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京东方A:行业内厂商持续践行“按需生产”的经营策略
证券日报网讯 京东方A9月30日发布公告,在公司回答调研者提问时表示,行业内厂商持续践行"按需生 产"的经营策略,根据市场需求变化,灵活调整产线稼动率。根据咨询机构数据及分析,一季度,得益 于出口需求高涨和"以旧换新"政策刺激,终端需求整体旺盛,行业内企业普遍保持高稼动率,LCDTV 主流尺寸面板价格全面上涨;二季度,国际贸易环境和政策边际效应发生变化,面板采购需求有所降 温,行业内企业快速调整稼动率,应对需求变化;三季度以来,随着厂商去库存趋势结束,旺季面板备 货需求逐步恢复,行业稼动率有所恢复的同时,LCDTV部分尺寸价格经历小幅下降后,部分LCDTV面 板价格企稳;LCDIT方面,MNT、NB面板价格整体维持稳定。 (编辑 袁冠琳) ...
LG Display:公司正在布局Micro LED技术
WitsView睿智显示· 2025-09-30 07:27
Core Viewpoint - LG Display's CEO emphasized that Micro RGB backlight TVs are fundamentally still LCDs and require over 150,000 backlight zones to match OLED quality [2][3]. Group 1: Technology Insights - LG Display is actively developing Micro LED technology, with some products already in the commercialization phase, although specific product types were not disclosed [3]. - Samsung's recently released 115-inch Micro RGB backlight TV has only 15,000 backlight zones, indicating a significant gap in technology compared to LG's requirements for OLED-level quality [3]. Group 2: Financial Performance and Outlook - In the first half of 2025, LG Display reported revenues of 11.652 trillion KRW (approximately 60.94 billion RMB), a year-on-year decrease of 3% [3]. - The company experienced an operating loss of 82.6 billion KRW (approximately 432 million RMB), which is an improvement of 480.5 billion KRW compared to the same period last year [3]. - LG Display expects a significant improvement in performance in the second half of the year compared to the first half, despite not meeting market expectations for the first half [3]. Group 3: Future Investments - LG Display is evaluating the feasibility of investing in the 8.6-generation OLED production line based on various factors, including industry investment trends and its own financial status [3].
投融资两端发力 共塑高质量发展生态——广东资本市场“9·24”一周年观察
Xin Hua Cai Jing· 2025-09-30 01:09
成色"新":资本市场向新求质 TCL科技的百亿并购是广东此轮并购重组热潮的典型代表。过去一年间, TCL科技曾两次斥资超百亿元,分别收购韩国LG Display在华资产,以及深圳 华星半导体21.53%的股权,迅速获取显示领域的最新核心技术,进一步巩固大 尺寸面板的绝对话语权。 以产业升级为驱动,以新质生产力为目的,过去一年"并购六条"政策效能 在广东资本市场全面释放,形成"科技-产业-资本"的良性循环。截至目前已有 超250家上市公司披露、完成产业化并购重组超1500亿元,其中超6成属于广东 战略性新兴产业;披露、完成重大资产重组超30单,持续位居全国首位。 一年来,广东凝聚多方合力构建支持上市公司实施并购重组的长效机制。 广东证监局建立发展专班工作机制,联合广东省委金融办指导成立"广东资本 市场并购重组联盟",扩围并购重组标的库超2000家。 超250家上市公司披露、完成产业化并购重组超1500亿元;省内各类企业 通过境内资本市场融资6343.75亿元;600余家上市公司实际发放现金分红超 3000亿元……这是2024年"9·24"新政落地一周年,广东资本市场交出的答卷。 从凝聚合力,构建支持上市公司并购 ...
京东方A(000725) - 025-2025年9月29日投资者关系活动记录表
2025-09-30 01:08
Group 1: LCD Market Trends - The industry is adopting a "demand-driven production" strategy, adjusting production rates based on market demand [1] - In Q1, strong export demand and "trade-in" policies led to high demand, resulting in price increases for mainstream LCD TV panel sizes [1] - By Q2, changes in the international trade environment caused a decrease in panel procurement demand, prompting quick adjustments in production rates [1] - Since Q3, inventory destocking has ended, leading to a gradual recovery in panel stocking demand, although some LCD TV panel prices have slightly decreased [2] Group 2: Flexible AMOLED Business Progress - The company has established a competitive position in the flexible AMOLED market, covering major smartphone brands and expanding into automotive and IT applications [3] - In the first half of 2025, the company shipped over 71 million AMOLED panels, a 7.5% year-on-year increase, maintaining the top position in China and second globally [3] - Despite market competition and short-term depreciation pressures, the company's profitability needs improvement [3] Group 3: Future Industry Trends - The display industry is entering a rebalancing phase, shifting focus from scale and market share to high profitability, technology, and added value [4] - LCD technology will remain a mainstream application, with ongoing demand for larger TV sizes and high-resolution products [4] - OLED technology is also expanding, particularly in the IT and automotive sectors, with increasing LTPO shipments [4] Group 4: Depreciation Trends - All 8.5-generation production lines have completed depreciation, while several AMOLED production lines have been finalized [5] - Depreciation is expected to peak in 2025 as new projects are finalized and mature production lines depreciate [5] - The company aims to optimize product line positioning to enhance operational efficiency and profitability [5] Group 5: Future Capital Expenditure - The company is transitioning from rapid expansion to a mature phase in LCD production, focusing capital expenditures on strategic planning [6] - Future investments will center on semiconductor display business and innovative applications in IoT, sensors, MLED, and smart medical engineering [6] Group 6: Shareholder Return Plan - The company plans to distribute at least 35% of the annual net profit to shareholders in cash from 2025 to 2027 [7] - A minimum of RMB 1.5 billion will be allocated for share buybacks annually, with additional plans for mid-term profit distribution [7] - The return plan reflects a comprehensive analysis of operational conditions, industry status, and shareholder interests, aiming for sustainable growth and shared benefits [8]
京东方A完成工商变更登记,注册资本由376.45亿元降至374.14亿元
Xin Lang Cai Jing· 2025-09-29 12:32
market 京东方科技集团股份有限公司(证券代码:000725、200725,证券简称:京东方A、京东方B) 于2025年9月29日发布《关于公司完成工商变更登记的公告》。 点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 公告显示,京东方于2025年8月26日召开第十一届董事会第八次会议,并于2025年9月16日召开2025年第 二次临时股东大会,审议通过了《关于变更公司注册资本及修订 <公司章程> 及其附件的议案》。相关 具体内容已于2025年8月28日及2025年9月17日在巨潮资讯网披露。 近日,京东方完成了注册资本的工商变更登记和公司章程备案,取得北京市朝阳区市场监督管理局换发 的《营业执照》。 ...
京东方A:显示产业正进入再平衡时期,在持续调整优化
Zheng Quan Ri Bao Wang· 2025-09-29 09:23
证券日报网讯 京东方A9月29日发布公告,在公司回答调研者提问时表示,未来行业趋势方面,显示产 业正进入再平衡时期,在持续调整优化。一方面,供给端正在进入存量时代,需求端库存实现加速去 化。另一方面,行业格局实现重塑,行业从过去的追求"规模和市场份额"逐渐转向追求"高盈利、高技 术、高附加值",通过践行"按需生产",持续迈向高质量发展。从产品趋势来看,LCD仍将是未来中长 期显示行业的主流应用技术,OLED高端细分市场也在不断突破。其中,LCD需求结构不断优化,TV大 尺寸化趋势势不可挡,高分辨率、高刷新率产品的推陈出新带来LCD旺盛的市场生命力;OLED中 LTPO出货量持续提升,OLED在IT、车载等中尺寸市场也将迎来更多机遇。 ...
京东方A:LCD TV部分尺寸价格经历小幅下降后,部分LCD TV面板价格企稳
Zheng Quan Ri Bao Wang· 2025-09-29 09:21
证券日报网讯 京东方A9月29日发布公告,在公司回答调研者提问时表示,行业内厂商持续践行"按需生 产"的经营策略,根据市场需求变化,灵活调整产线稼动率。根据咨询机构数据及分析,一季度,得益 于出口需求高涨和"以旧换新"政策刺激,终端需求整体旺盛,行业内企业普遍保持高稼动率,LCDTV 主流尺寸面板价格全面上涨;二季度,国际贸易环境和政策边际效应发生变化,面板采购需求有所降 温,行业内企业快速调整稼动率,应对需求变化;三季度以来,随着厂商去库存趋势结束,旺季面板备 货需求逐步恢复,行业稼动率有所恢复的同时,LCDTV部分尺寸价格经历小幅下降后,部分LCDTV面 板价格企稳;LCDIT方面,MNT、NB面板价格整体维持稳定。 ...
京东方A:公司高世代线中,北京、合肥、重庆、福州四条8.5代生产线已经全部折旧到期
Zheng Quan Ri Bao Wang· 2025-09-29 09:21
Core Viewpoint - BOE Technology Group announced that all four 8.5-generation production lines in Beijing, Hefei, Chongqing, and Fuzhou have fully depreciated as of now [1] Group 1: Production Lines and Depreciation - The company has completed the fixed asset transition for the sixth-generation AMOLED production lines in Chengdu (B7), Mianyang (B11), and Chongqing (B12) [1] - The depreciation is expected to peak in 2025 as new projects transition to fixed assets and mature production lines reach the end of their depreciation period [1] Group 2: Operational Efficiency - The company will continue to optimize product line positioning to enhance operational efficiency and improve profitability [1]
京东方A:三季度以来面板备货需求逐步恢复 行业稼动率有所恢复
Xin Lang Cai Jing· 2025-09-29 03:33
京东方A在机构调研时表示,三季度以来,随着厂商去库存趋势结束,旺季面板备货需求逐步恢复,行 业稼动率有所恢复的同时,LCD TV部分尺寸价格经历小幅下降后,部分LCD TV面板价格企稳;LCD IT方面,MNT、NB面板价格整体维持稳定。 ...
【财经分析】投融资两端发力 共塑高质量发展生态——广东资本市场“9·24”一周年观察
Group 1 - The core viewpoint of the article highlights the significant achievements of Guangdong's capital market in the past year, driven by the "9·24" financial policy, which has facilitated over 150 billion yuan in mergers and acquisitions and 6,343.75 billion yuan in financing through domestic capital markets [2][3][4] - More than 250 listed companies have disclosed and completed industrial mergers and acquisitions exceeding 150 billion yuan, with over 60% belonging to Guangdong's strategic emerging industries [3][4] - The total market value of listed companies in Guangdong reached 17.6 trillion yuan, a 26.2% increase from the beginning of the year, indicating a stable and growing market environment [5][6] Group 2 - The strategic emerging and specialized enterprises account for half of the listed companies in Guangdong, with significant revenue growth in the computer, communication, and other electronic equipment manufacturing sectors [4][5] - The capital expenditure in the computer, communication, and other electronic equipment manufacturing industries increased by 22.3% year-on-year, while the automotive manufacturing sector saw a 51.7% increase [4] - Guangdong's listed companies have shown a strong commitment to research and development, with a total R&D expenditure of 158.9 billion yuan, reflecting an 11.6% year-on-year increase [6] Group 3 - The establishment of a "large investment advisory" ecosystem in Guangdong is a key focus for enhancing the investment side of the capital market, with new institutions being set up to support this initiative [8][9] - The Guangzhou Investment Advisory Academy has conducted 31 training sessions, covering 1,707 professionals, indicating a strong push towards improving investment advisory capabilities [9] - The fund advisory business has gained recognition, with over 80% of clients in trial institutions reporting profitability, showcasing the effectiveness of long-term rational investment guidance [9][10]