華顯光電(00334.HK)前三季度營業額增78%至45.45億元 銷量大增144.1%
格隆匯10月24日丨華顯光電(00334.HK)公佈，截至2019年9月30日止9個月，在一線品牌客户訂單帶動下，該集團銷量達79.5百萬片，同比提升144.1%，帶動該集團營業額提升至人民幣4,545百萬元，同比上升78.0%。非加工類產品中，貼合LCD模組產品營業額為人民幣3,642百萬元，同比上升79.2%；非貼合LCD模組產品營業額為人民幣653百萬元，同比上升25.3%。
受到2019年上半年部分產品的原材料已由客户直接提供，該等原材料成本並未反映於相關產品的銷售價格內因素影響，9個月的整體平均銷售價格（不包括加工模組）同比下降3.4%至人民幣75.7元。然而，由於產品組合有所改善，第三季度整體平均銷售價格（不包括加工LCD模組）同比上升2.3%至人民幣87.9元。回顧期內，該集團加工類產品實現營業額達人民幣251百萬元。
根據未經審核財務報表，該集團於2019年9月30日的現金及現金等價物結存約人民幣192百萬元，其中62.0%為人民幣，31.6%為美元及6.4%為港元。於2019年9月30日，該集團並無計息銀行貸款。
展望將來，雖然全球半導體顯示產業發展重心逐漸轉移到中國，但回顧期內產業供過於求的情況依然持續，同時美國市場的波動亦令全球智能手機市場及相關供應鏈進入重整階段。
該集團與深圳市華星光電技術有限公司以及其附屬公司垂直整合，獲得全球多家一線品牌的認可。但在5G技術商用化以及柔性AMOLED終端產品得到廣泛認受前，半導體產業的供需不平衡將令市場競爭格局日益嚴峻。
長遠而言，該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價值鏈佈局，提高技術及規模優勢，將進一步增強競爭力。該集團在應對挑戰的同時將會保持銷售增長及健康發展的平衡，致力為該集團及股東創優增值
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