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【国信电子胡剑团队|LCD行业月报】预计3月LCD TV面板价格延续增长
剑道电子· 2025-03-26 03:26
Core Viewpoint - The LCD TV panel prices are expected to continue rising in March 2025, driven by stable demand and the impact of China's trade-in policy [3][10]. Group 1: Market Overview - From February 2025 to the present, the panel index has increased by 2.24%, underperforming compared to major indices like the Shanghai Composite and Shenzhen Component [3][8]. - As of March 13, 2025, the total market capitalization of the A-share panel industry is 562.467 billion yuan, with an overall price-to-book ratio of 1.61x, which is at the 61.0% percentile of the past five years [3][8]. Group 2: Price & Cost - In February 2025, the prices for various sizes of LCD TV panels were as follows: 32-inch at $38, 43-inch at $64, 50-inch at $103, 55-inch at $129, and 65-inch at $177, with month-on-month increases of 2.7%, 1.6%, 1.0%, 0.8%, and 1.1% respectively [10]. - The prices for IT panels in February 2025 remained stable for most sizes, with a slight increase for the 23.8-inch panel [10]. Group 3: Supply & Demand - In January 2025, the global shipment area for large-size LCD panels increased by 7.34% year-on-year, with a total shipment of 71.494 million units, reflecting a 12.42% year-on-year growth [14][17]. - The average size of LCD TVs is projected to increase, contributing to the growth in demand for LCD panels [20]. Group 4: Performance Review - In January 2025, the global revenue for large-size LCD panels was $5.426 billion, showing a year-on-year increase of 6.85% [37]. - Major LCD manufacturers in China reported a total revenue of 510.133 billion yuan in 2023, with a slight year-on-year growth of 0.94% [42]. Group 5: Investment Recommendations - The report recommends focusing on key players in the LCD panel supply chain, particularly BOE Technology Group [7].
【国信电子胡剑团队|LCD行业月报】预计3月LCD TV面板价格延续增长
剑道电子· 2025-03-26 03:26
点击 关注我们 报告发布日期:2025年3月20日 报告名称:《LCD行业月报- 预计3月LCD TV面板价格延续增长 》 分析师:胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002/李书颖S0980522100003 联系人:连欣然 完整报告请扫描下方二维码 国信研究 LCD行业月报-预计3月LCD TV面板价格延 续揭长 2025-03-20 | 胡剑 胡慧 叶子 张大为 连欣然 行情&业绩回顾:2025年2月至今面板(申万)指数 上涨2.24%,3Q24中国主要LCD厂商平均毛利率同环比下 滑行情回顾:2025年2月至今面板(申万)指数上涨2.24% ,跑输上证指数、深证成指、沪深300指数1.09pct、3.4 8pct、0.24pct;其中深天马A、龙腾光电分别上涨1.07% 、1.35%,京东方A、TCL科技、彩虹股份分别下跌3.36 %、6.39%、8.14%。估值方面,截至3月13日A股面板行 业总市值5624.67亿元,整体PB (LF) 为1.61 ...
龙腾光电(688055) - 2024 Q4 - 年度业绩
2025-02-27 09:15
Financial Performance - The total operating revenue for 2024 was RMB 341,313.37 million, a decrease of 9.77% compared to the previous year[2] - The net profit attributable to the parent company was RMB -19,031.87 million, an improvement of 31.64% year-on-year[6] - The total assets at the end of 2024 were RMB 658,080.70 million, down 10.68% from the beginning of the period[6] - The equity attributable to the parent company decreased by 4.55% to RMB 428,795.97 million[6] - The basic earnings per share improved to RMB -0.057 from RMB -0.084 in the previous year[2] - The asset-liability ratio decreased to 34.84%, indicating a downward trend[6] Strategic Focus - The company aims to expand into emerging display fields such as green low-carbon, health protection, electronic paper, and AI displays[6] - The company has focused on differentiated development strategies and continuous R&D innovation to enhance product value[5] - The company is leveraging opportunities from AI technology and digitalization to expand its business development space[6] Profitability Improvement - The company reported a significant improvement in operating profit and net profit attributable to the parent company, with increases of over 30%[7]
龙腾光电(688055) - 2024 Q4 - 年度业绩预告
2025-01-17 10:30
Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2024 to be between -205 million and -175 million CNY, representing a year-on-year loss reduction of 26.37% to 37.14% compared to the previous year[4]. - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between -260 million and -230 million CNY, indicating a year-on-year loss reduction of 13.08% to 23.11%[4]. - In 2023, the total profit of the company was -352.82 million CNY, with a net profit attributable to shareholders of the parent company at -278.42 million CNY[6]. - The fourth quarter of 2024 showed a sequential increase in both net profit attributable to shareholders of the parent company and net profit after deducting non-recurring gains and losses[8]. Operational Challenges and Strategies - The company faced operational pressure due to complex international political situations, slow global economic recovery, and increased uncertainty in trade policies[8]. - The company is focusing on lean management, enhancing product value and quality, and optimizing product structure to strengthen its operational competitiveness in 2024[8]. Investment Risks - The performance forecast data has not been audited by an accounting firm, and investors are advised to pay attention to investment risks[10].
龙腾光电:龙腾光电关于转让子公司股权的进展公告
2024-12-27 08:54
证券代码:688055 证券简称:龙腾光电 公告编号:2024-021 昆山龙腾光电股份有限公司 关于转让子公司股权的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 近期公司通过公开挂牌方式转让所持有的彩优微电子51%股权,截至本公 告披露日,本次股权转让事项所涉及的工商变更登记手续已完成,公司已收到全 部股权转让款,公司不再持有彩优微电子股权。 本次转让子公司股权,有利于公司优化资源配置,不构成关联交易,不构 成重大资产重组,不会对公司经营业绩、财务状况和资产状况产生重大影响。 为进一步聚焦主业发展,优化资源,强化企业核心竞争力,根据昆山龙腾光 电股份有限公司(简称"公司"或"龙腾光电")战略发展规划以及此前公告披露 的有关转让子公司股权事项的相关安排,公司拟转让持有的彩优微电子(昆山) 有限公司(简称"彩优微电子")51%股权。具体内容详见公司在上海证券交易所 网站(www.sse.com.cn)披露的相关公告(公告编号:2023-027、2022-045、2021-027、 2020-008 ...
龙腾光电(688055) - 龙腾光电投资者关系活动记录表
2024-11-28 10:54
证券代码:688055 证券简称:龙腾光电 编号:2024-003 昆山龙腾光电股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-----------------|-------------|----------------------------------------------|--------------------------------------------------------------| | | | | | | | □ | 特定对象调研 | □分析师会议 | | 投资者关系 | □媒体采访 | | ☑业绩说明会 | | 活动类别 | □新闻发布会 | | □路演活动 | | | □其他 | | | | 参与单位及 人员 | | 全体投资者均可通过上证路演中心参加本次说明会 | | | 时间 | 2024 年 | 11 月 28 日 15:00-16:00 | | | 地点 | | 上证路演中心( | http://roadshow.sseinfo.com ) | | | 蔡志承 | 副总经理、董事会秘书 | | | 公司接待人 | 钟德镇 | 副 ...
龙腾光电:龙腾光电关于召开2024年第三季度业绩说明会的公告
2024-11-20 08:54
证券代码:688055 证券简称:龙腾光电 公告编号:2024-020 昆山龙腾光电股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 昆山龙腾光电股份有限公司(以下简称"公司"或"龙腾光电")已于 2024 年 10 月 26 日发布公司 2024 年第三季度报告,为便于广大投资者更全面深入地 了解公司 2024 年第三季度经营成果、财务状况,公司计划于 2024 年 11 月 28 日 下午 15:00-16:00 举行 2024 年第三季度业绩说明会,就投资者关心的问题进行 交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开,公司将针对 2024 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 1 会议召开时间:2024 年 11 月 28 日(星期四) 下午 15:00-16:00 会议召开地点:上海证券交易所上证路演中心(网址:https://road ...
龙腾光电(688055) - 2024 Q3 - 季度财报
2024-10-25 10:02
Financial Performance - The company's revenue for Q3 2024 was ¥849,466,083.39, representing a decrease of 15.81% compared to the same period last year[2] - The net profit attributable to shareholders was -¥46,049,579.64, with a year-to-date net profit of -¥168,109,145.75[2] - The company reported a decrease in net profit attributable to shareholders of 4.62% year-to-date compared to the previous year[2] - Total operating revenue for the first three quarters of 2024 was CNY 2,638,152,771.61, a decrease of 4.6% compared to CNY 2,765,985,329.53 in the same period of 2023[15] - Net profit for the third quarter of 2024 was a loss of CNY 168,109,145.75, an improvement from a loss of CNY 235,273,331.94 in the same quarter of 2023[16] - The company reported a total comprehensive loss of CNY 168,322,622.28 for the third quarter of 2024, compared to a loss of CNY 235,392,619.70 in the same quarter of 2023[17] - Earnings per share for the third quarter of 2024 was CNY -0.050, an improvement from CNY -0.071 in the same quarter of 2023[17] Assets and Liabilities - Total assets at the end of the reporting period were ¥7,106,720,867.75, a decrease of 3.55% from the end of the previous year[3] - As of September 30, 2024, the company's total assets amounted to ¥7,106,720,867.75, a decrease from ¥7,367,976,052.10 as of December 31, 2023, reflecting a decline of approximately 3.54%[11] - The company's current assets totaled ¥3,424,181,630.52, down from ¥3,706,388,841.25, indicating a decrease of about 7.63%[11] - Total liabilities decreased to ¥2,776,805,337.13 from ¥2,875,471,497.30, a reduction of approximately 3.44%[13] - The company's equity remained stable at ¥3,333,333,400.00, unchanged from the previous period[13] Cash Flow - The net cash flow from operating activities for the year-to-date period was ¥302,322,710.60, down 47.14% compared to the previous year[6] - The net cash flow from operating activities for Q3 2024 was ¥302,322,710.60, a decrease of 47.3% compared to ¥571,971,417.97 in Q3 2023[18] - Cash flow from operating activities for the first three quarters of 2024 was CNY 2,968,341,969.96, an increase from CNY 2,912,271,848.18 in the same period of 2023[17] - The company reported a total operating cash inflow of ¥3,097,887,986.03, a slight increase from ¥3,046,279,241.58 in Q3 2023[18] Investments - Total cash inflow from investment activities was ¥663,541,295.93, significantly up from ¥167,952,821.33 in the same period last year[19] - The net cash flow from investment activities was -¥990,918,183.47, compared to -¥70,218,117.82 in Q3 2023, indicating increased investment outflows[19] - The total cash outflow from investment activities was ¥1,654,459,479.40, compared to ¥238,170,939.15 in Q3 2023, indicating a significant increase in investment expenditures[19] - The company received cash from investment recoveries amounting to ¥659,000,000.00, a substantial increase from ¥165,000,000.00 in the previous year[18] Research and Development - Research and development expenses totaled ¥60,226,678.04 in Q3 2024, accounting for 7.09% of revenue, an increase of 1.36 percentage points year-on-year[3] - Research and development expenses increased to CNY 175,021,936.19 in 2024 from CNY 167,749,480.39 in 2023, reflecting a growth of 7.6%[16] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 21,130[7] - The largest shareholder, Kunshan Guochuang Investment, held 1,530,000,000 shares, representing 45.90% of the total shares[8] - The company has not reported any significant changes in shareholder relationships or agreements as of the announcement date[10] Employee Compensation - The company reported an increase in employee compensation liabilities to ¥68,926,058.48 from ¥56,646,016.04, an increase of approximately 21.56%[13]
龙腾光电:龙腾光电第二届监事会第十次会议决议公告
2024-10-25 10:02
证券代码:688055 证券简称:龙腾光电 公告编号:2024-019 昆山龙腾光电股份有限公司 第二届监事会第十次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 昆山龙腾光电股份有限公司(简称"公司") 第二届监事会第十次会议于 2024 年 10 月 25 日以现场结合通讯方式召开,会议通知已于 2024 年 10 月 22 日以邮件 方式送达全体监事,各位监事已知悉与所审议事项相关的必要信息。本次会议由 公司监事会主席邹邽郲主持,会议应到三人,实到三人。本次监事会会议的召集、 召开和表决程序符合《中华人民共和国公司法》(简称"《公司法》")等法律法规、 《昆山龙腾光电股份有限公司章程》(简称"《公司章程》")的有关规定,表决形 成的决议合法、有效。 二、监事会会议审议情况 经与会监事审议,以记名投票表决方式,会议形成如下决议: (一) 审议通过《关于公司 2024 年第三季度报告的议案》 监事会对 2024 年第三季度报告进行了充分审核,认为:公司 2024 年第三季 度报告的编 ...
龙腾光电:龙腾光电关于2024年前三季度计提资产减值准备的公告
2024-10-25 10:02
证券代码:688055 证券简称:龙腾光电 公告编号:2024-018 昆山龙腾光电股份有限公司 关于 2024 年前三季度计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 昆山龙腾光电股份有限公司(以下简称"公司")于2024年10月25日召开第二届 董事会第十一次会议、第二届监事会第十次会议,审议通过了《关于公司2024年 前三季度计提资产减值准备的议案》,现将有关事项公告如下: 一、本次计提资产减值准备的情况概述 1、坏账准备 公司参考历史信用损失经验,编制应收账款、其他应收款账龄与整个存续期 预期信用损失率对照表,计算预期信用损失金额并计提坏账准备。 2、存货跌价准备 资产负债表日,对存货按照成本与可变现净值孰低计量,并按单个存货项目 计提存货跌价准备,但对于数量繁多、单价较低的存货,按照存货类别计提存货 跌价准备。当存货可变现净值低于成本时,计提存货跌价准备。 (一)资产减值准备计提情况 根据《企业会计准则》以及公司会计政策、会计估计的相关规定,为了真实、 准确地反映公司2024年前三季度经 ...