7月12日(ri),京(jing)東(dong)方(fang)(fang)科技集團股份有(you)限公司(京(jing)東(dong)方(fang)(fang)A:000725;京(jing)東(dong)方(fang)(fang)B:200725)發(fa)布2024年半年度業績預告,2024年上半年預計實現(xian)歸屬于上市公司股東(dong)的凈利(li)潤21億元-23億元,比(bi)上年同(tong)期增(zeng)長185% -213%,并在(zai)扣除非經(jing)常性損益后(hou)的凈利(li)潤同(tong)比(bi)顯著(zhu)增(zeng)長。憑(ping)借穩健的經(jing)營策略(lve)和引領(ling)(ling)行業的技術優勢,BOE(京(jing)東(dong)方(fang)(fang))持續以(yi)技術創新和綠(lv)色發(fa)展,推動“屏(ping)之物聯”戰略(lve)落地,各項業務(wu)亮點紛呈,自2024年起盈利(li)逐季改(gai)善(shan),展現(xian)了(le)其在(zai)全(quan)球(qiu)半導體顯示領(ling)(ling)域強大的技術實力和發(fa)展韌性,為全(quan)年整體業績向(xiang)好打(da)下堅實基礎(chu)。
2024年(nian)(nian)以(yi)(yi)來(lai),半導(dao)體顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)行業(ye)景氣(qi)度上(shang)升(sheng),行業(ye)格局(ju)持(chi)(chi)續(xu)(xu)優(you)(you)化(hua),2024年(nian)(nian)上(shang)半年(nian)(nian),BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))仍持(chi)(chi)續(xu)(xu)穩(wen)居顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)領(ling)(ling)域(yu)市(shi)場(chang)龍頭地位。市(shi)場(chang)調研機構Omdia數據顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi),BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))在(zai)LCD顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)屏(ping)領(ling)(ling)域(yu)整體及五大細分應用領(ling)(ling)域(yu)出(chu)貨量(liang)持(chi)(chi)續(xu)(xu)穩(wen)居全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)第(di)(di)一(yi)。2024年(nian)(nian)5月,BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))攜眾多(duo)全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)首發(fa)創新技(ji)(ji)(ji)術(shu)產(chan)品和(he)(he)前(qian)沿技(ji)(ji)(ji)術(shu)應用重磅亮相SID國(guo)際顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)周,并首度提(ti)出(chu)了“全(quan)(quan)場(chang)景AI智慧顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)”的(de)(de)(de)技(ji)(ji)(ji)術(shu)方(fang)(fang)(fang)(fang)(fang)(fang)向(xiang)和(he)(he)相關解決方(fang)(fang)(fang)(fang)(fang)(fang)案,憑借在(zai)SID上(shang)發(fa)布全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)領(ling)(ling)先的(de)(de)(de)前(qian)沿技(ji)(ji)(ji)術(shu)和(he)(he)產(chan)品,BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))成為(wei)此次SID榮(rong)譽獎項頒(ban)獎盛會榮(rong)獲(huo)(huo)獎項最多(duo)的(de)(de)(de)企業(ye),在(zai)世界科(ke)技(ji)(ji)(ji)舞臺上(shang)彰顯(xian)(xian)(xian)(xian)(xian)了BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))的(de)(de)(de)技(ji)(ji)(ji)術(shu)前(qian)瞻性和(he)(he)領(ling)(ling)導(dao)力以(yi)(yi)及中國(guo)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)力量(liang)的(de)(de)(de)全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)話語權。2024年(nian)(nian)7月,BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))再度憑借車(che)載超大尺(chi)寸(cun)Oxide智能座艙、“AI+顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)”畫質增強技(ji)(ji)(ji)術(shu)方(fang)(fang)(fang)(fang)(fang)(fang)案、綠色(se)低(di)碳顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)等(deng)前(qian)沿技(ji)(ji)(ji)術(shu)榮(rong)獲(huo)(huo)8項DIC AWARD 2024國(guo)際顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)技(ji)(ji)(ji)術(shu)創新大獎,以(yi)(yi)“科(ke)技(ji)(ji)(ji)+綠色(se)”引領(ling)(ling)顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)行業(ye)發(fa)展風向(xiang)標。在(zai)LCD顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)領(ling)(ling)域(yu),受益(yi)于大型(xing)體育(yu)賽事(shi)召開和(he)(he)電商促銷活動(dong)(dong)的(de)(de)(de)帶(dai)動(dong)(dong),TV類(lei)面板需求快速提(ti)升(sheng),作(zuo)為(wei)全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)半導(dao)體顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)龍頭企業(ye),BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))在(zai)TV顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)屏(ping)領(ling)(ling)域(yu)已連(lian)續(xu)(xu)6年(nian)(nian)出(chu)貨量(liang)位列全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)第(di)(di)一(yi)(Omdia數據),并堅持(chi)(chi)“按需生產(chan)”的(de)(de)(de)經營策略,持(chi)(chi)續(xu)(xu)優(you)(you)化(hua)產(chan)品結構。在(zai)柔性顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)領(ling)(ling)域(yu),2024上(shang)半年(nian)(nian)BOE(京(jing)(jing)(jing)東(dong)(dong)方(fang)(fang)(fang)(fang)(fang)(fang))柔性AMOLED產(chan)品出(chu)貨量(liang)同(tong)比保(bao)持(chi)(chi)增長,同(tong)時,不斷(duan)深(shen)耕折疊為(wei)代(dai)表的(de)(de)(de)高端AMOLED市(shi)場(chang),投建國(guo)內首條第(di)(di)8.6代(dai)AMOLED生產(chan)線,推動(dong)(dong)OLED顯(xian)(xian)(xian)(xian)(xian)示(shi)(shi)(shi)產(chan)業(ye)快速邁(mai)進中尺(chi)寸(cun)發(fa)展階段,并持(chi)(chi)續(xu)(xu)賦能榮(rong)耀、OPPO、vivo等(deng)全(quan)(quan)球(qiu)(qiu)(qiu)(qiu)一(yi)線手機品牌的(de)(de)(de)旗(qi)艦機型(xing)。
在(zai)持續深耕顯(xian)示(shi)行(xing)業(ye)(ye)的(de)(de)同(tong)時,BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))“1+4+N+生(sheng)態鏈”發展(zhan)架構的(de)(de)其他(ta)業(ye)(ye)務(wu)(wu)板(ban)塊均(jun)亮(liang)點紛呈。其中(zhong),物聯網(wang)創(chuang)新業(ye)(ye)務(wu)(wu)取得長(chang)足進步,基于(yu)領(ling)先行(xing)業(ye)(ye)的(de)(de)智能(neng)(neng)制造(zao)能(neng)(neng)力(li)和不斷發展(zhan)的(de)(de)物聯網(wang)技術,打(da)造(zao)“顯(xian)示(shi)器件-智慧終端-系統方(fang)(fang)(fang)(fang)(fang)案(an)”一(yi)體化產(chan)業(ye)(ye)平臺,BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))首個(ge)海(hai)外自主投建的(de)(de)智慧工(gong)廠(chang)在(zai)越(yue)南開工(gong),邁出全球(qiu)化戰略(lve)布(bu)局的(de)(de)重(zhong)要一(yi)步。在(zai)傳感(gan)業(ye)(ye)務(wu)(wu)方(fang)(fang)(fang)(fang)(fang)面,BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))智慧視窗(chuang)解決方(fang)(fang)(fang)(fang)(fang)案(an)應用(yong)于(yu)軌道交通、乘(cheng)用(yong)車天窗(chuang)和側窗(chuang)等(deng)領(ling)域,其中(zhong)極氪(ke)推出的(de)(de)首款四座(zuo)超豪華旗(qi)艦MPV極氪(ke)009光輝,成為全球(qiu)首個(ge)量產(chan)搭載BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))LC智能(neng)(neng)光幕的(de)(de)新能(neng)(neng)源汽車;一(yi)汽紅(hong)旗(qi)全新推出的(de)(de)C+級豪華旗(qi)艦轎車紅(hong)旗(qi)H9同(tong)樣搭載BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))自主研發的(de)(de)光幕技術,可實(shi)(shi)現秒級快速響(xiang)應的(de)(de)無(wu)調光,目前(qian)該技術已逐漸成為乘(cheng)用(yong)車智能(neng)(neng)駕艙的(de)(de)新標配,也(ye)標志著BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))傳感(gan)業(ye)(ye)務(wu)(wu)在(zai)車載調光領(ling)域樹立行(xing)業(ye)(ye)新標桿(gan)。在(zai)MLED業(ye)(ye)務(wu)(wu)方(fang)(fang)(fang)(fang)(fang)面,BOE(京東(dong)方(fang)(fang)(fang)(fang)(fang))攜MLED新品及創(chuang)新商顯(xian)應用(yong)亮(liang)相2024美國InfoComm展(zhan)會,并重(zhong)磅發布(bu)行(xing)業(ye)(ye)領(ling)先的(de)(de)MLED戶(hu)外廣告顯(xian)示(shi)全新產(chan)品,向(xiang)全球(qiu)觀眾展(zhan)現中(zhong)國頂尖(jian)技術創(chuang)新硬實(shi)(shi)力(li)。智慧醫工(gong)業(ye)(ye)務(wu)(wu)強化科技與醫學相結合,打(da)通“防治養”全鏈條,通過創(chuang)新醫養融(rong)合模式打(da)造(zao)國內(nei)智慧醫養社區(qu)標桿(gan)。
2024年(nian)(nian)是(shi)BOE(京(jing)東方(fang)(fang))面(mian)向下一個三十(shi)年(nian)(nian)的開局之(zhi)年(nian)(nian),BOE(京(jing)東方(fang)(fang))在“屏之(zhi)物聯”戰(zhan)略(lve)的引(yin)領下,未來將(jiang)繼(ji)續(xu)以“聚焦(jiao)主(zhu)業(ye)、高質發展”為原則,持(chi)續(xu)鞏固半導體顯示業(ye)務領先地位的同時不(bu)斷推(tui)動(dong)各業(ye)務高質量(liang)發展,強(qiang)化產業(ye)生(sheng)態協同賦能效(xiao)應,推(tui)動(dong)產業(ye)新質生(sheng)產力(li)加快形(xing)成,實現全年(nian)(nian)穩健(jian)經營和企業(ye)長期高質量(liang)發展。