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TCL电子、深天马、奥来德等8家显示企业公布上半年业绩
WitsView睿智显示· 2025-08-25 09:20
Core Viewpoint - The article discusses the financial performance of several companies in the display technology sector for the first half of the year, highlighting revenue growth and profitability changes among them. TCL Electronics - TCL Electronics reported revenue of HKD 54.78 billion (approximately RMB 50.06 billion), a year-on-year increase of 20.4%, and a net profit of HKD 10.90 billion (approximately RMB 9.95 billion), up 67.8% [4][5] - The large-size display business showed strong performance with a global TV shipment of 13.46 million units, a 7.6% increase year-on-year, and Mini LED TV shipments of 1.37 million units, up 176.1% [5][6] - The internet business also saw revenue growth of 20.3%, with overseas market revenue increasing by 46.3% [7] Deep Tianma - Deep Tianma achieved revenue of RMB 17.48 billion, a 9.93% increase, and turned a profit with a net profit of RMB 206 million [8][9] - The company focuses on small and medium-sized display technologies, including AMOLED and Micro LED, and reported a 27% increase in automotive display revenue [10] OLED Technology - Aolaide, specializing in OLED materials and equipment, reported revenue of RMB 281 million, down 17.87%, and a net profit of RMB 27 million, down 70.59% [11][12] - The materials business grew by 21.99%, while the evaporation source equipment revenue fell significantly [12][14] Deep Textile - Deep Textile reported revenue of RMB 1.6 billion, a decline of 1.41%, and a net profit of approximately RMB 35 million, down 19.73% [15][16] - The company focuses on high-value products like OLED and LCD polarizers and aims to improve production efficiency [17] Skyworth Digital - Skyworth Digital reported revenue of RMB 4.095 billion, down 8.04%, and a net profit of RMB 54 million, down 70.53% [18][19] - The smart terminal business saw a revenue decline of 12.36%, while the professional display business grew by 5.05% [20] New Xiangwei - New Xiangwei achieved revenue of RMB 285 million, a 23.48% increase, and turned a profit with a net profit of RMB 5 million [21][22] - The growth was attributed to an expanded product range and increased market share [22] Asia Optical - Asia Optical reported revenue of RMB 432 million, a 30.01% increase, but a net profit of RMB 538,000, down 36.21% [25][26] - The company’s electronic paper display module revenue grew significantly by 103.01% [27] Shihua Technology - Shihua Technology reported revenue of RMB 537 million, a 73.79% increase, and a net profit of RMB 193 million, up 86.38% [28][29] - The company is focusing on functional electronic materials and high-performance optical materials, with a new project underway to enhance its product capabilities [30]