研報掘金丨國信證券:京東方A第三季度營收同環比增長,維持“優於大市”評級
國信證券研報指出,京東方A(000725.SZ)3Q24營收同比增長8.6%,毛利率環比基本持平。在7-9月LCD TV面板價格逐月下跌的背景下,公司實現營收同環比增長。據迪顯諮詢,受以舊換新政策推動,國內TV市場逐步復甦,推動8-9月面板出貨恢復。公司持續增加LTPO、摺疊等高端產品出貨,佈局8.6代高世代OLED產線,有望充分有益於OLED面板在手機以及中尺寸顯示的滲透率提升。維持“優於大市”評級。
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