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京東方精電(00710.HK)中期收益52.1億港元 同比增加8%
格隆匯 08-22 21:21

格隆匯8月22日丨京東方精電(00710.HK)公吿,截至2023年6月30日止6個月的業績。回顧期間內,集團錄得歷史新高的收益52.1億港元,同比增加8%。集團的利息、税項、折舊及攤銷前利潤(EBITDA)為3.24億港元,同比下降10%;股東應占溢利錄得2.02億港元,同比下降19%。董事會議決不宣派截至2023年6月30日止6個月的中期股息(截至2022年6月30日止6個月:無)。集團的股息政策並無變動。

收益的增長主要由於中華人民共和國及美洲銷售薄膜電晶體("TFT")及觸控屏顯示模組的增加。增長主要受益於TFT及觸控屏顯示模組生產能力的提升及中國新能源汽車市場整體產銷量增加。集團的TFT模組業務及觸控屏顯示模組業務佔集團收益約89%,而單色顯示屏業務的收益於期內略有減少。

期內,主要汽車製造商進入價格調整的競爭格局。新能源汽車市場呈現以進取的價格促進銷量的現象。整體而言,該發展於2023年上半年取得正面成果。中國是集團汽車顯示屏業務的最大市場,佔集團2023年上半年汽車顯示屏收益約七成。公司的客户基礎穩定擴大,並覆蓋了傳統及新能源汽車製造商的主要汽車品牌。根據公司的統計數據,公司繼續為主要中國前20家汽車製造商及新能源汽車製造商提供TFT顯示屏產品,從其取得穩定的收益且帶有上升空間。新能源汽車在中國的銷量持續增長,而公司的新能源汽車客户不斷提高產量,這導致公司TFT相關顯示屏產品於回顧期間的銷量有所增加。

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