LED显示行业复苏
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当家的撂挑子不干了!艾比森创始人反对自己当选董事长
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-02 10:23
21世纪经济报道记者 林典驰 深圳报道 近日,艾比森(300389.SZ)发布公告,公司第六届董事会第一次会议于2025年11月28日召开。会议审 议通过了多个议案,包括修订公司制度、选举董事长及各专门委员会委员、聘任总经理及其他高级管理 人员等。会议的表决结果显示,绝大多数议案均获得9票同意,无反对票。 然而,在选举第六届董事会董事长的议案中却产生了变数,公司同意选举丁彦辉为公司第六届董事会。 对此,丁彦辉投了1票反对,反对理由是对董事长岗位薪酬不满意。 至于丁彦辉为何对薪酬不满意,薪酬是过高或过低,公告里并没有写明。 根据各自2024年报,利亚德董事长李军税前薪酬105.1万,洲明科技董事长林洺锋税前薪酬100.73万,与 之同期对比的艾比森董事长丁彦辉税前薪酬435.56万。 2025年上半年,LED显示行业整体有所复苏,艾比森上半年实现营业收入18.19亿元,同比增长1.15%; 实现归母净利润1.16亿元,同比增长 30.84%。 作为对比,洲明科技和艾比森营收和归母净利润都要优于艾比森。同期洲明科技营收36.58亿元,同比 增长7.38%,实现归母净利润1.21亿元,同比增长20.61%。同期,利 ...
当家的撂挑子不干了? 艾比森创始人反对自己当选董事长
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-02 10:21
截至本公告披露日,丁彦辉先生直接持有公司股份1.25亿股,占公司总股本的 33.78%,是公司的实际控制人。 近日,艾比森(300389.SZ)发布公告,公司第六届董事会第一次会议于2025年11月28日召开。会议审议通过了多个议 案,包括修订公司制度、选举董事长及各专门委员会委员、聘任总经理及其他高级管理人员等。会议的表决结果显 示,绝大多数议案均获得9票同意,无反对票。 然而,在选举第六届董事会董事长的议案中却产生了变数,公司同意选举丁彦辉为公司第六届董事会。对此,丁彦辉 投了1票反对,反对理由是对董事长岗位薪酬不满意。 至于丁彦辉为何对薪酬不满意,薪酬是过高或过低,公告里并没有写明。 丁彦辉于1973年出生,是艾比森的创始人,自2001年成立以来,一直担任公司的董事长、法定代表人至今(其中有十 八年兼任总经理),现并任惠州艾比森董事,艾比森投资公司董事长,艾比森会务公司董事,深圳市海龙教育服务有 限公司董事,深圳市艾比森公益基金会理事及深圳市睿道企业管理有限公司执行董事、总经理等。 艾比森主营业务是LED应用产品的研发、生产、销售和服务。公司主营业务面对的竞争对手涵盖利亚德 (300296.SZ)、洲明 ...
聚飞光电年营收首超30亿,Mini LED背光及车用业务全面开花
Xin Lang Cai Jing· 2025-04-21 01:18
Core Viewpoint - The company, Jufei Optoelectronics, reported strong financial performance for 2024 and Q1 2025, driven by growth in Mini LED backlighting and automotive LED sectors, while also announcing a cash dividend plan for shareholders [1][2]. Financial Performance - In 2024, the company achieved revenue of 3.053 billion yuan, a year-on-year increase of 21.54%, and a net profit attributable to shareholders of 340 million yuan, up 47.63% [1]. - For Q1 2025, revenue reached 779 million yuan, growing 21.08%, with a non-recurring net profit of 51.73 million yuan, an increase of 10.89% [1]. Business Segments - The LED product sales revenue for 2024 was 2.778 billion yuan, representing a 20.37% increase and accounting for 90.99% of total revenue, with a product yield rate of 99.32% [2]. - In the Mini LED backlighting sector, the company maintained significant market share among major domestic brands and made breakthroughs with international clients like Samsung and Sony [2]. - In the automotive LED sector, partnerships with Tier 1 suppliers such as Valeo and Marelli have been established, expanding the company's presence in automotive lighting and HUD products [2]. Product Innovation - The company launched the world's first commercial Mini COB interactive screen for the Changan Qiyuan E07 model, marking a significant innovation in the automotive sector [3]. - The company is expanding its product lines into infrared, optoelectronic sensors, and other related businesses, enhancing growth potential [4]. Research and Development - In 2024, the company invested 205 million yuan in R&D, a 34.24% increase, representing 6.71% of total revenue, with R&D personnel making up 21.28% of the workforce [4]. - The company holds over 753 patents and has received multiple honors for its technology centers and innovation capabilities [5]. Market Outlook - The government’s focus on boosting consumption, with a special bond issuance of 300 billion yuan to support consumer goods, is expected to benefit the company [5]. - Analysts predict that the company's net profit attributable to shareholders will reach 351 million yuan, 401 million yuan, and 481 million yuan from 2024 to 2026 [5].