日久光电(003015) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit attributable to shareholders of 30 million to 36 million yuan, representing a year-on-year increase of 1536.84% to 1864.21% compared to 1.8328 million yuan in the same period last year[6]. - The net profit after deducting non-recurring gains and losses is projected to be between 26 million and 32 million yuan, compared to a loss of 1.257 million yuan in the previous year[6]. - Basic earnings per share are anticipated to be between 0.11 yuan and 0.13 yuan, up from 0.01 yuan per share in the same period last year[6]. - Overall gross profit margin has improved due to increased sales volume and reduced unit costs, contributing to net profit growth[13]. Business Growth Drivers - The increase in revenue is driven by the optimization of conductive film business, particularly in overseas commercial display applications and the promotion of dimming conductive films in automotive applications[3]. - The market share of OCA optical adhesive has significantly improved, with increased shipment volume and profitability as production capacity approaches full utilization[7]. - The company has achieved certification for 2A/3A optical films, leading to increased sales revenue in mobile phones, laptops, and automotive display applications[12]. Performance Forecast and Communication - The company has communicated with the accounting firm regarding the performance forecast, with no significant discrepancies noted[10]. - The performance forecast is based on preliminary calculations by the finance department, with final figures to be disclosed in the official semi-annual report[8]. Investor Caution - The company emphasizes the importance of cautious decision-making for investors, highlighting potential investment risks[8].