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京东方精电(00710.HK)中期纯利跌15%至1700万港元
格隆汇 08-26 21:47

格隆汇8月26日丨京东方精电(00710.HK)公布,截至2019年6月30日止6个月,集团录得收益16.07亿港元,同比上升2.5%。经营溢利为2100万港元,较去年同期下跌22%。股东应占溢利为1700万港元,同比下跌15%。基本每股盈利2.35港仙。

于上半年度,集团收益的增长受到中美贸易关系紧张及不确定因素增加下的宏观经济环境所影响。有关影响对集团于中国的业务尤其明显,以致中国的汽车业务增长放缓。然而,由于过往年度已赢得的新项目逐步量产,集团的薄膜电晶体(TFT)模组及触控屏显示模组业务於回顾期内持续增长。尽管单色显示屏业务的需求持续下滑,但对TFT模组及触控屏显示模组业务的需求于下半年仍保持正面。

单色显示屏业务的需求持续转向TFT显示屏业务而拉低了集团的整体毛利率,原因是TFT显示屏的平均毛利率低於单色显示屏的平均毛利率。尽管TFT显示屏业务的竞争激烈,但集团将继续凭藉主要股东京东方对TFT面板及模组的稳定供应以及集团的研发能力进一步进军TFT业务,以增加公司的收益及提升边际利润。

截至2019年6月30日止六个月,汽车显示屏业务录得收益12.31亿港元,较2018年同期增加5%。该增加主要由于TFT模组业务增长及单色显示屏业务下滑的综合效应用所致。汽车显示屏业务占集团整体收益约77%;工业显示屏业务录得收益3.76亿港元,较2018年同期减少4%。工业显示屏业务占集团整体收益约23%。

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