Anhui (002983)2024-12-27 12:14Group 1: Company Overview and Market Position - The company focuses on the full industry chain development of new display materials, modules, and terminals, including applications in sensing and health [5] - The display module business has over 200 patents and covers top 10 global brand manufacturers [5] - The company has initiated Mini technology research and development since 2017, enhancing its market position in the display module sector [5] Group 2: Business Performance and Challenges - As of the end of Q3 2024, the company's operating performance has decreased year-on-year, primarily due to the impact of the display terminal business [3] - The decline in display terminal performance is attributed to a drop in sales volume and prices of traditional TFT-LCD technology products [3] - The company anticipates that the overall impact of tariff increases from certain countries will be limited due to China's dominant position in the global large-size display terminal market, accounting for over 50% of the output [2] Group 3: Future Growth and Strategies - The company is optimistic about future growth, particularly in the large-size display sector, supported by government policies promoting upgrades [7] - Plans to expand into new fields, especially the automotive display market, are underway to maintain and exceed current market share [7] - The penetration of Mini display modules is expected to significantly increase market scale, potentially doubling the terminal scale compared to traditional levels if the cost is ten times higher [7]