華顯光電(00334.HK)一季度總營業額13.94億元 同比增加49.7%
格隆匯4月28日丨華顯光電(00334.HK)公吿,截至2025年3月31日止第一季度,回顧期內,受日益加劇的地緣政治及美國提高商品關税的威脅影響,市場需求緩慢恢復,2025年第一季度全球智能手機出貨量同比增長1.5%至305百萬部。
回顧期內,集團實現總銷量達13.2百萬片,同比增加21.9%。隨着人工智能、物聯網等技術的落地使用,集團與TCL華星光電技術有限公司模組面板一體化合作模式日漸成熟,為一線品牌客户定製開發的中尺寸顯示模組銷量持續攀升。回顧期內,集團平板類模組銷量同比增加1.8倍,達2.1百萬片,相關營業額同比增加1.39倍達人民幣355.4百萬元。在中尺寸產品高單價的帶動下,集團的整體銷售產品平均售價同比增加18.0%至人民幣110.7元,集團的總營業額達人民幣1,394.4百萬元,同比增加49.7%。
根據國際調研機構IDC的預測,2025年全球智能手機出貨量將達到12.6億台,同比增長2.3%。儘管市場向好,但隨着市場需求放緩以及美國新關税政策為全球貿易帶來的巨大不確定性,顯示行業依然面臨風險。
與此同時,中國市場智能化教育產品的需求保持穩定,集團將深化與多家知名品牌客户平板產品的合作,進一步開拓智能家居、智能工控、智能醫療等商用顯示市場,同時本集團也將在年內新增兩條中尺寸生產線以滿足市場需求。
長遠而言,集團對顯示模組業務的發展前景仍然保持審慎樂觀的態度,有信心通過完善產業鏈佈局,提高技術和規模經濟優勢,把握智能家居及物聯網帶來的商機,在成本嚴控下穩健地推動產品銷售增長,致力於為集團及股東創造更好的價值。
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