Core Viewpoint - Huaxian Optoelectronics (00334) has announced a positive earnings forecast, expecting a profit of at least RMB 48.8 million for the first half of 2025, representing a year-on-year increase of no less than 600% [1] Group 1: Earnings Forecast - The company anticipates a significant increase in profit for the first half of 2025, with a projected profit of at least RMB 48.8 million [1] - This profit increase is attributed to the optimization of the product mix and a total sales volume increase of at least 60% compared to the same period in 2024 [1] Group 2: Sales Performance - Revenue from all product categories sold during the period is expected to increase by over 70% year-on-year, driven by the successful integration model with TCL Huaxing Optoelectronics [1] - The first quarter of 2025 saw a staggering 180% year-on-year increase in sales of tablet modules, contributing to an overall revenue growth of 49.7% to RMB 1.394 billion [1] Group 3: Business Model and Market Position - Huaxian Optoelectronics primarily focuses on small to medium-sized LCD modules, serving sectors such as smartphones, tablets, and automotive displays through an ODM model [1] - The company has established a solid position in the small to medium-sized display module market, leveraging vertical integration advantages and customer resources as a key part of TCL Technology Group's display industry chain [1]
港股异动 | 华显光电(00334)涨超10% 预计上半年溢利同比增长不少于6倍 公司平板类模组销量激增