证券代码：002429 证券简称：兆驰股份 公告编号：2024-049 深圳市兆驰股份有限公司 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2024 年 12 月 12 日（周四）14:30-17:00。届时公司高管 将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励和可持 续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 深圳市兆驰股份有限公司 董 事 会 二〇二四年十二月十日 关于参加 2024 年度深圳辖区上市公司集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳市兆驰股份有限公司（以下简称"公 司"）将参加由深圳证监局和深圳证券交易所指导、深圳上市公司协会与深圳市全 景网络有限公司联合举办的"2024 年度深圳辖区上市公司集体接待日"活动，现将 相关事项公告如下： ...

证券代码：002429 证券简称：兆驰股份 公告编号：2024-048 住所：江西省南昌市南昌高新技术产业开发区天祥北大道3495号 法定代表人：顾伟 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、 内部业务整合方案概述 深圳市兆驰股份有限公司(以下简称"公司")于 2024 年 9 月 11 日召开第六届 董事会第十五次会议，审议通过了《关于公司内部业务整合的议案》。为实现公司 显示业务的研、产、销一体化，进一步强化各业务板块的管理效能，提高运营效率， 并满足公司长远的战略发展目标，董事会同意公司对下属子公司深圳市兆驰晶显技 术有限公司（以下简称"深圳晶显"）、江西兆驰晶显有限公司（以下简称"江西 晶显"）现有的显示业务进行垂直整合。本次业务整合完成后，江西晶显将成为深 圳晶显的全资子公司，江西晶显、深圳晶显仍纳入公司的合并报表范围内。具体内 容详见公司于 2024 年 9 月 13 日在巨潮资讯网（www.,cninfo.com.cn）上披露的《关 于公司内部业务整合的公告》。 二、交易进展情况 近日，江西晶显已完成上述相关事项的工商变更登记手续，并 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [3][11]. Core Views - The company reported a revenue growth of 34% year-on-year in Q3 2024, with a total revenue of 66.42 billion yuan for the quarter. However, the net profit attributable to shareholders decreased by 14% year-on-year [1]. - For the first three quarters of 2024, the company achieved a revenue of 161.62 billion yuan, representing a year-on-year increase of 27.4%, while the net profit attributable to shareholders was 13.73 billion yuan, up 7.9% year-on-year [1]. - The company is positioned second in the TV OEM market, with a shipment volume of 9.5 million units in the first three quarters of 2024, reflecting a growth of over 10% year-on-year [1]. - The report highlights the increasing penetration of COB technology in LED displays, which is expected to drive revenue growth in the LED segment [1]. Financial Performance Summary - Q3 2024 revenue was 66.42 billion yuan, with a year-on-year growth of 34.1% and a quarter-on-quarter growth of 22.7% [1]. - The gross profit margin for Q3 2024 was 14.38%, down 4.32 percentage points year-on-year and 3.22 percentage points quarter-on-quarter [1]. - The company’s financial expenses in Q3 2024 amounted to 0.31 billion yuan, with asset impairment losses of 0.76 billion yuan [1]. - The company’s net profit forecast for 2024-2026 is adjusted to 1.89 billion yuan, 2.33 billion yuan, and 2.70 billion yuan, respectively, with corresponding PE ratios of 12.6, 10.3, and 8.8 times [1][2].

各位投资者早上好欢迎参加双鸣摆认是咱们的消费财产的小项目交流活动今天我们也是有幸邀请到我们小资产的总经理陈先生过来帮我们进行交谈陈先生好你们因为登记报的这个情况也刚刚过去我们也请您先简单介绍一下登记报的公司的这些业绩表现情况然后等会就具体机关进行一个分别的一个交流谢谢 好嘞各位老师好我先简单介绍一下Q3的一个基本情况的一个变化Q3里面其实大家能看到就是原本公司支撑的主业呢一个是电视第二就是LV产业链在显示终端这块呢Q3确实是史无前例拿到了一个历史的最高的一个出货量大概440多万台从这出货量来看呢确实同币和缓币是有个特别大的一个改善 而在Q3里边其实大家也比较担心是只能看到市场出货量之后也会比较担心的是我们在单台的这样一个利润的情况其实从Q3的一个环比的情况来看在今年Q2确实是面板稍微有一点承压之后Q3里边电视的单台利润确实是较Q2里边有一个环比的一个改善从单台的这种80块钱出头的一个盈利能力 到Q3里边是有一个大概接近85块钱的这样一个单台的一个盈利的一个状态所以其实能看出来是说呃经过今年的这样一个面板的一个周期性一个小周期的这样一个属性之后我们能看到是说公司还是在电视这块能够保持我单台的盈利能力是一个相对平 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 7.10 CNY over the next six months [1]. Core Insights - The company reported a revenue of 16.16 billion CNY for the first three quarters of 2024, representing a year-on-year growth of 27.4%. However, the net profit attributable to shareholders was 1.37 billion CNY, a growth of only 7.9% year-on-year [2][4]. - In Q3 2024, the company achieved a revenue of 6.64 billion CNY, marking a significant year-on-year increase of 34.1%. However, the net profit for the same quarter decreased by 14.1% to 460 million CNY [2][3]. - The company's television shipments increased by 40% year-on-year, with a total of 4.4 million units shipped in Q3 2024, primarily driven by North American customers preparing for the Q4 peak season [2][3]. Summary by Sections Revenue and Profitability - The company’s revenue for 2024 is projected to reach 21.36 billion CNY, with a growth rate of 24.41%. The net profit attributable to shareholders is expected to be 1.83 billion CNY, reflecting a growth rate of 15.47% [5][12]. - The gross margin for Q3 2024 decreased by 4.3 percentage points to 14.4%, attributed to asset impairment losses and increased tax expenses [3][4]. Business Segments - The company is actively adjusting its networking business, which includes products like set-top boxes and smart speakers, amid increasing competition. Additionally, it is expanding into the optical communication components sector [3][4]. - The LED industry segment is expected to maintain a revenue growth rate similar to the first half of the year, projected at 30% [2][3]. Earnings Forecast - The company’s earnings per share (EPS) for 2024, 2025, and 2026 are forecasted to be 0.41 CNY, 0.48 CNY, and 0.57 CNY, respectively. The target price of 7.10 CNY is based on a price-to-earnings (PE) ratio of 10 for the ODM segment and 20 for the LED segment [4][9].

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、 担保情况概述 深圳市兆驰股份有限公司（以下简称"公司"）分别于 2024 年 4 月 11 日、2024 年 5 月 9 日召开第六届董事会第十一次会议、2023 年年度股东大会，审议通过了 《关于为下属子公司申请综合授信提供担保的议案》，同意公司为下属子公司向银 行/金融机构等申请综合授信提供担保，担保金额为不超过人民币 782,000.00 万元， 具体担保金额、方式、范围、期限等以相关合同约定为准，担保额度可在子公司之 间按照实际情况调剂使用，担保额度有效期限自公司 2023 年年度股东大会审议通 过之日起至 2024 年年度股东大会召开之日止。具体内容详见公司于 2024 年 4 月 13 日、2024 年 5 月 10 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于为下属 子公司申请综合授信提供担保的公告》《2023 年年度股东大会决议公告》等相关公 告。 二、担保进展情况 证券代码：002429 证券简称：兆驰股份 公告编号：2024-047 深圳市兆驰股份有限公司 关于为下 ...

关于为下属子公司申请综合授信提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、 担保情况概述 深圳市兆驰股份有限公司（以下简称"公司"）分别于 2024 年 4 月 11 日、2024 年 5 月 9 日召开第六届董事会第十一次会议、2023 年年度股东大会，审议通过了 《关于为下属子公司申请综合授信提供担保的议案》，同意公司为下属子公司向银 行/金融机构等申请综合授信提供担保，担保金额为不超过人民币 782,000.00 万元， 具体担保金额、方式、范围、期限等以相关合同约定为准，担保额度可在子公司之 间按照实际情况调剂使用，担保额度有效期限自公司 2023 年年度股东大会审议通 过之日起至 2024 年年度股东大会召开之日止。具体内容详见公司于 2024 年 4 月 13 日、2024 年 5 月 10 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于为下属 子公司申请综合授信提供担保的公告》《2023 年年度股东大会决议公告》等相关公 告。 二、担保进展情况 公司于2024年6月19日在巨潮资讯网（www.cnin ...

编号：2024-006 证券代码：002429 证券简称：兆驰股份 深圳市兆驰股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------------|-----------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 活动类别 | □ 特定对象调研 □ \n□ 媒体采访 □ \n□ 新闻发布会 □ □ 现场参观 ■ 其他 （电话会议） | 分析师会议 \n 业绩说明会 \n路演活动 | | 参与单位名 称及人员 姓名 | 56 家机构 74 | 人次（详见 ...

Investment Rating - The investment rating for the company is "Buy" with a target price indicating a potential upside of over 20% within the next six months [3][11]. Core Views - The company reported a revenue of 16.16 billion yuan for the first three quarters of 2024, representing a year-on-year increase of 27.39%. The net profit attributable to shareholders was 1.37 billion yuan, up 7.93% year-on-year [1]. - In Q3 2024, the company achieved a revenue of 6.64 billion yuan, a year-on-year increase of 34.15%, but the net profit decreased by 14.08% year-on-year [1]. - The company is focusing on its core business while expanding into new areas such as optical communication devices, which is expected to enhance its long-term competitiveness and sustainable growth [1]. Financial Performance Summary - For 2024E, the company is projected to achieve a revenue of 21.52 billion yuan, with a growth rate of 25.34% [2]. - The net profit attributable to shareholders is expected to reach 1.85 billion yuan in 2024E, reflecting a growth rate of 16.29% [2]. - The company's gross margin for Q3 2024 was 14.4%, down 4.3 percentage points year-on-year, primarily due to increased costs from integrating new businesses [1]. Business Segments - The multimedia audio-visual products and services segment saw the company rank second in smart display terminal shipments, with approximately 4.4 million units shipped in Q3 2024, a 40% increase year-on-year [1]. - The LED industry chain reported steady revenue growth, particularly in Mini/Micro COB displays [1]. - The company has successfully acquired new businesses in the optical communication sector, establishing a vertical industry chain that includes optical communication devices, modules, and chips [1]. Valuation Metrics - The projected P/E ratios for the company are 13.0x for 2024E, 10.3x for 2025E, and 8.9x for 2026E [1][2]. - The company’s market capitalization is approximately 23.95 billion yuan, with a total A-share capital of 4,526.94 million shares [3].

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company achieved a revenue of 16.162 billion yuan in Q1-Q3 2024, a year-on-year increase of 27.39% [1] - Net profit attributable to the parent company was 1.373 billion yuan, up 7.93% year-on-year [1] - In Q3 2024, the company's revenue was 6.642 billion yuan, a year-on-year increase of 34.15%, but net profit attributable to the parent company decreased by 14.08% to 462 million yuan [1] - The company's TV ODM shipments increased by 40% year-on-year to 4.4 million units in July-September 2024, ranking second in the industry [1] - The LED sector continues to grow steadily, with Mini/Micro COB shipments increasing [1] - The company has expanded into the optical communication device sector, forming a vertical industry chain [1] Financial Performance - Gross profit margin for Q1-Q3 2024 was 16.32%, down 1.89 percentage points year-on-year [2] - In Q3 2024, the gross profit margin was 14.38%, down 4.32 percentage points year-on-year [2] - Net profit margin for Q1-Q3 2024 was 9.01%, down 1.41 percentage points year-on-year [2] - In Q3 2024, the net profit margin was 7.04%, down 4.12 percentage points year-on-year [2] - The company's sales/management/R&D/financial expense ratios in Q3 2024 were 0.94%/0.84%/3.45%/0.47%, respectively, remaining relatively stable [2] Forecast and Valuation - The company is expected to achieve net profit attributable to the parent company of 1.83/2.23/2.70 billion yuan in 2024-2026, with year-on-year growth of 15.3%/22.0%/20.8% [2] - The company's EPS is expected to be 0.40/0.49/0.60 yuan per share in 2024-2026 [3] - The company's P/E ratio is expected to be 13.1/10.7/8.9 times in 2024-2026 [3] - The company's P/B ratio is expected to be 1.5/1.4/1.2 times in 2024-2026 [3] Industry and Business Development - The company's TV ODM business is driven by increased demand from North American customers and market expansion [1] - The LED sector is growing steadily, with Mini/Micro COB shipments increasing [1] - The company has expanded into the optical communication device sector, forming a vertical industry chain [1]