日久光电2024年扭亏为盈：调光导电膜营收翻倍增长 光学膜业务成新亮点

Core Insights - The company reported a revenue of 583 million yuan for 2024, marking a year-on-year growth of 22%, and achieved a net profit of 67.47 million yuan, successfully turning around from a loss [1] - The significant growth in performance is driven by the explosive growth of the dimming conductive film and optical film businesses, with both product lines experiencing revenue increases exceeding 100% year-on-year, becoming key engines for the company's transformation and upgrade [1] Revenue Breakdown - The dimming conductive film business generated a revenue of 66.95 million yuan, reflecting a substantial year-on-year increase of 122.70% [1] - The optical film products achieved a revenue of 29.45 million yuan, with a year-on-year growth of 104.19% [1] Market Position and Strategy - The company holds a 52% global market share in ITO conductive films and has made technological breakthroughs in optical films, establishing a dual-track layout covering consumer electronics and new energy vehicles [2] - In 2024, the company's R&D investment accounted for 5.80% of its revenue, focusing on core technologies such as magnetron sputtering and precision coating to continuously optimize product structure [2] Future Outlook - The company plans to expand the application of dimming conductive films in the new energy vehicle sector and accelerate the industrialization of optical films in vehicle displays and foldable screens [2] - With an increasing proportion of high-value-added products, the company's profitability and market competitiveness are expected to strengthen further [2]