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研報掘金丨平安證券:京東方A利潤有望逐漸釋放,維持“推薦”評級
格隆匯 01-22 15:44

平安證券研報指出,京東方A(000725.SZ)預計24年實現歸母淨利潤52-55億元,同比增長104%-116%。2024年,國際環境複雜多變,國內經濟總體向好,行業內呈現“弱增長、再平衡”格局,面對內外部諸多挑戰,公司繼續保持半導體顯示領域領先優勢,智慧應變、搶抓機遇,經營業績實現同比翻倍增長。“以舊換新”刺激需求向好,面板行業景氣度得以延續,公司利潤彈性有望逐漸釋放,同時,隨着OLED出貨量提升以及產品結構優化,OLED業務對公司利潤的拖累有望得到緩釋,並逐步實現對利潤的正向貢獻。隨着公司LCD產線折舊陸續完成以及OLED逐漸減虧,公司利潤有望逐漸釋放,維持對公司“推薦”評級。

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