研報掘金丨平安證券:京東方A利潤有望逐漸釋放,維持“推薦”評級
平安證券研報指出,京東方A(000725.SZ)三季度公司業績亮眼,毛利率同比有提升,10月電視面板價格觸底。公司半導體顯示頭部地位穩固,技術先進,市場表現優異,隨着LCD週期趨弱以及公司產線折舊趨於尾聲,公司LCD盈利能力有望進一步釋放,同時公司OLED出貨量穩步提升,有望在未來成為新的贏利點。公司技術雄厚,市場競爭力強大,隨着LCD折舊陸續完成以及OLED逐漸減虧,公司利潤有望逐漸釋放,維持對公司“推薦”評級。
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