京东方、深天马、维信诺、和辉光电4家面板厂发布Q3业绩

Core Viewpoint - The article discusses the latest performance results of four panel manufacturers: BOE, Visionox, Tianma, and Hehui Optoelectronics, highlighting their revenue growth, profit changes, and strategic developments in the OLED and AMOLED markets. BOE - In the first three quarters of the year, BOE achieved revenue of approximately 143.73 billion yuan, a year-on-year increase of 13.61%, with a net profit attributable to shareholders of about 3.31 billion yuan, up 223.80% [1][2] - For Q3 2024, BOE reported revenue of approximately 50.35 billion yuan, an increase of 8.65%, and a net profit of about 1.03 billion yuan, up 258.21% [2] - The company indicated that its flexible AMOLED product shipments exceeded 65 million units in the first half of 2024, representing a year-on-year growth of over 25% [1] Visionox - Visionox reported revenue of approximately 58.47 billion yuan in the first three quarters, a year-on-year increase of 41.95%, but incurred a net loss of about 1.80 billion yuan [4][5] - In Q3 2024, Visionox achieved revenue of approximately 19.14 billion yuan, up 34.22%, with a net loss of about 620 million yuan [4] - The company signed an investment framework agreement for an AMOLED production line project with the Hefei municipal government, indicating strategic expansion plans [5][11] Tianma - Tianma's revenue for the first three quarters was approximately 240.14 billion yuan, a decrease of 2.78%, with a net loss of about 473 million yuan [12] - In Q3 2024, the company reported revenue of approximately 81.17 billion yuan, down 6.67%, but achieved a net profit of about 16.77 million yuan [12] - The company noted significant growth in its OLED business, with a more than 80% increase in shipments of flexible OLED panels [12][13] Hehui Optoelectronics - Hehui Optoelectronics reported revenue of approximately 36.97 billion yuan in the first three quarters, a year-on-year increase of 82.61%, but incurred a net loss of about 1.76 billion yuan [14][15] - For Q3 2024, the company achieved revenue of approximately 13.02 billion yuan, a 100.02% increase, with a net loss of about 483 million yuan [14] - The company attributed its revenue growth to increased shipments across various product lines, particularly in the tablet and laptop sectors [15][16]