京东方精电(00710)车载显示幕龙头，保持高端市场竞争优势（繁体版）

第一上海05-13

2023年业绩低于预期：京东方精电是京东方旗下唯一车载显示模组和系统运营平台，为客户提供车载显示总成及智慧车载显示系统。2023收入107.6亿港元，增加0.4%；净利润4.75亿港元，下降18%，低于市场预期。业绩压力主要来自二季度产品价格承压、人民币贬值、库存减值以及成都工厂投产爬坡带来的成本压力。保持行业领先地位：根据Omidia资料，1)车载显示模组总出货量、2)中大尺寸(8英寸及以上)...

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