Visionox(002387) 中国经济网·2025-01-27 02:34Group 1 - The core viewpoint of the news is that Visionox (维信诺) is experiencing significant growth in revenue and profit due to the recovery in the consumer electronics sector and increasing demand for OLED panels, particularly in smartphones [1][3] - For the fiscal year 2024, Visionox expects revenue between 7.7 billion to 8 billion yuan, representing a year-on-year growth of 29.94% to 35.00%, and net profit attributable to shareholders is projected to increase by 926 million to 1.326 billion yuan [1] - The gross margin for OLED products has increased by over 30 percentage points compared to the previous year, driven by improved management and supply chain optimization [1] Group 2 - Visionox is focusing on technological innovation, launching several industry-first solutions such as MLA+ COE and UBA+ COE for low-power high-performance applications, as well as advancements in LTPS technology and AMOLED screen integration [2] - The company is expanding its market share in high-end products by supplying OLED screens for flagship devices from brands like Honor, Vivo, Xiaomi, and OPPO, customizing solutions based on specific client needs [2] - Visionox has received multiple awards for quality and delivery from major partners, indicating strong performance and collaboration in the OLED market [2] Group 3 - The global smartphone market is recovering after two years of decline, with growth projected at approximately 6% to 7% in 2024, supported by government incentives for consumer electronics purchases in China [3] - The Chinese smartphone market is expected to see a 4% year-on-year increase in sales by 2025, further enhancing the demand for OLED panels [3]