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深天马A2025年半年度业绩网上说明会问答实录
Quan Jing Wang· 2025-09-08 01:29
Core Viewpoint - The company emphasizes its commitment to enhancing intrinsic value and sustainable development, despite the stock price being below net asset value, and outlines various measures taken to boost investor confidence and market value [2][3][7][18]. Financial Performance - In the first half of 2025, the company achieved a revenue growth of 9.93% year-on-year and a net profit attributable to shareholders increased by 142%, marking a turnaround from losses [2][3][9][16]. - The company's operating cash flow significantly improved, driven by healthy core business development and ongoing cost control efforts [15]. Shareholder Engagement - The company has implemented a market value management system, incorporating it into performance assessments, and has launched initiatives such as a valuation enhancement plan and share repurchase announcements to protect shareholder interests [2][7][18]. - The company has maintained a 100% response rate to investor inquiries during its performance briefing, indicating a strong commitment to investor relations [1]. Strategic Initiatives - The company is focused on internal growth and is exploring suitable acquisition targets to strengthen its competitive position in the display industry [4]. - The company has made significant investments in R&D, totaling 1.57 billion yuan, primarily in flexible AMOLED and LCD technologies, which are expected to enhance its market competitiveness [13][20]. Market Position and Innovation - The company has established itself as a leader in the small and medium-sized display sector, with a strong focus on innovation and technology development, including advancements in Micro-LED technology [8][28]. - The company continues to expand its product offerings in various sectors, including automotive displays, IT, and health monitoring, while maintaining a leading market share in certain segments [22][23]. ESG Commitment - The company has been recognized for its efforts in environmental, social, and governance (ESG) practices, having received awards for its sustainable development initiatives and commitment to carbon neutrality [6].