You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
京東方A(000725.SZ):上半年公司在傳統五大LCD顯示領域出貨量持續保持全球第一
格隆匯 10-11 07:27

格隆匯10月11日丨有投資者在投資者互動平台向京東方A(000725.SZ)提問,“諮詢機構稱明年,LGD廣州線將恢復滿載稼動。請問:一、公司如何看待該線竟爭力?二、對公司TV面板業務會有什麼影響?三、將對目前頭部廠商動態控產局面產生什麼影響?”

公司表示,公司目前擁有多條8.X代線,相關產線具有靈活的產品結構調整能力和效率優勢,可以覆蓋從MBL到TV全尺寸段產品,並積累了豐富的生產運營和產品工藝優勢。此外,根據第三方諮詢數據,2023年上半年,公司在傳統五大LCD顯示領域出貨量持續保持全球第一。未來,公司將會持續提升在LCD領域的產品競爭力,加深與品牌客户的合作,以確保出貨量持續領先。 自去年下半年以來,在行業集中度不斷提升以及行業供給端競爭格局大幅改善的情況下,面板廠商紛紛踐行“按需生產、動態控產”的經營策略,推動產品價格回升,改善經營業績。未來,我們預計面板廠商仍將根據終端需求情況,合理、謹慎控制產線稼動率,以維護行業健康發展。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account