A股首批2024年年报出炉 聚灿光电与指南针交出答卷

Group 1: Company Performance - Juzan Optoelectronics reported a record high in operating revenue, net profit, and net profit excluding non-recurring gains and losses for 2024, achieving operating revenue of 2.76 billion yuan, a year-on-year increase of 11.23%, and a net profit attributable to shareholders of 196 million yuan, a year-on-year increase of 61.44% [1] - Guiding Compass achieved total operating revenue of 1.53 billion yuan in 2024, a year-on-year increase of 37.37%, and a net profit attributable to shareholders of 104 million yuan, a year-on-year increase of 43.50% [2] - Guiding Compass reported cash received from sales and services of 1.54 billion yuan, up 38.31% from 2023, and a net cash flow from operating activities of 4.48 billion yuan, an increase of 211.56% compared to 2023 [2] Group 2: Market Trends and Strategic Positioning - The rapid development of Mini/Micro LED technologies has led to broader applications in large outdoor displays, laptops, and television screens, with Juzan Optoelectronics strategically launching related products to capture market share [2] - The overall market sentiment is improving, with a steady increase in capital market activity due to a series of policy implementations, which is expected to positively impact company performance [3] - Companies with strong core competitiveness, significant market share, and robust profitability are anticipated to see more pronounced growth in 2024, particularly those with innovative capabilities and growth potential in the technology sector [3]