WitsView睿智显示·2025-07-15 05:56Core Viewpoint - The article discusses the performance forecasts for the first half of 2025 from several companies in the display and electronics industry, highlighting both growth and challenges faced by these companies. Group 1: Visono - Visono expects revenue between 4 billion to 4.2 billion yuan, a year-on-year increase of 1.70% to 6.78% [1] - The net profit attributable to shareholders is forecasted to be a loss of 1 billion to 1.176 billion yuan, with a loss of 1.085 billion to 1.261 billion yuan after excluding non-recurring gains and losses [2] - The performance improvement is attributed to the recovery in the downstream consumer electronics sector and the increasing penetration of AMOLED in smartphones and wearables [2][3] Group 2: Tianma - Tianma anticipates a net profit of 190 million to 220 million yuan, marking a turnaround from a loss of 489.39 million yuan in the previous year, with a year-on-year growth of 138.82% to 144.95% [4][5] - The company expects a revenue growth of approximately 10% year-on-year, with non-consumer display business revenue exceeding 50% of total revenue, growing over 25% [5][6] - The profitability of the consumer display business has significantly improved due to operational efficiency and technological innovations [6] Group 3: Konka - Konka forecasts a net loss of 360 million to 500 million yuan, with a loss of 950 million to 1.1 billion yuan after excluding non-recurring items [7][8] - The company faces intensified competition in the consumer electronics sector and challenges in aligning product offerings with national subsidy policies [9] Group 4: Wog Optical - Wog Optical expects revenue between 1.15 billion to 1.32 billion yuan, a year-on-year increase of 10.36% to 26.68%, but anticipates a net loss of 65 million to 45 million yuan [10] - The company is advancing projects in new display technologies and has achieved mass production of glass-based circuit boards [10][11] Group 5: Singshan - Singshan forecasts a net profit of 160 million to 240 million yuan, a significant increase of 810.41% to 1265.61% year-on-year [12] - The growth is driven by the performance of the anode materials and polarizer businesses, supported by increased demand and product optimization [13] Group 6: Landai Technology - Landai Technology expects a net profit of 93 million to 115 million yuan, representing a year-on-year growth of 37.54% to 70.08% [14] - The company is benefiting from a recovery in the touch display industry and has improved product margins through strategic customer expansion [16] Group 7: Xiangteng New Materials - Xiangteng anticipates a net loss of 9.5 million to 13 million yuan, a decline from a profit in the previous year [17][18] - The losses are attributed to increased competition and rising costs associated with the trial production phase of its optical film devices [18]