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深天馬A(000050.SZ):2025年預計柔性OLED技術在手機端的滲透會繼續提升
格隆匯 04-03 14:52

格隆匯4月3日丨深天馬A(000050.SZ)於近期投資者關係活動表示,2025年,預計柔性OLED技術在手機端的滲透會繼續提升,下遊需求同比仍將保持增長,同時基於國補等消費刺激政策,將對下遊市場需求有一定帶動,也對產品價格起到一定的穩定作用。公司將繼續推進TM17產線產能挖潛,爭取更多的銷售機會;隨着TM18產能的穩步釋放,AMOLED產品出貨量將進一步實現提升,包括摺疊、HTD在內的高規格產品出貨量將有較快增長,在多客戶多旗艦項目上也將爭取新突破。在此基礎上,公司將繼續推進AMOLED業務全面降本,爭取利潤端表現的持續改善。

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