Mini/Micro LED新型显示
Search documents
兆驰股份:将加速向Mini/Micro LED新型显示、光通信以及化合物半导体等高科技领域升级转型
Zheng Quan Ri Bao· 2025-11-17 11:49
证券日报网讯兆驰股份11月17日在互动平台回答投资者提问时表示,近年来,"产业升级转型"成为公司 战略布局及业务经营的主旋律。目前,LED产业链、光通产业链、互联网视频运营平台等新兴业务板 块,已成为公司的主要业绩贡献主体。未来,公司仍将加速向Mini/MicroLED新型显示、光通信以及化 合物半导体等高科技领域升级转型,从而推动公司从传统制造业向具备更强科技属性的精密制造企业持 续转型,实现公司价值的可持续发展。 (文章来源:证券日报) ...
深圳市兆驰股份有限公司 2025年第三季度报告
Zheng Quan Ri Bao· 2025-10-22 22:12
Core Viewpoint - The company reported a decline in revenue and net profit for the first three quarters of 2025, but showed significant improvement in the third quarter due to strategic adjustments and expansion of overseas production capacity [4][5]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 13.896 billion yuan and net profit of 1.103 billion yuan, with a net profit attributable to shareholders of 1 billion yuan, indicating a decline compared to the same period last year [4]. - The third quarter saw a 13.72% increase in revenue compared to the second quarter and a 45.38% increase compared to the first quarter, demonstrating resilience in operations despite external challenges [5]. Business Strategy - The company is focusing on global expansion and smart manufacturing, with overseas production capacity reaching 11 million units by mid-2025, which is crucial for meeting seasonal demand [6]. - Plans for the fourth quarter include accelerating the smart transformation of overseas production bases to reduce costs and improve operational efficiency, which is expected to enhance the gross margin of the smart terminal business [6]. Emerging Business Segments - Emerging businesses, including the LED industry chain and optical communication, contributed over 60% of profits, serving as a core driver for growth amid pressures on traditional business [7]. - The LED segment is focusing on high-end products, with successful launches in Mini/Micro LED technology, enhancing the company's position in the high-end display market [7][8]. Future Outlook - The company is committed to long-term strategies, balancing stable operations with transformative initiatives, which are expected to solidify its competitive advantage and growth potential [10]. - The focus on building a robust supply chain and advancing smart manufacturing is anticipated to facilitate the commercialization of technological advancements and break through development bottlenecks [10].