.SZ):預計上半年淨利潤同比增長21.21%至26.66%
格隆匯 07-08 20:06

格隆匯7月8日丨兆馳股份(002429.SZ)公佈,預計上半年營業收入900,000萬元至1,000,000萬元,比上年同期增長16.35%至29.27%,淨利潤89,000萬元至93,000萬元,比上年同期增長21.21%至26.66%,扣非淨利潤83,000萬元至88,000萬元,比上年同期增長32.27%至40.23%。

MiniRGB芯片與MiniCOB顯示模組深度協同,上半年MiniRGB芯片微縮進程加快,MiniCOB在P1.5以上點間距市場滲透率大幅提升。截止目前,兆馳晶顯出貨量佔COB行業50%以上,在1.6萬平米/月的產能基礎上,新增產線已陸續進廠,持續擴產保障了公司推動COB滲透率提升。LED芯片的產品結構持續升級,普通照明產品產量逐步收縮,更多產能釋放到高毛利產品中,實現高質量可持續發展,確立子公司兆馳半導體從規模到價值的行業領先地位。

電視ODM製造深耕海外市場,以Local的策略運營並開拓海外市場,公司主要客户為聚焦於本土渠道、內容OS運營的新型品牌。多年來,為滿足客户的本土化、全球化的供應鏈需求,公司主要通過Local合作工廠以及建立海外生產基地的方式來運行,為公司持續開拓海外增量市場提供了靈活運轉空間。2024年Q2,海運問題雖然短期影響出貨節奏,公司及時配合客户調整應對策略,FOB的貿易模式與客户及時調整應對海運策略,2024年上半年出貨量同比去年穩中有升。

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