莱特光电(688150) - 2024 Q2 - 季度业绩预告

Revenue Expectations - The company expects a revenue of between 240.82 million and 284.60 million CNY for the first half of 2024, representing a year-on-year increase of 70.32% to 101.29%[3]. - In the same period last year, the company achieved a revenue of 141.39 million CNY and a net profit of 43.74 million CNY attributable to the parent company[5]. Net Profit Projections - The projected net profit attributable to the parent company for the first half of 2024 is between 81.06 million and 103.58 million CNY, an increase of 85.32% to 136.80% compared to the same period last year[3]. - After excluding share-based payment factors, the expected net profit attributable to the parent company is between 86.32 million and 108.84 million CNY, reflecting a year-on-year growth of 90.27% to 139.90%[3]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 70.04 million and 92.56 million CNY, indicating a year-on-year increase of 116.83% to 186.54%[4]. Performance Drivers - The significant performance increase is primarily due to the sustained growth in demand for OLED downstream markets and a substantial increase in revenue from OLED terminal materials[6]. - The company has implemented measures to reduce costs and increase efficiency, further enhancing operational management and production efficiency[6]. Forecast Validity - The performance forecast has not been audited by an accounting firm, but there are no significant uncertainties affecting the accuracy of the forecast[7]. - The forecast data is preliminary and the final financial data will be disclosed in the official 2024 semi-annual report[8].