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东方科脉递表港交所 为全球最大的商用端智能物联电子纸显示解决方案厂商
Zhi Tong Cai Jing·2025-09-25 22:44

Core Viewpoint - Dongfang Kema is a leader in the global smart IoT electronic paper display solutions market, focusing on the research and production of various smart IoT electronic paper display modules and related solutions, with a strong emphasis on technology innovation and market deployment [3][7]. Company Overview - Dongfang Kema has over a decade of experience in the electronic paper display technology field, owning core technology for the design and manufacturing of electronic paper display modules [3]. - The company's product matrix includes various sizes and colors, widely applied in smart retail, smart office, smart education, smart logistics, smart transportation, e-readers, and emerging applications [3]. Market Potential - The global retail industry is accelerating its digital transformation, with the adoption rate of electronic price tags steadily increasing. According to ZhiShi Consulting, the market for smart IoT electronic paper display solutions in the smart retail sector is expected to reach 554.5 million units by 2029, with a compound annual growth rate (CAGR) of 15.6% from 2024 to 2029 [7]. - The market size for smart IoT electronic paper-related solutions is projected to grow from RMB 54.8 billion in 2024 to RMB 108.4 billion by 2029, reflecting a CAGR of 14.6% [7]. Competitive Advantage - Dongfang Kema is the first company globally to deploy smart IoT electronic paper display solutions in the field of intelligent robotics, establishing a differentiated competitive advantage through technological innovation and practical commercial deployment [7]. Financial Performance - The company reported revenues of approximately RMB 1.214 billion, RMB 1.024 billion, RMB 1.152 billion, and RMB 796 million for the six months ending June 30 in 2022, 2023, 2024, and 2025, respectively [8]. - The net profits for the same periods were approximately RMB 91.88 million, RMB 50.74 million, RMB 53.40 million, and RMB 43.04 million [8].