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杉杉股份(600884.SH):OLED手機和OLED顯示器用偏光片已實現量產出貨

格隆匯5月7日丨杉杉股份(600884.SH)在投資者互動平臺表示,市場份額:根據CINNO Research數據顯示,2024年公司在大尺寸LCD偏光片(包括LCD電視/顯示器/筆記本電腦用偏光片)的出貨面積份額約33%,持續保持全球第一。 競爭策略:公司將持續強化在大尺寸領域的全球領先優勢,並加速提升OLED、中小尺寸、車載偏光片等產品的研發和出貨,持續提升中長期盈利能力。 行業需求情況:受益於顯示產品大尺寸化發展趨勢,中國“以舊換新”補貼政策刺激等多重影響,預計顯示產品市場需求將呈現持續增長,帶動偏光片需求面積同步提升。 OLED進展與SP業務收購後情況:公司OLED電視用偏光片已實現穩定出貨,市場份額得到大幅提升;OLED手機和OLED顯示器用偏光片已實現量產出貨,並持續推動客戶認證;公司已經順利完成SP業務的交割,目前車載用偏光片正在穩定出貨。 資金情況:目前公司經營性現金流可以覆蓋日常經營需求。

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