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京東方A(000725.SZ):一季度淨利潤預增63%-68%
格隆匯 04-15 20:26

格隆匯4月15日丨京東方A(000725.SZ)公佈2025年第一季度業績預告,1-3月公司實現歸屬於上市公司股東的淨利潤盈利16億元–16.5億元,比上年同期增長63%-68%;扣除非經常性損益後的淨利潤盈利13億元–14億元,比上年同期增長118%-135%;基本每股收益盈利0.042元/股–0.044元/股。

面對錯綜複雜的市場環境,公司積極落實“屏之物聯”發展戰略,緊抓行業機遇,應對行業挑戰,2025年第一季度營業收入同比增長超10%,創一季度收入歷史新高;歸母淨利潤同比增長超60%;扣非後歸母淨利潤同比增長超110%。

LCD方面,中國大陸“以舊換新”政策延續,海外市場客戶備貨,部分需求提前釋放。2025年第一季度,行業整體尤其是TV類產品呈現“量價齊升”態勢。公司充分發揮自身技術和產能優勢,持續優化產品結構,以創新提升產品價值,LCD業務同比顯著增長。

柔性AMOLED方面,第一季度是行業傳統淡季。“以舊換新”政策下,中低端智能手機受益相對明顯。剔除折舊增加等因素影響,公司柔性AMOLED業務經營同比有改善。全年來看,公司持續深耕以摺疊爲代表的高端市場,同時積極佈局車載、IT等中尺寸創新應用,強化自身的產品和技術能力,持續提升公司柔性AMOLED業務整體競爭力。

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